
SERVICES
INGENUITY • EXPERT GUIDANCE • TRANSFORMATIONAL RESULTS
DATA-DRIVEN STRATEGY
ADVANCED ANALYTICS, MODELING & AI
DIGITAL EXPERIENCE & OPTIMIZATION
STRATEGIC ADVISORY
DATA-DRIVEN STRATEGY
Use the Right Data in the Right Way
Build the strongest relationships with the most important people. Our proprietary consumer file has over 1,500 data demographic, psychographic, and behavioral attributes covering 96%+ of all US adults.
​​
Understand and Improve Your Data
Data hygiene, processing, and appends to create the most pristine and reliable data sets. Empirical evaluation and performance/price optimization of all data assets. Identity Graphs link your offline and online data for a holistic understanding of people and their behaviors.​
Data Architecture
Design and modernize enterprise data environments that unify CRM, advancement, marketing, and engagement data. Deliver the best knowledge to your people when they need it most.


ADVANCED ANALYTICS, MODELING & AI
Segmentation & Predictive Modeling
Our proprietary Four Screen System leverages advanced segmentation, fundraising analytics, donor modeling, and AI tools to prioritize people across all levels of the giving pyramid.
​
Analytics-Driven Prioritization
Separate the signals from the noise and focus on the levers that will significantly impact your objectives and operations. Executive-ready reporting and insights that support confident, timely decisions across leadership, data/research teams, and development officers.
​
Match the Analytics Solution to the Objective
Standard Capacity and RFM model scores will only get you so far. Whether it is a large capital campaign, scholarships, or a specific college initiative, each one deserves the best knowledge applied to meet your objective.
DIGITAL EXPERIENCE & OPTIMIZATION
Holistic Experiences for Prospects and Donors/Customers
Your website, social, and email presence are your “storefront to the world.” Provide a holistic and cohesive experience to expand your audience and drive engagement and conversions.
​UX Analysis & Testing
Optimize donation and conversion experiences to reduce friction and improve performance, including Landing Pages, Conversion Flows, and High Value Lead Generation.
​
Omni-Channel Optimization
Turnkey agency services including creative, audience creation (digitally onboard your CRM database), and omni-channel campaign design. Continuous experimentation and optimization across digital journeys.


STRATEGY ADVISORY
People, Process & Technology
Quick Wins. Pragmatic approaches grounded in decades of experience help you impact results in days and weeks using the resources you have today.
Roadmaps & Organizational Design
Assess readiness and develop roadmaps for modern, data-driven operations. Prioritize actions based on Impact Size x Investment x Level of Effort. Harmonize resources to optimize team performance.
​
Growth & Engagement Strategy
Design the strategies to achieve current and future goals. Budgeting and Forecasting Tools to help Development Leaders deliver empirically-based Presentations that are board-ready.
