Processes & Pipelines
Auditing and mapping your entire development process from first contribution to major gift proposal is essential to figuring out where the leaks in your prospect pipeline may be hiding.
- CRM Platform
- List Management & Segmentation
- Lifecycle Mapping
- Pipeline Management
- Deal Stages
- Process & Playbook Documentation
All the best Development Directors understand that some relationships take month and dozens of follow-ups to build. However, even the best Development Directors can't follow up with everyone without help -- that's where automations and sequences come in.
- Welcome & Nurturing Email Series
- Assigning New Donors to Development Officers
- Follow-Up Sequences
- Email Personalization
- Task Queues & Automation
- Internal & External Communication
Development on Auto-Pilot
Optimize Consulting can hire, compensate, train, and manage your army of Thank You letter senders, Phone Dialers, and major gift officers to increase productivity while allowing your organization to focus on your mission, not your fundraising.
- Major Gift Team Management
- Team Reporting & Efficiency Tracking
- Real-Human Phone Call Handling & Letter Sending
- Training & Workload Management
- Automated & Ad-Hoc Reports