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the discovery session is a paid, structured intake. before we build anything together, we need to understand where your org actually is — not where you hope it is.
you leave with a written report. that report is yours, regardless of what you do next.
what's included
— 90-minute structured conversation with the ED or primary decision-maker
— pre-session intake form covering org overview, current systems, pain points, funder landscape, staff capacity, and goals
— live diagnostic across fundraising infrastructure, data capacity, operational systems, and AI readiness
— written discovery report within 5 business days:
summary of current state across all three service lines
gaps and priorities, ranked by urgency and impact
recommended engagement path with estimated investment range
what to do first if budget is limited
the discovery report is a standalone deliverable you own. the fee is credited toward your first project if you sign within 60 days.
is this right for you?
start here if:
— you don't know what you need or where to begin
— you need data, fundraising, AND operations help
— you've been in reactive mode and need a map
this is not the right fit if you want a free strategy call or a quick deliverable with no assessment first.
the discovery session is a paid, structured intake. before we build anything together, we need to understand where your org actually is — not where you hope it is.
you leave with a written report. that report is yours, regardless of what you do next.
what's included
— 90-minute structured conversation with the ED or primary decision-maker
— pre-session intake form covering org overview, current systems, pain points, funder landscape, staff capacity, and goals
— live diagnostic across fundraising infrastructure, data capacity, operational systems, and AI readiness
— written discovery report within 5 business days:
summary of current state across all three service lines
gaps and priorities, ranked by urgency and impact
recommended engagement path with estimated investment range
what to do first if budget is limited
the discovery report is a standalone deliverable you own. the fee is credited toward your first project if you sign within 60 days.
is this right for you?
start here if:
— you don't know what you need or where to begin
— you need data, fundraising, AND operations help
— you've been in reactive mode and need a map
this is not the right fit if you want a free strategy call or a quick deliverable with no assessment first.