Integrated Advancement Operations

for Arts Organizations & Cultural Institutions

Unify and optimize your organization’s fundraising, marketing, and patron experience.

Our Approach

Strategic and technical alignment of all things revenue

We work as an extension of your team to build repeatable and scalable processes for revenue.

Strategic COUNSEL

We are the organization CEO’s thought partner.

We understand your vision and translate it into plans and frameworks that maximize your revenue potential.

TECHNICAL IMPLEMENTATION

CRM customization and integration to patron experience design to data mining and more...

We are the technical partner that can bring your strategic vision into reality.

Strategic Counsel

  • We outline the moves/steps that patrons take throughout their lifetime with your organization (e.g. first time buyer to repeat buyer to first time donor to qualified donor).

    A single funnel/journey provides a better experience for patrons and naturally segments communications and touch points for marketing and fundraising respectively.

  • We identify and prioritize your organization’s annual funding opportunities and develop an effective program to engage your donors:

    • Annual Pipeline/Portfolio

    • Campaigns & Appeals Strategy

    • Donor Benefits

    • Stewardship Communication Plan

    • Board Involvement

  • We create a revenue-driven marketing and communications plan that demands ROI from your advertising spend and delivers measurable results. We calculate for you the only metrics that truly matter:

    • Customer Acquisition Cost (CAC)

    • Customer Lifetime Value (LTV) (non-donor and donor)

    • LTV:CAC (true ROI)

    • Ticket Buyer and Donor Retention Rates

  • We define the core messages your board, staff, and other stakeholders share about your organization. We set clear standards and guidelines for your brand’s visual identity.

  • When we fail to plan we plan to fail.

    We collaborate with the CEO to translate strategic plans into an actionable multi-year plan. We codify department key results/objectives, capabilities, hiring plans, and budgets and prioritize them.

Technical Implementation

  • We ensure that you are getting the most out of your Constituent Relationship Management (CRM) system. If you have third party tools that need to be integrated, we’ve got you covered. We have the capabilities to customize each of the industry-leading systems:

    • Tessitura

    • PatronManager

    • AudienceView

    • and more…

  • We implement a Work OS to manage all aspects of your organization’s work in one complete solution. We enable teams to focus on executing tasks, projects, and processes efficiently and empower leadership to see the big picture and focus on delegation and accountability.

  • We build high-performing websites that deliver a streamlined patron experience.

    The goal is converting more earned revenue (ticket) sales while sharing important information about the impact of your mission.

  • We will synthesize your patron engagement and fundraising intelligence (e.g. WealthEngine, DonorSearch) data to qualify prospects and prioritize current donors.

Testimonials

"Sean is a very thoughtful and thought-provoking leader that I would highly recommend for a position that requires understanding of complicated processes, personnel, an even-keeled confidence, and the appreciation of ROI on your expenditure. Hire him. He will be great for your culture and the longevity of your business."

Richard Look
President

“Sean has been a trusted advisor who patiently and wisely navigated our firm to implement an outbound program to acquire new clients and business leads. He genuinely cared about our success. I appreciated his strategic insights and expertise to design an effective outbound program for us. He is awesome to work with!”

Darrell Law
Chief Growth Officer

Advancement Operations simplified

If you are aiming to drive more consistent and predictable advancement of your mission, let’s meet and discuss your organization’s goals.