Tasks

Every follow-up in one place, whether you added it or an agent handed it to you.

Overdue 2

Call Fatima HaddadUrgent
Fatima HaddadDue Sep 26, 3 days lateReturn Series
Return Series handed this to a person: her email is bouncing and she is past her usual rhythm. Share this summer’s camp results and ask how she’d like to stay involved.
Send Grace Park her receiptMedium
Grace ParkDue yesterdayFor Priya ShahAdded by SAGA
Her $2,500 check to the Year-End Appeal arrived Sep 26 and has no receipt yet.

Call Maria ChenHigh
Maria ChenDue todayMorning Brief
Thank her for the 2022 gift in her mother’s memory, share the youth program results she asked about, and invite her to the October showcase.
Approve the thank-you to Dana OkaforHigh
Dana OkaforDue todayFor Priya ShahWelcome Series
Welcome Series has the day 3 thank-you drafted. It goes out once you approve it.

Get a working email for Ruth HaddadMedium
Ruth HaddadDue Oct 2For Priya ShahAdded by your team
Ask at the board meeting. Major-Gift Signal flagged her, and her email has been bouncing.
Plan a $25K conversation with the Walsh FamilyHigh
The Walsh FamilyDue Oct 6For Jordan MilesMajor-Gift Signal
Their $5,000 gift on Sep 18 is 3x their average. Suggested next step: coffee within two weeks.
Invite Peter Mensah to the youth showcaseMedium
Peter MensahDue Oct 8For Jordan MilesAdded by your team
Remind Silva Group about the Q4 pledge installmentLow
Silva GroupDue Oct 25Added by you

Start the spring report for the Lee Family FoundationLow
Lee Family FoundationNo due dateAdded by you
Their grant cycle opens in March. Pull the youth program numbers first.
Write Aiko Ito a note for her 5-year anniversaryLow
Aiko ItoNo due dateFor Priya ShahAdded by your team

Thank Luis Garcia within 48 hours
Luis GarciaDone Sep 29For Priya ShahWelcome Series
Set up Sam Rivera’s quarterly gift
Sam RiveraDone Sep 28Return Series