Why I'm building engagement funnels before everything else


Which System Do You Build When You Can Only Build One?

Issue #34
3-minute read

I could build five systems right now. Each one would add $2M-$5M or more in revenue capacity over the next three years.

But I can’t build them all at once.

Between staff capacity, training requirements, budget approvals, and my own bandwidth, doing everything is a recipe for doing nothing.

So the real question isn’t what we should build. It’s what do we build first.

This is System Six: Systems Investment — deciding which technology to fix first when you can’t fix everything.

The Portfolio That Can't Scale

My Director of Individual Giving currently has 1,000 prospects in her major gifts portfolio. That isn't just difficult; it’s humanly impossible.

We both know the textbook solution: Focus on the 50 who are ready to close.

But the question that stops us is, “What happens to the other 950?”

They aren't cold prospects. They screen well, they've engaged, and they’ve made smaller gifts. We can’t ignore them, but we simply can’t manage them manually.

That’s why I’m building the engagement funnel first.

Why This Build Comes First

Sure, the engagement funnel solves the immediate headache: A gift officer buried under 1,000 prospects who needs to focus on her top 50.

But it does something even more important. It proves the model.

If automated engagement can move 950 major gift prospects through a pipeline—and surface signals that tell us exactly when someone is ready to close—then the dominoes start to fall:

  • The UHNWI capture system will work the same way.
  • The corporate program will scale on the exact same infrastructure.
  • The brand campaign will feed into a system that we know already converts.

This isn’t just solving today’s constraint. It’s building the template for the next $35M.

The Four Questions for Choosing Your First Build

This is how I’m making Systems Investment decisions right now. It’s not just about ROI; it’s about proof and risk.

1. Does it solve an immediate crisis and enable future growth? Some builds are strategic but not urgent. Others are urgent bandages that lead to dead ends. The right first build does both.

  • The Test: If this works, does it make the next two builds easier?

2. Can you build it with what you already have? First builds should rely on existing infrastructure with small additions. We already have the CRM, email automation, and segmentation tools; this just requires content and modest spend. Compare that to a national brand campaign which requires consultants, CEO time, and cross-department coordination.

  • The Test: Can you start with the tools and budget you already control?

3. Do you have an internal champion ready to validate success? Some systems require dragging skeptical teams along. Others have a natural owner. My gift officer knows her current portfolio is broken. She’s ready to try this—she just needs reassurance that the other 950 won’t disappear.

  • The Test: Who is ready to shout "this worked" when it succeeds?

4. Does this build train your team for what comes next? My team has never used engagement funnels. If we started with corporate capture, they’d be learning on cold prospects where the stakes (and risks) are high. By starting with major gifts, they learn the mechanics with people they already know.

  • The Test: Does this build develop skills you’ll need for future systems?

Why This Isn't an ROI Exercise

Every one of my five options has a strong ROI. The brand campaign probably has the biggest long-term upside, and the corporate program scales fastest.

But I’m not building any of those first.

Because the real question isn’t “Which system has the best ROI?”

It’s “Which system proves the operating model with the lowest risk, so everything else gets easier?”

For me, that’s the major gifts engagement funnel.

What to Test This Week

If you’re stuck between multiple good builds:

  1. List every system on your “we should build this” list.
  2. Run each one through the four questions.
  3. The system that scores "yes" on all four is your winner.
  4. Take that to your next CEO 1:1 with the immediate problem it solves, the future builds it enables, and the internal champion ready to test it.

Coming Next Week

You know what to build. But how do you get it done when urgent work keeps winning?

Next Sunday: System Seven — Quarterly Planning The 90-day framework that turns strategy into completed systems.

Your Turn

There’s a system on your list that keeps getting pushed to “later.” What is it—and what keeps it from being first?

Reply and let me know. I’d love to think it through with you.

Until next week,
Christine

P.S. This issue is part of my Chief Fundraiser Operating System series — practical systems I’m building inside my operation to protect focus and scale revenue. If this one was useful, you’ll want the earlier systems too. You can find the full series here.


I’m Christine Bork, Chief Development Officer at the American Academy of Pediatrics. I write Chief Fundraiser Weekly to share what I’m learning as I lead a growing team and try to do the work in a way that’s sustainable and thoughtful.

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