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Prepared For

Leaf 742
Marketing Research Proposal

A structured research and outreach plan to gather insights from donors, parents, and community leaders — and use what we learn to build a stronger growth strategy.

info@leaf742.org 320-281-6581 Presented June 2026
The Opportunity

Before you can grow,
you need to know what your community wants.

Leaf 742 is at a pivotal moment. To build a growth strategy with confidence, you first need direct input from the people who matter most — your donors, parents, and community leaders. This proposal outlines a structured quarterly research program to gather that insight through email, text, and print surveys, supported by a lead capture system and a short video that gives your campaign a clear, professional voice.

Hear From Your Community

Donors, parents, and community leaders all have different perspectives on your organization. Surveying each group separately gives you a clear picture of what they value, what they want to support, and what would motivate them to give or get more involved.

Inform Your Growth Strategy

Without data, growth planning is guesswork. The research we collect each quarter becomes the foundation for your fundraising decisions — what programs to highlight, what messaging resonates, and where your biggest opportunities are.

Build With Confidence

Each campaign includes lead capture so you are not just gathering opinions — you are building a contact list of engaged community members ready to be part of what Leaf 742 does next.

Who We're Reaching

Three Audiences. Three Perspectives.
One Complete Picture.

Each group in your community has a different relationship with Leaf 742 and different motivations for giving or getting involved. We survey each group separately so the questions, tone, and delivery method are appropriate for who we are talking to.

Audience 1
Donors
  • What motivates them to give and give again
  • What programs or initiatives they are most excited to support
  • How they prefer to be communicated with and recognized
  • What would increase their level of giving or involvement
  • Delivered via email and print

Donor insight is the most critical input for future fundraising planning. Understanding what keeps donors engaged protects your existing revenue base and identifies how to grow it.

Audience 3
Community Leaders
  • Awareness of and perception of Leaf 742 in the broader community
  • Potential for partnership, co-sponsorship, or endorsement
  • What outcomes would make them most likely to champion your mission
  • Interest in connecting their networks to your cause
  • Delivered via email and print

Community leaders can open doors to new funding sources, visibility, and partnerships. This research identifies who your strongest potential champions are.

Investment Breakdown

How the Investment Works:
Two Phases, One Program

The biggest investment in any research program is building it right the first time. Once the campaign infrastructure is developed, managing and running it each quarter costs significantly less. Here is exactly what each phase covers and how every line item is priced — directly from our published rate sheet.

Phase 1 — One-Time Investment
Research Campaign Development
Before a single survey goes out, we build everything from scratch — strategy, templates, landing page, and SMS infrastructure. Done once. Serves every campaign that follows.
$9,500
Marketing Research Survey Development

This is the professional marketing research work — not general agency planning. It includes defining research methodology for three distinct audiences (donors, parents, community leaders), developing custom question sets with logic branching for each group, building a response analysis framework, and structuring the program so findings are directly actionable for fundraising decisions. Industry pricing for custom multi-audience survey development ranges from $8,000–$15,000+ (Interaction Metrics, Drive Research, 2025). Our rate reflects a focused, boutique program built specifically for Leaf 742's community — not a national panel study.

$850
Email Survey Template Design

A professionally designed, branded email template built to work across your three audience segments. Includes question layout, visual design, and platform formatting. Built once — updated and redeployed each quarter. Priced from our standard email campaign design rate.

$1,450
Print Survey Design (Trifold Format)

A full trifold double-sided print piece for physical survey distribution to donors and community leaders. Designed once with your branding and question framework — refreshed with updated questions each quarter and sent to print at cost. Priced from our standard trifold design rate.

$1,750
Lead Capture Landing Page

A dedicated, branded web page that collects contact information from survey respondents — turning each campaign into a list-building tool. Includes form setup, mobile optimization, and contact database integration. Approx. 10 hours at our agency rate of $175/hr.

$700
SMS / Text Campaign Setup & Configuration

Platform configuration, contact list organization, opt-in compliance setup, and message template creation for text-based survey delivery. This foundation work is done once and carries forward into every quarterly deployment. Approx. 4 hours at our agency rate of $175/hr.

Phase 1 Development Total: $14,250 — One-Time

The core of this investment is professional marketing research survey development — methodology, question design, and analysis framework for three audience groups ($9,500). The remaining $4,750 covers production deliverables: email template ($850), trifold print design ($1,450), lead capture page ($1,750), and SMS setup ($700). This is a one-time investment — once built, the campaign infrastructure runs each quarter at the lower management rate below.

Phase 2 — Ongoing
Quarterly Campaign Management
Once the foundation is built, running each quarterly campaign is a matter of deploying, managing, collecting, and reporting — at a much lower ongoing rate.
$1,650
Email Campaign Deployment & Management

Each quarter we deploy the email survey to your segmented lists, manage delivery, monitor responses, and handle any follow-up sends. Priced from our standard email campaign management rate.

$525
SMS / Text Survey Deployment

Sending the quarterly text campaign, monitoring delivery, and collecting responses. Approx. 3 hours per quarter at our agency rate of $175/hr. Platform text-delivery costs billed at cost.

$350
Print Survey Coordination

Updating print survey questions each quarter, coordinating print vendors, preparing print-ready files, and managing delivery logistics. Approx. 2 hours at our agency rate. Printing and postage billed at cost.

$525
Research Report & Strategy Summary

Compiling response data into a plain-language report — what each audience said, key themes, fundraising implications, and recommended next steps. Approx. 3 hours at our agency rate of $175/hr.

$175
Lead Page Maintenance & Updates

Minor quarterly updates to the lead capture page — refreshing content, checking form connections, and aligning the page with each campaign's messaging. Approx. 1 hour at our agency rate.

Quarterly Management Total: $3,225 per quarter

Each quarter after the initial development phase — email deployment, SMS campaign, print coordination, reporting, and lead page maintenance — runs at $3,225 per quarter. All rates are taken directly from our agency rate sheet. Platform and print costs are billed separately at cost.

Video Production

Give Your Campaign
a Voice It Can Be Proud Of

A 2–3 minute professionally produced video gives Leaf 742 a clear, compelling way to introduce your mission, communicate your values, and invite your community to get involved. This video accompanies the research campaign — used on your lead capture pages, shared via email and text, and available for any future fundraising effort.

$7,500 — One-Time Video Production

Includes scripting, professional filming (4-hour session at $2,500), and full editing of a 2–3 minute finished video (editing rate applied per our standard pricing). Delivered in web-optimized and social media formats. Priced directly from our published filming and editing rates.

Scripting & Messaging

We develop a script that clearly communicates who Leaf 742 is, what you do, and why community support matters — written in a tone that resonates with donors, parents, and community leaders alike.

Professional Production

A 2–3 minute finished video with professional editing, graphics, and branded visual elements. Delivered in formats ready for web, email embedding, social media, and in-person presentations.

Multi-Campaign Use

This video is an asset you own and can use across all four quarterly campaigns, future fundraising appeals, event materials, and your website. One production investment serves you long term.

Getting Started

What Happens First

The first 30 days are entirely focused on building — not deploying. We use this time to do the strategy work, design the templates, build the lead capture page, configure your SMS platform, and prepare everything for a clean first launch. This is the Phase 1 development investment in action.

$14,250 — Research Campaign Development

Includes professional marketing research survey development ($9,500) — methodology, question design, and analysis framework for three audiences — plus email template design ($850), trifold print design ($1,450), lead capture page ($1,750), and SMS setup ($700). Built once. Runs every quarter.

1

Weeks 1–2
Discovery & Strategy

We learn Leaf 742's goals, current contacts, and fundraising priorities. We define research objectives for each audience and develop survey question frameworks.

2

Week 3
Build & Review

Surveys, email templates, lead capture page, and print materials are built and submitted for your review and approval before anything goes out.

3

Week 4
Launch Quarter 1

All three survey channels go live simultaneously. Responses begin coming in. Video production begins in parallel.

Investment Summary

Full Program Investment

Here is the complete picture — two one-time investments to build the program, then a predictable quarterly management fee to run it. Development pricing reflects professional marketing research rates; management pricing is based on our published agency rate sheet ($175/hr) and standard design rates.

$14,250
Research Campaign Development — One-Time

Marketing research survey development — methodology + custom question design for 3 audiences ($9,500) + Email template design ($850) + Trifold print design ($1,450) + Lead capture page ($1,750) + SMS setup ($700). Industry rate for custom multi-audience survey development: $8,000–$15,000+. Built once, serves the full annual program.

$7,500
Video Production (2–3 Min) — One-Time

Professional filming (4-hour session at $2,500) + full editing of a 2–3 minute finished piece (~$5,000 editing). Delivered in all formats — web, email, social, and in-person. A permanent asset for all future campaigns.

$3,225
Quarterly Campaign Management — Per Quarter × 4

Email deployment ($1,650) + SMS deployment ($525) + Print coordination ($350) + Reporting & analysis ($525) + Lead page maintenance ($175). Run four times per year. Platform and print costs billed separately at cost.

$34,650
Total Year One Investment

$14,250 development + $7,500 video + ($3,225 × 4 quarters = $12,900). Subsequent years: $12,900 annually — just the quarterly management program, no rebuild costs.

What Is Billed Separately

All line items above are for our agency work — strategy, design, production, deployment, and management. The following are billed at cost with your approval before any spending: print production and postage for physical materials; text message platform delivery fees; any paid distribution or media placement. We coordinate vendors and provide itemized estimates in advance.

What This Gives You

By the End of Year One,
You Will Know Exactly Where to Grow.

Four rounds of research across three audience groups gives Leaf 742 a detailed, evolving picture of your community. Here is what that translates to in practical terms.

What Motivates Your Donors

You will know which programs donors care most about, what communication style keeps them engaged, and what would increase their level of giving — essential input for any major fundraising push.

Where Parent Support Sits

You will understand the gap between parent awareness and parent action — and what it would take to convert passive supporters into consistent contributors or volunteers.

Who Your Champions Are

Community leader research identifies the individuals most aligned with your mission — the ones most likely to open their networks, co-sponsor events, or publicly endorse Leaf 742's next initiative.

A Growing Contact Database

Every campaign feeds your lead capture page. By year end, you will have a curated list of engaged community members who have actively opted in to hear more — a direct asset for future fundraising campaigns.

A Strategy Grounded in Real Data

Rather than building your growth plan on assumptions, you will have four quarters of direct community input to guide every decision — from program development to campaign messaging to fundraising goals.

A Professional Video Asset

A 2–3 minute video that tells your story clearly and professionally — available for every campaign, every event, and every conversation where Leaf 742 needs to make a strong first impression.