AI Consulting Packages: Transforming Alumni Engagement & Donor Cultivation
BRONZE PACKAGE: AI FOUNDATION ASSESSMENT
Duration: 1 Week | Focus: Discovery & Training
Comprehensive Assessment
• Database Audit: Analyze alumni records, contact completeness, LinkedIn presence, and donation patterns
• Current State Review: Map communication channels, document resources, identify time-consuming manual processes
• Technology Evaluation: Assess existing tools, CRM integration, and readiness for AI adoption
Hands-On Team Training
• AI Fundamentals Workshop: Introduction to Claude/ChatGPT, LinkedIn search strategies, prompt engineering
• Practical Demonstrations: Newsletter generation, social media content, email personalization, meeting prep automation
• Security & Governance: Best practices for data protection and organizational AI usage
Strategic Debrief
• Findings Presentation: Data enrichment opportunities, high-value alumni identification, content automation quick wins
• Implementation Roadmap: Prioritized actions, 30-60-90 day milestones, tool recommendations
• Success Metrics: Define KPIs for engagement, efficiency, and fundraising impact
Deliverables: Assessment report, training materials, prompt templates, strategic roadmap
SILVER PACKAGE: PILOT IMPLEMENTATION
Duration: 4 Weeks | Focus: Testing & Validation
Includes Everything from Bronze PLUS:
Donor Outreach Strategy
• LinkedIn Campaign Development: Profile matching for top 5,000 records, C-suite identification, personalized sequences
• Prospect Prioritization: Wealth screening indicators, engagement scoring, gift capacity segmentation
Tool Evaluation & Setup
• Core Stack Implementation: ChatGPT/Claude setup, LinkedIn configuration, Humantic AI for personality profiling, Fireflies for meetings
• Workflow Testing: Email verification pilots, content generation pipelines, meeting prep automation
Pilot Results & Optimization
• Performance Analysis: Response rates, engagement metrics, time savings documentation
• Process Refinement: Template optimization, workflow adjustments, scaling strategy
Additional Deliverables: Tested outreach sequences, configured AI tools, pilot results, refined implementation plan
GOLD PACKAGE: TRANSFORMATION PARTNERSHIP
Duration: 6-12 Months | Focus: Full Integration & Optimization
Includes Everything from Bronze & Silver PLUS:
Foundation & Expansion
• Full Database Enhancement: LinkedIn matching for all alumni, email/phone verification, quarterly refresh protocols
• Multi-Channel Engagement: Weekly newsletters, social media calendars, event materials, alumni spotlights
• Donor Cultivation System: Top 500 prospect research, 10-minute meeting prep protocols, personality profiling
Scaling & Integration
• Cross-Functional Adoption: Chapter relations, volunteer management, event planning, financial reporting
• Advanced Automation: Multi-touch sequences, personalized campaigns, mentorship matching
• Performance Optimization: A/B testing, content analysis, ROI measurement
Sustainability & Growth
• Capability Building: Monthly training, champion development, playbook creation
• Strategic Expansion: Capital campaign readiness, multi-chapter coordination, career services
• Innovation Integration: Emerging AI tools, predictive analytics, advanced visualization
Partnership Support
• Regular check-ins (weekly → bi-weekly → monthly progression)
• Performance dashboards and quarterly reviews
• On-demand troubleshooting
• Success story documentation
Comprehensive Deliverables: Enriched database, automated engagement system, trained team, process documentation, measurable ROI demonstration
Expected Outcomes Across All Packages
Key Metrics
• Efficiency: 60% content time reduction, 90% meeting prep savings
• Engagement: 100+ monthly LinkedIn connections, 25%+ email open rates
• Fundraising: 10+ new donors quarterly, 20% annual giving growth potential
• Productivity: 2x gift officer meeting capacity
Implementation Philosophy
Crawl-Walk-Run Approach: Start with early adopters → expand to departments → achieve organization-wide transformation
Success Factors
• Leadership commitment
• Dedicated point person
• Realistic timelines
• Willingness to iterate
Next Steps
• Select package based on readiness and goals
• Schedule discovery call
• Customize approach to your context
• Begin transformation with clear milestones