The Change Up Group

Build the capacity behind your revenue goals.

Sustainable revenue requires more than a compelling mission, a good idea, or an ambitious target. It requires strategy, leadership, relationships, data, systems, disciplined execution, and shared accountability.

We help organizations build the full structure behind growth, from executive planning to pipeline management, reporting, stewardship, and day-to-day revenue operations. When revenue strategy is aligned with the rest of the organization, growth serves the mission and the people who depend on it.

Talk With Us About Growth

Where it shows up

When revenue depends on effort instead of infrastructure.

Many organizations have talented fundraisers, business developers, or executive leaders but lack the operating environment that allows those people to perform consistently.

Common signs:

  • Revenue goals aren’t supported by a realistic plan.
  • Too much depends on one leader or a few relationships.
  • Opportunities aren’t consistently tracked or advanced.
  • Leadership can’t see a reliable pipeline or forecast.
  • Revenue data doesn’t reconcile with finance.
  • Staff spend too much time cleaning lists and assembling reports.
  • Technology is underused or disconnected from strategy.
  • The organization is preparing for a campaign or expansion without sufficient capacity.

Recognize these? Trace them back to where they start

01Strategy

Turn ambition into a practical revenue plan.

We help leadership identify the right revenue opportunities, translate goals into executable plans, clarify ownership, and establish the performance measures required to understand progress.

  • Revenue and fundraising strategy
  • Annual and multi-year planning
  • Campaign planning and readiness
  • Business-development strategy
  • Revenue diversification
  • Market and opportunity assessment
  • Executive and board advising
  • Team structure and capacity planning
  • Goal setting and performance management
  • Fractional chief development or revenue leadership

02Operations

Create a revenue engine that can be managed.

A good strategy needs a reliable operating system behind it. We establish the processes, data, rhythms, and accountability that turn relationships and opportunities into sustained results.

  • Pipeline design and management
  • Prospect and portfolio management
  • Moves-management systems
  • Revenue forecasting
  • Reporting and dashboards
  • Donor, customer, or partner segmentation
  • Stewardship and retention systems
  • Revenue and finance reconciliation
  • Campaign operations
  • Team workflows and management cadence

Connected to the whole organization

Revenue can’t be separated from the rest of the organization.

Revenue strategy depends on clean data, usable technology, accurate financial information, realistic staffing, and clear organizational priorities. Change Up connects these functions so the revenue plan is supported by the organization expected to deliver it.

Connected practice areas

Related work

How the four areas fit together

  • Organizational Strategy & Alignment

    Understand how work actually gets done, clarify responsibilities, strengthen leadership, and build the operating model required for growth.

  • You are here

    Revenue Strategy & Growth

    Connect ambitious revenue goals to a practical strategy, visible pipeline, reliable data, and clear accountability.

  • Data, Technology & Operations

    Build an integrated technology and information environment that makes the organization easier to understand and run.

  • Finance & Accounting

    Create accurate financial operations and the strategic visibility leaders need to plan and decide confidently.

The outcome

Less heroic effort. More visibility, discipline, and momentum.

The result is a revenue function supported by clear priorities, visible opportunities, reliable information, consistent management, and an organization-wide understanding of how growth will be achieved.

What clients say

  • As a small start-up organization, our budget for fundraising help was limited. The Change Up Group worked within our budget to craft a fundraising strategic plan and made sure we were set up for success. In the two years since we worked with them, our budget has nearly doubled, thanks in part to following their detailed recommendations. I feel confident that our efforts are focused in the right direction, and the results bear that out: we’ve since secured multiple six-figure grants, several large major gifts, and our first bequest.

    Mason FunkExecutive Director, OUTWORDS

Client stories

See it in practice

All client stories

  • Nonprofit

    More than a database problem

    After a troubled move to a new donor database, development and finance couldn’t agree on the numbers. A Data Up assessment showed the database was only the visible part of the problem. Shared gift-processing rules, a monthly reconciliation and a written operations manual restored trust in the data, and between the teams.

  • For-profit

    Custom software built around how the business actually works

    A family-owned commercial contractor had invested in sophisticated job costing, but leads, estimates and follow-ups still lived in a patchwork of tools, and an off-the-shelf CRM rollout by another vendor had failed. We mapped the full customer and job lifecycle, then designed and built a custom CRM around it, connected to the company’s job-costing system.

Give your revenue goals the infrastructure they require.

Whether you’re stabilizing an existing program, preparing for a campaign, entering a new market, or building a revenue function from the ground up, we can help.

Talk With Us About Growth