Face-to-face program design built for retention.

Program design is how you stop reinventing the wheel by office, by vendor, or by manager. It defines the operating system: standards, workflows, QA, onboarding requirements, payment health, reporting, and governance.

Who it's for

  • Launching a new face-to-face program.
  • Rebuilding an unstable program.
  • Standardizing across multiple cities or vendors.
  • Integrating face-to-face into a broader monthly giving system.

What we design

  • Operating model and ownership map (who owns retention, by name).
  • Donor quality standards.
  • Verification and expectation-setting rules.
  • QA and coaching structure.
  • Early-life onboarding requirements.
  • Payment failure prevention and rescue workflow.
  • Reporting cadence and scorecards.
  • Vendor incentives and enforcement mechanics.

Integration with direct response

Face-to-face should not be a silo. We design handoffs into onboarding, upgrades, and recapture so value grows after acquisition.

Timeline

4–12 months depending on scope and implementation needs.

Outcomes

Predictable execution. Less drift. Better retention and higher LTV. Leadership confidence.

Frequently asked questions

Do you implement or just design?

Both. Design can be paired with program management.

Can this include an RFP?

Yes.

Can you design for door, street, mall, and events?

Yes.

Start here

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.

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