GROWTH OS · CLIENT ONBOARDING

Welcome to
The Growth Point.

You've made a decision that most organizations never make — to look honestly at what's working and what isn't, and build from there. We don't take that lightly.

What You've Signed Up For

Your engagement is focused on two of the seven TGP growth domains: Donor & Relationship Lifecycle (Domain 4) and Revenue & Fundraising Systems (Domain 5). These are the systems most directly connected to your organizations' ability to build and sustain committed revenue.

The work begins with a diagnostic assessment across these two domains. Our team scores your results and builds your Gap Map — a clear, prioritized view of where the gaps are and what to build first. From there, Judy Reissmann leads your advisory sessions, working alongside you each week to activate your pipeline and strengthen your fundraising infrastructure.

ENGAGEMENT TYPE
Senior Retainer — Fractional Advisor
DOMAINS IN SCOPE
Domains 4 & 5
YOUR ADVISOR
Judy Reissmann, Lead Advisor
STARTED
July 27, 2026

Four Phases. One Direction.

01
WHERE WE START
Diagnostic

A structured assessment across your growth domains. You answer. We score. No preparation required.

In Progress
02
DAYS 6–8
Gap Map

Your scored results become a visual map of gaps, developing systems, and strengths — ranked by priority.

Upcoming
03
DAYS 10–14
Readout

We walk through your Gap Map together in a live session. This is where findings become direction.

Upcoming
04
WHAT COMES NEXT
Sprint Board

The Gap Map becomes the foundation for your 90-day Growth Sprint — sequenced, prioritized, and built to execute.

Planned

What Happens When

Week 1
Diagnostic Window

Complete the diagnostic assessment. No preparation needed — answer based on where things stand today, not where you want them to be.

Week 1 (concurrent)
Document Submission

Share your materials using the document request packet sent separately. Organize in a shared folder, labeled with your organization name.

Week 2
Gap Map Build

Our team scores your diagnostic and builds your Gap Map. No action required from you during this window.

Week 2–3
Internal Review

We review your Gap Map against your submitted materials and finalize the readout narrative.

Week 3–4
Gap Map Readout

Your first working session with TGP. We walk through the full Gap Map, explain each finding, and present the path forward.

Submitting Your Materials

01
Fundraising & Revenue

Annual plan, major gifts portfolio, grant pipeline, year-end performance report, board-approved goals.

02
Donor Relationships & CRM

Donor database export, communication samples, moves management documentation, event revenue summary.

03
Organizational Operations

Org chart, board roster, staff capacity overview, any strategic plan from the past 3 years.

04
Financial Overview

Most recent audited financials or 990, current year budget, revenue diversification breakdown.

05
Marketing & Messaging

Website URL, brand guidelines, most recent annual or impact report, sample donor-facing materials.

Don't have everything?

Share what you have. If something doesn't exist yet, that's valuable information — it tells us exactly where the gaps are.

HOW TO SHARE Organize your materials in a shared folder and send the link to your lead advisor. Label the folder with your organization name. You have 5 days from receipt of this page to complete your submission.

Who You're Working With

LEAD ADVISOR
Your Lead Advisor

Your primary point of contact throughout the engagement. Responsible for your diagnostic, Gap Map, readout, and all strategic recommendations. Available for any questions between sessions.

Available within 24 hours on business days
STRATEGY
Growth Strategist

Provides systems analysis and scoring across your growth domains. Contributes to the Gap Map build and readout preparation.

OPERATIONS
Engagement Coordinator

Manages scheduling, document intake, and delivery logistics. Keeps the engagement running on time and on spec.

What to Expect From Us

24-Hour Response

All questions and communications answered within one business day. No chasing required.

On-Time Delivery

Your Gap Map and readout are delivered on the timeline we set at the start. We hold ourselves to it.

Honest Findings

We tell you what the data shows, not what's comfortable. The value of this work is in its accuracy.

Confidentiality

Everything you share with us stays with us. Your materials, scores, and findings are never shared outside your engagement team.

Complete Your Diagnostic

The diagnostic takes 10–15 minutes. Answer based on where your organization stands today — not where you want it to be. There are no wrong answers, only honest ones.

Begin Diagnostic →

Questions before you start? Reach out to your lead advisor.