September 7, 2016 · Tips & Insights

Use this Handy Tool to Manage Your Outreach Efforts



The planning for your crowdfunding campaign is underway. Great work! As you think about building your support base for your project, we know it can be daunting to think about all the people you need to contact, from your close friends to the media.

Trying to keep track of who to contact, what to say, and where to reach out to them, let alone the actual outreach, can also be overwhelming!

Don’t worry. We’ve got your back.

We created the Campaign Marketing Workbook just for you.

Our workbook helps you organize all of the key stakeholders in your project and sets a strategy and schedule for when to reach out to them and what to say.

It’s a handy tool for writing down all of the people in your network and figuring out who can help bring both backers and awareness to your project. It will also provide the structure to help build your team of superhero supporters and reach the people that can generate excitement around your project.

You’d be surprised at who in your network could be a big help. Some people have media contacts, business connections, or have a really deep passion for your project that you may not know about.

Our workbook will help you make sure that you don’t let anyone fall through the cracks.

Here are a few of the tips you’ll find in the Campaign Marketing Workbook:

Identify and speak to your target audience 

In order to drive as much support as possible for your project, you want to find the people who will be most passionate about your idea. This is your target audience. Your outreach and messaging strategy should be based on what these individuals find compelling about your project, they’ll be your core support base! We’ve got a handy worksheet you can use in the workbook to help you with your target audience.

Build a host committee

A host committee is a core group of champions who are very passionate about you and your project. These champions will be a key part of your campaign. They should be willing to not only be a part of a group of early contributors, but also to help contact their networks and get them involved in supporting your project. Use the templates to creates your host committee lists and keep organized.

Different groups with different messages 

You should target different groups within your network every week. The workbook will help you segment different categories of individuals in your network with different messages. Use the tips on page 5 to segment emails effectively.

Get personal

As you execute your outreach strategy, you very well may have reached out to several hundred or more people. But even though this might be the case, be sure to send them personal messages. The best way to get people to support you is to personalize your message and outreach. It will take a little extra time, but it’ll definitely pay off in the end. Perhaps that’s partially why email outreach converts to contributions 34% better than other channels on average.

Show gratitude

You can’t underestimate the power of gratitude when you reach out to your network. It’s a lot of work for people to contribute their time or energy to your campaign, so make sure that you properly thank people. Your gratitude will go a long way!

The campaigner marketing workbook also includes: 

  • Worksheets – helping you create strategic communication to key audiences.
  • Templates – organize your outreach lists of media, businesses, supporters, etc.
  • Tips – including the 5 things to include in your outreach emails.
  • …and much more!   

Ready to make your outreach efforts a lot less stressful and more effective?


Grab your copy of the Campaign Marketing Workbook now!