Service
90-Day Stewardship Partner
If fundraising feels “stuck,” it’s usually not because you don’t care—it’s because follow-up is inconsistent, stewardship is ad hoc, and no one has time to run the system. This 90-day partnership stabilizes the rhythm and gets the work done.
Execution-first
Retention & upgrades
Lean-team friendly
Who this is for
- You have donors—but follow-up is inconsistent.
- Thank-yous and stewardship are late or uneven.
- Leadership wants a clearer system (and reporting), without a 50-page plan.
- You need an “adult in the room” to implement a realistic cadence.
What improves in 90 days
- A reliable stewardship rhythm your team can sustain.
- Clear donor segments and priority lists for outreach.
- Better donor experience (and fewer donors falling through cracks).
- Simple reporting leadership/boards can actually use.
Results compound. The goal is to stabilize the system so revenue can grow predictably—without chaos.
What we do (practical deliverables)
- Stewardship & follow-up plan with a weekly cadence
- Donor segmentation and outreach lists you’ll actually use
- Templates: thank-you sequences, check-ins, upgrade prompts
- Moves management basics (simple, not “enterprise CRM theater”)
- Light CRM cleanup and reporting (as needed)
- Board/leadership reporting snapshots
- Practical AI assist where it saves time (drafting, summaries, data hygiene)
- Implementation support so things actually get done
Timeline
- Weeks 1–2: intake, quick diagnostics, priority donor segments
- Weeks 3–6: build cadence, templates, lists, early execution
- Weeks 7–12: refine, reinforce, reporting, handoff or continue
This is designed for lean teams: clear steps, simple tools, repeatable workflows.
Next step
Book a free 30-minute consultation. I’ll recommend the smallest engagement that gets you meaningful progress.
If you’re looking for a long strategic document with no implementation support, I’m probably not the right fit.