Services

What will AGI do for Legacy marketing?

Service provided to explore options for legacies, i.e. personal donation by will.

The work itself

Grounded Work Profile

Tools

  • Customer Relationship Management SystemserviceBlueprint
  • Donor Analytics PlatformserviceBlueprint
  • Marketing Content PlatformserviceBlueprint
  • Marketing Automation PlatformserviceBlueprint
  • Marketing Analytics DashboardserviceBlueprint

Outputs

  • Campaign Plan DocumentserviceBlueprint
  • Donor Segment ListserviceBlueprint
  • Campaign Performance ReportserviceBlueprint

Measured by

  • Pledge Conversion RateserviceBlueprint
  • Campaign Delivery TimelinessserviceBlueprint

Key steps

  • Intake Donor and Audience BriefserviceBlueprint
  • Segment Prospective LegatorsserviceBlueprint
  • Develop Campaign MessagingserviceBlueprint
  • Present Campaign PlanserviceBlueprint
  • Execute Multichannel OutreachserviceBlueprint
  • Report Pledges and EnquiriesserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Legacy marketing

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do
  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Legacy marketing connects

absorbs

  • Advertising Campaign Managementmodel
  • Donor Communications Processmodel
  • Legacy Giving Campaign Processmodel

composes

measured by

  • Audience Reachmodel
  • Campaign Delivery Ratemodel
  • Campaign Delivery Timelinessmodel
  • Pledge Conversion Ratemodel

optimizes

  • Brand Reachmodel
  • Brand Recallmodel
  • Cost Per Enquirymodel
  • Cost Per Thousand Impressionsmodel
  • Donor Engagement Ratemodel
  • Pledge Conversion Ratemodel

produces

  • Campaign Performance Reportmodel
  • Campaign Plan Documentmodel
  • Creative Asset Librarymodel
  • Donor Segment Listmodel
  • Media Planmodel