MetAiBlock Prepared for Liberty Fellowship · August 5, 2026
Strategic Plan Rollout · Proposal

The Next Chapter,
in their hands.

A year of planning becomes a two-minute read, one click to confirm it landed, and one question that turns 400 Fellows into a list of who gives time, who gives money, and who wants a call.

400people reached
75%of active Fellows, proven by click
$500k → $1Mthe revenue path it opens
Septlive before the fall push
The objective

Introduce the plan to the full network. Capture how each person wants to engage.

The build

Consumable plan page + engagement funnel, wired into your CRM.

The outcome

A segmented list of names, not an open rate. Nobody slips through.

The investment

$4,500, all-in. 50% deposit to start. Data cleanup included. Retainer untouched.

Tycely Williams CEO · Janice Wilkins Dir. Ops & Admin · Charles Smart MetAiBlock

1

What we heard

Your organization, in your words. If this is wrong, everything downstream is wrong.

"The most important action tactic right now is introducing and socializing the strategic plan."

Tycely

"There's never been a defined mission, vision, values."

Tycely

"Our future doesn't look like our past."

Janice
2005 2023 2026 The benefactor era Independent 501(c)(3) The Next Chapter a class you joined a network forming a catalyst for SC

20 years, 3 eras, 370 Fellows. Each era joined a different Liberty Fellowship. Each reads this plan through a different lens.

WAS for Liberty Fellows IS for South Carolina

The shift is real. What people joined has changed. Say it plainly; don't bury it in a document.

✓ 2 audits ✓ Form 990 ✓ Public plan ? Felt yet?

Trust is the actual goal. The proof exists. This rollout is how people finally feel it.

✉️ emails bounce 🤝 outreach by hand 📊 nothing measured ⏳ not sustainable

The engine is manual. A Fellow told you at a Chamber event he never hears from you. Systems problem, not people problem.

The sharpest thing said on the call

  • This is not only an announcement. It is a filter.
  • You are finding out who from Liberty Fellowship's past wants to be part of its future.
  • A filter needs a response mechanism. An announcement alone can't tell you who's still with you.
2

The one objective

One thing, taken all the way through. Everything else waits.

Objective

Introduce and socialize The Next Chapter to the full network, and capture how each person wants to engage.

Your CEO goal sets the bar: 75% of active Fellows. We hit it, and hand back a segmented list of who gives time, who gives money, and who wants a conversation.

3

Two audiences, cleanly separated

One group funds and powers the work. The other is who the work is for.

THE FELLOWS 400 people Give TIME Give MONEY THE BENEFACTOR LIBERTY FELLOWSHIP convener + catalyst SOUTH CAROLINA the whole state civil discourse, impact THE BENEFICIARY

This proposal is about the left box only. How you speak to South Carolina is a separate voice. Mixing them is what makes messaging feel muddy.

4

What we build

Six pieces. Each one replaces something manual, unmeasurable, or leaking.

The plan, consumable

  • Two-minute visual read
  • Real event photos, real feeling
  • Full PDF as a download

One-click acknowledgment

  • "Confirm this reached you"
  • A click, not an open rate
  • Your 75% proof for the board

The engagement fork

  • Time · Money · Unsure
  • Real options behind each
  • Nobody leaves without a path

Everything in your CRM

  • Every click lands on the record
  • One system, no spreadsheets
  • Segmented and reportable

The follow-up sequence

  • 3 emails + 2 texts, staggered
  • Then a human call list
  • Nobody chased twice, nobody missed

Data hygiene Included

  • ~400 records cleaned + deduped
  • Refreshed employer, email, mobile
  • Fixed once, before the send
5

How it flows

From send to segmented list. Every branch ends somewhere useful.

Email + text to 400 "Confirm you got this" → click The plan, in two minutes GIVE TIME · host a gathering at your home · mentor at the leadership lab · welcome the new class GIVE MONEY · global learning scholarships · the leadership lab · underwrite a class UNSURE · a 15-minute conversation · we call you, personally Written to the record in your CRM segmented, reportable, no spreadsheet No response after 3 emails + 2 texts → a clean call list for a human
6

Why this pays for itself

You're at ~$500k a year, aiming at $1M. The gap isn't a fundraising problem. Most of the network has simply never been asked.

The core move

120+ truly active Fellows today × $250 per quarter, tied to an initiative $120,000+ / year before a single major gift

Your most engaged people are also your most affluent. $250 a quarter is a dinner out for a group that includes ~70 Fellows earning $250k+.

Giving levels that mean something (illustrative)

LevelQuarterlyWhat it funds
Advocate$250Civil discourse programs
Champion$500A global learning scholarship
Steward$1,000Impact initiatives they choose

Levels tie every dollar to civil discourse and the impact initiatives Fellows themselves identify. People give to something, not to a general fund.

The missing ingredient is designation

  • Scholarships for global learning
  • The leadership lab at the technical college
  • Underwriting a class
  • A "why" at the top of the giving page
7

Timeline

Live before September, so the fall calendar has something to point at.

DAYS 1-2 Access + assets DAYS 3-6 Build + wire + clean the data DAYS 7-8 Your review + sign-off DAY 9 Send to the full network DAYS 10-20 Sequence runs + call list delivered

Deposit + access in hand this week puts system delivery at Friday, August 14. Your live engagement timeline tracks it as a milestone: liberty.proposals.metaiblock.com/timeline

8

What we need from you

  • CRM admin access plus the list of what else connects to it
  • Photo assets into the shared drive (Flickr links work too)
  • Volunteer options for "give time" this fall
  • Giving designations for "give money"
  • Final audience list from Megan
  • Copy sign-off — nothing sends without your word
9

Investment

One build, priced whole. Everything below is included.

📄 Rollout landing page

The plan, made consumable + downloadable

✅ One-click acknowledgment

Your 75% proof, by click

🔀 Engagement funnel

Time · Money · Unsure, with real options

🔗 CRM integration

Every response written to the record

📬 Follow-up sequence

3 emails + 2 texts + the human call list

🧹 Data hygiene no charge

~400 records cleaned + augmented, our gift

Total investment

Fixed. No hourly surprises. 50% deposit to start, balance on delivery.

$4,500

Ready to start? Three steps.

  • Pay the $2,250 deposit — that starts the clock
  • Send the access + assets from section 8
  • We build. Target delivery: Friday, August 14
View and pay the deposit

Our recommendation on your retainer

  • Keep your consulting retainer intact and separate from this build.
  • It stays reserved for strategy sessions like today's, and direct access when you need to think something through.
  • Builds like this one are proposed and invoiced individually as we go.
  • The retainer refreshes as it's used, so the door is always open.

There is more ahead of us than this first build. This keeps your access and your projects from competing with each other.

10

What comes after

Not part of this build. Named so the road is visible.

🧭 AI, chosen and adopted

Select the right AI for your team, set the norms, implement it inside your operations

🧠 An organizational second brain

Start by capturing what Janice knows. Grow it into persistent intelligence every staff member can query

⚙️ Automation for a lean team

The repetitive work leaves the humans. Four people operate like ten

🔎 Network intelligence

Mine your own Fellow data daily. Ask "who's working on healthcare in the Upstate?" and get answers

💛 Designated giving, built out

Levels, designations, and a giving page with a why

📅 Annual meeting flow

Registration with visible attendance, March 4, 2027

The model you're already sitting on

  • Your contributors ARE your delivery force. The same Fellows who give are the ones creating impact for South Carolina.
  • That makes your cost of impact structurally low, and your model rare.
  • Independence raised your overhead. AI brings it back down.
  • Every dollar raised goes further. That is the story funders want to hear.