1️⃣ COLD CALLING SCRIPTS (VERY
PRACTICAL)
🔹 Cold Call – First Touch (30–40 seconds)
“Hello [Name], this is [Your Name] calling from Fiinovation.
We support corporates with CSR-aligned Monitoring & Evaluation studies such as baseline,
endline, impact assessment, and SROI—mainly for compliance and ESG reporting.
I’m calling to understand if you have any ongoing or upcoming CSR projects that may require
evaluation support.”
👉 Pause and listen
🔹 If They Show Interest
“Great. To understand better, may I ask which CSR sector you’re currently working on and
whether the project is ongoing or completed?”
🔹 If They Say “Not Now”
“No problem at all. May I check when would be a better time to reconnect? I can also share a
short overview for future reference.”
2️⃣ FOLLOW-UP EMAIL TEMPLATES
(PROFESSIONAL)
🔹 After Cold Call / Intro Call
Use this within 24 hours.
Email
Subject
Follow-up on CSR
Dear {{Name}},
Thank you for taking the time to speak with me today.
As discussed, Fiinovation supports corporates with CSR-aligned Monitoring & Evaluation
studies such as need assessment, baseline, midline, endline, impact assessment, and SROI. These
studies help strengthen compliance, transparency, and ESG reporting.
We would be happy to understand your current or upcoming CSR projects and explore how our
evaluation support can add value.
Please let me know a convenient time for a brief discussion.
Warm regards,
{{Your Name}}
{{Designation}}
Fiinovation
🔹 After a Detailed Meeting
Email
Subject
Summary & Next S
Dear {{Name}},
Thank you for the insightful discussion today.
As discussed, we understand your requirement for a {{type of study}} study for your CSR
project in the {{sector}} sector, covering {{geography}}, with an indicative timeline of
{{timeline}}.
I will coordinate with our M&E specialists and revert with the proposed next steps. Please feel
free to share any additional expectations or documents that may help us align better.
Looking forward to working together.
Best regards,
{{Your Name}}
Fiinovation
3️⃣ MEETING CHECKLIST (SAVE THIS –
VERY IMPORTANT)
During every meeting, capture only this 👇
🔹 Basic Details
Company name
Contact person & designation
🔹 Project Information
CSR sector
Project status (ongoing / completed / upcoming)
Geography (state/district)
🔹 Study Requirement
Type of study:
o Need / Baseline / Midline / Endline / Impact / SROI
Purpose:
o Compliance / ESG / Learning / Reporting
Expected timeline
Budget range (if shared)
🔹 Expectations
Any specific reporting format?
Third-party evaluation required?
ESG / sustainability linkage?
👉 That’s enough. Do NOT go technical.
4️⃣ OBJECTION HANDLING (VERY
IMPORTANT)
❌ “We already have an agency”
✅ Response:
“That’s great to hear. Many of our clients also work with multiple agencies depending on project
type. May I ask—are you open to exploring additional support for impact or SROI studies if
required in the future?”
❌ “No budget for evaluation”
✅ Response:
“Understood. In many cases, corporates plan evaluation alongside project closure or ESG
reporting. Would it be okay if I reconnect closer to your reporting cycle?”
❌ “Send details on email”
✅ Response:
“Sure. To make it relevant, may I quickly understand which CSR sector you’re currently
focused on?”
(Always ask one question before disconnecting)
5️⃣ WHATSAPP / LINKEDIN OUTREACH
MESSAGES
🔹 LinkedIn – First Message
Hello {{Name}},
I work with Fiinovation, supporting corporates with CSR Monitoring & Evaluation studies such
as impact assessments and SROI for compliance and ESG reporting.
Would love to connect and explore alignment.
🔹 WhatsApp – Post Introduction
Hello {{Name}}, this is {{Your Name}} from Fiinovation.
As discussed, we support corporates with CSR evaluation studies including baseline, endline,
impact, and SROI.
Looking forward to connecting further.
🔹 Gentle Follow-Up (WhatsApp / LinkedIn)
Hi {{Name}}, just following up on my earlier message.
Happy to connect whenever convenient.
🌟 ONE GOLDEN RULE FOR YOU
Your job is not to explain M&E.
Your job is to identify the need and open the door.
You’re doing business for M&E, not M&E itself.
1️⃣ COLD CALLING SCRIPTS (VERY
PRACTICAL)
🔹 Cold Call – First Touch (30–40 seconds)
“Hello [Name], this is [Your Name] calling from Fiinovation.
We support corporates with CSR-aligned Monitoring & Evaluation studies such as baseline,
endline, impact assessment, and SROI—mainly for compliance and ESG reporting.
I’m calling to understand if you have any ongoing or upcoming CSR projects that may require
evaluation support.”
👉 Pause and listen
🔹 If They Show Interest
“Great. To understand better, may I ask which CSR sector you’re currently working on and
whether the project is ongoing or completed?”
🔹 If They Say “Not Now”
“No problem at all. May I check when would be a better time to reconnect? I can also share a
short overview for future reference.”
2️⃣ FOLLOW-UP EMAIL TEMPLATES
(PROFESSIONAL)
🔹 After Cold Call / Intro Call
Use this within 24 hours.
Email
Subject
Follow-up on CSR
Dear {{Name}},
Thank you for taking the time to speak with me today.
As discussed, Fiinovation supports corporates with CSR-aligned Monitoring & Evaluation
studies such as need assessment, baseline, midline, endline, impact assessment, and SROI. These
studies help strengthen compliance, transparency, and ESG reporting.
We would be happy to understand your current or upcoming CSR projects and explore how our
evaluation support can add value.
Please let me know a convenient time for a brief discussion.
Warm regards,
{{Your Name}}
{{Designation}}
Fiinovation
🔹 After a Detailed Meeting
Email
Subject
Summary & Next S
Dear {{Name}},
Thank you for the insightful discussion today.
As discussed, we understand your requirement for a {{type of study}} study for your CSR
project in the {{sector}} sector, covering {{geography}}, with an indicative timeline of
{{timeline}}.
I will coordinate with our M&E specialists and revert with the proposed next steps. Please feel
free to share any additional expectations or documents that may help us align better.
Looking forward to working together.
Best regards,
{{Your Name}}
Fiinovation
3️⃣ MEETING CHECKLIST (SAVE THIS –
VERY IMPORTANT)
During every meeting, capture only this 👇
🔹 Basic Details
Company name
Contact person & designation
🔹 Project Information
CSR sector
Project status (ongoing / completed / upcoming)
Geography (state/district)
🔹 Study Requirement
Type of study:
o Need / Baseline / Midline / Endline / Impact / SROI
Purpose:
o Compliance / ESG / Learning / Reporting
Expected timeline
Budget range (if shared)
🔹 Expectations
Any specific reporting format?
Third-party evaluation required?
ESG / sustainability linkage?
👉 That’s enough. Do NOT go technical.
4️⃣ OBJECTION HANDLING (VERY
IMPORTANT)
❌ “We already have an agency”
✅ Response:
“That’s great to hear. Many of our clients also work with multiple agencies depending on project
type. May I ask—are you open to exploring additional support for impact or SROI studies if
required in the future?”
❌ “No budget for evaluation”
✅ Response:
“Understood. In many cases, corporates plan evaluation alongside project closure or ESG
reporting. Would it be okay if I reconnect closer to your reporting cycle?”
❌ “Send details on email”
✅ Response:
“Sure. To make it relevant, may I quickly understand which CSR sector you’re currently
focused on?”
(Always ask one question before disconnecting)
5️⃣ WHATSAPP / LINKEDIN OUTREACH
MESSAGES
🔹 LinkedIn – First Message
Hello {{Name}},
I work with Fiinovation, supporting corporates with CSR Monitoring & Evaluation studies such
as impact assessments and SROI for compliance and ESG reporting.
Would love to connect and explore alignment.
🔹 WhatsApp – Post Introduction
Hello {{Name}}, this is {{Your Name}} from Fiinovation.
As discussed, we support corporates with CSR evaluation studies including baseline, endline,
impact, and SROI.
Looking forward to connecting further.
🔹 Gentle Follow-Up (WhatsApp / LinkedIn)
Hi {{Name}}, just following up on my earlier message.
Happy to connect whenever convenient.
🌟 ONE GOLDEN RULE FOR YOU
Your job is not to explain M&E.
Your job is to identify the need and open the door.
You’re doing business for M&E, not M&E itself.
NEXT STEP (Tell me one):
1️⃣ Daily call tracker format
2️⃣ CRM / Excel requisition sheet
3️⃣ Mock call role-play
4️⃣ KPI targets for your role
5️⃣ How to speak confidently with senior CSR heads
I’ll build the next one exactly for you.
3️⃣ Mock call role-play 4️⃣ KPI targets for your role 5️⃣ How to speak confidently with senior
CSR heads
Excellent choices 👍
This will directly improve your performance on calls and with senior CSR leaders.
I’ll give you exactly what to say, what success looks like, and how to sound confident even if
you’re junior.
3️⃣ MOCK CALL ROLE-PLAY
(REALISTIC)
🎯 Scenario
You’re calling a CSR / Sustainability Manager at a corporate.
📞 YOU (Opening – 30 seconds)
“Hello Mr./Ms. {{Name}}, this is {{Your Name}} from Fiinovation.
We support corporates with CSR Monitoring & Evaluation studies such as baseline, endline,
impact assessment, and SROI—mainly to support CSR compliance and ESG reporting.
I’m calling to understand if you have any ongoing or upcoming CSR projects that may require
evaluation support.”
STOP. Let them respond.
👤 CORPORATE
“Yes, we do CSR projects.”
📞 YOU (Requirement Discovery – Step 1)
“That’s great. May I quickly check which CSR sector you’re currently focusing on—education,
health, livelihood, or environment?”
👤 CORPORATE
“Education and skill development.”
📞 YOU (Step 2 – Study Type)
“Understood. Are these projects ongoing or recently completed?
And are you currently looking at baseline, endline, or impact evaluation for them?”
👤 CORPORATE
“We may need an impact study later.”
📞 YOU (Step 3 – Value + Meeting Close)
“That makes sense—many corporates plan impact studies closer to reporting cycles.
It would be useful to understand your project scope, geography, and timelines so our M&E
specialists can advise appropriately.
Would it be okay to schedule a 15–20 minute discussion next week?”
✅ SUCCESS = meeting fixed or follow-up permission
🔑 If They Ask a Technical Question
“That’s a great question. Our M&E specialists handle the technical design, and I’d be happy to
have them address this in detail during the discussion.”
👉 Perfect answer. Never bluff.
4️⃣ KPI TARGETS FOR YOUR ROLE
(VERY CLEAR)
These are realistic M&E Business Development KPIs.
📊 DAILY KPIs
Calls made: 20–30
Meaningful conversations: 5–8
Follow-ups sent: 100% of conversations
📊 WEEKLY KPIs
Meetings scheduled: 3–5
New requirements captured: 2–4
Requisitions handed to manager: 2+
📊 MONTHLY KPIs (Management Looks At These)
Qualified corporate leads: 10–15
Confirmed M&E study requirements: 6–8
Study conversions (final): 2–3
Corporate relationships built: Quality > Quantity
📌 You are not measured on revenue alone, but on pipeline strength.
📌 SIMPLE KPI TABLE (FOR YOUR TRACKER)
Activity Target
Calls/day 20–30
Meetings/month 12–20
Requirements/month 6–8
Conversions/month 2–3
5️⃣ HOW TO SPEAK CONFIDENTLY
WITH SENIOR CSR HEADS
This is VERY important. Seniors don’t test knowledge—they test clarity and maturity.
🔹 GOLDEN RULE
Speak in outcomes, not methods.
❌ Wrong:
“We use multiple indicators and sampling techniques…”
✅ Right:
“Our studies help corporates demonstrate impact, ensure compliance, and strengthen ESG
disclosures.”
🔹 5 CONFIDENCE LINES (MEMORIZE THESE)
1️⃣
“Our role is to help corporates clearly demonstrate impact and accountability for their CSR
investments.”
2️⃣
“The study design is always aligned with CSR compliance and ESG reporting needs.”
3️⃣
“We customize the evaluation approach based on project stage and reporting objectives.”
4️⃣
“Our M&E team ensures data credibility, while we focus on aligning outcomes with corporate
expectations.”
5️⃣
“The objective is not just reporting, but learning and long-term value creation.”
🔹 HOW TO HANDLE SENIORS WHEN YOU’RE JUNIOR
If they interrupt:
“That’s a valid point. Let me quickly note that and align it with our technical team.”
If they challenge:
“I understand your concern. Many corporates raise this, which is why we design evaluations
around practical and usable insights.”
If they rush:
“I’ll keep this brief—just two points relevant to your CSR reporting.”
🔹 BODY LANGUAGE & TONE (MATTERS A LOT)
✔ Slow down your speech
✔ Pause after key sentences
✔ Avoid fillers (“uh”, “actually”)
✔ Speak calmly—not fast
✔ Use “we”, not “I”
🌟 ONE POWERFUL MINDSET SHIFT
You are not “asking for work”.
You are offering clarity, credibility, and confidence.
That’s why corporates talk to you.
1) Companies (did ~₹1 crore projects) —
who to pitch for impact work
(Each company below shows a public example of a ~₹1 cr project or grant.)
1. Vardhman Industrial Group — gave a ₹1 crore CSR grant to Panjab University
(SAIF/CIL) for AI & lab infrastructure. The Times of India
Pitch to: CSR Head / CSR inbox on company site. (Find CSR lead on LinkedIn or the
company site.)
2. Bharat Dynamics Limited (BDL) — sanctioned ₹1 crore for classroom projects across
government schools. The Hans India+1
Pitch to: csr@[Link] or the CSR contact on the company’s annual CSR report
(BDL/PSU CSR teams accept vendor proposals).
3. Balmer Lawrie — publicly recorded allocation of ₹1 crore from CSR funds for
relief/charity (Scope compendium reference). FlipBuilder
Pitch to: CSR / Corporate Communications listed on Balmer Lawrie website; reach CSR
head on LinkedIn.
4. State Bank of India (SBI) — SBI has multiple ₹1 crore-level CSR grants (e.g., IIT
Bhilai startup/research grant). Large public bank with structured CSR process.
Facebook+1
Pitch to: SBI Foundation portal / CSR inbox — check SBI Foundation site and annual
report for contact form.
5. Infosys Foundation — has pledged/committed grants near ₹1 crore for education/health
projects (example: ~₹1 crore grant to Reach to Teach Foundation). [Link]+1
Pitch to: Infosys Foundation partnership/CSR page (contact form) and reach the
Foundation team on LinkedIn.
6. Reliance Foundation / Reliance Industries — large donor with many multi-crore & ₹1
crore+ projects (foundation web page shows large program scale). Reliance Industries
Limited+1
Pitch to: Reliance Foundation partnership portal / program leads (use Foundation contact
form; reach CSR program managers on LinkedIn).
7. Power Grid / NTPC / ONGC (PSUs) — frequently fund ₹1 crore+ infrastructure &
school/health projects. E.g., Power Grid and other PSUs show multiple ₹1 lakh–crore
level interventions in district announcements. Ministry of Coal+1
Pitch to: Official CSR inbox listed in PSU CSR pages (e.g., csr@[Link],
ntpccc@[Link]) and state project officers.
8. Axis Bank / Other large banks — have funded ₹1 crore projects in districts and
education/health initiatives (district CSR roundups mention Axis and others). The Hans
India+1
Pitch to: Axis Bank CSR / Parivartan (bank CSR teams) — use bank CSR emails or
Foundation portals.
9. Various mid-sized engineering & real estate firms (examples found: Rithwik Projects,
etc.) — donate ₹1 crore to relief & local projects; good targets for impact work if your
geography matches. Rithwik Projects
Why these are good targets: they’ve demonstrated willingness to fund ₹1 crore projects
(documented in news/CSR compendia). For ₹1 cr+ spends, corporate CSR rules typically require
independent impact assessments — so they have both the need and the budget to hire you.
Ministry of Coal+1
2) Quick outreach email (copy → paste; keep
short)
Subject: Independent impact assessment offer for your ₹1Cr CSR project — quick proposal
attached
Hi [Name],
I’m Vinamra / [your org]. We conduct independent third-party impact assessments for CSR
projects (baseline → endline → impact / SROI) and have worked with corporates and PSUs on
compliance-ready evaluations.
I noticed [Company]’s recent ₹1 crore project on [topic] (announced [source / month]). For
₹1Cr+ projects, an independent impact assessment is statutory and strategically useful for
Board/BR-reporting. I’d like to share a short, one-page ToR and a fixed-price quote (compliant
with the 5% cap rule).
Can I send a 1-page proposal and sample ToR? Or would you prefer I share it with your CSR
inbox (csr@[company].com)?
Regards,
[Vinamra Kumar]
[Phone] | [email] | LinkedIn
(Use the company name and the cited public announcement line — it shows you’ve done your
homework.)
3) One-page ToR (attach this with emails)
Use this exact compact ToR when attaching proposals — corporates appreciate a concise,
familiar structure.
Title: Independent Impact Assessment — [Project name / location]
Objective: Independent verification of outcomes & measurement of impact 12 months after
project completion (or midline/endline as required).
Scope (compact bullets):
Desk review of project documents, budgets, M&E plan (10% effort)
Baseline/midline/endline field survey (sample size: 5–10% of beneficiaries or min N=200
— adapt to project scale)
Key informant interviews: local partners, implementing staff, beneficiaries, local officials
Quantitative KPIs: beneficiary counts, service uptake, learning outcomes / health
indicators (as relevant)
Qualitative outcomes: case studies, beneficiary narratives
Deliverables (timeline):
Inception report (2 weeks) → draft report (6–8 weeks) → final impact report +
presentation to CSR Committee (10 weeks)
Budget line: fixed fee or % of project — note: assessment cost may be booked to CSR
(≤5% of total CSR spend or ₹50 lakh, whichever is lower). Ministry of Coal+1
4) How to prioritise outreach (high ROI
order)
1. PSUs & large banks with district-level project announcements (they have formal CSR
teams). Ministry of Coal+1
2. Big foundations (Reliance, Infosys, Tata) — they run multi-crore portfolios and keep
panels of evaluators. Reliance Industries Limited+1
3. Mid-cap industrial groups (Vardhman, Balmer Lawrie, engineering firms) — open to
vendor proposals and local partnerships. The Times of India+1
