Three axes, A–F grades each. The lowest score is the ceiling. Industry standard since the 1970s.
L
Linkage
Who knows them and how well. Board, peer donors, staff relationships, parish ties.
A
B
C
D
F
B: Strong parish + board connections. Bishop has met her twice.
A
Ability
Wealth Engine capacity rating. Real estate, business interests, prior giving level.
A
B
C
D
F
A: Wealth Engine ask range $8k–$12k. Estate > $5M.
I
Interest
Affinity for this specific cause / project. Past giving pattern, expressed enthusiasm.
A
B
C
D
F
A: Mentioned Cathedral interest. Up 18% YoY giving.
Suggested ask range — Wealth Engine v1
Recommended ask
$8,000 – $12,000
Computed from: largest single gift × 3 (RFM-adjusted) · 5-year cumulative · capacity rating × 1.15 upward-trend signal. Officer can pin a different amount.
Officer-pinned ask amount (optional)
Project / fund of interest
LAI: B/A/A · ask range $8k–$12k
Strategy — who works it, where it starts
Where the prospect enters the pipeline and who owns the moves. Atlas auto-suggests based on capacity match + officer load + geography.
Initial pipeline stage
Identification
Qualification
Cultivation
Solicitation
Stewardship
Margaret is an existing donor with strong linkage — start at Qualification (skip Identification). A discovery call confirms interest within 14 days.
Assign solicitor
Primary solicitor
Co-solicitor (optional)
G
Guru AI suggests: Sarah is your best match — 81% conversion rate on $10k+ Cathedral prospects, average cycle time 71 days, currently at 18 of 130 portfolio slots. Geography match (Albany).
Already accepted →
Source & campaign
Source
Related campaign
Target close date
Cultivation theme
Sarah Reynolds · Qualification stage · Cathedral Capital
Queue the first move
Adding a prospect without scheduling the first move is the #1 reason prospects rot. Atlas creates the task and meeting brief automatically.
Discovery visit · within 14 days
Task title
Due
Owner
Priority
Auto-generate a Guru AI meeting brief
Pre-meeting brief — ready when you open the activity
Guru AI compiles giving trend · ask range · overdue tasks · related campaign progress · recommended ask · talking points. Updated daily until you open the meeting.
Initial note (becomes first Action on her timeline)
Discovery visitDue May 18, 2026 · High priority · task created for Sarah
Meeting briefAuto-generated · ready when she opens the visit
Cultivation segmentAdded to "Cathedral major-donor cultivation" (12 → 13 prospects)
Launch emailTomorrow 8 AM to Sarah
✓
All checks passed. Sarah has capacity (112 slots). Margaret's LAI score is qualifying. Discovery visit task created. Audit log entry will fire on save.