Consultancy at Spektrix

Rachael Norris
Rachael Norris
  • Updated

In this article find out about Spektrix Consultancy Services, and the process for kicking off a consultation with us.

You can talk to us about starting a consultation at any time. Our Consultancy Services are available to all Spektrix users and are included as part of your service. You can bring it up with one of our team on a support call, over email, during implementation, on one of our regular phone check-ins or even at one of our events. 


Is consultancy right for my organisation?

If you’ve got a strategic goal in mind, as your partner we can support you with getting to the heart of what the priority is for your organisation. With experience across our team in fundraising, marketing, web journeys and more, we're here to help you reach for success with your business goals. 

If you are considering ways to…

  • Increase revenue
  • Increase efficiency
  • Build stronger relationships with audiences
  • Develop teams and improve cross-departmental collaboration

…then consultancy could be right for you.

Before reaching out to our team, it’s good to have a clear idea of what you’d like to achieve, how this fits with your business priorities and that you, your team and other stakeholders are aligned and ready to feed into this process.

The process starts with a scoping call and benchmarking where we’ll help you think about your ambitions and turn those into achievable goals. We’ll deliver a project plan, outlining the steps we recommend, and, at a project plan review meeting, we’ll agree on objectives based on approximate timelines.

If we identify any need for training on specific areas of the Spektrix system, we’ll ensure this is delivered alongside your consultation.

The project will be delivered using the milestones that were decided on during the creation of the project plan. We’ll work with you through facilitated sessions, regular calls and guided tasks. At a review meeting, we'll give feedback on how successfully the requirements of the project were met. 

Our aim is to leave you with the resources and knowledge to sustain lasting impact. Of course, that won’t be the last you’ll hear from us, we’ll schedule regular check-ins and follow-ups to stay in touch with how things progress.


What can you achieve?

By starting a consultation we’ll help you get straight to the heart of your organisational goals and discover how you can best use the Spektrix system to your advantage.

Here are some examples of themes we’ve explored with other users.

  • Reattendance

Up your customer loyalty through a combination of practical learning, benchmarking research and sessions led by our consultants.

  • System Efficiencies

Ensure you are working with clean data and using Spektrix tools in the most effective way.

  • Accessibility

Gain a clear understanding of facts and statistics relating to access booking and the access booker’s journey.

  • Low level giving

Increase your donation conversion rate and drive donations across all points of sale. Get your whole organisation excited about and invested in fundraising.

  • Maximising the Opportunities Interface

Learn how to grow your individual giving scheme to its full potential using the Opportunities interface. We’ll set key aims and goals that will influence new ways of working to identify and manage prospects more effectively.


I’d like to speak to someone about consultancy.

You can talk to us about our Consultancy Services at any time by speaking to our Support team.

UK and Ireland: +44 (0)20 7183 3586

USA and Canada: +1 (646) 569-9097