Know your people.
Define your strategy.
Multiply your impact.
What We Do
Is your data scattered across multiple systems? Guest cards, donor forms, volunteer sign-ups, email lists, it's everywhere. But it's not organized, you can't trust it, and you're not sure what to do with it.
We help you get clarity from what you have, define what matters, and build systems to act on that clarity. No new tools. No platform switches. Just better decisions, faster follow-up, and stronger connections.
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Make your data trustworthy.
Your data is your competitive advantage—if it's clean. If your data is scattered and duplicated. You can't trust the numbers. Reporting takes hours.
What you get:
De-duplicated, organized dataset
Field standards and data rules
Clean exports + documentation
3-5 ready-to-use reports
60-day maintenance plan
What changes:
Leaders trust the numbers
Reporting goes from hours to minutes
You can see the full picture of who came, gave, or volunteered
Follow-up is based on accurate information
Best for: Organizations with messy, duplicated, or unclear data. Most teams start here.
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Define your priorities. Build your plan.
You have data, but unclear priorities. What should you focus on? Where are you losing people? What's your engagement strategy?
We help you define 1-2 core outcomes, identify bottlenecks in your engagement pathway, and build a lightweight dashboard so you know what matters and where to focus.
What you get:
KPI definitions + baseline snapshot
Dashboard or reporting pack
Bottleneck analysis
3-5 recommended actions
Direction Brief (priorities, trade-offs, and recommended actions)
30/60/90-day execution plan with owners
What changes:
Leadership aligns around a few priorities
Reactive work decreases
You have a focused plan and measurable targets
You know exactly what to execute in the next 90 days
Best for: Leaders with data but unclear strategy. Organizations ready to move from insight to action.
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Predict who's most likely to take a next step. Test it. Measure it.
We're offering this service in beta to select organizations. Early adopters get discounted pricing in exchange for feedback as we refine the approach.
You're doing outreach—but are you targeting the right people? We help you predict who's most likely to take a next step based on historical patterns, test that prediction, and measure what works.
What you get:
Propensity model (simple, interpretable)
Ranked outreach lists + segments (hot/warm/cold)
Outreach experiment plan and success threshold
Results analysis and model refresh plan
What changes:
You can see who's most likely to take a next step
You have ranked lists to guide outreach strategy
You can measure what actually works vs. business-as-usual
Follow-up becomes targeted and intentional
Best for: Organizations ready to test a data-driven approach to outreach and help shape how we build this service, and contribute to making it accessible to smaller organizations as we scale our foundation.
Organize what you have, so people don’t slip through the cracks.
Clean up what’s messy, clarify what matters, and activate a follow-up plan your team can sustain.
Take our free data health assessment
See where you are—Foundations, Direction, or Foresight—and what to do next.