How do I use Que for Personalized Coaching?
Que’s Personalized Coaching is a skill built into EveryAction that delivers personalized, data-informed recommendations to help fundraising teams take action. It gives you the capacity and confidence to lead high-impact fundraising with less time and effort. Whether you're preparing for year-end, re-engaging lapsed donors, or setting strategy for your mid-level program, Coaching helps you identify where to focus and what to do next, in just a few clicks.
Follow these steps to activate Que’s Personalized Coaching, unlock personalized guidance, and transform strategic insights into impactful fundraising moves.
Step 1: Open Que
- Log in to your EveryAction account.
- Navigate to the Que icon on your dashboard.
- Click the icon to open the Que chat interface.
- You’ll see a welcome message and a set of recommended actions based on your organization’s fundraising history.
- Example prompt: How can I improve donor retention this quarter?
Step 2: Ask a strategic question
Que will analyze your fundraising performance, including revenue trends, cohort benchmarks, and retention rates, and suggest 1–3 recommended actions aligned to your goals.
Each recommendation includes:
- A prioritized insight (e.g., Your new donor retention rate dropped 12% vs last year.)
- Suggested strategies to address it
- Next-step prompts, such as creating a segment or drafting an email
| Scenario | How Que helps | Example prompts |
|---|---|---|
| Boosting recurring giving | Analyzes donor giving patterns and retention rates, then suggests strategies to strengthen monthly giving before key events. | How can I boost monthly giving before Giving Tuesday? |
| Targeting the right segments | Reviews campaign history, revenue trends, and cohort benchmarks to identify high-potential donor segments. | What segments should I target for my spring campaign? |
| Reducing donor loss | Surfaces where retention is dropping (e.g., new donors vs. repeat donors), explains the impact, and suggests re-engagement tactics. | Where am I losing donors and how can I get them back? |
Step 3: Review Que’s recommendations
Each Personalized Coaching insight comes with a plain-language explanation and supporting data, including:
- Fundraising trend (compared to prior periods and cohort benchmarks)
- Impact quadrant (e.g., At Risk, Emerging, Leading)
- Suggested strategies to improve performance
Click "Show me more" to:
- View cohort comparison
- Explore additional strategies
You can also ask follow-up questions like:
- Why do you think retention dropped?
- What campaign should I run to improve upgrades?
Step 4: Take action in Que
Once you’ve selected a recommendation to move forward with, Que will walk you through:
- Building a donor segment (via Create-a-List)
You can review, edit, and finalize each asset directly in Que or open the full record in EveryAction.
All outputs are saved in their respective modules:
- Segments → Create-a-List
Step 5: Customize or ask for help
Que is transparent by design. You can always ask:
- What data is this based on?
- What if I want to focus on major donors instead?
Use natural language to revise the recommendation, adjust a segment, or regenerate content. If you need support from a teammate, everything is saved to your workspace.
What do you want to do next?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra's AI Responsibility and Data Security Practices here.
Curious about how you can access Que? Read more about accessing Que here.
Want to learn more about Personalized Coaching in Que? Read more about Personalized Coaching here.
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Ready to dive into Personalized Coaching now? Access these 'How do I' articles:
Want to learn more about Donor Segmentation in Que? Read more about Donor Segmentation here.
Want to learn more about Email Creation in Que? Read more about Email Creation here.
Want to learn more about Formbuilder in Que? Read more about Formbuilder here.
Not what you are looking for? Return to Understanding Que here.
How do I use Que for fundraising coaching? | What is Personalized Coaching in Que? | How do I get fundraising recommendations in EveryAction? | How does Que analyze donor retention? | How do I use Que to improve fundraising strategy? | How do I create donor segments using Que? | Why should I use Que for fundraising planning?