First-time donors are coming in every day, but how do you know which ones are worth cultivating for a major gift? And once you identify them, how do you actually move them through the pipeline?
Join us for a 30-minute working session where we’ll walk through a real scenario: a brand-new donor enters your system through an online giving platform, and we’ll show you exactly what happens next. You’ll see how Omatic’s wealth identification capabilities screen that donor in real time, send enriched data back to your CRM, and trigger personalized cultivation outreach — all automatically, all in one connected workflow.
In this session, you’ll see:
- How new donors flow from your giving platform into a wealth screening engine
- What wealth signals and scores look like inside your CRM
- How to segment and prioritize outreach based on capacity and engagement
- How automated cultivation kicks in so no high-potential donor slips through
If your team is bringing in new donors but doesn’t have a clear process for identifying and cultivating major gift prospects, this session is for you.
