for
Prepared for Tim Muret, CMO

One data layer.
Every gift, traceable to the life it changed.

Five systems you asked us to scope — a data foundation, a dashboard, a donor-prospecting pipeline, a media system, and a relationship platform — all reading from the same source of truth. Here's what's already proven, and what it would look like if we built the rest.

4working prototypes already built in-house
5systems scoped, one shared foundation
1canonical record per donor, gift, and story
DASHBOARD DONOR PROSPECTING SMART DAM RELATIONSHIP ROOMS IMPACT REPORTS UNIFIED DATA LAYER

Tim — this walks through what we saw in the packet you put together: the April MVP, Tony's videos, the data-layer thinking, and the five briefs, in order. Rather than send back a generic pitch, we wanted to show you exactly what's already working, what we'd build next, and what we'd need to nail down together before either of us puts a number on it. Read it in whatever order makes sense to you.

Already proven

This isn't a "could this work" conversation anymore.

Before any of this was formally scoped, your team had already hand-built and shipped four working prototypes. That's rare — and it changes what this engagement actually is: not "can we build it," but "how do we make it run without Tony rebuilding it by hand for every donor."

Live · April

The MVP donor impact report

A single donor's gift traced to fifty named families freed from bonded labor — story, stats, and faces, built as a private page for one gift.

"Response from the donor was terrific."
June

The major donor workspace

A concept for a living donor profile — memory, context, and an auto-generated impact report and proposal drawn straight from one donor's giving history.

June

Rapid-response impact reports

A faster version of the same idea, built for any gift — even one-time gifts — as a retention moment, not just a quarterly ritual.

Live campaign tooling

Donor proposals at scale

Seven versions of one real campaign proposal, tuned by donor tier, with name-personalization already working end to end.

Every one of these was built by hand, one donor or one campaign at a time. The opportunity in front of us is turning that into a system that runs itself for every donor, not just the ones someone has time to build a page for.

The system

One foundation. Four things built on top of it.

Every one of the five briefs you sent depends on the same missing piece: a single record connecting donor, gift, project, beneficiary, and story. Build that once, and each of the four systems on top of it gets cheaper and faster to ship.

FOUNDATION

Unified data layer

One system that knows, for every dollar given, exactly which donor gave it and what it funded — so every surface built on top of it inherits that connection automatically instead of re-stitching it by hand.

01

Performance dashboard

Always-on visibility into what's driving results, with plain-language explanations of what changed and why — no more waiting on an analyst.

02

Major donor prospecting

A steady, scored flow of qualified major-donor prospects with a verified, warm way to reach them — reps start warm, not cold.

03

Smart media library

Every photo and video pre-tagged and pre-linked to the project and impact report it belongs to — no more hunting for the right asset.

04

Relationship platform

Major, mid-level, field-partner, and influencer relationships, each on its own purpose-built surface, all reading from the same record — so nothing falls through the cracks as the roster grows.

Sequencing

How we'd build it

The foundation goes first — but we wouldn't make anyone wait months to see something real. We'd pair it with a fast, visible win in the first few weeks.

STEP 1

Foundation, plus one visible win

Stand up the unified data layer while wiring the proposal tool that's already built to real data for one live campaign — so there's a real result in weeks, not just infrastructure underneath it.

STEP 2

Two fast wins, in parallel

The performance dashboard and the major-donor prospecting pipeline both sit directly on the foundation and ship independently — proving value to both the budget side and the gift-officer side at once.

STEP 3

Smart media library

Ingest and tag the existing media library, and link every asset to the project and report it belongs to.

STEP 4

Relationship platform, one room at a time

Ship the major-donor room first, since it's already validated internally — then extend to mid-level, field-partner, and influencer as each proves out.

What we'd nail down together first

Two things, before either of us commits to numbers

What your systems will actually let us connect to

We'd scope a short technical review up front — not a request for access today — so the plan is built on what's really possible, not what's promised in principle.

A simple rule for anything AI touches before a donor sees it

A person signs off on every AI-drafted report before it goes out — nothing reaches a donor unreviewed. And no real donor or beneficiary data moves until the right data-handling agreement is in place.

Tim — let's talk about what's first.

We'd rather walk through a real build sequence and real numbers on a call with you and Michael than leave this as an open-ended idea.

hello@techhub.us