Data analysis and unit economics for face-to-face fundraising.

If you can't model face-to-face LTV and ROI by cohort, you're guessing. This service builds the retention and unit economics model that makes decisions obvious. That's exactly the problem most programs face: decisions made on instinct instead of data.

Who it's for

  • Reporting is noisy or inconsistent.
  • Cannot answer basic questions about LTV or break-even. An experienced face-to-face fundraising consultant can help you build the model.
  • Need to compare vendors or offices fairly.
  • Leadership needs a decision-grade model.

What we build

  • Cohort retention curves (by model, vendor, team, geography).
  • Early churn analysis (30/60/90 day survival).
  • Payment decline and recovery modeling.
  • LTV and break-even by scenario.
  • Scorecards for vendor and office governance.
  • Dashboard requirements and data definitions.

What you get

  • A documented model with assumptions.
  • A scorecard framework you can run monthly.
  • A measurement plan that connects operational changes to dollars.

Timeline

2–8 weeks depending on data quality and access.

Frequently asked questions

Can this plug into our CRM and BI tools?

Yes. We define requirements and outputs.

Will this help us decide in-house vs vendor?

Yes. The model makes the tradeoffs explicit.

Do you cover monthly donor economics beyond face-to-face?

Yes, when needed for integration.

Related: Performance Management Design · Fractional Program Management · Face-to-Face ROI

Start here

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

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