Our consulting solutions are tailored to the needs of each client. From basic training sessions for new researchers to detailed evaluations of all prospecting procedures, we will provide you with the means to find and cultivate the potential donors you seek.
Our services include:
Portfolio Management: Are you failing to capitalize on the strength of your constituent base? One of the greatest areas of inefficiency in the Development industry stems from poor portfolio management. Even the best prospecting efforts will go to waste if assigned prospects are not properly managed or moved through the solicitation cycle. We will show you how to implement portfolio management protocols that will prevent good prospects from being neglected.
Prospect Logistics: Do you have a long-term goal that seems impossible to reach with your current pool of prospects? We will help you devise policies to prioritize efforts that will discover new prospects and promote the qualification of these potential donors. By focusing on your prospect logistics, you will ensure that your frontline fundraisers have a continuously refreshed pipeline of new prospects, and will avoid the troubles that come from donor scarcity.
Training Sessions: Are your researchers currently overwhelmed by the complexity of advanced prospect research? Everything from writing scripts in Boolean logic to deciphering the details of a DEF 14A can make even promising beginners doubt the accuracy of their work. We will empower your researchers by educating them on the industry's best practices, and will give them the skills they need for your research program to thrive. As these tips and techniques will help your staff provide more reliable research, they will be able to offer more actionable intelligence to frontline fundraisers, and ultimately yield more strategic insights to support your long-term ambitions.