Issue 230

Author

Brendan Schneider
March 17, 2025

In partnership with

PROLOGUE
AI + Prospect Research = Match Made in Heaven

Did you know that I was the Director of Advancement for seven years at my former school and was the chief fundraiser?

It was in that role that I was introduced to Simon Tumansky, the Founder and CEO of Chalkbooks. I loved what Simon was doing and now serve as an advisor to Chalkbooks.

I’m writing today to share a new feature they have released called AI Prospect Researcher.

Chalkbooks has been working with Phillips Exeter’s Advancement team to train this tool, which mirrors the best practices of Exeter’s prospect researchers.

Chalkbooks has been seeing pretty good results for executive-level folks at public companies and is now working on handling non-unique names and prospects who keep a more low-key profile. These are notoriously hard for anyone to screen (even the best human researchers 😀).

If you are curious how this works, you can try it yourself for free here:

Use your own prospects or the following prospect for testing purposes:
Jamie Dimon
CEO of JP Morgan Chase
[email protected]

Or, if you are interested in chatting through what Exeter is doing and how AI Prospect Researcher works, you can take 10 minutes on Simon's calendar:

Thanks,
Brendan

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SPONSOR
School Marketing The Right Way

Have you read my new book yet?

I hope you’ll grab a copy and then let me know what you think of it! 😀

UPCOMING EVENT

You are invited to join a webinar: UBIQ X Sessions - March 2025. After registering, you will receive a confirmation email about joining the webinar.

In March's webinar, you'll hear from leaders in the school marketing world; we'll be sitting down with school marketing professionals to uncover how they've developed effective marketing campaigns using innovation and data. Joined by Simon Jones, Creator at The Bonjour Agency (with more exciting guests to be announced), this is an event you don't want to miss.

zoom.us/webinar/register/4617413467977/WN_pE7Wv2Y3TL-XAVzGkpJ-XA#/registration

RECOMMENDED READING

Check Your SEO Strategy Vitals With These 5 Questions

Take the precipitous drop in HubSpot search traffic as a sign to check in with your brand’s SEO strategy. Does it still work for your audience?

contentmarketinginstitute.com/articles/seo-strategy-vitals

Understanding Brand vs Nonbrand Keywords

Learn the key differences between brand and non-brand keywords and how they drive success in both paid and organic digital marketing campaigns.

neilpatel.com/blog/nonbrand-vs-brand

Stuck in a Creative Rut? 5 AI Prompts To Help Your Content

Stuck, tired, or uninspired writing content day after day? Get an AI partner to help you out of the creative mire. Start with these five prompts.

contentmarketinginstitute.com/articles/creative-rut-ai-prompts

Reputational risk and AI – the missing link

AI is reshaping the digital landscape, but with exciting possibilities come significant risks—especially to your school's reputation. This insightful article from imageseven explores real-world examples where AI mistakes have led to serious reputational damage and highlights why robust ethical practices and human oversight are more important than ever.

www.imageseven.com.au/reputational-risk-and-ai-the-missing-link

RECOMMENDED VIEWING

RECOMMENDED LISTENING

How Funnels Can Help Your School’s Enrollment Process with Jesse Meadow

We’re bringing back one of our most insightful conversations with Jesse Meadows, co-founder and managing director of Schoolcraft Digital. This episode is a must-listen for schools looking to use data-driven marketing to increase enrollment and engagement. Join us as we dive into: The biggest mistake schools make in their enrollment…

mindfulschoolmarketing.com/best-of-school-enrollment-funnels

MARCOM JOB

Digital Marketing Manager @ Montclair Kimberley Academy

The Digital Marketing Manager is responsible for developing, managing, and executing the school’s digital media strategy across multiple platforms, including social media, the school website, email communications, and other online channels. The ideal candidate is a creative storyteller, innovative thinker, and tech-savvy communicator skilled in building and strengthening a brand through digital content, including the design and implementation of effective digital marketing systems and processes.

jobs.marcomsociety.org/job/digital-marketing-manager-7

Whenever You're Ready, There Are 4 Ways I Can Help You

Fractional Digital Marketer Program: Our flagship consulting program where we help you get more inquiries by implementing inbound marketing, Google Ads, FB/Insta Ads, SEO, and Blogging for you! Learn more.

SchoolMarketingCRM: My new marketing software for schools. This is the software I wish I had when I worked in schools. It handles all of your marketing functions, including landing pages, email automation, reputation management, appointment scheduling, and much more. Learn more.

The MarCom Society: Join other school marketing and communication professionals in my membership community, which is designed to help you become a better MarCom professional through training, support, and community. Learn more.

Promote yourself to 5,000+ subscribers by sponsoring this newsletter. Email me at [email protected].