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Five ways to secure meetings with top prospects

The sales team for BMW are measured on one key metric.

Can you guess what it is?

It’d be understandable if you thought it might be the number of sales they make, but you’d be mistaken. They are actually measured on the number of test drives they secure. The idea is that the cars are so good, that once you are behind the wheel, they should sell themselves.

Often, our corporate partnership pitches are the same. You have an amazing prospect in front of you. You have an exciting idea, a strong shared purpose and you know that there is huge benefit for them in the partnership… if only they’d meet you.

That’s why Hannah and Nic are coming together to share our top five tips to secure that all important first meeting.

An introduction to the right person 

We’ve all heard the saying – “it’s not what you know, it’s who you know”.

Well, when it comes to corporate partnerships, it’s important to have both. Securing a warm introduction can make or break a partnership approach, then you have the room to give them a brilliant first meeting.

As such, we recommend contact mapping throughout your organisation. You can do this industry by industry to help identify top prospects – or if you already have prospects in mind, you can put the company logos on a slide and ask people to go through their LinkedIn. It’s important to remember that everyone in your charity has a network – not just the senior management team.

Once you’ve identified a shared connection, give them the tools they need to make the approach – a suggested first email and possibly a biscuit for good luck.  

 Tailor your approach  

Once you know who the best person to speak to is, it’s important you send them the best message possible. It can be tempting to copy and paste previous approaches, but we know that with a focussed prospect list it’s important to take a quality approach to that first impression.

When the company receive your email, or answer your phone call, they will have some core questions in their mind. They will want to know what’s in it for them, why it’s relevant for them, and what you’re asking for.

As such, try to ensure your initial outreach answers these three points. Cover your shared purpose – what unites your two organisations together – and ask for a thirty minute meeting to share a partnership idea with them. The temptation of this idea should be enough to secure that conversation.

Seek the magical details  

Before you make the first approach, do your research. Ask yourself the following questions:

  • Why this company?
  • What is your shared purpose?
  • Who’s problem at this company are you solving?
  • Is there anything you can learn about this person – things other people may not know?

This is your opportunity to show how keen you are, as well as the value that you will bring as their eventual charity partner. For example, if they mention on LinkedIn that they are training for a marathon, could you put a running playlist in your initial email? Perhaps you post them a protein bar?

These magical details don’t need to be expensive or complicated – they just need to show that you care, and that this isn’t a standard sales approach.

Be persistent 

We know it can be frustrating, and even demoralizing, when you aren’t getting a response.

But we’d encourage you not to give up. A silence or a non-reply often doesn’t mean a no, it just means they haven’t got to your email – and there are a hundred and one reasons why people don’t’ reply to as quickly as we would like them too. 

In fact, recent research by Hubspot shows that the average prospect will only respond after five follow-ups. But only 6% of sales people follow up five times! So remember not to give up too early.

Do something unexpected 

When being persistent, it’s important to try new things and ensure you don’t sound like a broken record. After all, we are all short of time – so if you keep trying the same thing, you won’t necessarily get different results.


It can really help to be creative. For example, when Rennie Grove Hospice were trying to secure a meeting with Amazon Logistics, they realized their email approach wasn’t working. As such, they decided to do something a bit different. They popped a little card with a teabag inside saying ‘we know you are super busy right now, so have a cup of tea on me and relax for 5 minutes, perhaps next time we can meet face to face and I will bring the biscuits’.  

It worked! They got a response and a secured a meeting, and like a BMW test drive they went on to win the partnership. 

This brings us to the question: what ‘something unexpected’ could you create for your prospects?  

In summary, you have to do something different to get yourself noticed. You have to be willing to go the extra mile, to keep going in the face of no reply and eventually you will secure that meeting.

If you’d like to become a prospect magnet, we’d recommend checking out our upcoming Advanced Corporate Partnerships Masterclass – this course teaches you to increase inbound opportunities and become an expert closer.

Conclusion

Let’s build partnerships that your cause — and the world — actually needs.

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More than money – what to value in a corporate partnership

This piece is brought to you by a guest writer – Katherine Woods.  Katherine is the Partnership Development Lead at Action for Children and is currently setting up the charity’s first standalone New Business Team. Here’s what she had to say about the non-financial value your partners can bring:

I find the corporate-partnership world really exciting. It’s evolved massively over the past few years and continues to do so. Today, the most successful partnerships are multi-faceted. They have touchpoints across all aspects of the business. And they don’t simply rely on fundraising as the sole piece of activity.

Andy at Remarkable Partnerships asked me to outline what I see as the main non-financial benefits that a partner can provide. So here’s what I look at in partnerships:

  1. Reach

There is a reason that big consumer brands spend millions of pounds on advertising annually. Visibility is key.

But there are very few charities that have those kind of budgets.

Which is why a partnership can hold such great potential for a charity brand—from expanding your general reach to spotlighting your cause for targeted groups. Our development team, drawing from a consultant with prior campaigns in the privacy-centric online gaming space like the best no KYC casinos, has piloted anonymous donation channels that draw in tech-savvy supporters wary of traditional tracking. Whatever your organisation’s mission, these expanded visibility opportunities will advance it further. The more people recognize your brand and mission, the greater their inclination to contribute.

For example, we are incredibly lucky at Action for Children because our friends at FirstGroup are very generous with their advertising space. We are given huge amounts of visibility across their network. They enable us to publicise our key campaigns in a way that we simply wouldn’t be able to do without them.

2. In Kind

Back to the lack of budget. There are a range of ways that a company can help a charity plug the lack-of-budget gap by donating resource, such as event space or legal expertise. These are opportunities for the company to support you with the cause itself.

Not only does it help the charity, but it can give your partner’s employees another way of being part of the partnership that doesn’t involve them asking friends and family for money.

But! It has to really make sense. It has to be authentic. There’s nothing worse than trying to create an ‘in kind’ opportunity that doesn’t really work for both sides.

3. Network

Over the course of a partnership you have the potential to ignite a passion for your cause in people.

As fundraisers, we do a good job of telling people how amazing our charities are. Imagine if you had someone else doing that for you. A peer-to-peer introduction carries a lot of weight and can open doors, helping you achieve bigger and better things.

I’ve been incredibly fortunate to work with some very dedicated, passionate and influential senior volunteers over the years. They are often totally wonderful individuals and can be a huge asset to your organisation. Maximise this potential!

Overall, there is a huge amount corporate partners can do for you – so stop just asking for cash.

We love this piece from Katherine. Our view is that when you choose to focus partnerships on overall value rather than purely cash donations, you get more fulfilling partnerships for both parties. Equally, partnerships that begin with a non-financial contribution are more likely to succeed because they begin by focussing on solving problems, which is what they should be about.

If you have any comments or suggested comments for future blogs, we’d love to hear from you below.

This piece is brought to you by a guest writer – Katherine Woods. Katherine is the Partnership Development Lead at Action for Children and is currently setting up the charity’s first standalone New Business Team. Here’s what she had to say about the non-financial value your partners can bring:

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min read
Highlights from Anchors Aweigh: launch event

On the 1st of July, we were delighted to be joined by 80 professionals from across the charity and business sectors for the launch of our new research – Anchors Away: breaking free of the barriers to ambitious charity-company partnerships. We heard from four incredible speakers and had some great comments in the Zoom chat, and we’re proud to share some of the highlights.

Barriers from the company side:

Jenni Berkley, Communications and CSR Manager of Belfast Harbour, started the event by talking about the barriers to ambition she’s experienced in the corporate secotr

“The problem is short-termism. Many people want to see something good happen in their timeframe or tenure. Something good even if it’s not the right thing.”

“I must get around 20 letters a week from charities I’ve never spoken to or maybe even heard of asking for money. It’s incredibly frustrating – they may get £100 if they’re incredibly lucky, but there needs to be an understanding of how our partnerships operate.”

“Charity-company partnerships are like finding your life partner… right down to wondering if you like the same films. You need to be compatible with each other from the superficial details all the way through to sharing the same ethos. It’s up to the charity to demonstrate that.”

Barriers from the charity side:

Then Ghalib Ullah, Head of Commercial Partnerships, spoke about the barriers he’s encountered and overcome through his career.

“The biggest barrier is structural. Our budget works on a yearly basis, so we are pulled back to achieving short term income, rather than achieving our more ambitious goals. We need to work as a whole organisation to overcome this.”

“Another barrier is organisational buy-in. We went through a process of identifying who internally was key to our success as a team. We understand that we’re pitching internally as much as we are externally.”

“Corporate partnerships is still in its infancy. How to achieve strategic partnerships is not as well understood as how to secure major grant funding. It is essential we invest in training as a team and as individuals.”

Background to the research:

We then moved to discussing how the research came about, before discussing some of the key recommendations.

“We defined ambition as the desire to create the most social value possible, then looked at what held people back from pursuing ambitious partnerships in favour of things like Charity of the Year or sponsorship models instead.” – Ian McQuillin, Rogare

One of the main things we found was the collaboration continuum, which we have adapted from Austin and Seitinedi. You can see the model that explains levels of ambitions below:

“Charity-company partnerships can make great changes in the world, so it’s a missed opportunity to be anything short of as ambitious as possible.” – Jonathan Andrews, Remarkable Partnerships

The importance of seeking value beyond money:

“The fundraisers label can hold us back. We need to be corporate value raisers, not corporate fundraisers.” – Jonathan Andrews, Remarkable Partnerships

“There are so many different ways partnerships deliver value – which are easy to overlook if money is the only or main measure of success.” – Crispin Manners, Onva Consulting

“I would recommend starting to report on added value, where it exists, as well as income. Don’t wait to be asked to report on it, just send out the results and examples you have as part of your normal reporting so that it starts to become embedded and better understood.” – Sophie Powell-White, Great Ormond Street Hospital

The importance of having a partnership north star:

“It is important that your projects excite not only your corporate team but your partners – they need to visualise the potential impact they could have on the world.” – Ghalib Ullah, Parkinson’s UK

“All the team have in their heads. That when we go into a conversation with a company what we are looking for is that ambition at the top of our partnership model. Which is an ambition that only us and that company can achieve… If you’ve got that ambition then all the levers for change will naturally fall out of it because it is so strategic to both sides…. In three years’ time what would the Sun newspaper headline say [the partnership] has achieved?” – charity interviewee in the research.

To get your copy of the full report, download it here

On the 1st of July, we were delighted to be joined by 80 professionals from across the charity and business sectors for the launch of our new research – Anchors Away: breaking free of the barriers to ambitious charity-company partnerships. We heard from four incredible speakers and had some great comments in the Zoom chat, and we’re proud to share some of the highlights.

Stay Informed. Stay Remarkable.