Professional Services
Hands-on delivery, from first connection to full scale.
Every client starts with Enablement and Foundation. Both are included. From there you choose Optimize or Scale depending on how far you want to take the data.
01 · Included
Enablement
Standing up the environment and connecting your systems.
- CDP deployment
- SQL and API connectivity
- Guard Dog setup
- Automated refresh and access controls
- Client validation and AskMoose setup
02 · Included
Foundation
Getting your data usable and your team running on it.
- Initial data liberation
- Foundational harmonization
- Standard dashboards
- Preliminary data review
- AskMoose training
03 · Choose one
Optimize
Going deeper on donor behavior and fundraising performance.
- Data dive
- Data enhancement
- Donor segmentation
- Fundraising dashboards
- Descriptive analytics
- 20 hours of strategic advisory
04 · Choose one
Scale
Predictive work and continuous portfolio management.
- Advanced fundraising intelligence
- Refined donor profiles
- Predictive models
- Portfolio optimization
- Ongoing monitoring
- 40 hours of strategic advisory
Every engagement is led by the Professional Services team.
Implementation typically takes hours to a few days, not weeks. Your staff are in the room the whole time, and they finish the engagement running their own queries.