Stop Rebuilding Revenue Every Year

A 90-day retention system installation that turns fundraising from reactive to repeatable.

If fundraising feels like a cycle of spikes and drop-offs, it’s not because your team needs to work harder.

It’s because retention systems are missing, inconsistent, or overly manual, so donor momentum fades after every push.

Retention System Installation is where those systems are fully built and embedded so revenue stops depending on heroic effort.

This is deep implementation work.

When Installation Is the Right Next Step

Installation is appropriate when:

  • An assessment or reset has already clarified what needs to change

    • The problem is execution, not diagnosis

    • You’re ready to stop relying on campaigns alone to drive revenue

    • Your team needs systems that run without constant intervention

If clarity is still the issue, the assessment comes first.

Revenue volatility is the symptom.


Retention failure is the cause.

What Happens in the Installation

This is not strategy, brainstorming, or advisory support.

Over 90 days, I take ownership of installing the retention systems required to change donor behavior, including:

  • Designing donor journeys for first-time, repeat, and monthly supporters

  • Building CRM workflows, automation, and follow-up systems

  • Aligning segmentation, messaging, and timing so follow-up is consistent

  • Creating internal documentation so the system is sustainable after handoff

This is where retention becomes operational and revenue stays predictable.

What You’ll Have at the End

  • A fully functioning retention system across the donor journey

  • Clear pathways for donors to deepen engagement over time

  • Reduced reliance on constant acquisition and last-minute pushes

  • A system your team can run without rebuilding it every year

Scope and Structure

Timeline: 90 days

Cadence: Focused working sessions + async implementation

Delivery: Systems installed, documented, and handed off

This engagement is intentionally scoped to ensure the work is completed, not just planned.

Small But Important Notes

  • Best for organizations ready for real change, not just better ideas.

  • If you already completed the Risk Assessment, installation moves faster.

  • This work is designed to hold after the engagement ends.