Know Who’s Next in Your Pipeline Without Guessing

Every funder asks the same questions in different words. Mission. Budget. Outcomes. What you did with last year’s money. The answers are buried in an old report, a board deck and your memory, and the numbers never quite match from one application to the next.

Meanwhile you’re not sure which funders are a real fit, which sponsor to call this week, or which deadline is sneaking up.

In this recorded workshop you’ll build a dashboard and source of truth that fix your fundraising problems. It keeps your facts and numbers in one place so every application says the same thing, and it keeps a scored list of prospects so you always know who’s next.

I built this for Howdy Neighbor Events, a 501(c)(3) driving $1M+ in projected annual economic impact, which runs Fort Collins Comic Con, Founded in FoCo, and FoCo Book Fest. I use my dashboard daily and I realized this is a tool I can’t keep to myself. Let’s build yours together.

Who this is for

• Executive directors, nonprofit leaders, and development directors who write or manage grants and sponsorships.
• Organizations with years of applications and reports scattered across email, Drive and old laptops.
• Anyone who has rewritten their organization’s history or mission, vision and values into a grant form for the fifth time this year.

What you’ll build

• A prospect pipeline. Grant makers, sponsors and donors, scored for fit, with deadlines and the connection between your work and their priorities.
• One source of truth. Your mission, programs, budgets and impact numbers, each with its source, plus what you told each funder.
• The habit loop. A short weekly routine so the pipeline stays current, plus how to tune it as it grows.

How it works

• The recording: the full two-hour live session from Wednesday, November 18, with the walkthrough and the prompts we used.
• Build along: pause and build your own dashboard as you watch. Have your last few grant applications and reports handy, plus a paid Claude plan.
• Your 1:1 check-in: once it’s built, we meet to review your dashboard and tune what isn’t working yet.
• Where it lives: a members-only page on wtfmarketing.com. Log in anytime to watch.

What this isn’t

• Not AI writing your grants or outreach. It keeps you organized based on your facts and your words.
• Not a “let AI do everything for me” class. We’re building habits supported by tools, not replacing you or your team.
• Not another subscription to try to cram into your budget.
• Not a list of funders you’ll never hear back from. You’ll score every prospect for real fit.

Rather have me build it?

Done with you: $2,500 founding rate for my first five organizations. $3,500 starting December 1.

I sit down with you, map how your development work actually flows, and build your pipeline and source of truth around it. Then we meet for three months to tune it and lock in the habit, until it runs on habit alone. If it helps you land one more grant, it has paid for itself.

• Workflow mapping session
• Your custom pipeline and source of truth, built side-by-side from your input
• Three months of systems coaching
• Your organization owns everything we build

Reserve your build ($50 holds your spot)

Questions

Do I need to be good with technology? You need a laptop and your own files. I’ll walk you through the rest.

Does every nonprofit’s dashboard have the same funders, grants, and donors? No. Every organization’s dashboard ends up unique based on the kind of work you’re doing, what you’re looking to accomplish, and who you want to approach to help fund the work. Some large funders or foundations might be applicable to multiple nonprofits in the room for different reasons or grant levels.

Which AI tool do we use? Claude. A $20-a-month paid plan is required. You can use ChatGPT, but it’s less intuitive.

What about donor information? We’ll talk through what belongs in the dashboard and what stays out, like donor personal details and passwords.

Can more than one person from my organization use it? Each person needs their own recording purchase, so each gets their own 1:1 check-in.

What if I don’t have much past grant material? You’ll build the structure now and fill it as you go.

When can I watch? As soon as the recording is posted. It goes up within two business days after the live session, and right away if you buy after that.

How do I book my 1:1 check-in? After you buy, I email you to set it up.

Rather build it live?

Join the waitlist and you’ll hear about the next live workshop first.