The Foundation
Package.
Six weeks to go from scattered spreadsheets and half-finished tools to a real fundraising and marketing engine your team can actually run. One flat fee. No retainer.
* Six weeks assumes materials are delivered on time and we're working inside your existing tools. CRM migrations or platform changes are scoped separately. See the fine print →
By the end of week six you'll have the whole system — donor journey, brand, CRM, campaigns, reporting — actually running, actually documented, and actually yours.
Slow enough to do it right. Fast enough to feel real.
We interview your team, dig through the last 12 months of data, tools, and giving history. You get a written diagnosis — not a pitch.
We map the donor journey, define your growth thesis, and pick the three highest-leverage bets. You sign off before we build a thing.
Voice, positioning, key messages, and the core copy that will show up in every appeal, page, and email from here forward.
CRM cleaned and configured. Automations wired. Giving pages, email flows, and forms built. Analytics actually reporting.
We ship your first real campaign together — appeal, landing page, email sequence, ads if it fits. Everything measured.
Full documentation, team training, a 90-day playbook, and a clear decision: keep going month-to-month with us, or run it in-house.
A dozen things,
one system.
Every deliverable is built for your team to own on day 43. No black boxes, no vendor lock-in.
- 01Full donor & marketing audit (written)
- 0212-month growth roadmap
- 03Brand voice + messaging guide
- 04CRM setup or cleanup
- 05Automated donor welcome + thank-you flows
- 06Giving page(s) built + optimized
- 07Email templates + segmentation
- 08Analytics + reporting dashboard
- 09Launch campaign (appeal, page, emails)
- 10Team training + SOPs
- 1190-day post-launch playbook
- 12Weekly working calls with both of us
Half up front. Half at week three. No hourly, no scope creep, no surprise invoices.
The stuff everyone asks.
Why 6 weeks?+
It's the shortest honest timeline to build something real. Less than that and we're cutting corners. More than that and we're padding hours.
Is it actually 6 weeks?+
Yes — with a caveat. Each phase takes about a week to turn around from the time we receive the fully requested materials from your team. So the clock depends on your current systems, data cleanliness, clarity of mission and goals, and the internal resources you can point at this. If everyone shows up on time, it's six weeks. If materials trickle in, the calendar stretches — the work per phase doesn't.
What if we need to migrate data or switch CRMs?+
That's outside the standard 6-week Foundation. Data migrations and platform changes vary wildly in scope — we'll scope and price those separately once we see what's actually involved. The Foundation timeline above assumes we're working inside your existing tools.
What if we already have a CRM / brand / website?+
Even better. We audit what you have, keep what works, and only rebuild what's actively costing you money or momentum.
Do we have to sign up for monthly after?+
No. Foundation is a one-time build. About half of our partners continue with a monthly tier, the other half run it themselves with our playbook. Both are wins.
Who does the work?+
Both of us, on every call, on every deliverable. A small senior team supports the build in the background — but Chandler and Stephen own it.
When can we start?+
We take on a small number of Foundation builds per quarter. Book a call and we'll tell you the next available start date honestly.
Ready to build
the foundation?
One 20-minute call. We'll tell you honestly if Foundation is the right move — or if a monthly tier fits better.