Know Who’s Next in Your Pipeline Without Guessing
Virtual Workshop.
Build one dashboard for your grants, sponsors and donors, with every answer you’ve already written in one place. Hands-on, in Fort Collins or on Zoom.
- Wednesday, November 18, noon to 2 PM (Mountain)
- On Zoom, and recorded
- Two hours, hands-on. You build most of the time.
- Needs a paid Claude plan ($20 a month)
What this is
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 workshop we’re going to 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
- Virtual: Wednesday, November 18, noon to 2 PM (Mountain), on Zoom. Recorded.
- In person: Friday, December 4, noon to 2 PM, in Fort Collins. Bring your laptop and your last few grant applications and reports.
- Before: a short checklist of what to gather.
- After: a recording of the walkthrough and the prompts we used.
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 come? Yes. Each person needs a seat. You might create a single dashboard, or you might end up creating multiple dashboards.
What if I don’t have much past grant material? You’ll build the structure now and fill it as you go.
Virtual or in person? Same build either way. In person gets you more hands-on help in the room.
Can’t make these dates?
Join the waitlist and you’ll hear about the next workshop first.
Who you’ll work with
I'm the Geek-in-Chief of WTF Marketing. I've rebuilt profitability for a mom-and-pop shop that was $60K in operational debt and helped a client generate $200K+ on a single product through better strategy. I'm also the Executive Director of Howdy Neighbor Events, a 501(c)(3) driving $1M+ in projected annual economic impact for Fort Collins.
- Certified Systems Business Coach, one of two in Colorado
- Trained through an ICF-accredited program. ACC credential in progress, PCC to follow.
- 17 years building marketing and systems for Colorado businesses, from small publishers to big breweries to library districts
- BizWest Top 50 Most Influential Business Leaders
Enroll
A short form and a payment. Then I email your Zoom link and a short checklist of what to gather.
