PROSPECT MANAGEMENT SERVICE & CONSULTING

Fundraising teams are asked to deliver big results, but often lack clear systems to track prospects, manage portfolios, and support gift officers in doing their best work. If you’re managing prospects, worried about missed opportunities, wanting to increase your ROI on your fundraisers’ efforts—this service is for you.

Whether you are starting from zero or refining what is already in place, we can help you by:

- Building a tailored, flexible prospect management system

- Setting up sustainable portfolio optimization

- Supporting gift officers with clarity and consistency

- Creating alignment between fundraising goals and frontline work

- Tracking progress without overwhelming your team

- Making the case for prospect management to leadership

- Running more efficient prospect meetings

How The Prospect Management Service Process Works

We start with an audit of your prospect management system and then develop a framework for how to improve your existing processes. This framework guides us as we work with you to improve the efficiency and effectiveness of your prospect management system so you can move prospects through the pipeline quicker without losing track of them.