Most organizations are flying blind. An operations audit gives you the data, priorities, and roadmap to fix it.
Enterprise-level diagnostic. Ranked execution plan. Built on 20 years of scaling development operations at the largest nonprofits in the country.
Book a Diagnostic CallYour development team is working harder. Your revenue isn't moving. You're making decisions in the dark.
This isn't a leadership problem. It's a data problem. Most nonprofits have no idea how their revenue actually works: which channels are net-positive, which vendors are delivering ROI, where money is leaking, how forecasting accuracy really tracks, or whether their team has the systems to execute at scale.
Without this visibility, every decision is a guess. You can't prioritize. You can't fix the real problems. You can't forecast.
An operations audit changes that. It's a systematic, enterprise-level diagnostic that maps your entire revenue machine—and tells you exactly where to start.
Which channels are actually profitable? Direct mail. Email. Digital ads. Monthly giving. Major gifts. Events. Grants. We map acquisition cost, attrition, lifetime value, and net margin for every channel you run. Most organizations discover that 60% of their effort is on channels losing money.
How is data moving through your organization? What's automated. What's manual. Where are the bottlenecks. We audit your CRM, reporting infrastructure, data hygiene, and operational workflows. Broken systems cost time and money.
Do you know your donor retention rate? Can you forecast revenue with confidence? We assess your dashboard, KPI tracking, reporting cadence, and forecasting methodology. Most nonprofits can't answer these questions accurately. That's the first problem to fix.
Does your team have the skills, tools, and time to execute? We evaluate roles, skills, workload, and gaps. Often there's a breakdown between strategy and execution because no one owns operations.
Are your vendors delivering? We review contracts, performance data, vendor relationships, and whether you're getting what you paid for. Bad vendor partnerships are expensive.
What's your actual forecast accuracy rate? Most nonprofits guess. We establish a baseline and build a methodology to get to 1% accuracy—the standard we set at scale.
A detailed report on every area of your development operations. No sugar-coating. Just clarity on what's working, what's broken, and why.
Not everything is equally important. We rank your opportunities by impact and effort, so you know where to start. We separate the quick wins from the structural work.
A roadmap with specific actions, timelines, owners, and success metrics. Not recommendations that sit on a shelf. A plan you can actually implement.
During your audit, we discuss what happens next. Many clients move directly into implementation work with us—structuring your team, rebuilding forecasting, restructuring channels, or running a fractional COO/CDO engagement. Others take the plan and execute internally. Either way, we're available to support the first 60 days of execution.
The audit is the starting point, not the end point.
Most clients move into one of three paths:
You take the plan and run it internally. We're available for specific questions, troubleshooting, and tactical support. This is included in the audit fee for the first 60 days.
You need someone to run the work. We step in as your fractional COO or CDO ($12,000–$30,000/month), own the execution, build the systems, and coach your team through the transition.
The audit reveals that you need a bigger reset—team restructure, channel redesign, full systems rebuild. We scope a deeper engagement ($75,000–$150,000) and move directly into turnaround work.
The audit isn't a consulting project that ends. It's the diagnostic that leads to real change.
The sector is under pressure. New donor retention hit 13.8% in 2024 and continues to decline. The number of donors dropped 4.5% year-over-year. Eighty-five percent of nonprofits expect demand to increase while resources decline. Thirty-six percent ended 2024 with an operating deficit. Fifty-two percent have three months or less in cash reserves.
Margin is gone. Growth is harder. You can't afford to guess anymore.
The organizations that survive this will be the ones with transparent data, locked systems, and leadership that moves fast. An audit gets you there.
$8,000–$25,000 per project
Price depends on scope. The audit covers the diagnostic assessment, data gathering, analysis, and a comprehensive report with execution plan and 60 days of implementation support.
Smaller organizations ($2M-$5M), tighter scope, and faster turnaround land closer to $8K. Larger organizations ($20M+), more channels, more complex systems, and deeper analysis run closer to $25K.
We'll scope the right engagement on your diagnostic call.
A complete diagnostic of your revenue machine. We audit channels (acquisition cost, retention, lifetime value, margin), systems (CRM, reporting, data flow), analytics (KPIs, forecasting methodology), team (roles, skills, capacity), vendors (performance, contracts, relationships), and forecasting accuracy. The output is a prioritized execution plan you can implement immediately.
Typically 4–8 weeks from kick-off to final report, depending on scope and data access. We schedule kickoff interviews, pull and analyze data, and deliver findings and the execution plan. You're in the room for key conversations. This isn't a black-box process.
A comprehensive written report with diagnostic findings for each area of the audit, a ranked list of priorities (sorted by impact and effort), and a specific execution plan with owners, timelines, and success metrics. You also get 60 days of implementation support as questions come up during the first phase of execution.
$8,000–$25,000 per project. Price depends on organizational size, number of channels, system complexity, and scope. Smaller, simpler audits run $8K-$12K. Larger, multi-channel organizations with complex systems run $15K-$25K. We'll scope the right engagement and price on your diagnostic call.
Absolutely. Most clients move into one of three paths after the audit: internal implementation with 60 days of our support, fractional COO/CDO leadership ($12,000–$30,000/month), or a deeper restructure engagement ($75,000–$150,000). The audit is the diagnostic that informs what comes next.
Most teams have suspicions, not data. We're not here to validate what you think you know. We're here to prove it with numbers, prioritize what matters, and give you the roadmap to fix it. Even if you're right about the problems, the audit clarifies the magnitude, the root cause, and the sequence of work. That's what changes outcomes.
The audit is often the entry point. Depending on your findings, you might move into:
Book a 30-minute diagnostic call. We'll ask about your situation, your revenue, your team, and your biggest unknowns. No pitch. No pressure. Just a conversation about whether an audit makes sense for you right now.
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