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What to Expect When Partnering with Us

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Initial Consultation

Let’s start with a conversation about your campaign goals, challenges, and vision for success. Bring your team and any existing materials or details about your timeline, budget, and donors, and database, and we’ll identify how we can best support your efforts.

Service Agreement

We’ll provide a specific, transparent agreement that outlines our services, costs, and expectations—no surprises, just results.

Tailored Strategy Development

Based on our conversation during the initial consultation, we will assess your needs and create a customized strategy to meet your fundraising, compliance, communication and outreach goals.

Action Plan & Next Steps

We’ll hit the ground running with immediate actions, like launching your first event, creating campaign branding assets, and building or enhancing your website. You’ll always have a clear view of what’s coming next.

Access to Tools & Resources

We’ll make the process seamless by obtaining your database license and establishing your online payment portal.  We’ll create and share finance trackers, a communication calendar, and communication templates.

Clear Communication

Your team can stay in the loop with regular updates and progress reports. You’ll always know where your campaign stands and what’s next.

Compliance Support

Our team works closely with your treasurer to ensure accurate, timely campaign finance reporting, so you stay focused on your goals while we handle the details. If you need our compliance director to complete and file your report, we can do that, too.

A Collaborative Partnership

Your success is our success. Together, we’ll adapt, refine, and push toward victory, with clear goals and consistent progress.

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