Planning tool
Predictive AI models
Predictive AI models
Focus
Engage
Next
Focus
Engage
Next
Tackle your next campaign using the Focus -> Engage -> Next framework to answer your three most important questions: who to focus on, who to engage now, and what to do next.
| Field | What to write down | Your answer |
|---|---|---|
| Programchoose one | e.g., direct mail appeal, monthly giving retention, legacy outreach | |
| Week / campaign moment | Date range or "this week's planning cycle" | |
| Focuswho gets capacity | Who we will prioritize | |
| Focuswho we will stop doing work for | Who we will deprioritize or exclude, and why | |
| Engagewho needs action now | Top group to act on this week | |
| Nextwhat we will do | Channel + offer + message + timing | |
| Owner | Name | |
| Success metric | One metric | |
| Guardrail metric | One metric that protects donor experience or risk | |
| What stays constantso the test is fair | Creative, ask ladder, timing, segment size rules, etc. | |
| Trust checkplain-language explanation | "We included these supporters because…" | |
| Decision logwhat we will do if it underperforms | Rollback / iterate / run a holdout next |
| Field | What to write down | Your answer |
|---|---|---|
| Programchoose one | e.g., direct mail appeal, monthly giving retention, legacy outreach | |
| Week / campaign moment | Date range or "this week's planning cycle" | |
| Focuswho gets capacity | Who we will prioritize | |
| Focuswho we will stop doing work for | Who we will deprioritize or exclude, and why | |
| Engagewho needs action now | Top group to act on this week | |
| Nextwhat we will do | Channel + offer + message + timing | |
| Owner | Name | |
| Success metric | One metric | |
| Guardrail metric | One metric that protects donor experience or risk | |
| What stays constantso the test is fair | Creative, ask ladder, timing, segment size rules, etc. | |
| Trust checkplain-language explanation | "We included these supporters because…" | |
| Decision logwhat we will do if it underperforms | Rollback / iterate / run a holdout next |
Join 300+ nonprofits making better fundraising decisions under constraint
Join 300+ nonprofits making better fundraising decisions under constraint
Join 300+ nonprofits making better fundraising decisions under constraint
Get Started
Know who to focus on before you spend budget.
Use ranked recommendations to choose a smaller, higher-confidence audience and a clear next step.
Make smarter fundraising decisions about who to focus on, who to engage now, and what to do next.
How it works
Programs
Get Started
Know who to focus on before you spend budget.
Use ranked recommendations to choose a smaller, higher-confidence audience and a clear next step.
Make smarter fundraising decisions about who to focus on, who to engage now, and what to do next.
How it works
Programs
Get Started
Know who to focus on before you spend budget.
Use ranked recommendations to choose a smaller, higher-confidence audience and a clear next step.
Make smarter fundraising decisions about who to focus on, who to engage now, and what to do next.
How it works
Programs