Ministry Plan for 1st-Time Guests¶

This 7-step plan shows how to use TouchPoint to minister to and track your 1st-time guests, beginning with recording attendance.

Step 1

Record a guest attending a meeting, whether in a small group or in the worship service. For a worship service, many churches enter a headcount for the total attendance, and then enter the guests as individuals. For other Involvements, record individual attendance for both members and guests.

See also

Add a New Guest

Step 2

After attendance has been entered for Sunday (including members and guests), find the first-time guests. Use the First-Time Attender report from People > Reports. This finds everyone whose first attendance at anything at the church was in the past 7 days.

See also

First, Second, or Third Time Attender Reports

Step 3

Communicate with these guests by sending an email or creating a Word merge letter. Do this directly from Search Builder while the search results from the First-Time Attender report are on the screen. Sending email requires the Access role.

See also

• Sending Emails

• Word Merge

Step 4

While still in Search Builder, record that you made a Note to those 1st-time guests.

Click the gear icon on the Blue Toolbar and then select Add Notes. Complete the form by selecting any Keywords, answering any Keyword questions, and entering your notes.

This creates a Note about everyone in the search results with you as the Note owner.

See also

Add a Note

Step 5

While still in Search Builder, create a Task for each of the 1st-time guests.

Click the gear icon on the Blue Toolbar and select Add Tasks. This creates a Task about the people in the search results.

See also

Tasks

Step 6

Delegate each of the Tasks you created in Step 5. This is done individually for each Task. See the Tasks article referenced in Step 5. Include any information about the guest that would help the assignee when making contact.

Step 7

Next, the person who completed the Task can create a follow-up Task and assign it to a Life Group leader to make a phone call or visit. Depending on the results of that contact, you may want to add the guest as a Prospect in the Life Group.

See also

Prospects, Guests, and Members - for more about Prospects and Guests.

Recap

This process uses the following features in TouchPoint:

• 1st, 2nd, 3rd Time Attenders Reports

• Search Builder - in this case, a search that is built for you from People > Reports

• Sending Emails

• Mail Merge Letters

• Assigning Tasks and Notes

• Prospects