Marta Prompt Library (Elite Version)

Use the exact prompts top fundraisers use to practice, think, improve, and prioritize faster.

Role Play
Consultant
Coach
Data Analytics

1. Role Play Mode

Simulate real donor conversations under pressure

Use Role Play Mode when you want realistic practice before an important donor interaction. These prompts help you rehearse qualification, deepen discovery, test your ask language, and build confidence in complex situations.

Best for live preparation before visits, asks, and campaign events
Helps improve confidence, pacing, and donor-centered language
Especially useful for objection handling and difficult transitions

Qualification & Discovery

You are a high-capacity alum who has never given but is engaged. I want to qualify your philanthropic interests without being transactional.
Play a donor who is successful but skeptical of higher education ROI. I need to uncover motivation and openness to giving.
You are a loyal annual donor at $2,500. I want to explore readiness for a $50K+ commitment.
You are a highly successful alumnus who attends events but has never engaged one-on-one. I want to test whether there is real philanthropic curiosity.
You are warm and engaged socially, but I am unsure whether there is actual giving potential. I want to qualify without pushing too fast.

Advancing the Relationship

You are a donor I’ve met twice. I want to move you from general interest to a specific philanthropic priority.
Simulate a donor who is interested but non-committal. I need to create urgency without pressure.
You are positive after two visits, but I need to move from rapport to substance.
You have expressed broad support for the institution, and I want to narrow the conversation to a fundable area.
You are engaged but vague. I want to identify what would actually move you toward a philanthropic decision.

The Ask

You are a capacity-rated $1M prospect. I want to make a confident, clear $250K ask tied to impact.
Play a donor who says “I need to think about it.” I want to respond in a way that moves toward a decision.
You are a long-time annual donor, and I want to transition the conversation into a six-figure ask.
You are interested in scholarships, and I want to make a direct ask tied to student impact and urgency.
You are a prospect with capacity but unclear commitment. I want to test a bold but credible ask.

Handling Objections

You are concerned about how your gift will actually be used. I need to reinforce trust and clarity.
Play a donor who says they already give elsewhere. I want to reposition our opportunity as unique.
You believe tuition already covers enough. I need to respond without sounding defensive.
You say the timing is bad because of market uncertainty. I want to preserve momentum and keep the door open.
You are interested, but you want more proof of impact before considering a larger commitment.

Real-World Scenarios

You are attending a campaign event and I have 5 minutes to re-engage you meaningfully.
You are a parent donor focused only on your child’s experience. I want to expand your philanthropic vision.
You are at reunion weekend and I only have a short, casual interaction to deepen the relationship.
You are a board member with influence and capacity, and I want to move from stewardship into a serious giving conversation.
You are a donor at a dinner table setting, and I need to create momentum without making the interaction feel forced.

2. Consultant Mode

Top-tier strategic decision making

Use Consultant Mode when you need clearer thinking, stronger prioritization, and sharper strategic direction. These prompts are designed to help you diagnose the real issue, identify leverage, and decide what matters most right now.

Best for portfolio strategy, pipeline acceleration, and campaign planning
Helps clarify where to focus, what to stop doing, and what to do next
Ideal when you need a strong point of view, not generic brainstorming

Portfolio Strategy

Analyze my portfolio strategy: I have 150 prospects, 20 visits/month, and a goal of $2M annually. Where should I focus to maximize outcomes?
Help me identify which prospects in my pipeline are most likely to convert in the next 6 months.
My portfolio is large and active, but not enough prospects are moving toward meaningful asks. What is the real constraint?
Help me determine which 25 prospects deserve the majority of my time over the next quarter.
What should my portfolio look like if I want to maximize both near-term results and future pipeline development?

Pipeline Acceleration

Design a strategy to move 10 high-capacity prospects from “qualified” to “solicitation-ready” within 90 days.
What are the highest-leverage actions I can take this quarter to increase $100K+ gifts?
Design a strategy to accelerate slow-moving qualified prospects without wasting time on low-probability names.
What are the three highest-leverage moves to create more late-stage momentum right now?
Where am I confusing activity with real progress, and how should I correct that?

Visit Strategy

Help me design a visit strategy for a donor who is successful, analytical, and values efficiency.
What is the ideal structure of a first visit vs. a second visit vs. a pre-ask visit?
How should I plan a visit strategy for a donor who is relational, busy, and difficult to pin down?
What should I accomplish in the next visit if I need to move this donor meaningfully closer to an ask?
How should I change my visit strategy if the donor seems interested but keeps conversations surface-level?

Messaging

Help me articulate a compelling case for support for an endowed scholarship that resonates emotionally and intellectually.
Refine my language to move from transactional fundraising to transformational impact.
Help me position an endowed fund so it feels urgent, personal, and institutionally important.
What messaging would best resonate with a donor who values outcomes, legacy, and measurable impact?
How do I make this opportunity feel both emotionally compelling and strategically sound?

Campaign Strategy

Design a regional campaign strategy for a market with low engagement but high capacity.
What are the key moves to build a high-performing volunteer cabinet that actually drives giving?
What would a serious regional growth strategy look like for a market with wealth but little volunteer structure?
How should I build a campaign plan that balances leadership gifts, volunteer activation, and market visibility?
What are the biggest strategic mistakes organizations make when trying to build campaign momentum in underdeveloped markets?

Elite Thinking

What signals indicate a donor is ready for a major gift that most MGOs miss?
Break down the psychology of a donor moving from interest to commitment.
What separates donors who appear interested from donors who are actually close to making a major commitment?
What are the most common strategic mistakes fundraisers make with high-capacity prospects who seem warm but never convert?
What would a top 1% major gifts strategist see in this situation that an average fundraiser would miss?

3. Coach Mode

Performance evaluation and refinement

Use Coach Mode when you want direct feedback on how you handled a conversation, ask, strategy discussion, or role play. These prompts help turn experience into improvement by showing what worked, what weakened your position, and what to change next time.

Best for refining judgment, language, and donor-centered communication
Useful after role plays, real visits, draft messages, and ask preparation
Designed to help you improve execution, not just feel encouraged

For best results, paste the conversation, visit notes, call notes, role play transcript, or ask draft you want Marta to evaluate.

Conversation Feedback

Evaluate my last donor conversation. Where did I miss opportunities to deepen the relationship?
Score my approach on qualification, listening, and advancing the conversation.
Evaluate how well I moved the donor from rapport into substance.
Tell me where my questions were too safe and where I should have gone deeper.
Coach me on how a stronger fundraiser would have handled this exact conversation.

The Ask

Evaluate how I presented this ask. Was it clear, confident, and compelling?
How could I have improved my timing and framing of the ask?
How strong was my ask language, and where did it weaken my position?
Coach me on how to make the ask more direct without sounding abrupt.
Show me how to sound more confident, precise, and donor-centered in this ask.

Listening & Discovery

Did I ask strong enough questions to uncover motivation and capacity?
Where did I talk too much vs. listen effectively?
Did I truly respond to the donor’s cues, or did I push my own agenda too hard?
Show me where I missed emotional signals or buying signals in this conversation.
Tell me where I reacted too quickly instead of letting the donor reveal more.

Strategic Thinking

Was my approach aligned with where the donor is in their journey?
Did I appropriately match the opportunity to the donor’s interests?
Coach me on whether my strategy matched where the donor actually is, not where I hoped they were.
What would a top 1% fundraiser have changed about my sequence, timing, or objective?
Was I trying to advance too fast, or did I miss a moment to be more direct?

Language & Framing

Refine my language to sound more confident, strategic, and donor-centered.
Where did my phrasing weaken my position?
Rewrite my language so I sound more confident, donor-centered, and strategic.
Show me which phrases made the conversation feel transactional instead of meaningful.
Help me remove soft, vague, or overly cautious language from this interaction.

Advancement

Did I clearly move the conversation toward a next step?
What would a top 1% MGO have done differently in this interaction?
Did I create enough momentum to justify a clear next step, or did I leave the conversation too open-ended?
Coach me on what the next move should be based on how this interaction actually went.
What specific adjustment would most improve my performance in the next similar conversation?

4. Data Analytics Mode

Identify who is ready and what to do next

Use Data Analytics Mode when you want to turn fundraising data into clearer decisions. These prompts help you interpret movement, identify who is most actionable now, spot wasted effort, and build a stronger plan from portfolio and pipeline patterns.

Best for prioritization, momentum analysis, and portfolio focus
Helps separate readiness from raw capacity
Especially useful when you need a ranked view of opportunities and next actions

For best results, upload a spreadsheet, paste a table, or share a portfolio or pipeline summary so Marta can analyze real data and recommend next steps.

Portfolio Analysis

Review my portfolio and identify which prospects are most likely to move in the next 90 days.
Analyze my top prospects and tell me where I should focus first for the greatest return.
Review my portfolio and rank the prospects most likely to move meaningfully in the next quarter.
Identify who appears engaged on the surface but is not actually showing readiness.
Show me where my portfolio is too broad and where I should narrow focus for better results.

Pipeline Performance

Evaluate my current pipeline and show me where momentum is strongest and where I may be stalled.
Help me identify gaps in qualification, visit activity, proposal activity, and follow-up.
Show me where pipeline momentum is strongest, where it is weak, and where I may be overestimating progress.
Help me see where follow-up discipline is breaking down and which stages are becoming stagnant.
Which parts of this pipeline suggest real opportunity, and which parts look active but are not likely to convert?

Opportunity Identification

Identify hidden major gift opportunities not obvious at first glance.
Find under-managed prospects relative to capacity or engagement.
Find prospects whose recent engagement suggests they deserve more attention than they are receiving.
Identify names that may not look strong by capacity alone but show meaningful readiness indicators.
Show me where this dataset reveals non-obvious opportunity that a standard portfolio review might miss.

Manager-Level Insights

Summarize what this data says about team performance and likely outcomes.
Identify which metrics matter most and what actions should come next.
Summarize what this data suggests about team performance, pipeline health, and likely near-term outcomes.
Tell me which metrics matter most here and what actions leadership should prioritize first.
What should a manager conclude from this data, and where should they push for better execution?

Readiness Signals

Separate readiness from raw capacity across this prospect list.
Show me which names are most actionable now versus worth cultivating later.
Identify where recent contact, response behavior, and engagement timing suggest real movement potential.
Which prospects are showing false-positive signals, and which are quietly becoming more ready?
Help me distinguish between people who are wealthy and people who are actually moving.

Action Planning

Turn this portfolio into a 14-day action plan with clear priorities.
Rank the top 10 opportunities and recommend the next move for each.
Show me where I am wasting effort and where a reallocation of time would improve results fastest.
Build a next-step plan based on readiness, not just wealth or stage labels.
Tell me the three most valuable actions I should take immediately based on this data.

Start where you need the most help

Practice the conversation. Sharpen strategy. Improve execution. Focus on the right prospects.

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