Custom Training Solutions
Want expert help putting your screening results or FindWealth results to work? Let our seasoned researchers help; consider scheduling a training session tailored for your organization that goes beyond our complimentary training courses.
Custom Training topics may include:
- Identifying your 100 major gift prospects
- Using data for major gifts, planned gifts, annual fund, and direct mail
- Creating custom reports based on your organization's needs
- Interpreting and validating your data
- Identifying your next steps and creating a road map for your organization
Each Custom Training session includes:
- Designated trainer
- Review of all products purchased, including Access Manager and FindWealth Online
- Access level 100 – 2 hours
- Access level 200 – 1 ½ hours
- FindWealth Online – 1 ½ hours
- Use of your screenng results
- Focus on your organization's current projects and end users' requested agenda
Custom Training - Online
- Up to 8 hours (includes 5 hours of online training and prep work)
Custom Training Onsite -1 day
- Up to 8 hours (includes 5 hours of on-site training and prep work)
- All travel expenses included
On-Site Custom Training and Analysis of Data
- Analyze screening results (up to 8 hours of analysis)
- All day on-site training session
- Preparation of custom reports based on analysis
- Present road map and strategy for management of screening results
- All travel expenses included
For more information and pricing, contact your sales rep or sales@wealthengine.com
