Michael Quevli, President of APRA International
Lifecycle of Your Database Screening
We have all either gone through some form of prospect screening or it is being planned in the not so distant future. This interactive session will cover all stages of going through a screening. Be prepared to ask questions and to participate in this session. We will build out the presentation based on interactive dialogue with the group. The final PowerPoint presentation will be distributed to the attendees following the conference.
Patrick O'Toole, Research Analyst, UW-Madison
What Can an RFM Score Do for You?
You have a list of several thousand prospects, and you have been asked to rate them. How on earth can you do this? An RFM calculation can quickly help you focus on prospects that have greater potential. If you have an intermediate level of skill with Microsoft Excel, you can prepare all the necessary calculations to determine an RFM score. In this presentation we explain how to: gather the necessary data; apply a variety of formulas to determine an RFM score; and explain what an RFM score can do for your prospecting efforts.
Attendees will be provided with a variety of handouts providing step-by-step instructions and explanations for creating an RFM score with their own data.