14 hours saved on one bundler list — and a fundraising plan the team could actually execute.
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A new bundler for a progressive PAC offered to host an event focused on driving new donors from her network. She provided her personal and professional contact lists and asked who to prospect. The fundraising goal for the event was $25,000. Current staff didn't have the capacity to do donor research on her lists — and couldn't work her contacts into call time or predict how successful she'd be at meeting the goal.
A finance intern uploaded the bundler's contact lists into The Progress Platform. Donor research returned 43 potential new donors with giving potential greater than $1,000. Event plans were generated automatically and call sheets were built for the bundler with biographical information, donor history, and suggested asks and talking points.
The PAC went into the event with a researched prospect list, a fundraising plan, and call sheets ready — and recovered roughly 14 hours of staff time that would otherwise have been spent on manual research. Methodology behind every prospect score is visible to the operator.
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