First-Gift Welcome Drafter
Spots first-time donors who haven't been thanked, drafts a warm, personalised welcome sequence tied to the program they actually gave to, and queues it for staff to approve and send — targeting the sector's weakest metric, first-year donor retention.
One agent, grounded in your library, with citations on every paragraph.
First-time donors are the sector's leakiest metric — only about one in five give again — largely because small teams can't acknowledge and steward them in time. This pattern watches the CRM for new first gifts, drafts a short, personalised welcome sequence that references the specific program the donor supported, and queues each message for a fundraiser to review, edit, and send. It uses only the donor's first name and gift detail, adds no other PII, and never sends on its own — the relationship stays human. Built to lift first-year conversion without adding to the team's workload. Illustrative of the stewardship gap published donor-retention studies describe.
Estimated build: 3–4 weeks. Most of it is template work we've already done.
Fixed scope, fixed price, fixed dates.
The cost band reflects the engagement shape, not a per-feature line item. We work on fixed scope, fixed price, fixed dates — see the services catalogue for what falls inside each band.
Considering this for your org?
The honest place to start is a bite-sized first piece — one contained change, low risk. Tell us where it hurts; we’ll play it back, scope it, and show you what’s possible.