Welcome to Agentic Moves Management thatmoves a relationship one stage at a time.
Moves management mostly lives in officers' heads and quarterly check-ins. Risely's agents track each relationship's arc, draft the next move the day the last one closes, and flag the cultivations going quiet.
The arc · one alum, first touch to ask
advancing
Re-engage
reunion coffee · logged
Discover
lab tour with the department · logged
Align
scholarship concept shared · logged
Ask
$50K scholarship · drafted for this month
Steward
impact plan pre-built
Each stage closed with a logged outcome before the next one drafted. No stage got skipped, and no six-month gap opened where the relationship went cold on a sticky note.
The officer makes every call and every ask. Risely keeps the arc.
Every stage closes with a logged outcome.
The coffee happened and she asked about the department. That sentence lands on the record the same day, so four months later the office knows exactly where the relationship stands.
Closed stages land on the record
logged the same day
Reunion coffee happened, and she asked about the department
Her interest held after the lab tour with the department
The officer shared the scholarship concept, and she asked for the numbers
A stage without a logged outcome is a memory. Four months later nobody can say what happened, or what should happen next.
The next move drafts the day the last one closes.
A closed stage earns the following one, so Risely sizes it, dates it, and holds it. The officer decides whether that is the right move and the right week.
The day the last stage closed
Closed
Align · the scholarship concept landed well.
Drafted
Ask · $50K scholarship, sized to the concept she asked about.
It is dated for this month, with the case, the structures, and the fund attached.
Waiting on the officer, who decides whether it is the right move and the right week.
A quiet arc gets flagged before it goes cold.
Cultivations die from gaps rather than from rejection. Risely watches the time since each stage closed and raises the one drifting, while the officer can still do something about it.
Time since the last stage closed
one flagged
Cultivations die from gaps rather than from rejection. Risely raises the one going quiet while the officer can still do something about it.
The pipeline report reads straight off the record.
Because every stage was closed by a logged outcome, the board number is a reading rather than a reconstruction. The VP forecasts from what actually happened.
The pipeline breaks out by stage
read from the record
Qualification
Cultivation
Solicitation
Stewardship
Every stage on this chart was closed by a logged outcome, so the VP forecasts from the record rather than from a spreadsheet assembled the night before the board meeting.
One thing moves. The arc re-plans.
A visit lands well, a call goes nowhere, an officer changes, a donor asks for a year. Any of them changes the arc, and every one runs the same way.
A stage closes
the scholarship concept lands well
Risely logs the outcome
on the record, the same day
The next stage drafts
an ask, sized and dated
The officer approves it
one arc, one decision
The stewardship plan pre-builds
before the gift arrives
What changes, and how it runs.
No stage gets skipped
Each one closes with an outcome on the record before the next one drafts.
The ask arrives earned
Three stages closed on schedule, which is what a donor experiences as being known.
The forecast stops being fiction
Every stage on the board report was closed by a person and logged the same day.
The technical read
Connects read-only to your CRM and contact-report history to start
An officer approves every stage change and makes every ask
Every outcome lands on an append-only log
Runs alongside what you have. Nothing rips out.