LP Conversion Engine Scan
Our approach
The LP Conversion Engine Scan combines in-depth analysis, personalized coaching and a concrete action plan to optimize your LP conversion. Discover the 5 pillars of our methodology:
Analysis
LP steering process through interviews and observations.
Coaching
IR governance (LP pipeline, fundraising committee, etc.) with debriefing IR Team & Partner.
Action plan
Plan to improve fundraising efficiency and LP conversion rate
Options
Sizing, roles, "day-with-the-IRs" with a focus on LP engagement activities, …
An ecosystem of experts
Experts in LP pipeline management, specialized in systemic diagnostics and coaching of your LP engagement routines, and the efficiency of your IR teams.
Contact us to set up a Bodic mission
We adapt each mission to your specific needs and context.
Let's discuss your project together.
3-day content
J1
Kick-off with sponsor - Managing Partner / Head of IR - Planning presentation, then planning of routine coaching sessions - Partner interviews then IR
J2
Focused on LP engagement routine - Routine preparation (upstream support analysis) - Ritual observation (IR Meeting or fundraising committee) - Live feedback to team, then 1-to-1 feedback with management
J3
Systemic diagnostic debrief - Debrief preparation - Debrief validation with sponsor - Action plan debrief in extended group (optional)
Deliverables
- Assessment of IR-LP engagement maturity
- Value loss points
- Concrete action plan
5-day content
3-day content + 1 complementary analysis (see "Options")
J1 Bis
Day 1 Bis: Broaden scope and deep-dive - Collect additional data related to the topic - Specific analyses related to the chosen option
J2 Bis
Day 2 Bis: Zoom in on the issue and find adapted solutions - Specific interviews and hypothesis validation with corresponding stakeholders - Specific workshop if applicable - Pre-debrief with sponsor on the theme
Mission led by