Project scope
Categories
Market research Lead generation Public relations Market expansion Sales strategySkills
advocacy customer acquisition management fund development sales prospecting prioritization research decision making spreadsheets leadershipProject Goal :
The goal of this project is to apply real-world market research and strategic prospecting skills to identify high-potential, values-aligned nonprofit clients for Advocate Fundraising—a specialized consultancy supporting fundraising growth across Canada.
Learners will engage in a full-cycle research and lead generation project that blends nonprofit sector analysis, decision-maker mapping, and ethical business development. Their work will directly impact Advocate Fundraising’s ability to expand its client base in a mission-driven, sustainable way.
Key activities include:
- Defining an ideal client profile based on real service delivery patterns
- Conducting deep research into the Canadian nonprofit landscape
- Gathering data on funding patterns, mission alignment, and executive leadership access
- Creating a practical and sortable lead tracker
- Proposing introductory outreach messages aligned with ethical sales principles
- Presenting findings and top leads in a professional summary report
By the end of the project, learners will produce:
1.Client Profile & Criteria Document
- A clear 1-page breakdown of Advocate Fundraising’s ideal client attributes
- Criteria based on organization type, size, sector, region, and fundraising activity
2.Lead Prospecting Spreadsheet
- A comprehensive list of 50–100 nonprofit organizations
- Fields include: name, website, region, sector, estimated size, public funder history
3.Contact Identification Sheet
- Executive or senior-level contact information (email or LinkedIn) for each lead
- Notes on public grant/funding visibility
4.Prioritized Lead Tracker
- A Google Sheet with filtering options by sector, region, and alignment score
- Tagging system (e.g., mental health, youth, arts) for segmentation
5.Sample Outreach Messaging (Optional)
- 2–3 draft outreach messages or LinkedIn scripts based on values-fit and sector relevance
6.Executive Summary Report
- A 1–2 page summary outlining top leads and how they were selected
- Includes strategic recommendations and research insights
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Advocate Fundraising is a dedicated fundraising consultancy that empowers non-profits, charities, and small businesses through tailored strategies and comprehensive support. With nearly 17 years of industry experience, Advocate Fundraising specializes in grant writing, fund development planning, and additional fundraising services designed to meet the unique needs of each client. By employing innovative approaches and ethical practices, Advocate Fundraising helps organizations secure funding and achieve sustainable financial success, ultimately enabling them to create a lasting impact in their communities. Through a commitment to inclusion, integrity, and community advocacy, Advocate Fundraising serves as a trusted partner in navigating the complexities of fundraising, ensuring that clients can focus on their missions while Advocate Fundraising advocates for their financial well-being.