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📊 SayPro Donor Interaction Tracker (.XLSX).
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
Email: info@saypro.online Call/WhatsApp: Use Chat Button 👇
Worksheet Name: Donor Interactions
| Donor ID | Full Name | Contact Info (Email/Phone) | Interaction Date | Type of Interaction | Staff Responsible | Interaction Summary | Follow-Up Needed? | Follow-Up Date | Follow-Up Action | Status | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 001 | Jane Doe | jane@example.com / 0123456789 | 2025-05-01 | Intro Call | Thabo M. | Discussed SayPro mission and donor impact opportunities | Yes | 2025-05-08 | Send Thank You Email | Pending | Very interested in youth programs |
| 002 | John Smith | john@example.com / 0781234567 | 2025-05-02 | Event Invite Email | Naledi K. | Invited to SayPro sponsorship webinar | No | — | — | Complete | Wants more info on projects in Limpopo |
Column Descriptions:
- Donor ID: Unique identifier for the donor.
- Full Name: Donor’s full name.
- Contact Info: Email and/or phone for easy reference.
- Interaction Date: The date of the communication or meeting.
- Type of Interaction: Email, Call, Meeting, Webinar, SMS, WhatsApp, etc.
- Staff Responsible: The team member who managed the interaction.
- Interaction Summary: Brief notes about what was discussed or shared.
- Follow-Up Needed?: Indicate with “Yes” or “No”.
- Follow-Up Date: When the follow-up should occur (if needed).
- Follow-Up Action: What needs to be done (email, call, send a brochure, etc.).
- Status: Pending, Completed, Scheduled, etc.
- Notes: Additional context or personal info (e.g., birthday, preferences).
✅ Tips for Use:
- Use color coding (e.g., red for overdue, green for completed) to stay organized.
- Add filters to easily sort by staff, donor name, or follow-up date.
- Update weekly to reflect the latest interactions and outcomes.
- Sync with your CRM or donor database, if available.
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