Call Scripts

Momentum makes it easy to prep for donor calls with clear, personalized talking points—so you can show up informed, focused, and ready to connect.

Every call action in your Inbox includes an AI-generated call script based on donor history, past interactions, and your communication style. It’s like having a one-pager of exactly what you need—without having to dig through your CRM or inbox.

What You’ll Get in a Call Script

Each script is tailored to the donor and includes:

• Key details: Recent gifts, giving history, past conversations
• Suggested talking points: Friendly, conversational notes to guide your outreach
• Call objective: A reminder of the reason for the call (e.g. thank-you, follow-up, re-engagement)
• Notes space: Add your own context or log outcomes after the call

How AI Supports You

Momentum’s AI Writer helps you:

• Generate call prep fast, without starting from scratch
• Personalize tone and content for each donor
• Stay consistent in how your team approaches calls
• Focus more on the relationship, less on the research

Scripts are fully editable—you can adjust wording, remove details, or add your own personal notes.

Logging and Follow-Up

After your call:

• Mark the action as complete
• Log notes from your conversation
• Set a follow-up action or add them to a list for future outreach
• Everything syncs to your CRM automatically

When to Use Call Scripts

• Thank-you calls after a first or major gift
• Re-engagement calls to LYBUNT or mid-level donors
• Pre-event or post-event follow-ups
• Relationship-building check-ins with key supporters

TL;DR

Use this feature to: Quickly prepare for donor calls with smart, personalized talking points 

Includes: Gift history, past interactions, suggested language, and editable notes

Great for: Thank-yous, re-engagement, and personal stewardship 

After the call: Log outcomes and next steps—everything syncs to your CRM