Diagnostic

Key challenges.

Findings

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Growth Levers

Opportunities.

Opportunities

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From where you are to where you're going.

A snapshot across every awareness level — the tables below come straight from the strategy.

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A five-phase plan, built from the diagnostic.

Each phase compounds on the last. Nothing downstream works until Setup is locked.

1

Setup

Foundation

Start with strategy and know what works.Connect your store, set baselines, and know what works before you spend.Audit donor channels and set baselines before you spend.Map your store footprint and set baselines before you spend.

2

Awareness

Activation

Reach the right audiences through the right channels.SmartScale reaches in-market shoppers across paid social, search, and CTV.SmartScale reaches mission-aligned audiences across awareness channels.SmartScale reaches local shoppers via geo-targeted display, OOH, and CTV.

3

Convert

Conversion

Turn attention into qualified leads.PDPs, cart, and checkout flows tuned to lift AOV and conversion.Donation pages and pledge flows tuned for completion rate.Store locator and click-to-store flows tuned for visit-through-rate.

4

Close

Acquisition

Warm leads before the sales conversation begins.Cart-recovery, retargeting, and email loops bring buyers back.Stewardship sequences turn first-time donors into recurring givers.Loyalty triggers and in-store retargeting close the visit.

5

Success

Summit

Measurable results, attributed all the way through.Attribution from impression to repeat purchase.Attribution from awareness to lifetime giving.Attribution from impression to in-store transaction.

Messaging

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Targeting

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Channels

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Emails

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Milestones

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Responsibilities

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