Change status from Visitor to New Member

Action: All collected Visitors Cards are captured on the system. All visitors information will be saved into a Visitor Database available on both DiscipleSoft and Visitor Follow App.

Tools: Visitors Follow App or DiscipleSoft

People Involved: Visitor Information Collection Team

Comment: As much as possible Visitors Cards should be captured on the same day they are collected. Because of Visitor Follow App it should be easier to ensure all cards are captured on the same day.

Automated Messaging: 2 Messages are sent as follows;

Message 1: Thank you for visiting message sent to the visitor (SMS and Email)

Good day Ms Huggins, we would like to thank you for visiting Shooters Hill Community Church, it was a great pleasure having you worship with us. Mrs Rebecca Stevens has been especially assigned to help you with any questions about our church. She will be in touch with you soon.

Message 2: Notification is sent to designated follow up person with the name of the visitor and date of visit 

Good day Mrs Stevens, Mary Huggins visited us on Sunday 23 June 2019. You have been assigned by Mr Moyo to follow-up. Get more information on her from DiscipleSoft and please remember to document all your interactions.

First Phone Call

Action: Designated follow-up person makes a phone call to the visitor.

Tools: Visitor Follow App.

NB: All phone calls should be made using the call function in the app, not directly from the phone. This will facilitate the login of the call into the activity feed of the visitor for future reference.

People Involved: First Time Visitor and Designated Follow-Up Person

Comment: The purpose of the call is to begin a relationship building process by thanking the visitor and introducing themselves as the person assigned to help the visitor if there are any questions.

Calling Script: We encourage your church to have a standard script that can be use for this first phone call.

Good day Mrs Stevens, Mary Huggins visited us on Sunday 23 June 2019. You have been assigned by Mr Moyo to follow-up. Get more information on her from DiscipleSoft and please remember to document all your interactions.

First Meeting

Action: Visitor receives Welcome Message from the Pastor.

Tools: DiscipleSoft Automated Messaging

People Involved: None (Automated Message)

Comment: The purpose of this message is to display to the visitor that the Pastor is accessible. Prospective members are looking for churches with accessible and attentive leaders.

Hello Ms Huggins, my name is Pastor Tim from Shooters Hill Community Church. Thank you for visiting our church last Sunday. Below is my office numbers and email address, if you need any help myself and our leadership we are here for you. For more information about our church please follow the website link below. We also have a mobile app with awesome material for you spiritual growth, the download link is also below. Looking forward to seeing you again.

2nd Meeting

Action: Visitor receives Welcome Message from the Pastor.

Tools: DiscipleSoft Automated Messaging

People Involved: None (Automated Message)

Comment: The purpose of this message is to display to the visitor that the Pastor is accessible. Prospective members are looking for churches with accessible and attentive leaders.

Hello Ms Huggins, my name is Pastor Tim from Shooters Hill Community Church. Thank you for visiting our church last Sunday. Below is my office numbers and email address, if you need any help myself and our leadership we are here for you. For more information about our church please follow the website link below. We also have a mobile app with awesome material for you spiritual growth, the download link is also below. Looking forward to seeing you again.

Trigger Onboarding

Action: Visitor receives Sunday Service Reminder

Tools: DiscipleSoft Automated Messaging

People Involved: None (Automated Message)

Comment: This message is sent weekly on Saturday to remind all visitors about the Sunday Service the next day. With a open rate of over 98% SMS are a great way of reminding the visitor of the Sunday Service.

NB: This message will be sent every Saturday with an opt out option.

45 Day Review Meeting

Action: Visitor receives Sunday Service Reminder

Tools: DiscipleSoft Automated Messaging

People Involved: None (Automated Message)

Comment: This message is sent weekly on Saturday to remind all visitors about the Sunday Service the next day. With a open rate of over 98% SMS are a great way of reminding the visitor of the Sunday Service.

NB: This message will be sent every Saturday with an opt out option.

90 Day Review Meeting

Action: Visitor receives Sunday Service Reminder

Tools: DiscipleSoft Automated Messaging

People Involved: None (Automated Message)

Comment: This message is sent weekly on Saturday to remind all visitors about the Sunday Service the next day. With a open rate of over 98% SMS are a great way of reminding the visitor of the Sunday Service.

NB: This message will be sent every Saturday with an opt out option.

Determine Way Forward

Action: Visitor receives Sunday Service Reminder

Tools: DiscipleSoft Automated Messaging

People Involved: None (Automated Message)

Comment: This message is sent weekly on Saturday to remind all visitors about the Sunday Service the next day. With a open rate of over 98% SMS are a great way of reminding the visitor of the Sunday Service.

NB: This message will be sent every Saturday with an opt out option.