Unlock Clarity, Capacity & Confidence with the Impact Advisory Retainer
Monthly support to help you define metrics, organize your data, and actually use it to strengthen programs, secure funding, and prove your impact.
You’re mission-driven. You’re doing the work. But your data strategy? Still in the works.
The Impact Advisory Retainer is for organizations that:
- Want better data but aren’t ready for a full Strategic Evidence Plan
- Are launching new programs and need help defining early outcomes
- Have documents, forms, and spreadsheets, but no clear system
- Need help organizing their metrics before jumping into CRM tools
- Are short on time, staff, or budget to do deep-dive strategy work right now
- Know that better data could unlock bigger funding, but you aren’t sure where to start
This is the “get your house in order” offer for nonprofits that need support aligning their tools, language, and goals before taking on a full implementation or evaluation project.
What's Included?
- Two (2) hours of support per month (minimum), additional hours can be added (6 hrs/per month max)
- Custom strategy + advisory sessions
- Tool review + feedback (forms, spreadsheets, reports)
- Light implementation support (e.g. survey design, form edits, metric mapping)
- Ongoing alignment to your Theory of Change and KPIs
- Guidance when you need help organizing, presenting, or explaining your data
Why Clients Love the Impact Advisory Retainer
✔️ You stay focused, we keep your metrics in check
✔️ You don’t need to hire full-time support
✔️ You’ll get clear on your data without spinning your wheels
✔️ You can build toward CRM readiness and stronger grant reporting
✔️ You don’t need to hire full-time support
✔️ You’ll get clear on your data without spinning your wheels
✔️ You can build toward CRM readiness and stronger grant reporting
FAQ
Can we use hours for meetings and tools?
Yes 😊
Do you work with organizations without a CRM?
Yes 😊
Can we pause support?
Yes, to PAUSE, just notify us before your billing date; otherwise, cancel at any time
Can we focus on just one program?
Yes. We recommend starting small and scaling once the foundation is strong.
Ready to get clear on your metrics?
Let’s stop guessing and start measuring what matters.
