Clear scripted messaging is absolutely key to enable the best possible customer interaction and prospect conversion. 

Generating a strong cohort of active bequest leads is likely with high value donors who have already donated to your charity, and so they need to be treated a little differently. It starts with thank you, and then it needs a sure touch and empathy – these are not easy conversations to have, so the message needs to be clear and demonstrate understanding, and show concrete examples of the difference bequests can make to a charity. 

Conversation Specialists – Unity4’s Fundraisers

Our work from home agents are inherenty happier and often more qualified than agents in other call centres. They work on their own terms, and to their own schedule, and this means that they become fiercely loyal to brands that they work on, providing a welcome stability to our team. Our current 600 Australian and New Zealand agents have a remarkable average tenure of 3 years and a recent survey showed a net promoter score, as in, would they recommend working at Unity4 to a friend, at over 90%.  

From a Bequest calling perspective, this means that we have the right teams to make these highly-sensitve calls – we create a relationship and a longer, more meaningful conversation with potential donors.  

As fundraisers, we have all heard the horror stories of large potential donors receiving a call from an overly-aggressive agent, and then simply taking their large bequest elsewhere. At Unity4 we mitigate that risk by getting the right callers delivering the right message.