Assessments, Audits & Consulting
A clear read on your fundraising and marketing.
Sometimes the first step is an outside view. We look at your data, channels and results, show what's working and where performance is slipping, and recommend what to do next.
What an assessment can include.
Every organization is different, so we shape each assessment around your goals, your data and the depth that is useful. These are the areas it often covers.
File and data health
How complete, current and reachable your supporter file is, and where records are being lost.
Retention and lapsed trends
Who is renewing, who is slipping away and where reactivation or upgrades could pay off.
Acquisition and channel performance
What each channel produces, what it costs and how well the channels work together.
Supporter journey and communications
How new and existing supporters are welcomed, thanked, asked and kept engaged over time.
Reporting and measurement
Whether your tracking and reporting show what is really happening, and what is missing.
Vendor and agency performance
How well the partners, platforms and tools behind your program are serving your goals.
How it works
From questions to a plan.
An assessment can stand on its own. Your team can act on the recommendations, or CBA can help put them into action.
Each one is scoped to what you need to know, from a single Google Ad Grant account or your direct mail messaging to a full year of fundraising.
Conversation
We start with your goals, your questions and what prompted you to take a closer look.
Review
We look at the data, materials and results you can share, as deeply as they allow.
Report and guidance
A report on what's working and where the gaps are, with strategic guidance on next steps.
Consulting when you need it.
Organizations also bring us in for focused fundraising or marketing consulting: a strategy for a campaign, a plan for the year ahead or a second opinion on an approach. It can be a single engagement or an ongoing relationship.
For a quick first read on your own, try one of our free checklists.
Tell us what you would like to understand.
Share what prompted the question and what you can make available, and we'll suggest what an assessment could cover.