We curate & deliver
marketing & fundraising
solutions that drive results
Our Solutions
Audits
Our marketing and fundraising audits are unique in that they take multiple strategic and functional considerations into account when analysing the effectiveness of your marketing or fundraising efforts.
Audits are a systematic and comprehensive review of your organisation's environment, strategies, and activities, and grounded in how best these actions deliver on your goals. They provide a deep, data-driven analysis to identify strengths, weaknesses, and areas for improvement.
We typically analyse the following components of your marketing or fundraising* activities:
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Objectives & strategy
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Promotional channels
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*Fundraising channels
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Campaign performance
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Technology & tools
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Productivity & workflows
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We start each project with assimilating as much information and access to data sources as possible. We do this in accordance with our auditing frameworks which are built to analyse multiple components of your activities, systems, campaigns, and enabling resources inherent in your organisation. We work with your teams to identify, define, document, and analyse each assessment criteria thoroughly to ensure that our methodology is grounded in the essence of your organisation. The delivery process starts with an initial presentation of findings, and concludes with a final report detailing the assessments, insights, and recommendations proposed.
Typically, systematic audits are for medium to large organisations that require an unbiased, methodical assessment of their existing plans and activities.
Strategies
We strive for well-crafted, innovative yet realistic strategies that align with your organisation's goals. Each strategy is curated based on your organisation's uniqueness and intended value to its audiences.
A marketing or fundraising strategy is your organisation's roadmap for reaching the right audience, communicating your value, and driving growth amongst customers, clients, or donors. It defines clear goals, identifies your target market, and outlines the most effective ways to engage and convert your audiences.
We typically develop strategies for:
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Marketing (traditional & multi-channel)
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Fundraising (donor acquisitions & retention)
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Digital marketing (multi-functional)
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Although the format of our strategies may vary depending on the scope and requirements of the project, we typically provide the following:
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Situational overview (including a competitive analysis) & insights report
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Strategic report connecting key marketing functions & objectives
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12-24 month action plan for the execution of the strategy
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Typically, our strategies suit small-medium sized organisations that need structured, personalised plans to achieve their strategic objectives.
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Individual skills assessments
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Workflow & procedure development (incl. SOPs)
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Implementation plans for existing strategies
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Digital content strategy
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Campaign monitoring & evaluation
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Workshops & general marketing, digital, or fundraising advisory services
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Each organisational need and project is unique. We offer a variety of consultations, workshops, projects, or retainer-based options to ensure that we deliver the expected outcome within a timeframe that suits you and your teams best.
For teams that need dedicated and specialised support without the internal capacity to do so themselves. We work across sectors and have a special interest in the NGO and charitable giving sector.
Support
Your internal teams may lack the experience or bandwidth to fully execute your organisation's vision. As such, we've optimised our supportive services to reduce the analytical, procedural, and capacity-building bottlenecks commonly found in the pursuit of growth objectives.
We can help you assess your team's capacity to execute your marketing plan, create clear resource lists, timelines, responsibilities, and develop engaging content that resonates with your target audience. Additionally, we provide insights into campaign performance and offer a fresh, professional perspective to address your marketing challenges and opportunities.
What our clients say
Support
Key areas of support to define, determine, develop, and document your internal capabilities and performance objectives.
Audits
Comprehensive assessments of your digital, marketing, and fundraising activities to pinpoint where your gaps exist and which strengths to capitalise on.
Strategies
Effective, ambitious yet pragmatic plans that are built on data-driven insights and centred around delivering value to your customers, clients, or donors.
Working with Lee and Robyn has been a highly positive experience for our entire digital team. Their people-centered approach, attention to detail, and commitment to understanding our needs stood out. They not only demonstrated a keen attention to our project needs with tailored solutions that added value, but also helped foster a good team spirit. Overall, the collaboration was smooth and effective.
Ludivine Houdet
General Director - MSF Taiwan
I had a superb experience working with Upperhand Consulting for the marketing of my practice! Lee was incredibly professional, attentive, and really took the time to understand my goals. His expertise and insights helped elevate my business, and I saw noticeable improvements in engagement and reach. The entire process was smooth and thorough and Lee’s dedication made me feel like I was truly in good hands. I highly recommend Upperhand Consulting to anyone looking for top-notch marketing services!
Dr Viola Mack
Ahara Health
An experienced marketing partner that feels like an extension of your team
Why Choose UP?
We use our 15 years+ marketing industry expertise, 7 years+ fundraising experience, systems thinking approach, and strong analytical skills to work with you and your teams to assess multiple components of your marketing objectives, strategy, and execution.
We use that same analytical method to develop pragmatic, yet ambitious, marketing strategies that are tailored to your key objectives.
At Upperhand Consulting, we place a lot of value on integrity. We apply principles of objectivity, transparency, and practicality in the way that we work. We model best practices, and are highly motivated to deliver the best value to our clients.
Robyn Luizinho
Education | Communications | Client Success
Robyn is responsible for the day-to-day management of the business, ensuring efficiency, managing resources, and improving Upperhand’s overall performance. With a Masters in Second Language Acquisition, Robyn’s expertise supports our communications activities. Her 15+ years in teaching ensures that project outcomes are intimately understood, while any learning and people-centred activities are tailored for maximum value.
Lee Luizinho
Strategy | Insights | Growth
Lee is the driving force behind the organisation. As the lead consultant, Lee focuses on finding opportunities to improve workflows, technologies, and ultimately the end user experience. With his B Comm Honours in Marketing Management and over 15 years’ experience in marketing, business, and more recently in the NGO space, Lee is perfectly positioned to provide level-headed and strategic guidance on how to utilise your resources and teamwork efficiently, to drive long-lasting business solutions.
Our culture is built on a foundation of trust, collaboration, and shared vision. We believe that true value stems from bringing together individuals whose expertise and passion align seamlessly with our mission.
We’ve cultivated deep connections with a network of dedicated professionals - graphic designers, motion and video creators, marketers, educators, and web developers - each embodying our commitment to excellence. They understand our core values and help us deliver the precise impact we aim to create for our clients, enhancing not just our services but the way we work and grow together.
Brands we've worked with
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