How we work
Diagnose first. Then install the system.
Pipeline science sounds complicated. We simplify it and execute it. Every engagement is customized. We tell you if we are not the right fit.
Diagnose first
Every engagement is customized. We review your processes, your tech stack, and your reporting — and we will tell you if we are not the right fit.
Optimize, don’t rip and replace
Your team already invested in a CRM. We make it work. If you are new or switching, we implement — and we recommend Salesforce, with ten free Power of Us licenses plus deep discounts on additional seats. We implement Salesforce and HubSpot. We do not implement Blackbaud.
Two week sprints
Poorly sequenced change fails. We scope six to eight weeks of work, then stagger delivery across six to twelve months so each domain gets focus and time to stick.
Propensity and regression come later
After capture, process, and demand are trustworthy. You cannot assign propensity to a pipeline that isn’t measuring yet.
Done in six to eight weeks
More activity with prospective and existing donors being measured in the CRM — visible to the CEO without logging in.
We do not
- Migrate data
- Write grants
- Build websites
- Run annual fund campaigns — we can set one up; we prefer to stay out of it
See the services that sit on this process, or read our commitment.
Book time to meet with us
The first meeting ends with one realization: whether you have a scientific pipeline — and a CRM that generates trustworthy leading KPIs.