01 — Analytics & Data-Driven Insights

Where every plan starts. Before we recommend anything, we look at your data. We turn what's in your CRM into clear answers your team and board can act on.

• Donor retention & lifetime value: See who stays, who lapses and why, then act before revenue walks out the door.

• Segmentation & forecasting: Group supporters by real behavior and project revenue you can plan around.

• Dashboards & KPIs: Clear, shared measures so your leadership and board see the same picture.

• Campaign performance: Know which appeals, channels and events actually move the mission.

02 — Annual Development Planning

A year-long fundraising plan that blends major donors, sustainers, direct response, events and volunteers, built on small, cumulative gains. We build it with your team, tie every goal to your numbers, and check in through the year so the plan keeps working long after January.

03 — Fundraising Strategy

Raising money is never easy. We pair analytics with an honest assessment of your team, donors and mission, to set priorities that fit. Then we help you put them into practice with the right technology and processes.

04 — Virtuous Optimization

Certified Virtuous Partner. As early adopters and certified partners, we help you get full value from Virtuous: workflows, tasks, automations, marketing journeys, data health and team training. Not on Virtuous? We bring the same strategy to any CRM. See our Virtuous support pricing or take the Virtuous survey.

05 — Business Operations

For nonprofits and businesses alike. Outdated systems, and the wrong structure quietly drain revenue and morale. We map the right tools, talent and systems for profitable, sustainable growth.

Take the first step forward today.

Contact us to talk about where you want to go, or see who we've worked with.