AIDS United
Prepared exclusively for AIDS United · June 2026 · Confidential

Turn donor data into sustained momentum.

You already have the data. What you don't yet have is a system that turns it into timely, on-mission action: which supporters to reach, when, and with what message, all while handing time back to your team.

↓ Read the proposal
01 Who we are

We build the systems that power your mission.

We partner with mission-driven nonprofits, turning the data and tools you already have into more revenue and fewer manual hours.

01

Foundation

We clean your data, surface the insights and bottlenecks, and map your automation strategy.

02

Operational

We find and automate the admin friction (reporting, communications, CRM updates, grant tracking, board prep) that drains your week.

03

Revenue

We turn donor insights and giving trends into engagement tools that grow revenue.

02 The approach

You shape the campaign approach. We build and run the systems.

We work side by side to design custom systems and tools that do exactly what you need, without the fluff.

The approach
AIDS United
Strategy, message, and voice.
  • Strategy & campaign priorities
  • Messaging direction
  • Brand voice
  • Final approvals & calls
The systems
Backline Automation
Infrastructure, automation, and data.
  • Live insights dashboard & data plumbing
  • Automations & donor workflows
  • AI-assisted drafting
  • Ongoing upkeep & iteration
03 The horizon

The start of a system that keeps compounding.

Foundation is step one. From there the work runs in a continuous loop: plan, build, measure, improve. Each stage compounds on the last, so the system keeps getting better the longer it runs.

Now · Phase 1

Audit + Scope Alignment

The Foundation audit, your insights dashboard, and a prioritized roadmap of exactly what to build next.

~3 weeks You are here
Next

Strategic Planning

We review the data and roadmap together to identify the highest-ROI opportunities.

2–3 weeks
Then

Implementation / Campaign Launch

Develop and launch the new tools, systems, and campaigns that come out of the plan, including a live, interactive upgrade of your insights dashboard.

3–4 weeks
Ongoing

Measurement + Improvement

Automation keeps evolving, so we measure KPIs and improve as the space moves.

Continuous
04 What you get

Start with the foundation. Build from there.

Foundation comes first, so we know exactly what to build next. From there, grow revenue, save hours, or both.

This is a pilot engagement. Prices below are discounted founding-partner rates, in exchange for a case study, a testimonial, and use of your logo as the work proves out.

Start here
The foundation

Foundation Building

Clean data, an insights dashboard, and a roadmap of exactly what to automate first.

$1,500· $3,000
Open →

Flat cost — no surprises.

Save your team hours

Operational Efficiencies

Reports, grantee management, and data cleanup, handed to pipelines that run themselves.

$3,500+· $5,000
Open →

Final cost may vary with scope.

Grow donor revenue

Donor Engagement

Automated, personal donor outreach that wins back lapsed donors and grows recurring gifts.

$6,000· $10,000
Open →

Final cost may vary with scope.

Have an idea or a problem not seen here?
Let's talk more!

05 The return

What the work pays back.

The return takes a different shape depending on where you start. Pick a scenario, then move the sliders to put your own numbers in — every one reports a single, overall ROI.

You invest
$2,500
one-time build
You get back
$16,640
every year

Illustrative — you set every input. Figures are estimates to size the opportunity, not a guarantee of results.

Thank you.

Jordan Daniel·Backline Automation·Jordan@backlineautomation.com·backlineautomation.com
The foundation

Foundation Building

$1,500standalone · std ~$3,000

We audit your data and tech stack, then hand you a static insights dashboard and a prioritized automation roadmap. It stands on its own — and scopes everything that comes next, including the live, interactive dashboard.

What's included

  • 60-minute discovery call
  • (2) 1-hour strategic planning sessions
  • Audit presentation, including:
    • Tech stack audit — what you have, what you're underusing, and what's worth adding
    • Donor insights — data-driven recommendations to lift retention and grow revenue
    • Budget planning — a clear starting point to budget for what comes next
    • Donor Insights Dashboard (static) — KPIs, giving trends, retention & major-donor roster; a live, interactive version comes in the next phase
    • Automation roadmap — where AI and automation can clear your biggest bottlenecks

Pricing

$1,500, fixed — the deliverables and the number are set before we start. Any third-party tools (CRM, email, automation, AI) are billed at cost, starting on free or low-cost tiers.

Timeline

~3 weeks from intake to final planning session — and we usually beat it.

Grow donor revenue

Donor Engagement

$6,0003-month engagement · std ~$10,000

This one's as much strategy as automation. We turn your Foundation data into a donor marketing plan — who to reach, when, and with what message — then build the email sequences that run it: winning back lapsed donors, welcoming new ones, and growing recurring gifts.

What's included

  • Build kickoff & planning call
  • Bi-weekly strategy calls
  • Donor marketing strategy — segments, targeting & a messaging plan, drawn from your Foundation data
  • (3) done-for-you email sequences — written & built
  • CRM automation — lapsed-donor tracking + high-priority flagging
  • Personalized touchpoints in your voice, human-approved before sending
  • Live performance tracking, plus training & handoff
  • (3) months of priority support — priority response and ongoing optimization as the sequences run

Pricing

$6,000 for the 3-month engagement — the exact three sequences confirmed from your Foundation roadmap. Any third-party tools (CRM, email, automation, AI) are billed at cost, starting on free or low-cost tiers.

Timeline

~3 months, phased — one sequence goes live at a time, so value lands early. Built into your existing CRM & email, no rip-and-replace.

Scope

The exact sequences are scoped from your Foundation roadmap. Three is the deliberate starting set — more (mid-level upgrade, major-donor stewardship) come next (see The Horizon).

Save your team hours

Operational Efficiencies

$3,500+scoped from roadmap · std ~$5,000

Every week, hours vanish into reports, reminders, and fixing the same data twice. Operational Efficiencies hands that work to automations that run on their own — so your team gets the hours back for the mission, not the admin.

Our guarantee: we'll give your team back 15+ hours a week within 60 days of go-live.

What's included

  • Strategy kickoff session
  • Bi-weekly planning sessions
  • (3) time-saving automations — automated updates, reporting, and more, chosen from your Foundation roadmap
  • Built into your existing stack, no rip-and-replace, with training & handoff
  • (3) months of priority support — priority response and ongoing optimization as the pipelines run

Examples of what we can automate

Your exact pipelines come from your Foundation roadmap — these are a few we build most:

  • Board & funder reports — assembled and formatted automatically
  • Grantee management — intake, reporting reminders & rollups (built for grantmakers)
  • Grant-deadline tracking — nothing slips
  • Data hygiene & cross-system sync — CRM, email, and sheets in agreement
  • KPI dashboard refresh — always-current numbers, no manual pulls

Pricing

Starts at $3,500; final cost may vary with the number and complexity of pipelines — a fixed quote up front, no surprises. Any third-party tools (CRM, email, automation, AI) are billed at cost, starting on free or low-cost tiers.

Anything else

Custom Solutions

Scopedto your needs · fixed quote up front

If you can think it, we can build it. Beyond donor marketing and operations, the same system extends to whatever slows your team down. You bring us the bottleneck; we scope it, quote it, and build it — no idea too big or too small.

Things we can build

  • Predictive giving signals — who's about to give, lapse, or upgrade
  • Event & campaign operations — registrations, reminders, follow-ups
  • Volunteer coordination & scheduling
  • Program participant intake & follow-up
  • Integrations that make your existing tools finally talk to each other

What every build includes

  • Scoping call to define the work
  • Fixed quote before anything begins
  • Built into your existing stack — no rip-and-replace
  • Training, documentation & handoff

Pricing: scoped per project with a fixed quote up front. Subscriptions: any third-party tools are billed at cost. The best place to start is a short conversation about what's getting in your way.