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  • Online
On request

Lead Finder: Patron & Donor Discovery

Turn audience insight into meaningful support
Book a workshop
Book a workshop

Smarter Outreach Starts Here

Most cultural organisations have a goldmine of potential supporters, but limited capacity to sift through data, spot patterns, or act at the right time. Whether you’re nurturing regular donors or building a new patrons’ scheme, it’s hard to know who’s ready to take the next step.

This workshop is for fundraising and development teams who want to surface untapped potential using what they already know. We’ll show you how to use accessible tools like HubSpot Free, website activity, and CRM data to identify warm leads, segment by value or interest, and build a prospect list that actually reflects supporter intent.

Ideal for arts and heritage organisations who want to improve giving without increasing their ask volume, and would rather build relationships than blast appeals.

When?
On request
Location
  • Online
Event type
Sector
Tags

What You’ll Learn

This session is for development teams who want to uncover patron or donor potential within their existing audience — without needing a full digital overhaul or expensive donor research.
How to spot signals of donor or patron readiness
Learn how to recognise online behaviours and engagement patterns that suggest someone is ready to give more or get involved in a deeper way.
How to segment by interest, value, and timing
We’ll show you how to use filters like visit frequency, event attendance, email engagement, and donation history to prioritise your outreach.
How to set up a smart supporter list using HubSpot Free
Follow a practical setup for building dynamic lists and views that surface high-potential individuals, even if you're working with limited tools or time.
How to move from passive audiences to active relationships
Discover how to turn visitors, subscribers, and members into prospects through personalised follow-up and better timing.
Setting Up Alerts and Digest Reports
Automate weekly or monthly reports and notifications that keep your team informed about who’s showing interest, without needing to log in daily.
How to take the first step without overwhelming your team
You’ll leave with a lightweight plan to start identifying, tagging, and reaching out to warm supporters — without needing new systems or a dedicated analyst.

Is This Workshop For You?

This session is designed for fundraising and development teams in cultural organisations who want to grow income through deeper supporter relationships, not just bigger mailing lists.

Getting strong attendance, but not translating it into giving?

You might be missing key signals from visitors or members who are ready for more.

Running a patron or donor programme, but unsure where to focus?

This workshop helps you find people already showing signs of affinity, interest, or readiness to step up.

Struggling to personalise outreach with limited time or tech?

We’ll show you how to segment meaningfully using tools you already have access to.

Wanting to shift from reactive fundraising to proactive stewardship?

This is for teams ready to stop chasing cold prospects and start building momentum with warm, familiar faces.

Agenda: Your Hour, Well Spent

This session is structured to maximise your time, with a blend of walkthrough, real examples, and actionable steps. You’ll leave with the confidence and tools to move forward straight away.

1 -

Welcome and Introduction

Meet your hosts and get grounded in what this session is, and isn’t. We’re here to simplify supporter discovery, not sell you another database.

2 -

What Does Patron Readiness Look Like?

Explore the behaviours and signals that indicate when someone is ready to give, join, or support beyond the basics.

3 -

Using HubSpot to Surface Warm Supporters

Learn how to use free tools to filter and flag high-potential patrons and donors based on interest, activity, and timing.

4 -

Live Walkthrough: Building a Lead Finder View

Follow along as we build a live segment based on event attendance, donations, email engagement, and more.

5 -

Connecting Insight to Action

Discover simple ways to start conversations, personalise stewardship, and guide warm leads into the right next step.

6 -

Planning for Realistic Next Steps

Map out what you can do immediately, what to automate, and how to keep the process light for small teams.

7 -

Live Q&A and Workshop Close

Ask questions, share your challenges, and take away tools to help you build a more focused, more human fundraising approach.

Key Takeaways

Identify supporters who are ready to deepen their relationship
Spot the signals that show someone is ready to become a patron, make a gift, or fund something meaningful.
Use simple tools to build a focused prospect list
Set up practical segments in HubSpot Free or your current CRM, based on real activity and engagement, not assumptions.
Work with what you already have
No need for big databases or third-party research. This workshop shows how to uncover potential using existing data and low-cost tools.
Move from broad asks to personalised stewardship
Start having the right conversations with the right people, using insight to build trust and long-term value.

Your Hosts

Mike Scott
Chief Tea Boy and Marketeer
Mike helps purpose-driven organisations build systems that drive member value and reduce churn, using the best of inbound marketing, HubSpot, and a strategic dash of common sense.
Archie Homer
Digital Project Manager & University Lecturer
Equal parts strategist and practitioner, Archie helps teams translate member experience challenges into digital solutions, and teaches Digital Business at Harper Adams University.

FAQs - What You Might Be Wondering

Still on the fence? Here are some quick answers to the questions we hear most often from university teams exploring ABM for the first time.

Still have questions?
We’re happy to help. Drop us a message or ask live during the session. No question is too small, especially if you’re just starting out.
Book a workshop
Lead Finder: Patron & Donor Discovery
Turn audience insight into meaningful support