Donor Segmentation: 3 Steps to Unlock Hidden Giving Potential
Learn how nonprofits can use AI-driven donor segmentation to personalize annual appeals, boost donations, and build stronger relationships. Step-by-step guide.
Use these questions for customer needs analysis when working with channel partners. Refer to our main guide for strategy; use this framework to capture insights and strengthen collaboration.
Sequence | Question | Response Notes |
1 | Define Dream Outcome Ideally, what does success look like for you when you're helping your typical client (e.g., if you're an advisor, perhaps an HNWI client) navigate a key goal (e.g., their philanthropic journey)? | ㅤ |
2 | Identify the #1 Challenge Thinking about that ideal success, what are the main challenges or limitations – perhaps with current tools, resources, or the overall process – that make achieving that ideal difficult for you or your clients today? If they list many, ask them to rate significance (1-5) to prioritize the biggest misalignment. (Refer to guide for tips) | |
3 | Identify Consequences Thinking about [the #1 challenge identified above], what are the specific consequences for your client or for your work if that challenge isn’t addressed? | ㅤ |
Sequence | Question | Response Rating & Notes |
4 | Validate Offer [Share solution/offer] On a scale of 1 to 5 (where 5 is 'definitely yes'), how interested would you be in a brief [brief working session to make more useful to you or your clients]? (Adjust wording based on your desired call to action) | ㅤ |
5 | Next Steps If 4+ (Strong Alignment): Schedule next step in meeting If 3 or below (Alignment Gap): To help me understand, what's the biggest friction point regarding taking that collaborative step with us and make that session feel like a ‘5/5’ valuable use of your time? |