Project Title: Strengthening Client Relationships and Market Expansion for AFLCT

Arts For Learning Connecticut

Details
Project Title Strengthening Client Relationships and Market Expansion for AFLCT
Project Topics Artificial Intelligence & Machine Learning Child Welfare Corporate Social Responsibility Customer Service & Account Management Data Management Digital Marketing Growth Strategy Innovation Market Research Marketing PR & Communications Research, Analysis, Evaluation Sales & Business Development Training & Development
Skills & Expertise
Project Synopsis: Challenge/Opportunity
AFLCT is addressing the dual challenge of improving client retention and proactively acquiring new partners in a scalable, systematized way. While the organization has a strong base of returning clients and a well-regarded reputation, retention has historically relied on informal relationship management. New client outreach has largely been reactive, creating gaps when school leadership changes or priorities shift. Additionally, there is a growth opportunity to reach new markets, such as private schools, libraries, and corporate clients seeking DEIB-aligned training, without overloading the lean staff. The new retention initiatives launched in June and August are designed to formalize and personalize outreach in efficient and mission-aligned ways. 

Project Synopsis: Activities/Actions Required
We have already mapped out several strong activities in the months ahead, including: 
  • Early and Warm Outreach:
    • Personalized thank-you cards in June to close the year on a strong note.
    • Creating Salesforce renewal opportunities by June 15 to track next year’s potential revenue.
  • Impact Communication:
    • August co-branded impact letters to reinforce program value and outcomes.
    • Digital milestone badges and recognition will be distributed in the annual report to celebrate long-term partners.
  • Proactive Fall Engagement:
    • A September kickoff email highlighting new offerings and encouraging early booking.
    • Strategic follow-up calls and in-person visits from October through April, especially for partners who haven’t renewed yet.
  • First-Year Client Journey Enhancements:
    • A multi-touchpoint process for all new clients, including phone follow-ups, first-program site visits, and personalized impact letters one month post-program.
    • Emphasis on capturing context and school-specific information early in the inquiry process to tailor recommendations and build rapport.
  • Automation and CRM Use:
    • Leverage Salesforce more effectively to create segmented opportunities, set reminders for check-ins, and log feedback.
In addition, the MBA team may support by auditing the effectiveness of these activities and recommending refinements, such as adding marketing automation, segmenting leads, or creating retention-focused content templates.
 
Project Synopsis: Expected Results
A combination of strategic insight and tactical implementation will measure success. Specifically, AFLCT hopes to achieve: 

  • A documented and refined sales and retention framework, integrating best practices from both the nonprofit and business sectors, with clear workflows for client acquisition, retention, and re-engagement.
  • A measurable increase in renewal rates from current partners (ideally improving on the current baseline).
  • More substantial Salesforce utilization with clear opportunity records, improved segmentation, and lead scoring for better prioritization.
  • Development of turnkey marketing assets (impact templates, email sequences, inquiry forms) tailored to different audiences (public schools, private schools, libraries, and corporate HR/ERG teams).
  • Expanded outreach into new markets, resulting in at least 10 new pilot clients in the corporate or private education space within 12 months.
  • More effective re-engagement with lapsed clients, leading to a year-over-year decrease in churn.
If these systems are implemented and used consistently, AFLCT will not only retain more partners but also build a growth model that is scalable, resilient, and aligned with its mission.
 

Project Timeline

Arts For Learning Connecticut - Strengthening Client Relationships and Market Expansion for AFLCT
Due Date
Activities
Deliverables
Status
Action
Fri, 06/06/25
12:00 AM UTC
Kickoff Self Evaluation
Required Evaluation
Evaluation submission is required.
Mon, 06/09/25
12:00 AM UTC
Program Kickoff
Keys to Success
● Think Like a Strategist: Don't just collect data. Ask "Why?" and "So what?" to uncover the strategic implications for Sokolin.
● Go Deep on Data: Your analysis will only be as good as the information you gather. Be thorough and curious.
● Communicate Proactively: Provide regular updates on your progress and don’t hesitate to ask clarifying questions.
● Tell a Story: Your final presentation should tell a clear and compelling story about the competitive landscape and Sokolin's path forward.
No Deliverables
No deliverables are required for this action item.
Guiding Questions:
Keys to Success
● Think Like a Strategist: Don't just collect data. Ask "Why?" and "So what?" to uncover the strategic implications for Sokolin.
● Go Deep on Data: Your analysis will only be as good as the information you gather. Be thorough and curious.
● Communicate Proactively: Provide regular updates on your progress and don’t hesitate to ask clarifying questions.
● Tell a Story: Your final presentation should tell a clear and compelling story about the competitive landscape and Sokolin's path forward.
Location: In Person
Mon, 06/16/25
5:00 PM US/Eastern (UTC-04:00)
TEMPERATURE CHECK: How's it going?
Required Evaluation
Evaluation submission is required.
Mon, 06/16/25
5:00 PM UTC
Temp Check #1
Required Evaluation
Evaluation submission is required.
Mon, 07/07/25
5:00 AM US/Eastern (UTC-04:00)
Temp Check #2
Required Evaluation
Evaluation submission is required.
Fri, 08/08/25
12:00 AM UTC
HOW DID IT GO? Please give us feedback =)
Required Evaluation
Evaluation submission is required.
Fri, 08/08/25
12:00 AM UTC
End of Project Peer Evaluation
Required Evaluation
Evaluation submission is required.
Fri, 08/08/25
12:00 AM UTC
End of Project Self Reflection
Required Evaluation
Evaluation submission is required.

Program Managers

Name Organization
Alisa Hunt Post University
Raymond Kasei Post University

Teams

Team Name  Project Name  Team Members 
No Teams Available