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Shelby v.5 ON DEMAND WEBINAR: Tracking Progress: From Prospect to Active Member in Shelby


Product Description

Shelby Training Manager, Bill Ballou, gives an overview of the ways you can originate the entry of visitors and prospects into your database and then track the development of that relationship as they begin to become involved in the life of the church. This is a great study of how to use your Shelby data to develop a strategy to maintain the relationship with those who come through the doors of your church and prevent having so many slip out the “back door” because they never made a connection.

You will learn such things as . . .   

  • An overview of the ways to originate entry of visitors and prospects into your database
  • Ways to track the development of that prospect's relationships with your church
  • Best Practices for tracking activity and involvement
  • Methods for assimilation into your church

Other Details

Bill Ballou - Training Manager

Product Reviews

  1. Too Broad 3 Star Review

    Posted by on 12th Oct 2012

    The training reviewed three different products in an effort to show various ways to track prospects. Since I only had the membership module, I did not come away with more information than I already knew about tracking in the module. I also was not convinced that the Reaching or Prospect modules would tremendously benefit my process. I would have preferred more time spent on getting the information out through reports or queries pushed to my desktop for daily follow-up.

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