Case 01 · CRM & Lifecycle Marketing

Abrindo Caminhos

Brand repositioning and relationship architecture to qualify fundraising in the nonprofit sector.

01 · The starting point

The challenge: relevance, qualified leads and fundraising

01

Social relevance

A brand perceived as distant from contemporary agendas and new audiences.

02

Qualified leads

Fundraising dependent on generic donors, with no segmented base or nurturing.

03

Untapped niche

Vital, underserved diversity audiences: real potential for engagement and advocacy.

04

Predictable fundraising

One-off, volatile revenue, with no recurrence or lifetime view.

02 · The approach

An NGO is a relationship base

The institutional diversity agenda becomes CRM architecture. Same cause, another discipline: data, segmentation and lifecycle instead of one-off campaigns.

03 · Segmentation

Segment by condition, not circumstance

The condition (a structural lived experience, not a circumstance) sustains stable, measurable personas.

Condition > Circumstance

01

Children & Adolescents

02

Racial Equality

03

Immigrants

04

Youth

05

LGBTQIAPN+

06

Women

07

People with Disabilities

08

People Experiencing Homelessness

09

Older Adults

10

Incarcerated People

11

Indigenous Peoples

12

Intersectionalities

04 · Architecture

Three fronts: governance, integration and communication

F1

Committee & Governance

Policies, representation and talent retention. The owner of the data and the audience rules.

F2

Integration & Onboarding

Affirmative openings and structured welcoming: turning sign-up into belonging.

F3

Communication & Nurturing

Multichannel content, proximity and crisis management: the cadence that keeps the base alive.

05 · Lifecycle

The supporter journey: from reach to recurrence

  1. Reach

    Ambassadors and partnerships expand visibility.

    KPI · Reach & new contacts
  2. Engagement

    Condition-segmented content nurtures interest.

    KPI · Open & click rates
  3. Conversion

    First donation, volunteering or event attendance.

    KPI · Conversion rate
  4. Recurrence

    A relationship cadence turns donors into recurring supporters.

    KPI · Retention & LTV
  5. Advocacy

    Supporters become ambassadors and feed reach back into the funnel.

    KPI · Referrals & NPS
06 · Acquisition

Partnerships as a qualified acquisition channel

Political leadership

A reference LGBTQIA+ lawmaker. An institutional visit builds bridges to institutions and guarantees press coverage.

Activism & culture

An activist with an eponymous project house. A tribute partnership adds prestige and amplifies brand reach.

Consulting

A diversity-specialized advisory. Meetings with leadership ensure a progressive, structured integration process.

07 · Advocacy channel

The ambassador network as a reach engine

+2M Combined reach of the creators' inner circle
23+ Active ambassadors among artists, journalists and activists
348K Real reach per post · 65K in stories
08 · Activation

Multichannel communication and content governance

E-mail

Nurturing and impact storytelling. The heart of the cadence.

WhatsApp

Proximity and conversion in campaign moments.

Push

Light re-engagement and timely action reminders.

SMS

Universal reach for urgency and confirmation.

Above it all: content governance, copy and image updates, and crisis management alongside the Diversity Committee.

09 · Onboarding

Integration: turning sign-up into belonging

Affirmative openings are the entry point; the goal is equity: structured welcoming that retains and develops.

Affirmative openings → equity → retention

#1

Social Services

Psychosocial roles.

#2

Administrative

Openings per department.

#3

Educational

Teaching staff.

10 · Measurement

What I would measure: the KPI framework

Top · Acquisition

Reach, new contacts, cost per lead, base growth.

Middle · Engagement

Opens, clicks, interaction frequency per segment.

Action · Conversion

Sign-up rate, average ticket, conversion per journey.

Bottom · Retention & LTV

Recurrence, churn, lifetime value and referrals (advocacy).

Orchestrated in a single dashboard: acquisition, engagement, conversion and retention in one view.

11 · Validation

Demand validates the niche

59% of Brazilians want greater LGBTQIA+ representation Source: Ipsos Institute

Not a minority agenda: a majority expectation. Serving this audience is a brand and fundraising opportunity.

12 · Closing

What this case demonstrates

Behavioral segmentation

A condition-based lens that becomes a measurable persona.

Journey & lifecycle

From reach to recurrence, with a KPI at every stage.

KPI framework

Acquisition, engagement, conversion and retention in one view.

Niche & fundraising

Diversity as a brand opportunity and recurring revenue.