Prepared For
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.
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.
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.
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.
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.
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.
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.
Parents are often your most accessible audience and a strong referral network. Understanding their perspective helps you convert passive supporters into active ones.
Community leaders can open doors to new funding sources, visibility, and partnerships. This research identifies who your strongest potential champions are.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We learn Leaf 742's goals, current contacts, and fundraising priorities. We define research objectives for each audience and develop survey question frameworks.
Surveys, email templates, lead capture page, and print materials are built and submitted for your review and approval before anything goes out.
All three survey channels go live simultaneously. Responses begin coming in. Video production begins in parallel.
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.
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.
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.
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.
$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.
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.
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.
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.
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.
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.
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.
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 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.