Most consultants ask a lot of questions, then fit your answers into their framework. I do it differently.
I start with your goals, your urgency, and your priorities. Everything I produce is built around those, not around a generic playbook.
Wherever you see a text box, you can tap the mic and just talk. Most people find it faster and get better results.
How this works
You tell me what you need to accomplish and by when. I build the strategy around that. Your needs drive the work, not the other way around.
01
Your goals
5 min
02
Documents
10 min
03
Your story
25 min
04
Current state
15 min
05
The pitch
varies
For the best experience, use Chrome. The mic button for voice-to-text does not work in Safari, Firefox, or DuckDuckGo. You can always type your answers in any browser.
Stage 01 of 05About 5 minutes
What do you need to accomplish?
Before I ask anything else, I want to understand your goals and what's driving the urgency. This shapes everything I build for you.
Tap the mic to speak. Click again to stop.
Listening...
Listening...
Listening...
Stage 02 of 05About 10 minutes
Share what you have.
Documents and links, in whatever format they're in. I'll organize it. Don't edit or clean anything up for me.
Upload documents
Mission statement · Strategic plans · Past appeals · Grant narratives · Anything relevant
Organization links
Your website, any online collateral, and your main social channels.
Listening...
Everything shared here is private to your Devy engagement. Nothing leaves without your permission.
Stage 03 of 05About 25 minutes
Tell me your story.
Ten questions. Tap the mic and talk if that's easier. Answer each one as if you're talking to a smart friend who knows nothing about your organization but genuinely cares about it.
Stage 04 of 05About 15 minutes
Where things stand today.
Share your current fundraising reality however you have it. Tap the mic and talk through it if that's easier. I'll organize everything.
Donor relationships
Current donors, lapsed donors, warm prospects. Names, amounts if you have them, and a sense of the relationship.
Listening...
Recent fundraising activity
What campaigns, events, or asks have you run in the last 12 to 18 months? What worked? What were the numbers?
Listening...
Board engagement in fundraising
How involved is your board today? Is anyone making asks? What's their current relationship to development?
Listening...
Anything else about where you are right now?
Dynamics, context, or recent changes that would help me understand the current moment, even if they feel tangential.
Listening...
Stage 05 of 053 min per person
Now, show me the pitch.
I want every person who makes a fundraising ask on behalf of your organization, staff, board chair, lead volunteer, to record a short video of themselves making their best major donor pitch. Three minutes. Don't rehearse. Just give me your real ask.
I'm not comparing people to each other. I'm listening for whether your organization is telling one coherent story, or several different ones.
Videos are visible only to your Devy consultant. They will never be shared with other members of your organization without your explicit permission.
You're in.
Your intake is complete. I'll review everything you've shared, documents, answers, and pitch videos, within 3 business days. You'll hear from me with a note confirming receipt and flagging anything I want to clarify.
Your Fundraising Readiness deliverables will be ready within 6 weeks of your submission date.