Discovery Call - 60 or 90 mins between Dmitri Sunshine and Christian LeFer | InstantNonprofit — Summary

Date: March 16, 2026 | Duration: 90 min | Via: Zoom

Overview

InstantNonprofit is facing significant growth challenges, characterized by flat revenues and malfunctioning sales funnels that hinder conversions
Christian LeFer emphasized the urgency of fixing these funnels, which currently suffer from technical errors, leading to revenue plateaus
Despite a strong customer base of around 4,000 active clients, the company is missing out on upsell opportunities due to limited team capacity
The absence of a dedicated technical leader is affecting system stability and project execution
Christian aims to raise between $1 mi ll i o nan d$ 2 million while needing to refine the pitch deck to align with investor expectations
The team recognizes the potential of improving their flagship product, Autopilot, and the need for better operational leadership to streamline processes and enhance revenue generation

Review investor materials sent and finalize fundraising deck by lunchtime to meet deadlines (11:13)
Lead project to develop a conversion-optimized sales funnel page and test lead capture with clear performance metrics; determine if PPC partner Brandon will deliver or if internal management is needed (54:00)
Provide organizational chart and team capacity details for informed planning (28:14)
Continue outreach to leads for high-ticket sales and equity capital while funnel issues are resolved (37:23)
Assign Liz to transition off sales calls and onto customer outreach and webinar facilitation when freed up (26:30)

Focus on developing strategy and operational materials for high-ticket offers; optimize recurring revenue product ‘Autopilot’ including take rate, retention, cancellation, and pricing improvements (31:14)
Support and coordinate team efforts in campaign execution while balancing networking and travel schedule (32:00)
Clarify requirements for operational support role and differentiate marketing versus operational responsibilities (01:23:01)

Prepare and deliver proposal scoped for immediate funnel and website fixes including automated error detection and conversion optimization (01:28:33)
Conduct security and technical environment review (backups, credential management, SOP compliance) to prevent operational risks (41:30)
Provide strategic advice on operational improvements, project management practices, and KPI reporting as part of initial engagement (44:20)
Upon successful initial engagement, prepare proposals for extended operational and strategic partnership services (01:28:33)

fundraising, sales funnels, operational support, AI integration, conversion optimization, project management