Name
First Name
Last Name
Email
example@example.com
Organizational Snapshot
Organization Type:
Nonprofit (501c3)
Foundation (Private or Corporate)
Banking Institution
Media Organization
E-Commerce
Other
Annual Operating Budget:
Under $1M
$1M–$5M
$5M–$10M
$10M–$20M
$20M+
Primary Funding Model:
Grants
Individual donor giving
Corporate partnerships
Government contracts
Earned revenue / services
Mixed
Brand Identity & Clarity
How would you describe your current brand identity?
Clear, consistent, and trusted
Somewhat clear, but inconsistent
Outdated or misaligned
Not developed
How well does your brand communicate your impact?
Extremely well
Mostly well
Needs improvement
Poorly
How does your community perceive your brand?
Recognizable and respected
Somewhat known, not distinctive
Confusing or inconsistent
Unclear/unknown
Website Experience
First impression your website gives:
Professional and Mission-Aligned
Informational but not compelling
Outdated or Unclear
Not Reviewed Regularly
We don't have a website
Last website update:
Within 6 months
6 Months - 1 Year
1-3 Years
3+ years
No Website
Primary desired action on your website:
Donate
Subscribe / Join mailing list
Register for programs
Learn about impact
Request services
Not defined
Website accessibility (ADA/WCAG):
Fully accessible
Mostly accessible
Some barriers
Not accessible
Not sure
Campaigns, Funding & Communications
Effectiveness of your current marketing materials:
Very effective
Consistent but not strategic
Outdated or unclear
Recycled or improvised
Which campaigns are you preparing for?
Giving Tuesday / Year-End
Annual/Impact Report
Grant Submissions
Program launches
Public health campaigns
Other
Biggest campaign barrier:
Messaging clarity
Outdated design
Limited Team Capacity
Disconnected tools/workflows
Unsure
Team Capacity & Operations
Who manages your brand & communications?
Full in-house team
Small team with some support
Mix of contractors/freelancers
No dedicated comms staff
Need an agency partner
Website/content update frequency:
Weekly
Monthly
Quarterly
Rarely
Only when something breaks
Current design turnaround speed:
Within 48 hours
Within a week
1-3 weeks
3+ weeks
Very limited capacity
Growth & Funding Readiness
Brand effectiveness for funding/partnerships:
Very effective
Moderately effective
Hard to assess
Needs Improvement
Next Organizational step:
Scaling programs/services
Preparing for major funding
Increasing visibility/trust
Refreshing outdated materials
Stabilizing operations
Acquisition strategy:
Consistent & effective
In progress
Not consistent
None
Impact & Revenue Signals
Online engagement trend (MoM):
Up 10%+
Up 5%
Flat
Down 5%
Down 10%
Not sure
% of funding/services originating online:
75%-100%
50-74%
25-49%
Under 25%
Not Sure
Average donor/client value:
Under $500
$500-$5,000
$5,000-$25,000
$25,000+
Not sure
Needs & Urgency
Estimated “missed opportunity” areas:
Outdated website
Weak campaign materials
Low donor conversion
Programs unclear
Inconsistent Brand
Accessibility issues
Lacking Storytelling
No case studies/social proof
Urgency of design & development services:
Immediately
Within 30-60 days
Early next year (Q1)
No Timeline
Would you like your personalized report:
Yes
Yes + share with my team
No
Brand Conversion Score
Revenue/Impact Uplift Estimate
Engagement Multiplier
Funding Online Multiplier
Donor Value Multiplier
Submit
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