Feature Overview: EveryAction’s Personalized Fundraising Coach
Coaching with Que
Bonterra Que’s Coaching skill delivers expert fundraising guidance tailored to your organization’s data, mission, and campaign goals. Drawing on proven best practices and decades of Bonterra’s fundraising experience, Que helps teams identify strategic opportunities — like re-engaging lapsed donors or boosting monthly giving — and recommends actionable next steps.
Within the chat interface, users can ask Que a question like “How is my current fundraising strategy performing?” and receive data-backed insights in return. These insights are contextualized using your historical performance, supporter trends, and cohort benchmarks. With just a few prompts, Que can surface your biggest opportunities and help you act on them — no dashboards or custom reports required.
This coaching functionality is designed to save fundraisers hours of manual analysis and make strategic decision-making accessible to every team, regardless of size or experience.
What can Fundraising Coaching with Que do for you?
Let’s see how Que’s Fundraising Coaching skill helps Tanya, a Communications Manager at a regional health nonprofit. With Giving Tuesday approaching, Tanya needs a simple, effective campaign plan for her small team. She opens Bonterra Que in EveryAction and types: “We’re planning for Giving Tuesday. What kind of campaign would drive the best results this year?”
Que responds with a strategy based on past performance: focus on re-engaging one-time donors from last fall with a recurring giving ask. It suggests a three-email sequence over five days, highlighting impact and gratitude. Tanya asks, “What should the first message focus on?” Que advises her to lead with a warm thank-you, introduce the campaign’s long-term goals, and include an easy ask to become a monthly donor. It even suggests subject lines and send times based on Giving Tuesday benchmarks. In minutes, Tanya has a clear strategy and messaging plan — no spreadsheets or outside help required.
Key Features at a Glance
| Feature | Description | Suggested Prompts |
|---|---|---|
| Fundraising Coach | Get data-driven, strategic guidance on where to focus next, based on proven fundraising benchmarks and your unique campaign data. |
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What do you want to do next?
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Curious about how you can access Bonterra Que? Read more about accessing Bonterra Que here.
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Want to learn more about Email Creation in Bonterra Que? Read more about Email Creation here.
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Want to learn more about Formbuilder in Bonterra Que? Read more about Formbuilder here.
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