Donor Cultivation Sequences That Adapt to Each Donor

Donor pipeline (7 stages), cultivation sequences, revenue intelligence, campaign attribution, and fundraising events with Stripe. AI cultivation sequences (Enterprise) adapt timing and content to each donor's engagement pattern. Email engagement sync from Mailchimp, Constant Contact, and SendGrid.

Get Started See How It Works

Growth Modules

Scorecard Dimensions

Sequence Templates

Engagement Sources

Everything Your Growth Team Needs

One connected intelligence layer.

Every GrowthHQ module shares the same contacts, revenue data, and organizational profile - so insights in one module automatically inform the others.

Assessments

Baseline Your Organization's Health

Three AI-powered assessments give your team a complete picture of organizational health - website performance, AI adoption readiness, and operational effectiveness.

Wellness Report: website health across 9 categories
AI Readiness: 6-pillar organizational readiness score
Org Health Score: operational effectiveness composite

Revenue

See Every Dollar in One Place

Grant awards and donations sync automatically. Add manual entries for earned income, memberships, and sponsorships. See your full revenue picture with source breakdowns and fiscal year filtering.

Automated sync from grants and event ticket sales
Manual entry for earned income, memberships, program fees
Source breakdown charts with trend visualization
CSV export (Pro+) and fiscal year filtering

Scorecard

Six Dimensions. One Trajectory.

The Growth Scorecard synthesizes six dimensions of organizational growth into a single weekly snapshot - so leadership can answer "are we growing?" at a glance.

Revenue growth rate and audience growth tracking
Donor retention, new supporters, and event participation
Engagement velocity across all contact interactions
Weekly snapshots with sparkline trends (Pro+)

Pipeline

From First Contact to Gift Received

A 7-stage donor cultivation pipeline with kanban and table views. Track every relationship from prospect to multi-year donor with automated notifications and gift history.

7-stage kanban board (Prospect through Multi-Year Donor)
Cultivation timeline with per-contact activity history
Gift tracking with ask amount vs. received comparison
Automated stage-based notifications and contact integration

Events

Plan, Ticket, and Measure Every Event

Full event lifecycle management from creation to post-event analytics. Stripe-powered ticketing, waitlist management, sponsor tracking, and attendance check-in - all in one place.

Stripe ticketing with multiple ticket types and capacity limits
Waitlist management with automated promotion
Sponsor tracking and check-in view
Post-event analytics with year-over-year comparison

Campaigns

Know Which Campaigns Drive Results

UTM link generation, three attribution models, and an ROI dashboard that connects your outreach to actual revenue and donor pipeline movement.

UTM link generator for all campaign channels
First-touch, last-touch, and linear attribution models
ROI dashboard with revenue-per-campaign tracking
Goal notifications and conversion rate monitoring

Engagement

Every Interaction, One Timeline

A per-contact engagement history that aggregates activity from nine platform sources - events, pipeline stages, campaigns, sponsorships, donations, portal activity, HubSpot email events, and communication sequence steps - into a single chronological view.

Per-contact timeline from 9 cross-module data sources
Org-wide engagement analytics and top-contact velocity scorecard
Communication sequence email and notification steps tracked inline
Starter: last 90 days. Pro+: full history with CSV export

Sequences

Multi-Touch Outreach on Autopilot

Design time-based, multi-channel outreach sequences that trigger automatically when donors move through the pipeline. Eight built-in templates for donor cultivation, volunteer appreciation, annual appeals, and more - plus AI-powered timing suggestions based on your organization's engagement patterns.

8 sequence templates: cultivation, reactivation, board prep, and more
Pipeline-triggered enrollment - auto-start when stage changes
AI timing: enterprise orgs get delay suggestions from their own data
Anti-spam safeguards: quiet hours, per-contact rate limits, enrollment caps
Per-contact sequence history in Engagement Timeline (Starter+)

Intelligence

One View of Every Contact

Contact Intelligence aggregates every data point across GrowthHQ into a single profile view - giving, pipeline status, event attendance, campaign touchpoints, volunteer activity, program participation, portal access, and predictive scores. Know everything about a contact before you reach out.

Composite view: giving history, pipeline stage, events, campaigns
Volunteer hours, program enrollment, and portal member status
Engagement velocity and RFM score at a glance
AI-generated relationship narrative with next-step recommendations (Pro+)

Snapshot

Shareable Impact at a Glance

A live, branded data dashboard for funders and stakeholders. Publish your organization's key metrics, financials, team, and grant activity on a single shareable page that refreshes automatically.

3 layout templates: Single Column, Dashboard Grid, Magazine
Auto-refreshing data from live platform metrics
Shareable link and PDF export for board packets
SiteHQ embed for Enterprise orgs

Scoring

Predictive Contact Scoring

RFM-based scoring assigns a health score and risk category to every contact using engagement signals from across all GrowthHQ modules. Five machine learning models predict churn risk, upgrade potential, next gift timing, lifetime value, and major gift likelihood - trained weekly on your own data.

Composite 0-100 score with 5 risk categories (High Risk to Champion)
5 ML prediction models: churn risk, upgrade probability, lifetime value, and more (Pro+)
AI explanations with targeted re-engagement actions (Pro+)
Weekly model retraining on your data - accuracy improves over time (Pro+)
CSV export for CRM import and offline analysis (Pro+)

Research

Qualitative Analysis Engine

Turn hundreds of program outcome narratives, survey responses, and interview transcripts into themes, sentiment, and key findings in minutes instead of weeks. AI-assisted coding with deductive codebooks or inductive theme discovery.

Deductive coding against pre-built or custom codebooks (Pro+)
Inductive coding with AI-generated codebooks from a sample (Pro+)
Sentiment analysis: positive, neutral, negative, mixed (Pro+)
AI-generated key findings narrative per analysis (Pro+)
Mission Control widget + Document Engine report template (Pro+)

How It Works

Connected growth intelligence in three steps

Connect Your Data

Revenue syncs automatically from granted awards and event ticket sales. Add manual entries for other revenue sources. Contact information and pipeline activity flow across modules - add a contact to your donor pipeline and their engagement history populates immediately.

Track Growth

The Growth Scorecard runs weekly, measuring six dimensions of organizational trajectory. Campaign attribution tracks which outreach actually drives revenue and pipeline movement. The engagement timeline shows which contacts are most active and which are going cold.

Act on Insights

Pipeline management, event analytics, and engagement timelines give your team the context they need before every donor conversation. Assessments identify where to invest attention first. The scorecard tells you whether those investments are working.

Plan Comparison

Everything you need at every stage

Feature	Free	Starter	Pro	Enterprise
Assessments	Wellness Report only	All 3	All 3 + history	All + export
Revenue Dashboard	View only	Full CRUD	+ CSV export	+ scheduled reports
Growth Scorecard	Current snapshot	Current snapshot	+ sparklines + history	+ export
Donor Pipeline	-	Full access	+ CSV export	+ bulk ops
Fundraising Events	-	Create & manage	+ Stripe ticketing	+ bulk ops
Campaign Attribution	-	Create & track	+ analytics + export	+ scheduled reports
Engagement Timeline	-	Last 90 days (9 sources)	Full history + CSV	+ scheduled reports
Communication Sequences	-	Create & manage, 8 templates	+ advanced triggers	+ AI timing suggestions
Contact Intelligence	-	Composite view	+ AI narrative + recommendations	+ wealth screening data
Impact Snapshot	-	1 snapshot, Single Column	All 3 templates + PDF	+ SiteHQ embed + multiple
Predictive Contact Scoring	-	RFM scores + risk categories	+ AI explanations + 5 ML predictions + CSV export	+ on-demand model retraining + scheduled reports

How it connects

This HQ is part of a bigger picture

Every HQ shares its data, its proactive alerts, and its agents with the rest of the platform. Here are three concrete ways this one works with the others.

Donor risk cluster catches churn

NUDGE-DL-07 and NUDGE-DL-18 combine donor_pipeline and recent activity to flag high-value donors at churn risk before the next ask cycle.

Fundraising events on the calendar

fundraising-events-calendar-adapter and board-meeting-calendar-adapter share calendar_events, so galas, board approvals, and campaign milestones coordinate on one surface.

Wellness reports drive upsell

Public Wellness Reports and AI Readiness assessments create org records that GrowthHQ nudges can escalate via NUDGE-DL-09 / DL-10 when builds stay incomplete.

See how everything connects

Start growing with data, not guesswork.

Free tier includes the Wellness Report assessment. Starter plans unlock the full Growth suite - revenue, pipeline, events, campaigns, engagement, and communication sequences.

Get Started