The Monday Call List

5 steps · Phone, CRM, Email

Nine signals become one ranked list, and every person arrives with their whole story and the recommended next step.

See it with your own data See every step

Watch the pathwayabout a minute In OrbitAs built in Orbit

Watch the pathway · about a minute

This Week's Actions · Main, in Apteco Orbit: The Main tab, with tiles for supporters to call, donors about to lapse and people to rest from appeals, plus a Top of the call list table. — **This Week's Actions · Main** The Main tab, with tiles for supporters to call, donors about to lapse and people to rest from appeals, plus a Top of the call list table. A fundraiser opens it each Monday to plan who to call or thank.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.

The problem it solves

This week’s calls, ranked and ready.

Why your CRM misses this. The signals that say “call this person this week” are split up: gifts in the CRM, attendance in ticketing, hours in a spreadsheet. With no single list, the call list often comes from someone’s memory.

Data

3 of its 5 sources usually sit outside the CRM

Signals

it reads 5 of them

Reach

3 channels: phone, crm, email

Journey

5 steps, start to finish

Connect: the data it draws on

Mission joins these into one record per person, beside your CRM.

Sources

Donationssupporter ID, gift amount, gift dateUsually split across systems: the CRM plus online giving platforms, each with its own copy of the person.
Participantsevents attendedUsually outside the CRM: ticketing tools, a box office or paper sign-in sheets.
Volunteer timesheetshours workedUsually outside the CRM: a volunteer platform or one coordinator’s spreadsheet.
Campaignscampaigns they gave toIn your CRM: often named differently by different teams.
Supporterscontact preferences: do not email, mail, phone or SMSIn your CRM.

Analyze: who it finds

Action Clock Score How many urgent signals is this supporter setting off right now? Sort donors by Action Clock Score each day to see who needs attention first.
Primary Action Flag What is the single best thing to do for this supporter this week? Pull this list every Monday so your team knows who gets a phone call, thank-you, upgrade appeal, monthly ask, or re-engagement.
Total Events Attended How many events has this supporter been part of? Measure event breadth alongside Total Hours At Events.
Total Volunteer Hours How many hours has this supporter volunteered in total? Report volunteer hours for impact stories and grant applications that ask for them.
Number Of Campaigns How many different campaigns has this supporter given to? Treat donors who respond to many campaigns as more engaged and maybe ready for deeper cultivation.

Audience: Critical Action Required

Who should you contact this week? These supporters have the most urgent signals firing at once. They need a personal conversation now, not a mass appeal.

What to do: Make this your Monday call list. Start with the highest Action Clock score and work down.

Read the audience, tab by tab

Critical Action Required · Who's in it, in Apteco Orbit: The Who's in it tab: donuts of donor status, stage and value band, all Active, nearly all Loyal and in the top value bands. — **Critical Action Required · Who's in it** The Who's in it tab: donuts of donor status, stage and value band, all Active, nearly all Loyal and in the top value bands. These urgent contacts are loyal, valuable donors.

Activate: the journey

Each step names when it happens and the channel it uses. Under the steps is the campaign as it is built in Orbit.

Every Monday
Journey logic
The journey runs on a repeating schedule against the latest scores.
Monday
Journey logic
An audience split sends each supporter down the path for their top signal.
Monday
Call list
Phone and thank-you call paths become this week’s call list, with events, volunteer hours and campaigns on the same line.
Monday
Your CRM
Major gift conversations go to your gift officer, and what came of them is written back onto the record.
Monday
Email
Upgrade, monthly giving and re-engagement paths each get their own email.

Bounces and unsubscribes are routed out first.
Built to respect do not phone, email and SMS preferences on every path.

The campaign in Orbit

The Monday Call List · the whole journey, in Apteco Orbit: The whole journey for the Critical Action Required audience: one split by top signal fans out to a call list, a gift officer list, and a set of emails. — **The Monday Call List · the whole journey** The whole journey for the Critical Action Required audience: one split by top signal fans out to a call list, a gift officer list, and a set of emails. Every Monday it gives each urgent person the right next step.

Learn: what flows back

Gifts that arrive come back on the next refresh. The signals they resolve stop scoring, so next Monday’s list reflects what your team did.

Results land on the same supporter record, so the next run starts from what just happened.

Proven. Manual selection time saved was equivalent to one full-time role once campaigns moved into automated journeys. See a similar use case

Where you see it in Orbit

Critical Action Required · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, donor status and the next step, Phone call for everyone. — **Critical Action Required · Call sheet** The Call sheet tab: names, lifetime value, days since last gift, donor status and the next step, Phone call for everyone. Staff call down the list, skipping anyone marked Do Not Phone.

Questions people ask

What problem does The Monday Call List solve?

This week’s calls, ranked and ready. Nine signals become one ranked list, and every person arrives with their whole story and the recommended next step.

Who does The Monday Call List reach?

Critical Action Required: Who should you contact this week? These supporters have the most urgent signals firing at once. They need a personal conversation now, not a mass appeal.

Which data does it need?

Donations: supporter ID, gift amount, gift date; Participants: events attended; Volunteer timesheets: hours worked; Campaigns: campaigns they gave to; Supporters: contact preferences: do not email, mail, phone or SMS

Why can't my CRM do this on its own?

The signals that say “call this person this week” are split up: gifts in the CRM, attendance in ticketing, hours in a spreadsheet. With no single list, the call list often comes from someone’s memory.

Which channels does it use?

Phone, CRM, Email. Every Monday: Journey logic Then Monday: Journey logic Then Monday: Call list Then Monday: Your CRM.

Who runs it?

Fundraising.

Every pathway in the Field Guide runs on Apteco Mission, beside your CRM.

See it with your own data

An Apteco Architect walks you through this pathway on your own data.

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Fundraising

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