Answer a few questions about your prospect, and we’ll build an engagement plan with the right touchpoints to move them efficiently toward a timely ask.
Section 1 of 4 — The Prospect
What’s your prospect’s first name?
Estimated gift capacity
Under $25K
$25K–$100K
$100K–$500K
$500K–$1M
$1M+
Current relationship stage
Identification
Qualification
Cultivation
Solicitation
Stewardship
Any known relationship factors? (optional)
Existing donor
New prospect
Board connection
Alumni
Corporate
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Amber markers are the milestone moves you asked for. Gray outline markers are auto-added “stay visible” touches — the plan won’t leave a long silent gap, and it won’t let the ask drift to the last possible week either.
Today
Core step
Milestone move
Stay-visible touch
One quick thing
Enter your email to unlock the export. We’ll also send you the Ask Readiness Checker in case this prospect needs a readiness check before the ask stage.
Gift officer
Manager / director