Operations & advisory

A lead-gen engine for a fundraising consultancy.

Discovery, a graded marketing audit, and a phased proposal fusing a podcast, an AI scorecard tool, and a book into one lead funnel.

lead-gen strategy
Sector
Nonprofit-fundraising consultancy
Engagement
Audit + growth strategy
Stack
Web · SEO · funnel design
Status
Delivered

Context

A consultancy that helps nonprofits raise money had the classic cobbler’s-children problem: its own lead generation was ad hoc, and its website, the front door for a business built entirely on credibility, wasn’t earning trust or capturing interest.

What we built

We ran a lead-generation engagement: a structured discovery, including analysis of real client-call transcripts to surface the actual value proposition; a full marketing audit of the existing site across ten categories (SEO, UX, copy, accessibility, growth) that graded it honestly; and a phased proposal to build a real funnel. The strategy fused three assets the consultancy already had latent (a podcast, an AI “scorecard” self-assessment tool, and a book) into a single lead pathway, with a scoped, sequenced build plan behind it.

The value

  • Replaced ad-hoc lead generation with a designed funnel: a clear path from content to captured, qualified interest.
  • An honest, graded audit told the consultancy exactly where its front door was leaking credibility and interest.
  • The plan turns assets they already owned (a podcast, a book, an assessment tool) into one compounding lead engine instead of three disconnected things.
  • A phased, scoped roadmap they could execute against, not a vague “do better.”
10-category

graded marketing audit

3 assets

fused into one funnel

Transcript-led

discovery from real calls

Phased

scoped build roadmap

Client name and identifying details withheld by design. Every figure here is drawn from the system we actually delivered.

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