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.

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.”
graded marketing audit
fused into one funnel
discovery from real calls
scoped build roadmap
Client name and identifying details withheld by design. Every figure here is drawn from the system we actually delivered.
More case studies
All WorkAgency operations · Billing integrity
The audit trail that keeps 30 sites honest on billing.
Operations consulting · Publishing
An operations audit, an automation plan, a clean shutdown.
Membership & advocacy · Organization-wide platform
One platform for a statewide membership organization.
Your work would get the same discretion.
Tell us what's breaking. We'll tell you whether we've solved something like it. And if we take it on, your name stays yours.
Start a Diagnostic



