Marta Daily Use Cases

(Daily Workflow)

Use Marta every day to decide faster, prepare smarter, practice effectively, improve performance, and focus on the right prospects.

Pre Call Plan

Role Play

Coach

Consultant

Data Analytics

1. Pre Call Plan Mode

Prepare for a meeting

Use Pre Call Plan Mode before any donor interaction. This mode helps you walk into a meeting with a clear objective, stronger questions, sharper positioning, and a practical next-step strategy.

Best before donor visits, calls, asks, follow-ups, and campaign conversations
Helps create a focused plan for a real meeting
Useful when you need a visit brief you can print and take with you

Daily Preparation Use Cases

I’m meeting a longtime annual donor who has never been asked for a major gift — build a plan.
Help me prepare for a first visit with a business owner I’ve never met before.
I have a 30-minute coffee meeting — what should I focus on to move this forward?
How should I open a conversation with a donor I haven’t spoken to in over a year?
What questions should I ask a donor who gives annually but hasn’t increased?
Help me position a new initiative without sounding like a pitch.
What signals should I listen for to know if this donor is ready for a larger conversation?
How do I transition from relationship-building to discussing a potential gift?
What could go wrong in this meeting based on this donor’s history?
Give me a one-page visit brief I can actually use in the meeting.

2. Role Play Mode

Practice the conversation

Use Role Play Mode to simulate real donor interactions. This mode helps you practice live conversation skills, ask language, discovery, objections, and closing moments.

Best when you want to rehearse before a real conversation
Helps improve confidence, pacing, and donor-centered language
Use when you need practice, not advice

Daily Practice Use Cases

Let’s role play a first visit with an alum who has capacity but no clear engagement.
Practice making a $50K ask to a donor who has never given at that level.
Role play a donor who is polite but clearly disengaged.
Simulate a donor who keeps saying they are “too busy right now.”
Practice a follow-up conversation after a visit that didn’t go anywhere.
Role play a donor who is interested but hesitant about making a commitment.
Simulate handling a timing objection when asking for support.
Practice a discovery conversation with a donor you don’t know well.
Role play a donor who has capacity but no emotional connection.
Practice closing a conversation where the donor is close but not committing.

3. Coach Mode

Improve performance

Use Coach Mode after you have written, said, practiced, or tried something. This mode gives direct feedback on performance, language, timing, strategy, and missed opportunities.

Best after conversations, role plays, emails, drafts, and asks
Helps identify what worked, what weakened the moment, and what to improve
Use when you want feedback, not strategy planning

Daily Improvement Use Cases

Here’s exactly what I said in a donor meeting — what did I do well and where did it break?
I made this ask — was it strong enough or did I leave it unclear?
Here’s an email I sent — how can I make it more compelling and direct?
What did I miss in this conversation that could have moved it forward?
I got pushback from a donor — how should I have handled that moment?
Is my messaging clear, or am I making this too complicated?
At what point did I lose control of this conversation?
What would a top fundraiser have done differently in this situation?
Here’s my follow-up plan — how can I strengthen it?
Based on this interaction, what are my biggest gaps?

4. Consultant Mode

Decide what to do

Use Consultant Mode when you need clarity and a decision. This mode helps you diagnose the real issue, identify the highest-leverage move, and decide what to do next.

Best for strategic decisions, stuck prospects, and prioritization
Helps cut through noise and focus on the next best move
Use when you need judgment, not a long list of options

Daily Decision Use Cases

This donor has been “in process” for months — what is the real next move?
Should I make the ask now, or am I moving too early?
Who is the highest-leverage prospect in my portfolio right now and why?
Why isn’t this prospect progressing despite multiple interactions?
I just had a meeting — what is the smartest next step?
Is this opportunity worth pursuing, or should I redirect my time?
Where am I spending time that is not producing results?
What is the real issue behind this stalled donor situation?
How should I prioritize my top prospects this week?
If I only have time for one high-impact move today, what should it be?

5. Data Analytics Mode

Prioritize where to focus

Use Data Analytics Mode when looking at your portfolio, pipeline, visit activity, giving patterns, or prospect lists. This mode helps identify where effort should move next.

Best for portfolio focus, pipeline movement, and readiness analysis
Helps separate readiness from raw capacity
Use when you need prioritization based on data

Daily Prioritization Use Cases

Based on this portfolio, who should I focus on first and why?
Which prospects am I spending time on that are not moving forward?
Where is my pipeline breaking down — qualification, visits, or asks?
Who is showing real readiness for a visit or deeper conversation?
Which donors are closest to being ready for an ask?
Where am I missing obvious opportunities in my portfolio?
How should I rebalance my portfolio based on engagement and movement?
Which of my recent visits are actually leading to next steps?
Who has high capacity but no relationship — and is that worth pursuing?
If I had to focus my week on 5 prospects, who should they be?

Build Marta into your daily workflow

Prepare for the meeting. Practice the conversation. Improve your execution. Decide what to do. Focus on the right prospects.

Try Marta

Marta Daily Use Cases (Daily Workflow)