TOOL

Segmentation Plan Template [Google Sheet]

Use this Segmentation Plan Template to organize your campaign data in your various channels (ie: phone, mail, email, ect.).

With this template and properly segmented data, you will be able to…

  • Use a shared document to keep you and your team well-organized

  • Ensure your campaigns are run smoothly

  • Effectively test key areas of your messaging

  • Track results so you can apply those insights to future campaigns

  • Turn your data specialist into your number one raving fan

About Jessica Cloud

With over 20 years of fundraising experience, Jessica has worked for the Starr King School for the Ministry, The University of Southern Mississippi Foundation, The University of South Carolina, RuffaloCODY, and the Libertarian National Committee. As a consultant, Jessica provides her fundraising services to nonprofits and higher education organizations. You can find her at Real Deal Fundraising.

Jessica Cloud, CFRE, MA
Fundraising Success Coach

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