Use case: Mid‑Level Donor Save & Development

Protect and growmid‑level donors...

Prioritize at‑risk mid‑level supporters and map upgrades to major or monthly.

Get started See results
At‑risk mid‑level saved
Intervene before churn.
Upgrade path
Monthly or major‑gift pathways identified.
Follow‑up SLAs met
Faster officer actions on priority donors.
Satisfaction signals
Experience issues resolved sooner.

What this use case delivers

Risk‑based save lists

Identify mid‑level donors trending down and why.

Officer & automated plays

Blend 1:1 touches with automated sequences.

Upgrade pathways

Suggest monthly, project, or major‑gift steps.

Experience QA

Spot issues hurting satisfaction and fix fast.

AI signals for mid‑level growth

Retention first, upgrades next

Predictive risk + upgrade propensity guides the next best human or automated action.

Churn risk

Who needs attention now.

Upgrade path

Which direction is most likely.

Channel selection

Officer call vs. email vs. DM.

Talking points

Key reasons and impact to cover.

Learn more

Case study spotlight

↓ Attrition Protect critical revenue base
↑ Upgrades Grow value without over‑asking
↑ Satisfaction Better donor experience

Get your mid‑level save list

We’ll run a quick analysis and show the lift you can expect — and why.