Our process

We know you've heard big promises before.

Half of the organizations we talk to have already spent $50K+ on a vendor who over-promised and under-delivered. Dashboards that broke. Integrations that never worked. Consultants who disappeared. Here's how we're different.

Our framework

Five data problems we solve

Every engagement starts by diagnosing which of these five areas are costing you donors — and revenue.

01

Retention

You can’t keep donors you can’t track.

Your at-risk donors are invisible — scattered across systems that don’t talk to each other. By the time you notice they’ve lapsed, they’re gone.

02

Reactivation

You can’t win back donors you can’t identify.

Millions in donations sitting in systems with no name attached. Once we connected the data, they knew exactly who to re-engage.

03

Campaign

You can’t optimize what you can’t measure in real-time.

Which campaigns bring donors back — and which just spike and fade? Most nonprofits find out a quarter too late.

04

Segmentation

You can’t personalize across fragmented systems.

A major donor gives $5K during Ramadan and gets the same “Dear Friend” email as a $25 first-timer. That’s not a strategy choice — it’s a data gap.

05

Time Saved

You can’t do strategy when you’re stuck in spreadsheets.

One team went from 1–2 hour data requests to 60-second answers. Another saved 10 hours a week on manual reconciliation.

Phase 01

Discovery & Audit

Week 1–2
  • Map all your data sources (CRM, payment platforms, email, spreadsheets)
  • Identify the 3 biggest data gaps costing you money
  • Deliver a plain-English report — no jargon, no 50-page deck
  • You decide if it makes sense to move forward

You'll walk away with a clear picture of your data landscape and the gaps costing you donors.

Phase 02

Foundation

Week 3–8
  • Connect your scattered systems into one unified data warehouse
  • Clean and deduplicate your donor records
  • Build your first 3–5 dashboards based on what your team actually needs
  • Weekly check-ins so you see progress, not just a big reveal at the end

Your team stops asking “do we have that data?” and starts asking “what should we do about it?”

Phase 03

Intelligence

Week 9–16
  • Donor segmentation and retention analytics
  • Automated reporting (no more manual CSV exports)
  • Team training so your staff can actually use what we built
  • Board-ready executive dashboards

Board meetings go from opinion-based to evidence-based. Lapsed donors get targeted before they're gone.

Phase 04

Growth

Ongoing
  • Monthly strategic check-ins
  • New dashboards and analyses as needs evolve
  • Data-driven decisions become second nature across every team
  • We become your embedded data team

The difference

"We don't just build dashboards. We build the foundation underneath them."

Most vendors hand you a pretty dashboard built on top of messy data. When something changes — a new payment processor, a CRM migration, a staff turnover — the whole thing breaks.

We build the infrastructure first: the data warehouse, the integrations, the cleaning pipelines. So when things change, your data doesn't break.

Integrations

We connect what you already use

We don't replace your tools. We connect them.

Salesforce HubSpot DonorBox Keela Bloomerang Stripe PayPal LaunchGood GiveBright
QuickBooks Xero Mailchimp ActiveCampaign Google Analytics Meta Ads N3O Google Sheets Excel

Start with a free audit.

No commitment. No pitch deck. Just an honest conversation about your data.