Face-to-face fundraising services built for retention, ROI, and net revenue.

Pick the problem you have. We bring the operator who fixes it. Every service we offer is designed around one outcome: face-to-face fundraising that retains donors and produces net revenue. As a dedicated face-to-face fundraising consultant, we work across door, street, mall, and event models.

Diagnostic and Planning

Canvass Assessment

A 2–4 week diagnostic that baselines retention, unit economics, QA, payment failure, and vendor governance. The assessment is also the first step when you need to fix a canvass program. Leave with an executable fix plan.

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Data Analysis and Unit Economics

Build the retention and unit economics model that makes decisions obvious. Cohorts, churn, payment failure, LTV, and break-even.

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Program Viability Assessment

Kill, scale, or fix. Unit economics, leadership bench, and market analysis to make the call your program needs.

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Program Structure Advisory

In-house, vendor, or hybrid. Data-driven advisory on the right structure before you build.

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Governance and Vendor Management

RFP + Vendor Selection

Build an RFP that selects for retention, run the evaluation, and contract for outcomes.

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Vendor Governance and Contracting

Scorecards, reporting requirements, QA clauses, incentives tied to retention, escalation, and enforcement.

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Program Operations

Fractional Program Management

An experienced operator runs the program. Standards, QA, vendor governance, and reporting discipline. Read our full guide to managing a canvass program for retention.

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Process Management

End-to-end process maps, SOPs, operating cadence, and workflows that stop relying on heroics.

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Staff Coaching and QA System

Coaching and QA that change behavior from the boardroom to the street.

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Performance Management System Design

KPI frameworks, coaching triggers, career pathways, and accountability systems that connect measurement to action.

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Quality and Experience

Mystery Shopping Program

Independent mystery shoppers score every interaction against a rubric, cross-referenced with performance data. See what donors see.

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Field Operations Audit

On-site evaluation of canvassers, directors, infrastructure, turf, and culture. Written report with fix plan. For a broader diagnostic, see our face-to-face fundraising audit framework.

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Donor Experience Audit

Audit the full donor journey from street to file. Payment processing, welcome series, and stewardship touchpoints.

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People and Systems

Training and Onboarding System Design

Structured training using validated frameworks, spaced repetition, and measurable skill progression. Build retention from day one.

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Recruitment System Design

Recruitment funnel with benchmarks, sourcing strategy, and screening that predicts retention. Fill seats with people who stay.

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Payment Failure Prevention Design

Method mix optimization, retry logic, and recovery workflows that protect monthly donor revenue from involuntary churn.

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Build and Design

Program Design

Design the full retention-first system. Standards, onboarding, payment failure prevention, QA, reporting, and governance.

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In-House Canvass Setup

Build an in-house program with governance, standards, QA, and forecasting. See our complete guide to building a canvass program from scratch.

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LLC Canvass Setup

Design a partner operator model with standards, measurement, and accountability.

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Door-to-Door Recapture

Use street as a feeder into door conversion, upgrades, and reactivation. Higher LTV.

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Not sure which service fits? Start with a canvass assessment — it tells us exactly what to fix first. Looking for a canvass fundraising consultant or a street fundraising consultant? Every engagement begins with the diagnostic. These operational services also apply to political canvass operations — voter contact, GOTV, and petition campaigns require the same recruitment, training, QA, and field management infrastructure.

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If you want face-to-face fundraising that compounds, start with a diagnostic. We'll baseline retention and unit economics, identify the leaks, and give you a plan with owners.