marketing

4 Methods for Understanding What Your Customers and Donors Really Think

Consumers and donors today have the world at their fingertips. They’re able to conduct their own research on organizations and products, and are faced with a wide variety of options to choose from. If you want to stand out from the crowd—and attract your ideal donors and customersyou need to have a deep understanding of your audience, their behavior, and why they make the decisions they do

Basically, you need to have a good grasp of why they would choose to support you rather than another nonprofit or social enterprise.

But how?
Two words! Market research. 

You may have heard this term thrown around before, but what is it really? Market research is a way of gathering information to better understand your target audience and what they want. Using a few proven techniques, you can gain valuable insight into your audience and get direct feedback from them about their interest in your organization.

No more guessing or assuming!

When done intentionally, market research can help you gain more support for your cause, reach a bigger audience, improve the experience of your current customers or donors, and build a stronger overall marketing strategy for your nonprofit or social impact company. 

So, let’s get into the nitty gritty of how to understand what your customers and donors really think so you can reach more people for your cause! 

When To Use Market Research

You know you could probably benefit from learning more about what your donors and customers want. Who couldn’t? But where do you start? When is the right time for it? 

Maybe you’re thinking about launching a new product or service and you’re not sure how much support it would actually receive. Or, maybe you want to pivot and take your organization in a new direction, like if you’re a nonprofit wanting to start selling products or build a social enterprise. Knowing more about your audience will help you create services and products that people actually want.

Market research is also beneficial when you already have a product or service that’s not performing as well as you’d like, or your sales or donations have decreased lately. That’s a perfect time to reevaluate or troubleshoot your strategy.

Expanding your client or donor base is important, too! But you need to know as much as you can about them in order to successfully grow.

Market research is also just a great way to check in with your audience regularly. People change, and so do their priorities. This can help ensure that you’re still providing what they’re looking for. 

To illustrate some of the ideas above, let’s take my annual holiday giveaway as an example. I host this giveaway every year in order to hear directly from my clients and email subscribers about who they are, what they need, how they found me, and much more. It also allows me to collect information that helps me refine my current products and services (and website copy!) as well as gives me ideas for future products and services. And who doesn’t love free things? A win for both of us!

To sum it up: Market research is essential housekeeping for your organization, and should especially be implemented in any of these cases. It will help you stay relevant, in-touch, and even anticipate your audience’s needs.

Tips for Getting Started with Market Research

So you’re ready to better understand your audience, awesome! Here are a few tips that will help you define your goal and set you up for success.

  • Determine the objective of your research: 

    What is your goal? What are you trying to achieve with this research? 

    Do you want to expand your audience, increase sales, get more donations, something else? Determining this objective will help you figure out what method of research will work best for you and what data you hope to collect.

  • Define your target market: 

    The point of this research is to learn all you can about the people in your market, but you need to know who you’re talking to first

    Think about who you want to reach. Who is your message, product, or service for? Be as specific as possible when thinking about who you want to attract to your nonprofit or social enterprise.

  • Look at the competition: 

    It’s equally as important to know who you’re up against! Look into other organizations like yours from the eyes of a donor or customer. What do you like? What do you not like? What are they doing well and what needs improvement? How do you compare? 

    This is a great way to hone in on your own unique position and create an even better experience for your customers or donors.


How To Better Understand Your Customers and Donors

With market research, you’re hearing straight from the source rather than relying on your own personal thoughts and biases, which is crucial. 

Here are four ways to conduct market research to gain valuable insights into your current audience or target market.

  1. Interviews

    Interviews allow for one-on-one, face-to-face (virtually works, too) discussions with members of your target audience. This is a great method for digging deep and also allows for a natural flow of conversation. You can follow different threads of the conversation to gain more insight, and it’s good for reading non-verbal cues, too! This is great for really connecting with your audience and building a rapport, but be sure to ask targeted, direct questions that evoke thoughtful responses.

    Additionally, be sure to take really good notes, or when possible, record the interview so you can hear their exact words again later.

  2. Online surveys

    Surveys are a quick, inexpensive, easy way to hear from people, and the most commonly used method. These can be delivered as an online questionnaire or via email. They don’t require the scheduling and time of an interview, but you also may not get as in-depth responses or be able to ask clarifying questions. You can, however, collect a lot of data very quickly with surveys, and it is generally pretty straightforward and easy to analyze. This is the easiest way for people to participate as well.

  3. Focus groups

    Focus groups bring together a carefully curated group of people who fit the target market. A professional moderator leads a discussion and asks questions about the product, service, or organization and gains insight into how the group feels. However, focus groups can be expensive and also lead to errors in research. Dominance bias (when one participant influences the rest of the group) and moderator style bias (when different moderators’ styles influence the group in different ways) are two effects that can skew your data results.

  4. Customer observation

    A less expensive alternative to focus groups, this allows you (or someone from your organization) to observe a member of your target audience interacting with your product, whether it be navigating your website or testing something more concrete. While you won’t be able to get into their head like with the other methods, observing people in their natural setting without the influence of others can allow you to get a sense of where they hit roadblocks, what they like, and how they use your product or service.

Before we move on, let’s talk about incentives for participating in your market research. Offering an incentive is a great way to increase participation. This could be a small discount, giveaway, or free access to a resource. People love to receive something in return for their time, and you’ll likely receive more feedback!  

Oftentimes, this does depend on the amount of work required to participate, the number of responses you want, and your relationship to the person. For example, a focus group or interview is more time consuming than filling out an online survey. And if your audience isn’t highly engaged, they may need an enticement in exchange for their time. It can, of course, just also be used as a nice gesture.

How to Choose the Best Format for Your Market Research

There are clearly pros and cons to each method of research, and you have to determine which one works best for you and for your needs at this time. This is largely dependent on who your target audience is and what your objective is. That’s why they’re so important to define!

If you’re a nonprofit wanting to drive more people to your cause and gain more donors, an online survey may suffice. That way, you can gauge what people think about your communications, the feelings your messaging evokes, and what programs people are most interested in. 

If you’re a social enterprise and you want to introduce a new product, an interview might be best. Having a conversation with someone may allow you to get deeper insight into how they feel about the product and if they would really spend their money on it. An online survey could allow you to see if someone is interested or not, but it may be harder to discern intention versus action, and it doesn’t give you the level of detail a face-to-face interview does.

A conversation I had recently is a great example of choosing your format. I was speaking with a nonprofit leader and she wanted to create a new revenue stream by introducing a subscription box of premium bath and body products. This was a completely new venture for them, so I suggested that she conduct some market research to find out if her audience would be interested in making the purchase.

This was going to be a LOT of additional work for them, so she needed to gather information on whether it would even be of interest to their current donor base, since that was who they would initially start selling to.

Additionally, I suggested that she conduct focus groups or one-on-one interviews rather than an online survey because her audience may think that it’s a great idea but may not be willing to make a premium purchase ($100+) in reality. They needed to have actual conversations with people to work through potential issues like these ahead of time.

Ultimately, you want to choose the method your audience will best respond to and that will get you to the answers you need.

Asking the Right Market Research Questions

The other challenge in determining how to conduct thorough market research is figuring out which questions to ask participants. Whether via an online questionnaire or an in-person interview/focus group, you need to ask questions that are not only open-ended (more than a yes or no), but will help you achieve your goals.

There are some base questions you should be asking, but you also need to assess what questions best fit the purpose of your research. Here are some ideas to get you started.

Gather background information:

  • What are the demographics of your audience? 

    • Age, gender, race/ethnicity, location, employment, etc

  • What are the psychographics?

    • Their ethics, values, personalities, attitudes, lifestyles, and interests

    • You can find some of this out with questions like, “What are your hobbies?”, “What causes do you regularly support?”, “What five adjectives describe you best?”

Learn about how they view your organization: 

  • How did they find you?

  • How would they describe your organization and what you do?

  • Why do they think your work matters?

  • What do they think you should offer in the future? 

    • You can also give them a few options and let them choose what they like best!

  • What do they think the benefits of your organization are?

  • Where did they find the most useful or valuable information?

Gain more insight into what they want:

  • What challenges were they facing when they realized they needed this product/service?

  • What made them interested in organizations like yours?

  • How did they know something in this organization could help them?

  • What made them want to get involved with your mission or use your products?

  • How familiar are they with other options on the market?

  • Where do they go to find more information/different options?

Asses the roadblocks:

  • What issues are they facing with your product or service?

  • What problems do they currently see?

  • What problems do they think could arise?

  • What did they dislike about your product/service/organization? 

  • What would they find more helpful in the future/what areas do they think need improvement?

Evaluate the cost:

  • If you’re offering a product, how much are they willing to spend on it?

  • If you’re a nonprofit, how much are they willing to donate?

Note: Money questions may be tricky. My sales coach always says, “People buy with emotion and justify with logic.” So, just be prepared that you may not get the answers you want with these questions . . . or people’s actions may be very different from their intentions. It’s not bad to ask; just use it as a guide rather than gospel.

Notice that these are mostly open-ended questions. Asking open-ended questions helps you get deeper insights. You could also mix in numeric scale questions and vary the question structure. For example, the question could ask the user to rate their answer on a scale of 1-5, one being “Strongly Disagree” and five being “Strongly Agree.”

There are many examples of great questions here, but be careful in asking too many! You don’t want to overwhelm people or take more of their time than needed. Choose strategic questions from a few different categories that will best benefit the goal of your research.

Wrapping It All Up

Once you conduct your research and gather all your data, you’ll be left with a vast amount of helpful, insightful information to analyze and keep on hand. This process will likely uncover new patterns and trends you might not have fully noticed before. Not to mention give you a deeper understanding of your audience and how they respond to your mission.

After all is said and done, you can take your newfound knowledge and create an action plan to implement what you’ve learned. By conducting market research, you can not only better understand your current audience, but find new customers and donors that deeply resonate with your mission.

Moving forward, your services, products, and marketing will be more aligned with your ideal audience, making all your efforts more successful. In fact, your customers and donors may even think you’ve read their mind!



PIN THIS POST FOR LATER:


Kristi+Porter,+founder+of+Signify.png

I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.


This post was co-written by Kristi Porter and Megan Westbrook.

8 Creative Ways to Gain More Email Subscribers

In a world where almost everything is accessible online, standing out and drawing people to your website is imperative to keep your mission moving forward. Gaining loyal customers or donors means keeping them in the know through your blog, newsletter, or eblasts. But first, you have to get their email address. 

Between all the blogs, online shops, and websites, all of our inboxes are already crowded with marketing emails asking for sales and donations, and the old classic “Sign up for my newsletter!” call to action just isn’t cutting it anymore. 

You need strong, creative, and enticing messaging on your opt-in forms so you can grab that email address, stay in touch with someone, and educate them on your mission. (An opt-in is when someone signs up to receive emails and ongoing communication about products, services, or information from your organization.)

Those fields that you see at the end of marketing emails or on websites asking for your email are opt-in forms, and utilizing them correctly is becoming more and more important. Consumers and donors are reluctant to add more clutter to their inbox, so your audience needs to know what they’re getting and why they’ll benefit right from the start. 

Here are eight creative alternative ways to get new email subscribers and not get sent to spam.

8 Creative Ways to Gain More Email Subscribers

1) OFFER AN INCENTIVE IN RETURN

This is a big one! People love an incentive. Give them something in return for the email address they’re giving to you.

If you’re on the TOMS website shopping for shoes, you’d probably love to win a free pair (and who doesn’t love free things?!).

LeeAnne of Change the World by How You Shop hosts a different giveaway each month by collaborating with brands featured on her site. This is a great way to build your email list! 

(PSST—If you haven’t read LeeAnne’s recent guest post on turning customers and donors into passionate fans, you should definitely do that!)

This one from Plywood hits multiple points: It’s descriptive, offers an incentive, and is exclusive!

Giveaways, discounts, free downloads, and special products are all great incentives for enticing someone to join your mailing list.

2) DESCRIBE WHAT PEOPLE CAN EXPECT 

If you’re clear in your messaging about what people can expect to get from you (hopefully on a consistent basis), it’s more likely that they’ll opt-in. Tell them what to expect and how it’ll help them.

There’s full transparency in this example. You know just what you’ll get from Habitat for Humanity’s emails—how delightful!

Take a page from my own book! In this example, I state exactly what people can expect in their Inbox, how it will help them, and how often they’ll receive emails, too.

Thyme 4 Friends Newsletter Opt-In

This example from Thyme 4 Friends not only addresses the problems that its audience is facing, but tells them what to expect from upcoming emails.

Bonus, this one from Warby Parker is also super short and direct! 

3) ENTICE PEOPLE AND MAKE IT FUN!

Fun, witty, creative wording grabs people’s attention and makes them more eager to hear from you. Make them laugh and they’ll be excited to open your emails.

Who doesn’t love Ben & Jerry’s? Their messaging is so fun!

Alex’s Lemonade Stand plays up their mission and their roots while encouraging people to join the fight against childhood cancer, a very worthy cause.

Punny and includes a fun quiz? Yes, please! And quizzes are very popular right now. While not directly calling for people to join their newsletter, Bombas still requires an email address to receive the results. (Most people do . . . and you get added to their email list at the same time.)

When appropriate, let some humor shine through to connect with your audience. It’s a welcome and fresh reprieve from more serious, cut and dry marketing efforts, especially among younger generations.

4) SHOW PROOF 

Throw a few stats or social proof in the mix. This makes you more credible to potential donors and customers and helps convince them that they need to stay informed about your organization.

Highlighting how many subscribers you already have, as Cru does here, can be a good way to grab people's attention and make them want to be part of your crowd.

Girl Scouts demonstrates that their content is proven to help you, which can make parents more curious as to what they have to say.

5) KEEP IT SHORT AND SWEET

Keep it simple! Our eyes can glaze over long paragraphs, so keep it to a minimum. You want them to get the gist quickly. Try using just a few compelling key words to convey your point and get those email subscribers.

Everyone wants to actually enjoy reading their emails, right? The Good Trade has a simple, clean opt-in form.

Also from The Good Trade, this one highlights that you can expect uplifting content in just one sentence. We all want to hear more good news these days.

The two examples above are also great because they convey that their content is light and enjoyable in addition to beneficial.

So Worth Loving wants you to know that they are there to help you through the hard times, and “embrace” and “empower” are two incredible words that pack a punch.


6) MAKE IT EXCLUSIVE 

Creating a sense of exclusivity makes people feel special, and incentivizes them to sign up so they don’t miss anything. FOMO is real!

By using the word “insider,” Causeartist makes their content exclusive and lets you know there are special things you’ll hear about by opting into their emails that you otherwise wouldn’t.

Baronfig highlights that you’ll be the first to know about their new products, limited releases, and more exclusive content if you sign up for their newsletter. And they keep it brief!

Similarly, State Bags also makes use of exclusivity here, and lets you know exactly what to expect from their emails. A win win!

Allbirds has a great form here. They describe what you can expect to see, have a catchy header, and highlight the exclusivity of joining their list. Sounds like more insider discounts!

7) PLAY TO EMOTION

This is especially effective if you’re a nonprofit. Appeal to people’s emotions. Why should they care? What do they need to know about? How will your emails keep them informed?

This one from Thorn is simple in design yet still descriptive. It asserts their mission clearly and appeals to a supporter’s values.

New Story Charity makes sure potential donors know that 100% of their donations really go to helping families in need and encourages people to stay in the know so they can be part of the solution.

The call to action in Malala Fund’s newsletter form is super gripping and impactful. It makes you want to step up and join the fight.

8) INSPIRE YOUR AUDIENCE 

Use empowering and inspiring messaging that will make people want to be a part of your mission—and stay up to date on it!

Goodgigs uses action-forward, empowering messaging to gain more subscribers. (And they’re upfront with how often people can expect to receive emails!)

BuildOn’s method here is clear, informative, and powerful. They’re letting you know that by joining their email list, you’re becoming part of something big and impactful.

Simple, effective, brief. Preemptive Love cuts right to the chase and further demonstrates their mission, inspiring people to take action.

 A Few More Tips for Getting More Emails

Here are a few more tips to consider when formulating the perfect opt-in messaging:

  1. Tell people how many emails they’ll get. Remove the fear of constant spam by being straightforward with how many emails you’ll send them over a specific time, or even give them an option! (ex: Receive weekly updates.)

  2. Match your messaging to the page people land on. If your form is on a blog post, personalize it to the content they’re currently reading. Since they’re already loving what they’re seeing, this will increase chances that they sign up for future emails.

  3. Make your call to action (CTA) button clear and creative. Avoid the typical “Subscribe” or “Enter” text on your button and jazz it up to match your organization’s mission or personality! 

  4. Have multiple points of capture on your website. Keep a form on the bottom of your home page, at the end of your blog posts, anywhere you can! There should be several of them sprinkled throughout your site since people will navigate your website in different ways.

  5. Don’t ask for a ton of info. The more info you ask for, the less sign-ups you’ll receive. It’s best to just ask for a first name and an email, or just an email address. 

  6. Conduct testing. Try a few different things out. What works for one audience might not work for another, so do some tests and see what performs best.

Now, go forth and get those emails! Your message is worth spreading as far and as wide as possible, so avoid “Sign up for our newsletter” and, instead, highlight the aspects that make your work unique.



PIN THIS POST FOR LATER:

Between all the blogs, online shops, and websites, all of our inboxes are already crowded with marketing emails asking for sales and donations, and the old classic “Sign up for my newsletter!” call to action just isn’t cutting it anymore. Here are e…

Kristi Porter, founder of Signify

I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.


This post was co-written by Kristi Porter and Megan Westbrook.

The Networking Matrix: How to Find People and Build Connections

Networking: No matter your organization or expertise, it’s one of the skills that everyone needs to grow their nonprofit or social enterprise. But, depending on your personality or interpretation of the word, you may be reluctant to pursue it.

Today’s post may change that, though. Using her proven “networking matrix,” my friend Sarah Voltmann Costello will demonstrate how to make your networking not only more effective, but remove any stigma you have about it being sleazy.

Authentic networking is simply relationship-building, and I know you’re already good at that. So, let’s just put a little intentionality behind it. Once you learn how to find the right people and build valuable connections, you’ll be able to increase your impact through new donors, customers, partners, and sponsors.

No one builds a successful organization in a silo, and this post will show you how to rally a community for your cause.

The Networking Matrix: How to Find People and Build Connections

Networking can be an intimidating thing to do. Awkwardness and fear of putting yourself out there as a professional is completely normal. You are in a different frame of communication than you’re used to.

You aren’t talking about things you saw on social media, music, or what you did this weekend. This is, in fact, an entirely different language from how you talk about your personal life. Knowing who you want to talk to, how to make an ask, and how to tell your “why” is an art.

The good news is, you’re not alone! And there are ways to create an action plan that takes the guesswork out of it.

As a military spouse, nonprofit professional, and social entrepreneur, this method of networking has become my lifeline for moving into new spaces (figuratively and literally). Perhaps you have experienced a career change, a sudden move, or you’re trying to establish a better network to leverage a better job. Whatever your reason for wanting to network, it can seem an impossible task until you break it down into steps. 

I had to learn this method the hard way, by starting over three separate times in three completely different regions of the U.S. I moved to Seattle in 2019 knowing only my realtor, but I now have a strategic network of over 250 individuals related to or able to empower my work here. And it took me less than a year to do most of that—you can do this, too!

So here we go! I’m going to share with you my method for adjusting quickly to a new scenario, how to connect with the people in your sector, how to make a plan for connection, and how to execute that action plan.

Let’s build your network matrix.

Six Degrees of Separation 

You have probably heard of the song, the film, and maybe even the Kevin Bacon game. “Six Degrees of Separation” is not a new concept; in fact, it dates back to 1929. That’s right, prior to computers, the internet, social media, and smartphones, experts claimed we were within six degrees of anyone we would want to meet. Nowadays, that number is even smaller!

Here’s how it works: Our network exponentially grows as we leverage the network of others. When we invite people into our network, we have the opportunity to leverage theirs. And even though we may not realize it, we are even within six degrees of someone like Richard Branson. All that’s required is some intentionality. 

How are you supposed to utilize this awesome web of connections if you don’t even know it exists? You need to create an action plan of who you’re trying to meet and how you plan to do it.

Without a plan, there might as well be 1,000 degrees between you and a “Richard Branson” figure. Going to a Rotary Club meeting, attending chamber of commerce meetings, or participating in any other networking group is great! However, allowing people into your network “as they come'' will not get you where you want to go quickly. It may happen eventually, but we have the opportunity to be more strategic.

Networking Graphic 1.png

The Six Basics of Networking

Start with the six basics: who, what, where, when, why, and how. 

WHO are you trying to connect with? Is it executives with decision-making power, HR representatives to get an interview, donors for your fundraising, investors for your product or service, or case workers in the field? Who are they and what role do they play? 

The next question to answer is, WHAT industries or type of work are you trying to connect with? For instance, nonprofits, government, public, or private are all areas to consider. Can you go further and break them down by industry codes or cause areas? The more specific you can get, the better you’ll be able to communicate your needs to others in your network.

These first two are key. 

WHEN and WHERE are very simple. You’ll need to answer for yourself, “What’s my time frame? WHEN am I trying to accomplish this?”

This long-term or short-term goal will dictate how many meetings you need to take per week. For instance, if you are moving to a new city and need to apply for jobs, you might schedule anywhere from three to seven networking meetings per week to get started.

Keep your WHERE simple. It’s the radius of where you need to network: city, state, or region. The tighter you can keep this radius, the more connections you will find immediately. 

Now, plan HOW you will connect with these individuals. Will you attend networking meetings, reach out to your existing connections, or rely on warm leads or introductions to meet new people? What groups are they associated with? What events are they speaking at? 

And finally, know your WHY—the story you tell or your elevator pitch—along with your “ask” as you start connecting with these individuals you’ve worked so hard to find. 

Let’s dig into each of these steps a little deeper.

6 questions

WHO AND WHAT

Let’s pause for a moment and discuss tools you already have at your disposal to define your WHO and your WHAT.

With the internet we are more connected than ever to all of mankind’s knowledge. Social media, government websites, Forbes, LinkedIn, GuideStar, and Google are powerful tools for helping you identify the organizations and individuals in the fields you need to connect with. And there’s no need to pay for expensive PROSPECT LISTS!

For instance, you might search for social enterprises in your area, or perhaps you’re looking for case management organizations. Maybe you need a list of millionaire CEOs who support equal hiring. Don’t reinvent the wheel: Check to see if someone has done this work for you already. And if you are struggling to find results, break your target audience into more manageable bites.

WHEN AND WHERE

Your strategy should be S.M.A.R.T: specific, measurable, achievable, realistic, and timely. When answering these questions, you should set Key Performance Indicators (KPIs) for yourself that let you know when you’ve achieved your goal.

Focus on what you’re trying to achieve. Is it quick employment, integration into a sector, or credibility in your line of work? Where are you trying to meet your goals? Which states or regions will you focus in? Can you narrow it down to specific counties in order to become well-known among common professional circles? When are you trying to achieve this? Is it in one year or immediately?

Set realistic goals for yourself such as:

  1. Attending one networking event per month

  2. Scheduling one to two networking meetings per week

  3. Focusing on one area where you will do the majority of your work to start (i.e. Seattle)

 

HOW

How will you connect? Are you starting from a foundation or are you starting from scratch? This is often the part that trips people up the most.

Start by building a spreadsheet of all the organizations you want to connect with, their employees, and the existing connections you have. 

On LinkedIn you have the ability to search any company, click on their employees list, and filter it based on 1st or 2nd degree connections. These are individuals in your network who are already connected to the people that you are searching for. You may be surprised by who pops up. Often it’s individuals that you may have spoken to before about introducing you to others, but without a targeted WHO and WHAT they didn’t know HOW to do that for you. Now you have the ability to give them a list of names and ask for targeted introductions. 

This changes the conversation entirely with the individuals you are trying to meet. Remember, when reviewing applicants, the recruiter’s job is to say “no” and narrow down the list. When networking, however, their job is to be social and “connect.” Build out your spreadsheet of existing connections and potential warm introductions and you will get to a “yes” quicker!

If you are starting from scratch, here are a few tips to get you started:

  1. Join groups on LinkedIn or social media that are relevant to your WHO/WHAT/WHY or background.

  2. Find in-person groups and networking events to attend regularly such as Rotary Club, BNI, Chamber of Commerce, etc.

  3. Collect business cards from everyone you talk to because you need a foundation to start with. DO NOT give them yours and expect them to email or call. You need to take the initiative.

  4. Send follow-up emails within 48 hours and ask for a quick phone call or one-on-one.

  5. Send thank you emails and LinkedIn connection requests within 24 hours of one-on-ones.

  6. Have a specific “ask” (or request) that includes referrals to their contacts.

  7. Update your networking matrix with your new contacts regularly.

WHY

When you finally reach the point of receiving warm introductions to the individuals you’ve looked for and researched, they’ll want to know WHY you want to connect. What will that story be?

Focus on being concise, telling a little bit about yourself, and detailing who you are trying to connect with.

For example, you can write emails like this one to your connections so they can forward it to the contacts you’ve asked to meet as an introduction:

Mr. Smith,

Thank you for taking the time to meet with me this week. I wanted to send a quick follow up with you about our conversation.

I mentioned that I was new to (city) and am building my network alongside my job search. I’m a X professional, with X years of experience in X and X. I’m passionate about X and want to meet other individuals who share that mentality. I’ve attached my CV for a bit more context on my background.

Can you introduce me to some professionals I should know who are involved in X industry/work? Thank you for your time!

Warm regards,

Your name

 

Your Network is Only as Good as Your Follow Up!

One final point: Networking works best when you focus on being of “service” to those you want to do business with. It’s not all about you.

What are they looking for?
What do they need?
Can you provide it or something similar?
Look for opportunities to be useful to them. 

This concept is called “servant leadership” and if you are looking to attract people to you and your cause, this is your strongest tool! When you put yourself out there to serve others, they will in turn look for ways to serve you, because they are grateful for you.

Build the mentality that you are searching for professional “relationships” not gum ball machines. Here are some tips:

  1. Take notes while you’re meeting.

  2. Follow up on something specific they said.

  3. If they helped you achieve something, thank them and return the favor.

  4. Respond within 24 hours.

  5. Ask for follow-up meetings and schedule immediately when you can.

  6. Find places to “bump” into them again.

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Still Having Some Anxiety?

If you still feel like this process might not be for you, let me share some examples of success that I’ve had over the years using this approach:

  • Working for an international organization, my team leveraged this method to find STEM and business internships for students abroad to work in the U.S.

  • Moving from Indiana to Florida, I had to start over in a new line of work. I used this method to become a program director in the nonprofit sector.

  • The Air Force moved us from Florida to New Mexico, and I started a real estate social enterprise to employ myself. In six months, I had a team of 10 partners (real estate agents, investors, and fellow entrepreneurs) in three states to help me make offers on homes.

  • When we moved from New Mexico to Washington, we only knew our realtor. I used this method to meet nonprofit professionals with hiring power and gained a meeting with the CEO of a $140 million organization.

  • Through my networking matrix, I was referred and asked to serve as a volunteer consultant for immigrant/refugee serving organizations. I gained employment with one of the nonprofits shortly after.

  • Now I use this method to meet major donors and to establish a social enterprise for a nonprofit in the Southeast.

The most important theme in all these successes is not determination or ingenuity, but service to others. Keep that mentality as you’re networking and you will find doors opening for you.

GOOD LUCK OUT THERE!


Sarah Voltmann Costello.jpg

A nonprofit professional, Air Force wife, and social entrepreneur, Sarah Voltmann Costello has spent the last 11 years building a career centered on the ideals of a global mindset and nonprofit efficiency practices while being a trailing spouse.

Leveraging her Network Matrix strategy, she has learned to be a highly adaptive and tenacious “servant leader,” focused on driving greater impact in our global community by supporting nonprofit leaders in their missions wherever she is placed. Over the years of working with more than 60 nonprofits across multiple impact areas, she has learned to leverage the existing assets of an organization to build strategies for real growth that can be multiplied toward large-scale community development.

Today, Sarah lives in the beautiful PNW in Seattle, WA, with her husband, and leverages these strategies to break down barriers for nonprofit leaders around the U.S. by building sustainable fundraising or social enterprise ventures.

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Networking: No matter your organization or expertise, it’s one of the skills that everyone needs to grow their nonprofit or social enterprise. And authentic networking is simply relationship-building. Once you learn how to find the right people and …

I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.

Create a Year-End Social Impact Report to Engage Donors and Customers

Can one person really change the world?

I think it depends on what you count.

Some people are only impressed by massive reputations, millions of dollars, big programs, and culture-changing ideas.

But as nonprofits and social impact companies started to release their year-end reports over the last few months, my favorite ones to read are the creative reports that:

  • make tangible the intangible,

  • highlight the small numbers that represent a change in heart or thought for a few people,

  • share the seedlings of disruption that will shape a family's trajectory forever,

  • tell the David versus Goliath stories,

  • represent the optimistic beginnings of early-stage organizations,

  • sound more relatable to me.


It's the idealist in me, but these reports represent hope and what could be.

Don't get me wrong, I'm certainly in awe of the big nonprofits and social enterprises who make an impact that I could only dream of. But I think we often forget that everyone who tried to do something great had to start somewhere, usually with meager resources.

Even on a small scale, these reports are the testimony of how you've used your resources to do something worthy of your donor or customer’s investment in you—whether that be time, money, influence, or anything else. No matter how big or how little you feel your contributions are (and theirs in you), they deserve to hear the story of what you did together.

If you haven't done so already, I urge you create your own report—and I’ll talk you through it.

Create a Year-End Social Impact Report to Engage Donors and Customers

Why Do You Need a Year-End Report?

Here are a few reasons why having a year-end report benefits you and your nonprofit or social impact company.

  • Help your community understand what you did with their resources, which might encourage them to give more.

  • Show them where you're headed in the future, and how they can be a part of it.

  • Tell stories of the real lives that were affected by your mission and the shared belief that things can be different (and better!).

  • Reiterate their standing as an insider that will always be kept in the loop when you've been trying something new.

  • Thank your current large donors, partners, and sponsors.

  • Build trust in you, your work, and your vision for a new and improved future.


We are in need of more good news than ever before . . . and you are in a fantastic position to share it!

How to Easily Design Your Year-End Social Impact Report FOR FREE

Here’s what you need to know: Your social impact report doesn’t need to be fancy. It certainly can be, but don’t let that stop you from making it happen.


Canva

Canva is the (free) tool that I use to create pretty much anything visual on this website or my social media. There are thousands of free templates to utilize for pretty much every purpose, and it’s pretty easy to get up to speed. Canva lets anyone be a designer!

People Resources

If you have a limited budget but a pair of extra hands, put them to work! It could be an intern, volunteer, board member, or peer that you can barter with.

Yearly

Yearly is a tool I only recently discovered through a friend, but it looks user-friendly and like it could create a great social impact report.

Webpage

No eye for design or short on time? Simply add a new page to your website and list all the data there. Just try to compliment numbers with stories and information that bring the facts to life.


Marketing Your Social Impact Report

Once you’ve taken the time to create your year-end report, be sure to get the most mileage of it by promoting it everywhere you can.

Pssst—You can also promote it more than once! For example, you could even promote it to new donors and customers as they begin to interact with you over the course of a year.

Examples of Year-End Social Impact Reports

After everything we’ve discussed above, would you like to see some impact reports from small nonprofits and social enterprises like you?

Atlanta Dream Center (now Frontline Response)*

This incredible organization has been doing good in Atlanta and beyond for a couple of decades now. So, they have some pretty great numbers to tout. However, one of the things I love about their social impact report is their vision for the future. At the end they show a photo and blueprint for their new headquarters as well as the budget they need for it. This allows their current donors to understand future needs and make the investment.

Gifts for Good

When you don’t have a designer on standby, you can follow Gifts for Good’s example and simply add a new page to your website with all the relevant stories and stats. A few of the creative stats they included were hours of employment, gallons of water save by using recycled materials, and chemo rides for cancer patients.

Refugee Coffee Co.*

My friends at Refuge got super creative in 2020 by telling their story through the lens of a fairy tale. If you have talented artists at your disposal, this is a fantastic way for their skills to intersect with your mission. You’ll see that they included cups of coffee served, hours of training, mentor/volunteer hours, and reiterated that their customers and donors helped them fight injustice.

Love Not Lost

My friend Ashley and her team at LNL had a heck of a year trying to help us all process grief in the midst of 2020. But they showed up in the ways that only they could, and loved on their community at a safe distance. Their report is a terrific example of what happens when you don’t make your goal. They were honest, upfront, and showed their donors and supporters their vision for 2021 with gusto! I know anyone who received this wasn’t disappointed—only proud to be a part of their community.

Kula Project

My friends at Mad+Dusty created this beautiful report, and the design was inspired by the founder’s quote about seeing the light and continuing to follow it. As you can see in this piece, they kept written content to a minimum but used the opportunity to show off the amazing photos of their work in action.

Goshen Homes

Another Mad+Dusty special, this one isn't quite an impact report, but it is still certainly a great model. Even without the beautiful design, you’ll see the testimonials scattered throughout that reinforce the importance of their work. And I love that it also shows you clear steps to getting involved.

Partners International

A huge kudos to Partners International for including a video with their annual report! It’s really the icing on the cake, and sets the stage for their work and impact. And for those who don’t like to write or don’t think you have much to say, note that their report doesn’t actually include a lot of words, but still does an excellent job of communicating what happened through powerful language and a beautiful layout. You’ll also notice that they include the donate button right after the report, which is another great move!

Conscious Capitalism

I love that this report starts off with the title, “A Pivot Toward the Future.” It’s hopeful, shows they are still standing strong after a hard year, and points to their work moving forward. I also like that they counted the attendees for their online gatherings as a stat. Finally, I love that they dedicated several pages to thanking their major partners, event donors, board of directors, and team. You can never thank people enough!

To The Market

This report stood out to me for several reasons. First, I love that they reinforced their work with stats about why their mission matters to the public at large. Second, they showed their growth very simply and in a straightforward way on page 5. (And yay for utilizing interns!) And, third, you’ll notice that their case studies are short and so is their social impact report. This is a terrific example of how you can communicate impact in a compact way.

Bi-Bett Corporation

Full disclosure—I wrote this report! Bi-Bett is a substance use treatment center in California, and they’ve been doing incredible work for over five decades. However, this was their first impact report so they wanted a hefty mix of stories, hard stats, creative stats, and showing their gratitude for everyone who contributes to their success. I loved the way we ended up quantifying some of the more emotional parts of their work such as safe nights spent in their care, observations by staff, days people felt supported, and people who turned their lives around. They have a lot to be proud of!

Signify’s 2020 Social Impact Report

I’m one person, so my stats are meager at best. But, again, that’s not the point and hopefully you’ve seen that by now. I show mine to you not to say, "Hey, look at what I did!" Instead, I show it to you in the hopes that you'll create your own and share it with your community.

I really do believe that one person can change the world—when you know what's important and what to count.

You're the one.
Get out there.
Create your impact.
Share it with the world.




PS: Have your own awesome year-end report to show off? Link to it in the comments!

* Past or present Signify client



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No matter how big or how small you feel your nonprofit or social enterprises’ contributions are, your donors or customers deserve to hear the story of what you did together.

Kristi Porter, founder of Signify

I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.