Services
Each service maps to a pillar.
One system. Not four services. Capture. Map the donor life cycle. Coach to the gap. Generate qualified leads. Propensity later, once the foundation holds. Training so the team owns it.
Automatic capture. No deviation. A CRM the team actually uses.
Capture & CRM optimization
Activity tracking left to individual contributors is incomplete and unreliable. Each person becomes another point of deviation. Without clean inputs you cannot measure what matters.
We install automatic activity capture so donor calls, meetings, and emails land in the CRM without extra data entry. Native dialer. Email tracking. User-friendly processes with fewer steps.
The CRM stops being the enemy of the development team. Less steps. More accurate data. Leading KPIs the executive team can see without logging in.
We optimize the stack you already own — Salesforce, HubSpot, or the CRM in place. If you are new or switching, we implement. We recommend Salesforce, with ten free Power of Us licenses plus deep discounts on additional seats.
Every stage has a conversion metric. Pipeline stages match the process you actually run.
Donor life cycle mapping
If your pipeline stages do not match a clearly defined donor development process, your forecast is a feeling.
We align CRM stages to one donor development process — so forecasting has a framework instead of a hope. Lead to qualified. Outreach to meeting. Meeting to opportunity. Opportunity to gift.
Each stage has a conversion metric. That is how you see where the pipeline is breaking, and where to coach.
Accurate mapping of the donor life cycle is the foundation of a forecast you can defend — and of staff development that is tied to the work, not to a job description.
Coach the gap. Not the entire motion.
Metrics-based coaching
Without clean inputs you coach the wrong skills at the wrong stage. Staff go on PIPs. Turnover rises. The process stays broken.
Leading KPIs and benchmarking surface exactly where each contributor falls beneath the standard. We remediate the real skill gap — not the entire donor development motion.
If they cannot land the meeting, do not coach the ask. Pareto’s Law is real. Fix the biggest gap first.
This is how frontline managers take an objective read of performance — and how individual contributors accelerate without being blamed for a broken system.
Qualified donor leads that feed a pipeline built to convert them.
Demand generation & lead qualification
A pipeline without demand starves. Demand without a pipeline to convert it is wasted motion. The fourth pillar feeds the first three.
We generate qualified donor leads that feed a pipeline built to convert them — mapped accurately through every stage of the donor life cycle.
This is not a list. It is demand that matches the process, the CRM, and the team that has to work it.
Capture, mapping, and coaching only scale if qualified leads keep entering the system. We build that in.
Regression analysis on stage propensity — after capture and process are trustworthy.
Propensity & forecasting
You cannot assign propensity to a pipeline that is not measuring yet. This is later-stage work, once the foundation holds.
We perform regression analysis to assign the right propensity percentage for each pipeline stage. That is how a forecast becomes something you can defend.
This comes after capture, donor life cycle mapping, and demand are trustworthy. Sequence matters. Poorly sequenced change fails.
When it is time, this is the work that takes the guesswork out of forecasting and gives the executive team complete transparency.
The team runs the system. We train them to own it.
Staff training
Widgets and fields are not a donor development process. Classes on Salesforce or Blackbaud do not install pipeline science.
We train development team members in role — on metrics-based coaching, propensity, and forecasting — so they can run the system after we leave.
Knowing how to set up the CRM is not the same as knowing the development process. We bring both: the systems, and the motion those systems have to serve.
Pipeline science sounds complicated. We simplify it and execute it. Then we leave it with your people.
When a project is not enough
Some organizations need us to stay. These retainers sit beside the install — operating support for running fundraising revenue operations after the system is in.
Core Engagement
Strategy, pipeline science, and fulfillment. Ongoing support for running fundraising revenue operations when a project is not enough.
Full Partnership
Deeper collaboration across capture, mapping, coaching, and demand. For organizations that want a true operating partner — not a one-time install.
How to choose
If capture is incomplete, start with Capture & CRM optimization. If stages do not match the process, Donor life cycle mapping. If you are coaching the whole motion instead of the gap, Metrics-based coaching. If the pipeline is empty at the top, Demand generation. If capture, process, and demand are already trustworthy, Propensity & forecasting. Staff training so the team owns the system after we leave.
The process behind every engagement is on How we work. Ready to map the work? Book time to meet with us. A founding nonprofit looking for pro bono work in exchange for a case study can apply here.
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.