ProgrammableMarketing/benevity.com (opens in a new tab)
PDF

Views

  • Plan
  • Roadmap
  • Research

On this page

  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 10
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Benevity
Benevity logo

growth playbook · Oct 23, 2026

benevity.com (opens in a new tab)

Benevity growth playbook

Diagnosis

Benevity is the established leader in corporate purpose software, with deep content, comparison pages, research and a 98% renewal rate. Its hiring shows where it is pushing: a product marketing team to unify messaging and launches, demand generation with Clay and LinkedIn, an external communications lead to grow the executive voice from Impact Labs data, enterprise sellers in the US and UK, and a new GenAI architecture lead.

The gaps are in the details buyers check: proof numbers that disagree across pages, a slow homepage hero on phones, only three industry pages for a client list spread across many sectors, and no pages for the new Teams launch or for the finance and legal reviewers who decide deals.

This playbook fixes those first, then builds peer-targeted pipeline, a Europe path, a reviewer pack, a public benchmark and transparent AI.

Growth Score

7/10

Biggest Opportunity

Turn what Benevity already owns (49 client stories, Impact Labs data, 2.5 million nonprofits and measured AI results) into consistent proof and targeted pipeline.

Biggest Risk

Bonterra now owns both CyberGrants and Deed, and lighter tools like Submittable and Goodera compete on price; inconsistent claims or slow AI adoption would make it easier for buyers to see Benevity as one option among several.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    One proof sheet: the homepage, pricing and demo pages give buyers different numbers for the same claims

    List every number on the homepage, pricing, demo and comparison pages in one sheet.

    High impact First result in 2 weeks
  2. 2

    Make the homepage hero load in under 3 seconds on phones

    Export the hero image at 1,200 px wide in WebP and compare file sizes.

    Medium impact First result in 1 month
  3. 3

    Update the industry pages to the 2026 research and the new AI proof

    Replace the 2025 report card on the insurance page.

    Medium impact First result in 2 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 7Fill-ins · 5Reconsider · 7
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The new Senior PMM is hired to keep "a unified narrative in the market", and the site's promise is "Trust at scale. Undeniably proven." Yet the proof points disagree across pages: the homepage says Benevity validates "2.5 million organizations" while its own comparison table says "312K+"; it says money moves to "200+ countries" while pricing says "150+ countries"; culture is 75% on the homepage and 77% on the Bonterra page; total impact is $16.6B donated plus $20.1B in grants on one page and "$34.5 billion" on another; the demo page says clients are "1,000 or more employees" and "thousands of employees". A CFO or procurement lead comparing pages sees a vendor that cannot keep its own numbers straight.

    High impactLow effort First result in 2 weeks Senior Manager

    First action

    List every number on the homepage, pricing, demo and comparison pages in one sheet.

    How to measure it

    Pages aligned to the proof sheet

    Now
    –
    Target
    All top 30 pages
    By
    30 days

    Steps

    1. 1

      Collect the numbers

      Every stat on the top 30 pages, with page and wording.

      Product Marketing Manager 1 day

    2. 2

      Define each one

      What it counts, which year, which source (Annual Impact Report, client survey).

      Senior Manager, Product Marketing 2 days

    3. 3

      Split look-alikes

      "Validated" vs "funded" nonprofits; disbursement countries vs validation countries.

      Senior Manager, Product Marketing 1 day

    4. 4

      Fix the site

      Homepage table, pricing, demo FAQ, comparison pages, footer year.

      Web team 3 days

    5. 5

      Fix the decks

      Sales deck, one-pagers and competitor comparisons.

      Product Marketing Manager 1 week

    6. 6

      Brief partners

      PR agency and paid media get the sheet.

      External Communications Manager 1 day

    7. 7

      Set an owner

      One person updates the sheet when the Annual Impact Report changes.

      Senior Manager, Product Marketing yearly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Senior Manager, Product Marketing

    Smallest test

    Fix the 312K+ row in the homepage comparison table today.

    Why it works

    Write one source-of-truth proof sheet (each number, its definition, its source and its date), then fix every page to match it: say "312K nonprofits funded in 2025" and "2.5M nonprofits validated" as two different numbers, pick one country figure with a footnote, align the survey percentages and the client-size line, and update the "© 2025" footer. Give the sheet to sales, demand gen and the PR agency so decks, ads and press use the same figures.

    Enterprise buyers check claims before they bring a vendor to finance and legal. Consistent, defined numbers are the cheapest credibility gain available, and they also stop AI assistants from quoting the wrong figure.

    Ready to use

    ChecklistProof sheet columns

    [ ] Claim as written on the site
    [ ] Definition (what is counted)
    [ ] Period (year or to date)
    [ ] Source (Annual Impact Report, client survey, platform data)
    [ ] Pages where it appears
    [ ] Approved wording
    [ ] Owner and next review date

    Risks and how to handle them

    • Some figures have no clean source

      Remove them rather than round them up.

    • Pages drift again

      Store the numbers once in the CMS and reuse them as components.

    Evidence

    • HiringSenior Manager, Product Marketing (two posts, Calgary, September 21 and 25, 2026): owns "the end-to-end messaging and GTM strategy for the Benevity Enterprise Impact Platform", aligns output "ensuring a unified narrative in the market", standardizes "messaging frameworks, and competitive intelligence", and must "Ensure product messages proliferate throughout the buyer and client journey by collaborating with website, content, and demand generation teams."Source
    • Your websiteHomepage: "Trust at scale. Undeniably proven."; "$16.6B Total donated", "122.9M Total volunteer hours", "$20.1B Total grants managed" (2025 Annual Impact Report); "99% payment success. 200+ countries."; "Continuous nonprofit validation across 2.5 million organizations", while the "Benevity vs. Point Solutions" table on the same page says "Continuous nonprofit validation, 312K+"; "75% say Benevity helps them build a stronger, more connected culture"; an AI block lists Match Assurance, AI Grant Summaries and "Total Governance" ("the ability to opt out of any usage in the platform"); "Trusted by nearly 1,000 of the world's most admired companies"; the footer reads "© 2025".Source
    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
    • Your websiteDemo page: "In 2025, clients donated $2.7B, logged 23.7M volunteer hours, and supported 312K nonprofits"; Benevity "continuously validates nonprofits across 200+ countries and territories"; clients are "typically companies with 1,000 or more employees", while the same page's FAQ says "typically companies with thousands of employees".Source
    • Your websiteComparison pages exist for YourCause, Bonterra CyberGrants, Deed and Submittable. The Bonterra page says clients "have collectively disbursed over $34.5 billion in total donations and grants" and "logged over 100 million volunteer hours", cites "77%" for a stronger culture, quotes G2 scores (support 9.3 vs 8.8, ease of use 9.0 vs 8.2) and is "current as of September 15, 2026"; it notes Bonterra acquired Deed in March 2026.Source
  • 02

    Google's lab test gives the homepage a mobile performance score of 36 and a 21-second Largest Contentful Paint, the hero photo being the slowest element. Real visitors fare better (2.3 s across the site), but the homepage itself sits at 3.1 s, above Google's 2.5 s "good" line, and it is the page every paid and outbound click lands on.

    Medium impactLow effort First result in 1 month Web team

    First action

    Export the hero image at 1,200 px wide in WebP and compare file sizes.

    How to measure it

    Homepage LCP p75

    Now
    –
    Target
    Under 2.5 s
    By
    60 days

    Steps

    1. 1

      Measure

      Current lab and field numbers.

      Web team 1 hour

    2. 2

      Compress the hero

      AVIF or WebP, phone and desktop sizes.

      Web team 1 day

    3. 3

      Preload it

      Priority hint for the hero image.

      Web team 2 hours

    4. 4

      Lazy-load the rest

      Logos and lower sections.

      Web team 1 day

    5. 5

      Trim scripts

      Review Tag Manager tags for duplicates.

      Demand Generation Manager 2 days

    6. 6

      Re-test

      PageSpeed and Chrome field data after 28 days.

      Web team 1 month

    First result
    1 month
    Cost
    $0
    Owner
    Web team

    Smallest test

    Compress and preload the hero image only, then re-run PageSpeed.

    Why it works

    Serve the hero photo as a compressed AVIF or WebP at phone size, preload it, lazy-load images below the fold, and defer non-essential scripts loaded through Tag Manager. Re-test with PageSpeed and watch the homepage's field LCP over 28 days.

    Faster first impressions lift engagement on paid and email traffic, and the demand gen hire will be paying for every one of those clicks.

    Risks and how to handle them

    • Visual quality drops

      Check the hero on high-density screens before publishing.

    Evidence

    • Google PageSpeedHomepage on mobile: performance 36/100 and Largest Contentful Paint 21.1 s in the lab test, the LCP element being the hero photo of two people with a tablet; desktop performance 47. Real Chrome visitors: origin LCP p75 2.3 s (good) but 3.1 s for the homepage itself (needs improvement); INP 113 ms and CLS 0 pass. Accessibility 97, SEO 100.Source
    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
  • 03

    The insurance industry page still promotes "The State of Corporate Purpose 2025" although the 2026 edition is out, and none of the three industry pages mentions Match Assurance or AI grant scoring, which Benevity launched this year.

    Medium impactLow effort First result in 2 weeks Product Marketing Manager

    First action

    Replace the 2025 report card on the insurance page.

    How to measure it

    Industry-page demo requests

    Now
    –
    Target
    +20%
    By
    90 days

    Steps

    1. 1

      Audit

      Three industry pages for dated assets.

      Product Marketing Manager 2 hours

    2. 2

      Pick numbers

      One 2026 stat per sector.

      Impact Labs research lead 1 day

    3. 3

      Add AI block

      Match Assurance and grant scoring results.

      Product Marketing Manager 1 day

    4. 4

      Publish

      With an updated date.

      Web team 1 day

    5. 5

      Link from outbound

      Use in sector sequences.

      Sales Development 1 day

    6. 6

      Review

      Every report release.

      Product Marketing Manager yearly

    First result
    2 weeks
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Update the insurance page today.

    Why it works

    Swap in the 2026 report on each industry page, add one sector-relevant number from it, and add a short AI block (Match Assurance, grant summaries and scoring) with the "30% to less than 3%" match-decline result. Add a "last updated" date.

    Industry pages are where regulated buyers land from search and outbound; current research signals an active, expert vendor.

    Risks and how to handle them

    • Sector numbers too thin

      Use the overall figure with a clear label.

    Evidence

    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
    • Benevity researchState of Corporate Purpose 2026 (Benevity Impact Labs): "78% of companies continued their purpose work as before"; "communications and storytelling earning the largest budget jump"; "74% of companies said the political and regulatory environment influenced their strategy"; trend "The AI paradox: high hopes and hesitancy".Source
    • Press releaseJune 4, 2026 (Benevity Live!): AI grant application scoring; Match Assurance "adopted by more than 500 clients since its release in March 2026", with "external match decline rates" dropping "from 30% to less than 3%"; the agentic "Impact Workspace" coming later in the year; Community Reinvestment Act (CRA) reporting for financial institutions; and a Benevity Causes Portal for its "global nonprofit network of 2.5 million organizations". Benevity manages "more than $2 billion in grants every year".Source
    • HiringProduct Marketing Manager (Calgary and Toronto, posted September 14, 2026): "Are you already thinking about how AI is influencing all three?" (product, sales and marketing); develops "persona-based value messaging, sourcing fresh market insights and proof points"; owns launches "from market research and pricing through cross-functional launch plans to support sales win rates"; builds content for Sales Enablement, Digital and Client Success.Source
  • 04

    Benevity says Match Assurance was adopted by more than 500 clients after its March 2026 release and cut external match declines from 30% to under 3%. The PMM brief asks how AI is changing product, sales and marketing; this is Benevity's clearest measured AI outcome, but the homepage only quotes a time saving.

    High impactLow effort First result in 1 month Product Marketing Manager

    First action

    Ask two Match Assurance clients for a quote and permission to use their numbers.

    How to measure it

    AI-sourced opportunities

    Now
    –
    Target
    25 a quarter
    By
    2 quarters

    Steps

    1. 1

      Gather results

      Decline rates and hours from 10 clients.

      Client Success 1 week

    2. 2

      Write the story

      One page and three slides.

      Product Marketing Manager 3 days

    3. 3

      Record a client

      90-second video.

      Product Marketing Manager 2 weeks

    4. 4

      Train AEs

      Talk track and objection handling.

      Product Marketing Manager 1 day

    5. 5

      Add to the site

      Homepage AI block and AI CSR platform page.

      Web team 2 days

    6. 6

      Track

      Opportunities tagged AI.

      Revenue Operations monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Put the 30% to 3% result on the homepage AI block.

    Why it works

    Build a one-page AI value story around Match Assurance (declines avoided, admin hours saved, employee experience), a talk track for AEs, and a short client video. Use it as the opener in sequences to companies whose matching programs are run by small teams.

    Measured outcomes beat AI claims, and buyers in the State of Corporate Purpose report are hesitant about AI; proof answers that hesitation.

    Risks and how to handle them

    • Results vary by client

      Show a range and the median.

    Evidence

    • Press releaseJune 4, 2026 (Benevity Live!): AI grant application scoring; Match Assurance "adopted by more than 500 clients since its release in March 2026", with "external match decline rates" dropping "from 30% to less than 3%"; the agentic "Impact Workspace" coming later in the year; Community Reinvestment Act (CRA) reporting for financial institutions; and a Benevity Causes Portal for its "global nonprofit network of 2.5 million organizations". Benevity manages "more than $2 billion in grants every year".Source
    • HiringProduct Marketing Manager (Calgary and Toronto, posted September 14, 2026): "Are you already thinking about how AI is influencing all three?" (product, sales and marketing); develops "persona-based value messaging, sourcing fresh market insights and proof points"; owns launches "from market research and pricing through cross-functional launch plans to support sales win rates"; builds content for Sales Enablement, Digital and Client Success.Source
    • Benevity researchState of Corporate Purpose 2026 (Benevity Impact Labs): "78% of companies continued their purpose work as before"; "communications and storytelling earning the largest budget jump"; "74% of companies said the political and regulatory environment influenced their strategy"; trend "The AI paradox: high hopes and hesitancy".Source
    • Your websiteHomepage: "Trust at scale. Undeniably proven."; "$16.6B Total donated", "122.9M Total volunteer hours", "$20.1B Total grants managed" (2025 Annual Impact Report); "99% payment success. 200+ countries."; "Continuous nonprofit validation across 2.5 million organizations", while the "Benevity vs. Point Solutions" table on the same page says "Continuous nonprofit validation, 312K+"; "75% say Benevity helps them build a stronger, more connected culture"; an AI block lists Match Assurance, AI Grant Summaries and "Total Governance" ("the ability to opt out of any usage in the platform"); "Trusted by nearly 1,000 of the world's most admired companies"; the footer reads "© 2025".Source
  • 05

    The demand gen role names Clay and LinkedIn Campaign Manager and owns pipeline targets, and the enterprise AEs are asked to use "market data, account research, and buyer behavior". Benevity already has 49 client stories across technology, life sciences, retail, insurance and finance.

    High impactMedium effort First result in 1 month Demand Generation Manager

    First action

    Build one list of 100 lookalikes for the Cisco story.

    How to measure it

    Story-matched pipeline

    Now
    –
    Target
    $2M
    By
    2 quarters

    Steps

    1. 1

      Map stories

      Industry, size and region per story.

      Demand Generation Manager 2 days

    2. 2

      Build lists

      Clay lookalikes, 100 per story.

      Demand Generation Manager 1 week

    3. 3

      Add signals

      Hiring and ESG triggers.

      Demand Generation Manager 1 week

    4. 4

      Launch ads

      Story ads per list.

      Demand Generation Manager 1 week

    5. 5

      Route engagement

      To Sales Development.

      Revenue Operations 2 days

    6. 6

      Measure

      Meetings and pipeline per story.

      Revenue Operations monthly

    First result
    1 month
    Cost
    LinkedIn ad budget
    Owner
    Demand Generation Manager

    Smallest test

    Run one story to one list for a month.

    Why it works

    Build lookalike account lists in Clay for each client story (same industry, size band and countries), enrich them with signals such as new CSR or ESG leadership hires and ERG activity, and run LinkedIn ads that show the peer's story to those accounts. Hand engaged accounts to Sales Development.

    Peer proof is the strongest opener in enterprise sales, and matching each story to its lookalikes turns content Benevity already owns into targeted pipeline.

    Risks and how to handle them

    • Clients dislike being used in ads

      Use only stories already published and approved.

    Evidence

    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
    • HiringEnterprise Account Executive (California, posted July 30, 2026; UK Remote, posted July 21, 2026): owns "net new logo revenue" across "all global product lines", builds pipeline "from outbound and inbound sources", and should "Leverage market data, account research, and buyer behavior to prioritize and qualify opportunities".Source
    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
  • 06

    Benevity launched Benevity for Microsoft Teams on October 1, 2026 and names Slack alongside it, but the sitemap has no product page for either, only the press release and an interactive demo. Buyers searching "Teams giving app" or "Slack volunteering" find nothing to convert on.

    Medium impactMedium effort First result in 1 month Product Marketing Manager

    First action

    Draft the page from the press release and the Teams interactive demo.

    How to measure it

    Integration-page demos

    Now
    –
    Target
    20 a month
    By
    90 days

    Steps

    1. 1

      Write the page

      Benefits, setup, security.

      Product Marketing Manager 3 days

    2. 2

      Embed the demo

      Teams interactive demo.

      Web team 1 day

    3. 3

      Marketplace listings

      Microsoft and Slack.

      Product Marketing Manager 2 weeks

    4. 4

      Add to pricing

      Partner ecosystem section.

      Web team 1 hour

    5. 5

      Email clients

      Admins can switch it on.

      Client Success 1 week

    6. 6

      Track

      Installs and demos.

      Revenue Operations monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Publish the page with the existing Teams demo.

    Why it works

    Publish a "Benevity in Teams and Slack" page with the interactive demo, screenshots, admin setup steps, security notes and a demo form. List it in the Microsoft and Slack app marketplaces with a link back, and add it to the integrations shown on pricing.

    Workplace-tool integrations are searched by IT and HR buyers, and a page turns a press moment into a lasting acquisition path.

    Risks and how to handle them

    • Slack app not yet live

      Mark it "coming soon" with a notify form.

    Evidence

    • Press releaseOctober 1, 2026: Benevity for Microsoft Teams launched, with Benevity for Slack named alongside it, more collaboration integrations to follow, and a planned QR code access point "for the estimated 2.7 billion deskless workers". The partnerships section of the pricing page names Workday, Microsoft and Docusign.Source
    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
    • HiringProduct Marketing Manager (Calgary and Toronto, posted September 14, 2026): "Are you already thinking about how AI is influencing all three?" (product, sales and marketing); develops "persona-based value messaging, sourcing fresh market insights and proof points"; owns launches "from market research and pricing through cross-functional launch plans to support sales win rates"; builds content for Sales Enablement, Digital and Client Success.Source

This quarter 10

The core plays for the next three months.

  • 07

    Benevity has 49 client stories, many from technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax), but only three industry pages: manufacturing, insurance and financial services.

    High impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    Draft the technology page from the six tech client stories.

    How to measure it

    New industry-page demos

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick sectors

      Tech, life sciences, retail.

      Product Marketing Manager 1 day

    2. 2

      Write pages

      Pains, proof, numbers.

      Product Marketing Manager 1 month

    3. 3

      Sector data

      Impact Labs cuts per sector.

      Impact Labs research lead 2 weeks

    4. 4

      Publish

      With schema and internal links.

      Web team 1 week

    5. 5

      Campaigns

      Paid and email per sector.

      Demand Generation Manager 1 month

    6. 6

      Measure

      Demos per page.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Publish the technology page first.

    Why it works

    Build three new industry pages on the insurance page pattern: sector pains, a client story, sector numbers from Impact Labs and a demo path. Use them as the landing pages for sector campaigns and outbound.

    Buyers look for peers in their own sector, and the proof already exists; it only needs a front door.

    Risks and how to handle them

    • Thin sector data

      Combine stories with overall research.

    Evidence

    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
    • HiringProduct Marketing Manager (Calgary and Toronto, posted September 14, 2026): "Are you already thinking about how AI is influencing all three?" (product, sales and marketing); develops "persona-based value messaging, sourcing fresh market insights and proof points"; owns launches "from market research and pricing through cross-functional launch plans to support sales win rates"; builds content for Sales Enablement, Digital and Client Success.Source
    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
  • 08

    Benevity's homepage says a purpose program must be justified "to finance, legal, the board, the CFO", and pricing cites Impact Labs: two-thirds of large firms name legal and compliance as the main source of scrutiny. Yet every page speaks to the CSR leader; there is no page or pack the CSR leader can forward to those reviewers.

    High impactMedium effort First result in 1 quarter Senior Manager

    First action

    Ask five AEs which reviewer slowed their last deal.

    How to measure it

    Median cycle length

    Now
    –
    Target
    -15%
    By
    3 quarters

    Steps

    1. 1

      Interview AEs

      Where deals stall.

      Senior Manager, Product Marketing 1 week

    2. 2

      Write CFO page

      Savings and ROI.

      Product Marketing Manager 2 weeks

    3. 3

      Write legal page

      Risk, security, AI governance.

      Product Marketing Manager 2 weeks

    4. 4

      Legal review

      Claims and certifications.

      Legal 1 week

    5. 5

      Share buttons

      On pricing and demo pages.

      Web team 2 days

    6. 6

      Track

      Pack views per opportunity.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Senior Manager, Product Marketing

    Smallest test

    Write the CFO one-pager and test it on three open deals.

    Why it works

    Create a reviewer pack: a CFO page (consolidation savings, tax savings, ROI calculator), a legal and compliance page (sanctions screening, due diligence, audit trail, SOC 2 Type II, AI governance), and a forwardable PDF. Add "Share with your CFO" and "Share with legal" buttons on pricing and the demo page.

    Enterprise deals stall in review, not in the first demo; arming the champion shortens the cycle.

    Risks and how to handle them

    • Pack gets too long

      One page per reviewer.

    Evidence

    • Your websiteHomepage: "Trust at scale. Undeniably proven."; "$16.6B Total donated", "122.9M Total volunteer hours", "$20.1B Total grants managed" (2025 Annual Impact Report); "99% payment success. 200+ countries."; "Continuous nonprofit validation across 2.5 million organizations", while the "Benevity vs. Point Solutions" table on the same page says "Continuous nonprofit validation, 312K+"; "75% say Benevity helps them build a stronger, more connected culture"; an AI block lists Match Assurance, AI Grant Summaries and "Total Governance" ("the ability to opt out of any usage in the platform"); "Trusted by nearly 1,000 of the world's most admired companies"; the footer reads "© 2025".Source
    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
    • HiringSenior Manager, Product Marketing (two posts, Calgary, September 21 and 25, 2026): owns "the end-to-end messaging and GTM strategy for the Benevity Enterprise Impact Platform", aligns output "ensuring a unified narrative in the market", standardizes "messaging frameworks, and competitive intelligence", and must "Ensure product messages proliferate throughout the buyer and client journey by collaborating with website, content, and demand generation teams."Source
    • HiringEnterprise Account Executive (California, posted July 30, 2026; UK Remote, posted July 21, 2026): owns "net new logo revenue" across "all global product lines", builds pipeline "from outbound and inbound sources", and should "Leverage market data, account research, and buyer behavior to prioritize and qualify opportunities".Source
  • 09

    The External Communications Manager is hired for media relations and executive points of view grounded in Impact Labs data. Benevity's 2026 research found communications and storytelling got the largest budget jump, and Benevity sits on platform data no rival has.

    High impactMedium effort First result in 1 quarter External Communications Manag…

    First action

    Pick three data points for the next three months.

    How to measure it

    Press mentions

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick topics

      Twelve-month calendar.

      External Communications Manager 1 week

    2. 2

      Pull data

      Aggregated platform data.

      Impact Labs research lead monthly

    3. 3

      Privacy check

      No client identifiable.

      Legal monthly

    4. 4

      Draft and pitch

      With executive comment.

      External Communications Manager monthly

    5. 5

      Repurpose

      LinkedIn, blog, sales slide.

      External Communications Manager monthly

    6. 6

      Measure

      Mentions and referral traffic.

      External Communications Manager monthly

    First result
    1 quarter
    Cost
    PR agency time
    Owner
    External Communications Manager

    Smallest test

    Pitch one data point this month.

    Why it works

    Publish a monthly data point (giving trends, disaster response speed, volunteering by sector), pitch it with an executive comment, and build each into a LinkedIn post by the executive, a blog post and a slide for sales.

    A steady stream of fresh data keeps Benevity quoted and gives the executive voice something specific to say.

    Risks and how to handle them

    • Data out of context

      Publish the method with every release.

    Evidence

    • HiringExternal Communications Manager (Calgary and Toronto, posted October 22, 2026): media relations and PR agency management, "securing meaningful speaking opportunities" for executives, executive ghostwriting, points of view "grounded in the brand narrative and in Impact Labs data", and a crisis communications playbook.Source
    • Benevity researchState of Corporate Purpose 2026 (Benevity Impact Labs): "78% of companies continued their purpose work as before"; "communications and storytelling earning the largest budget jump"; "74% of companies said the political and regulatory environment influenced their strategy"; trend "The AI paradox: high hopes and hesitancy".Source
    • Your websiteHomepage: "Trust at scale. Undeniably proven."; "$16.6B Total donated", "122.9M Total volunteer hours", "$20.1B Total grants managed" (2025 Annual Impact Report); "99% payment success. 200+ countries."; "Continuous nonprofit validation across 2.5 million organizations", while the "Benevity vs. Point Solutions" table on the same page says "Continuous nonprofit validation, 312K+"; "75% say Benevity helps them build a stronger, more connected culture"; an AI block lists Match Assurance, AI Grant Summaries and "Total Governance" ("the ability to opt out of any usage in the platform"); "Trusted by nearly 1,000 of the world's most admired companies"; the footer reads "© 2025".Source
  • 10

    The demand gen role runs webinars, and the sitemap already lists 99 webinar pages. Most webinar value is lost after the live date unless recordings are easy to find and tied to follow-up.

    Medium impactMedium effort First result in 1 quarter Demand Generation Manager

    First action

    Rank the 99 webinars by views and pick the top 20.

    How to measure it

    On-demand pipeline

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Rank recordings

      Views and age.

      Demand Generation Manager 1 week

    2. 2

      Retire dated ones

      Older than three years.

      Demand Generation Manager 1 week

    3. 3

      Add chapters

      Top 20.

      Demand Generation Manager 2 weeks

    4. 4

      Topic follow-ups

      HubSpot sequences.

      Demand Generation Manager 2 weeks

    5. 5

      Lead scoring

      Viewing time.

      Revenue Operations 1 week

    6. 6

      Measure

      Pipeline per topic.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Demand Generation Manager

    Smallest test

    Add chapters and a follow-up to the five most-viewed webinars.

    Why it works

    Group recordings by topic and buyer role, add chapters and short clips, gate the full recording lightly, and send viewers a follow-up based on the topic watched. Score viewing in HubSpot and pass high-intent viewers to Sales Development.

    On-demand viewing is steady, cheap pipeline and tells sales what a prospect cares about.

    Risks and how to handle them

    • Gating cuts views

      Gate only the full recording, keep clips open.

    Evidence

    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
  • 11

    Benevity says 98% of clients renew, and its Bonterra comparison quotes G2 scores for support, ease of use and partnership. Those scores are only as strong as the count and recency of reviews.

    Medium impactMedium effort First result in 1 quarter Client Success

    First action

    Send the ask to clients who renewed last month.

    How to measure it

    G2 reviews

    Now
    –
    Target
    40 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick moments

      Renewal, milestone, ticket close.

      Client Success 1 week

    2. 2

      Write the ask

      Short, with link.

      Client Success 1 day

    3. 3

      Automate

      HubSpot triggers.

      Demand Generation Manager 1 week

    4. 4

      Follow up

      One reminder.

      Client Success ongoing

    5. 5

      Refresh pages

      Comparison scores quarterly.

      Product Marketing Manager quarterly

    6. 6

      Measure

      Reviews and rating.

      Client Success monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Client Success

    Smallest test

    Email 50 recent renewals.

    Why it works

    Ask for a G2 review at three moments: renewal signed, a program milestone, and after a support ticket closes well. Make it a two-minute ask with a direct link, and refresh the comparison pages each quarter with the new scores.

    Fresh reviews keep the comparison claims defensible and feed buyer research on G2 itself.

    Risks and how to handle them

    • Incentive rules

      Follow G2's review guidelines; no paid reviews.

    Evidence

    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
    • Your websiteComparison pages exist for YourCause, Bonterra CyberGrants, Deed and Submittable. The Bonterra page says clients "have collectively disbursed over $34.5 billion in total donations and grants" and "logged over 100 million volunteer hours", cites "77%" for a stronger culture, quotes G2 scores (support 9.3 vs 8.8, ease of use 9.0 vs 8.2) and is "current as of September 15, 2026"; it notes Bonterra acquired Deed in March 2026.Source
    • Your websiteEvents and community: regional "Partners in Purpose" events (Calgary, Charlotte, New York, San Francisco, Zurich), the annual Benevity Live! conference (2027 page live), a client Community, the "Speaking of Purpose" podcast, and toolkits such as same-day disaster relief kits and UK giving season kits. G2 rating shown: 4.7.Source
  • 12

    Benevity is hiring an Enterprise AE in the UK, runs a Zurich Partners in Purpose event and publishes UK giving-season toolkits, but the site is one global English version priced and framed for North America.

    High impactMedium effort First result in 2 quarters Enterprise Account Executive

    First action

    List UK and EU clients willing to be referenced.

    How to measure it

    Europe pipeline

    Now
    –
    Target
    +40%
    By
    3 quarters

    Steps

    1. 1

      Find references

      UK and EU clients.

      Client Success 2 weeks

    2. 2

      Write the hub

      Stories, tax, privacy.

      Product Marketing Manager 1 month

    3. 3

      Legal check

      GDPR and tax wording.

      Legal 2 weeks

    4. 4

      Publish

      With hreflang en-GB.

      Web team 1 week

    5. 5

      Campaigns

      UK LinkedIn.

      Demand Generation Manager 1 month

    6. 6

      Events

      Tie Zurich and London events in.

      Enterprise Account Executive quarterly

    First result
    2 quarters
    Cost
    Ad and translation budget
    Owner
    Enterprise Account Executive

    Smallest test

    Publish a UK client story page.

    Why it works

    Build a UK/Europe hub: UK and EU client stories, Gift Aid and local tax handling, GDPR and data residency answers, local events, and a UK phone number. Run UK-targeted LinkedIn campaigns to it.

    Local proof and local compliance answers are what European buyers look for first, and the new seller needs a place to send them.

    Risks and how to handle them

    • Spread too thin

      Start with the UK only.

    Evidence

    • HiringEnterprise Account Executive (California, posted July 30, 2026; UK Remote, posted July 21, 2026): owns "net new logo revenue" across "all global product lines", builds pipeline "from outbound and inbound sources", and should "Leverage market data, account research, and buyer behavior to prioritize and qualify opportunities".Source
    • Your websiteEvents and community: regional "Partners in Purpose" events (Calgary, Charlotte, New York, San Francisco, Zurich), the annual Benevity Live! conference (2027 page live), a client Community, the "Speaking of Purpose" podcast, and toolkits such as same-day disaster relief kits and UK giving season kits. G2 rating shown: 4.7.Source
    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
  • 13

    Pricing links "Estimate my ROI" to a two-minute calculator, and prices are only available on request. Someone who just modelled their program's value is a warm lead, and their inputs (employees, countries, budget) are exactly what an AE needs to scope the platform fee.

    High impactLow effort First result in 1 quarter Demand Generation Manager

    First action

    Check whether calculator inputs reach the CRM today.

    How to measure it

    Calculator to meeting

    Now
    –
    Target
    15%
    By
    2 quarters

    Steps

    1. 1

      Check the flow

      Where results go today.

      Demand Generation Manager 1 day

    2. 2

      Add capture

      Email for the full report.

      Web team 1 week

    3. 3

      Sync fields

      Inputs to Salesforce.

      Revenue Operations 1 week

    4. 4

      Route

      One-day SLA by size.

      Revenue Operations 2 days

    5. 5

      Talk track

      Open with their numbers.

      Product Marketing Manager 1 day

    6. 6

      Measure

      Meetings and pipeline.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Demand Generation Manager

    Smallest test

    Manually call the next ten calculator users.

    Why it works

    Ask for an email to see the full result, push the inputs and result to Salesforce, route qualified sizes to an AE within one business day, and open the call with the prospect's own numbers.

    It turns a self-serve tool into a qualified, pre-scoped conversation.

    Risks and how to handle them

    • Small companies flood the queue

      Route below-fit sizes to nurture.

    Evidence

    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
    • HiringEnterprise Account Executive (California, posted July 30, 2026; UK Remote, posted July 21, 2026): owns "net new logo revenue" across "all global product lines", builds pipeline "from outbound and inbound sources", and should "Leverage market data, account research, and buyer behavior to prioritize and qualify opportunities".Source
  • 14

    Benevity's network covers 2.5 million validated nonprofits, it funded 312K of them in 2025, and the new Causes Portal gives nonprofits a view of their funding pipeline. Many of those nonprofits have corporate partners that still run giving on spreadsheets or a rival tool.

    Medium impactMedium effort First result in 2 quarters Nonprofit partnerships lead

    First action

    Ask ten nonprofits on the portal whether they would invite a partner.

    How to measure it

    Nonprofit-sourced demos

    Now
    –
    Target
    15 a quarter
    By
    3 quarters

    Steps

    1. 1

      Interview nonprofits

      Ten portal users.

      Nonprofit partnerships lead 2 weeks

    2. 2

      Design the invite

      Co-branded note.

      Product Marketing Manager 1 week

    3. 3

      Build in portal

      Invite button.

      Product team 1 month

    4. 4

      Route leads

      To Sales Development.

      Revenue Operations 1 week

    5. 5

      Thank nonprofits

      Recognition on the site.

      Nonprofit partnerships lead ongoing

    6. 6

      Measure

      Invites to demos.

      Revenue Operations monthly

    First result
    2 quarters
    Cost
    Product time
    Owner
    Nonprofit partnerships lead

    Smallest test

    Email 50 portal nonprofits a draft invite.

    Why it works

    Add an "Invite your corporate partner" option in the Causes Portal: the nonprofit sends a co-branded note explaining how matching through Benevity reaches them faster. Track invites to demos and thank active nonprofits publicly.

    Nonprofits are trusted messengers with a direct reason to want their donors on Benevity, and the channel costs almost nothing.

    Risks and how to handle them

    • Nonprofits feel used

      Keep it optional and clearly in their interest.

    Evidence

    • Press releaseJune 4, 2026 (Benevity Live!): AI grant application scoring; Match Assurance "adopted by more than 500 clients since its release in March 2026", with "external match decline rates" dropping "from 30% to less than 3%"; the agentic "Impact Workspace" coming later in the year; Community Reinvestment Act (CRA) reporting for financial institutions; and a Benevity Causes Portal for its "global nonprofit network of 2.5 million organizations". Benevity manages "more than $2 billion in grants every year".Source
    • Your websiteDemo page: "In 2025, clients donated $2.7B, logged 23.7M volunteer hours, and supported 312K nonprofits"; Benevity "continuously validates nonprofits across 200+ countries and territories"; clients are "typically companies with 1,000 or more employees", while the same page's FAQ says "typically companies with thousands of employees".Source
    • Your websiteHomepage: "Trust at scale. Undeniably proven."; "$16.6B Total donated", "122.9M Total volunteer hours", "$20.1B Total grants managed" (2025 Annual Impact Report); "99% payment success. 200+ countries."; "Continuous nonprofit validation across 2.5 million organizations", while the "Benevity vs. Point Solutions" table on the same page says "Continuous nonprofit validation, 312K+"; "75% say Benevity helps them build a stronger, more connected culture"; an AI block lists Match Assurance, AI Grant Summaries and "Total Governance" ("the ability to opt out of any usage in the platform"); "Trusted by nearly 1,000 of the world's most admired companies"; the footer reads "© 2025".Source
  • 15

    Benevity plans QR code access for "2.7 billion deskless workers", has a manufacturing page and a deskless-worker quiz, and counts Albertsons and CarMax as clients. Deskless-heavy companies are where rivals' desk-first tools struggle.

    Medium impactMedium effort First result in 1 quarter Demand Generation Manager

    First action

    Pull quiz completions from the last year.

    How to measure it

    Deskless pipeline

    Now
    –
    Target
    $1M
    By
    2 quarters

    Steps

    1. 1

      Gather proof

      Two deskless client results.

      Client Success 2 weeks

    2. 2

      Build the kit

      Quiz, playbook, story.

      Product Marketing Manager 1 month

    3. 3

      Target accounts

      Clay list of large employers.

      Demand Generation Manager 1 week

    4. 4

      Launch

      LinkedIn and email.

      Demand Generation Manager 1 month

    5. 5

      Events

      Manufacturing and retail HR events.

      Enterprise Account Executive quarterly

    6. 6

      Measure

      Pipeline by segment.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Ad budget
    Owner
    Demand Generation Manager

    Smallest test

    Send the quiz to 200 manufacturing HR leaders.

    Why it works

    Package a deskless campaign: quiz, a manufacturing and retail playbook, the QR access story and two client results. Target operations and HR leaders at large manufacturers and retailers through LinkedIn and events.

    A sharp pain with a specific fix is easier to sell than a general platform.

    Risks and how to handle them

    • QR access not yet live

      Lead with mobile app results until it ships.

    Evidence

    • Press releaseOctober 1, 2026: Benevity for Microsoft Teams launched, with Benevity for Slack named alongside it, more collaboration integrations to follow, and a planned QR code access point "for the estimated 2.7 billion deskless workers". The partnerships section of the pricing page names Workday, Microsoft and Docusign.Source
    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
  • 16

    Benevity runs regional Partners in Purpose events and a client community, and clients stay an average of 5.8 years. Satisfied clients are the most credible voice to peers who have not yet bought.

    Medium impactLow effort First result in 1 quarter Client Success

    First action

    Offer peer seats at the next event.

    How to measure it

    Peer-guest opportunities

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Add peer seats

      Two per client.

      Events team 1 week

    2. 2

      Invite

      Client champions.

      Client Success 2 weeks

    3. 3

      Client session

      Results talk.

      Client Success per event

    4. 4

      Follow up

      Within two days.

      Enterprise Account Executive per event

    5. 5

      Thank referrers

      Recognition.

      Client Success ongoing

    6. 6

      Measure

      Opportunities.

      Revenue Operations quarterly

    First result
    1 quarter
    Cost
    Event seats
    Owner
    Client Success

    Smallest test

    Test at one regional event.

    Why it works

    Give each client attendee a "bring a peer" seat, run one session where a client shows results, and follow up with peers within two days. Track peer attendees to opportunities.

    Peers trust peers, and the events are already paid for.

    Risks and how to handle them

    • Clients reluctant to recruit

      Make it an invitation, not a quota.

    Evidence

    • Your websiteEvents and community: regional "Partners in Purpose" events (Calgary, Charlotte, New York, San Francisco, Zurich), the annual Benevity Live! conference (2027 page live), a client Community, the "Speaking of Purpose" podcast, and toolkits such as same-day disaster relief kits and UK giving season kits. G2 rating shown: 4.7.Source
    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    Pricing says Impact Labs benchmarks each client against 1,000+ corporate peers, but only clients see it. A public, anonymized benchmark would let prospects compare their participation and giving against peers before talking to sales.

    High impactHigh effort First result in 3 quarters Impact Labs research lead

    First action

    Choose five benchmark questions with enough data behind them.

    How to measure it

    Benchmark leads

    Now
    –
    Target
    300 a quarter
    By
    1 year

    Steps

    1. 1

      Pick metrics

      Five with strong data.

      Impact Labs research lead 1 month

    2. 2

      Privacy design

      Minimum group sizes.

      Legal 1 month

    3. 3

      Build tool

      Inputs and report.

      Product team 1 quarter

    4. 4

      Launch

      With press and webinar.

      External Communications Manager 1 month

    5. 5

      Route leads

      By size and sector.

      Revenue Operations 2 weeks

    6. 6

      Refresh

      With each annual report.

      Impact Labs research lead yearly

    First result
    3 quarters
    Cost
    Product and data time
    Owner
    Impact Labs research lead

    Smallest test

    Publish one static benchmark chart and gate the full table.

    Why it works

    Build a short benchmark tool: company size, sector, current participation and match rules in; peer ranges out, with a full report by email. Feed results into the CRM as scoped leads.

    Benchmarks are what CSR leaders take to their boards, so the tool both generates leads and arms champions.

    Risks and how to handle them

    • Peer data identifies clients

      Aggregate and suppress small groups.

    Evidence

    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
    • Benevity researchState of Corporate Purpose 2026 (Benevity Impact Labs): "78% of companies continued their purpose work as before"; "communications and storytelling earning the largest budget jump"; "74% of companies said the political and regulatory environment influenced their strategy"; trend "The AI paradox: high hopes and hesitancy".Source
    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
  • 18

    Benevity is hiring a Senior Staff Developer to lead GenAI architecture and "evaluation frameworks", and the agentic Impact Workspace is due later this year. Its own research finds companies hesitant about AI as a decision-maker.

    High impactHigh effort First result in 3 quarters Senior Staff Developer

    First action

    Write the five task types the Workspace will handle first.

    How to measure it

    Monthly Workspace clients

    Now
    –
    Target
    300
    By
    1 year

    Steps

    1. 1

      Pick tasks

      Five routine tasks.

      Product team 1 month

    2. 2

      Build evaluations

      Offline and human review.

      Senior Staff Developer, AI and Machine Learning 1 quarter

    3. 3

      Publish scorecard

      Plain-language page.

      Product Marketing Manager 1 month

    4. 4

      Beta

      Twenty clients.

      Client Success 1 quarter

    5. 5

      Measure time

      Saved per task.

      Product team monthly

    6. 6

      Launch

      At Benevity Live!.

      Senior Manager, Product Marketing 1 quarter

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Senior Staff Developer, AI and Machine Learning

    Smallest test

    Publish the evaluation method for Match Assurance first.

    Why it works

    Publish how the Workspace is evaluated (accuracy on test tasks, human review rates, what it never decides), give admins an opt-out per task as Total Governance promises, and report time saved per client.

    In a category wary of AI, transparent evaluation is a differentiator rivals will struggle to match quickly.

    Risks and how to handle them

    • Scores look weak early

      Publish trends and the review safeguards.

    Evidence

    • HiringSenior Staff Developer, AI and Machine Learning (Calgary and Toronto, posted September 25, 2026), "a brand new role": leads "the end-to-end architecture of our GenAI strategy", LLM-powered "copilots, search, assistants, agents", and "robust evaluation frameworks for GenAI systems" with "human-in-the-loop feedback". Benevity is also hiring Senior Staff Data Platform Engineers.Source
    • Press releaseJune 4, 2026 (Benevity Live!): AI grant application scoring; Match Assurance "adopted by more than 500 clients since its release in March 2026", with "external match decline rates" dropping "from 30% to less than 3%"; the agentic "Impact Workspace" coming later in the year; Community Reinvestment Act (CRA) reporting for financial institutions; and a Benevity Causes Portal for its "global nonprofit network of 2.5 million organizations". Benevity manages "more than $2 billion in grants every year".Source
    • Benevity researchState of Corporate Purpose 2026 (Benevity Impact Labs): "78% of companies continued their purpose work as before"; "communications and storytelling earning the largest budget jump"; "74% of companies said the political and regulatory environment influenced their strategy"; trend "The AI paradox: high hopes and hesitancy".Source
  • 19

    Benevity's pricing page honestly tells single-country, smaller companies they "may be better served by another solution". Those companies grow, and today they leave with no relationship.

    Medium impactHigh effort First result in 4 quarters Senior Manager

    First action

    Count last year's inbound leads disqualified for size.

    How to measure it

    Graduated opportunities

    Now
    –
    Target
    20 a year
    By
    4 quarters

    Steps

    1. 1

      Count leads

      Disqualified by size.

      Revenue Operations 1 week

    2. 2

      Design the offer

      Toolkit and community.

      Product Marketing Manager 1 month

    3. 3

      Nurture track

      Quarterly emails.

      Demand Generation Manager 1 month

    4. 4

      Signal watch

      Headcount and new countries.

      Demand Generation Manager monthly

    5. 5

      Hand-off

      AE alert at fit line.

      Revenue Operations ongoing

    6. 6

      Measure

      Graduations.

      Revenue Operations quarterly

    First result
    4 quarters
    Cost
    Staff time only
    Owner
    Senior Manager, Product Marketing

    Smallest test

    Put last quarter's below-fit leads into a nurture track.

    Why it works

    Offer below-fit companies a free toolkit, community access and a quarterly newsletter, and track their headcount and expansion signals in Clay. When they cross the fit line, an AE reaches out with their history.

    It keeps tomorrow's enterprise clients close without building a cheaper product.

    Risks and how to handle them

    • Nurture list goes stale

      Prune yearly.

    Evidence

    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source
    • Your websiteDemo page: "In 2025, clients donated $2.7B, logged 23.7M volunteer hours, and supported 312K nonprofits"; Benevity "continuously validates nonprofits across 200+ countries and territories"; clients are "typically companies with 1,000 or more employees", while the same page's FAQ says "typically companies with thousands of employees".Source
    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    Benevity launched Community Reinvestment Act reporting with location checks for low-to-moderate income areas. For US banks, CRA documentation is a recurring compliance task, so this is a reason to buy, not a feature.

    Medium impactMedium effort First result in 2 quarters Enterprise Account Executive

    First action

    List 100 US banks and their community development leads.

    How to measure it

    CRA-led opportunities

    Now
    –
    Target
    10 a quarter
    By
    3 quarters

    Steps

    1. 1

      Build the list

      Banks by size.

      Demand Generation Manager 1 week

    2. 2

      Write the page

      CRA reporting offer.

      Product Marketing Manager 2 weeks

    3. 3

      Compliance review

      Wording on regulation.

      Legal 1 week

    4. 4

      Sequence

      Email and LinkedIn.

      Sales Development 1 month

    5. 5

      Webinar

      With a bank client.

      Demand Generation Manager 1 quarter

    6. 6

      Measure

      Opportunities.

      Revenue Operations monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Enterprise Account Executive

    Smallest test

    Send the CRA guide to 50 banks.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Create a CRA page and a short guide (they already have a CRA reporting guide landing page), build a list of US banks with CRA obligations, and run a sequence led by a financial-services client story.

    A compliance requirement creates budget and urgency that engagement features do not.

    Risks and how to handle them

    • Overstating compliance help

      Say what the report covers; banks keep responsibility.

    Evidence

    • Press releaseJune 4, 2026 (Benevity Live!): AI grant application scoring; Match Assurance "adopted by more than 500 clients since its release in March 2026", with "external match decline rates" dropping "from 30% to less than 3%"; the agentic "Impact Workspace" coming later in the year; Community Reinvestment Act (CRA) reporting for financial institutions; and a Benevity Causes Portal for its "global nonprofit network of 2.5 million organizations". Benevity manages "more than $2 billion in grants every year".Source
    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
    • HiringEnterprise Account Executive (California, posted July 30, 2026; UK Remote, posted July 21, 2026): owns "net new logo revenue" across "all global product lines", builds pipeline "from outbound and inbound sources", and should "Leverage market data, account research, and buyer behavior to prioritize and qualify opportunities".Source
  • 21

    Benevity publishes same-day disaster relief toolkits and says it can launch verified campaigns in under 24 hours. When disasters happen, journalists look for how companies are helping.

    Medium impactLow effort First result in 1 quarter External Communications Manag…

    First action

    Prepare a data template for the next relief response.

    How to measure it

    Relief-data mentions

    Now
    –
    Target
    3 per event
    By
    1 year

    Steps

    1. 1

      Template

      Data and comment format.

      External Communications Manager 1 week

    2. 2

      Data rules

      Aggregates only.

      Impact Labs research lead 1 week

    3. 3

      Approval path

      Fast sign-off.

      External Communications Manager 1 week

    4. 4

      Pitch

      Within 72 hours.

      External Communications Manager per event

    5. 5

      Publish

      Blog and LinkedIn.

      External Communications Manager per event

    6. 6

      Review

      What earned coverage.

      External Communications Manager quarterly

    First result
    1 quarter
    Cost
    PR agency time
    Owner
    External Communications Manager

    Smallest test

    Use the template on the next relief kit.

    Why it works

    After each major event, publish aggregated, anonymized platform data on corporate giving and response time, with an executive comment, and pitch it to business and HR press.

    Timely, factual data earns coverage and shows Benevity's infrastructure working when it matters.

    Risks and how to handle them

    • Seen as exploiting disasters

      Lead with the help delivered, keep it factual.

    Evidence

    • Your websiteEvents and community: regional "Partners in Purpose" events (Calgary, Charlotte, New York, San Francisco, Zurich), the annual Benevity Live! conference (2027 page live), a client Community, the "Speaking of Purpose" podcast, and toolkits such as same-day disaster relief kits and UK giving season kits. G2 rating shown: 4.7.Source
    • HiringExternal Communications Manager (Calgary and Toronto, posted October 22, 2026): media relations and PR agency management, "securing meaningful speaking opportunities" for executives, executive ghostwriting, points of view "grounded in the brand narrative and in Impact Labs data", and a crisis communications playbook.Source
    • Your websiteSitemap (700 URLs, checked October 22, 2026): 299 blog posts, 99 webinars, 49 client stories, 33 podcast episodes, 22 toolkits, 17 research reports and 8 interactive demos, but only 3 industry pages (manufacturing, insurance, financial services). Client stories include technology (Adobe, Cisco, Elastic, PagerDuty, TikTok, Workiva), life sciences (Pfizer, Novartis, Illumina) and retail (Albertsons, CarMax). The insurance industry page still features "The State of Corporate Purpose 2025" and promises localized disaster campaigns "in under 24 hours". Other pages include a CRA reporting guide landing page, a deskless-worker impact quiz and a Microsoft Teams interactive demo, but no Teams or Slack product page.Source
  • 22

    Benevity serves nearly 1,000 large companies, so thousands of CSR, HR and ERG leaders know the product. When one moves to a company that is not a client, they are the warmest lead Benevity can get. The demand gen role already names Clay.

    Medium impactLow effort First result in 1 quarter Demand Generation Manager

    First action

    Export client admin contacts and run a job-change check.

    How to measure it

    Job-changer opportunities

    Now
    –
    Target
    8 a quarter
    By
    2 quarters

    Steps

    1. 1

      Export contacts

      Admins and champions.

      Revenue Operations 1 week

    2. 2

      Set tracking

      Clay job-change alerts.

      Demand Generation Manager 1 week

    3. 3

      Write note

      Congratulations and offer.

      Demand Generation Manager 1 day

    4. 4

      Alert AEs

      In Salesforce.

      Revenue Operations 1 week

    5. 5

      Follow up

      Within a week.

      Enterprise Account Executive ongoing

    6. 6

      Measure

      Meetings and pipeline.

      Revenue Operations monthly

    First result
    1 quarter
    Cost
    Clay credits
    Owner
    Demand Generation Manager

    Smallest test

    Check job changes for the last six months by hand.

    Why it works

    Track job changes of client admins and champions with Clay, send a congratulations note and an offer to brief their new team, and alert the account's AE.

    Former users shorten evaluations because they already trust the product.

    Risks and how to handle them

    • Privacy concerns

      Use only business contacts and public job changes.

    Evidence

    • HiringDemand Generation Manager (Calgary and Toronto, posted September 18, 2026): "full-funnel demand generation strategies across webinars, email campaigns, and paid channels"; "Own lead volume and pipeline targets"; "Collaborate with channel partners"; tools named are Salesforce, HubSpot, "LinkedIn Campaign Manager and Clay".Source
    • HiringEnterprise Account Executive (California, posted July 30, 2026; UK Remote, posted July 21, 2026): owns "net new logo revenue" across "all global product lines", builds pipeline "from outbound and inbound sources", and should "Leverage market data, account research, and buyer behavior to prioritize and qualify opportunities".Source
    • Your websitePricing page: no list prices; modules plus a platform fee "scoped to your company's size and complexity"; disbursement to "2.5M+ validated nonprofits across 150+ countries and 100+ currencies"; "98% of clients renew year over year, with an average client tenure of 5.8 years"; an honest fit section ("You may be better served by another solution if you... Run a single-country program with a small employee population"); "Estimate my ROI" links to a two-minute Business Impact Calculator; "Impact Labs benchmarks your program against 1,000+ corporate peers"; it cites Impact Labs: "55% of companies report increased scrutiny of their purpose programs, and two-thirds of large corporate firms name legal and compliance as the primary source of that scrutiny."Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 22 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
Website review of benevity.com More example playbooks and reviews

More growth playbooks

Other companies we have researched, each read from what they are hiring for.

  • PointFive growth strategyCloud and AI efficiency software: PointFive OS finds deep waste across cloud, data and AI platforms (500+ detections) and fixes it with…21 growth ideas
  • Contentstack growth strategyAn Agentic Experience Platform: Content Cloud (headless CMS, Assets, Launch hosting), Data Cloud (Lytics CDP and personalization) and…21 growth ideas
  • Proaction growth strategyAn AI-native fleet management platform (maintenance, rentals, tolls, compliance, claims, reporting) with optional managed Fleet Programs…22 growth ideas
  • Miyagi Labs growth strategyAn AI exam-prep platform and app: past papers and question banks, full-length mocks, a score predictor and a 24/7 Socratic AI tutor for…23 growth ideas
  • Topstep growth strategyA Chicago futures prop firm: traders pass the Trading Combine in a simulated account, earn a funded account and keep up to 90% of profits…20 growth ideas
  • BLUETTI growth strategyPortable power stations, expansion batteries, solar panels and home backup systems (Elite, Apex, Premium and EP series), plus ecosystem…22 growth ideas
  • ShortKit growth strategyManaged short-form and live video infrastructure for apps: native SDKs (Swift, Kotlin, React Native, Flutter, Expo, Web), uploads and…23 growth ideas
  • Chiikawa Market (ちいかわマーケット) growth strategyThe official online shop for Nagano's Chiikawa characters, run by Gray Parker Service since December 2020: plush, mascots, capsule toys…23 growth ideas

See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Benevity did not commission, review or endorse it, and Programmable is not affiliated with Benevity. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Benevity runs its business.

Something wrong, or do you represent Benevity? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    One proof sheet across the site, a faster homepage hero, current industry pages, the Match Assurance sales play, story-matched account lists and a Teams and Slack page.

  2. Days 31 to 6012 ideas

    New industry pages, the reviewer pack, the monthly data program, the webinar library, G2 reviews, the UK path, calculator routing, nonprofit invitations, deskless campaign and peer seats; start CRA outreach and job-change tracking.

  3. Days 61 to 904 ideas

    Commit to the big bets: a public benchmark, the Impact Workspace scorecard and a path for below-fit companies; set up relief-data press.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value one platform for giving, volunteering, grants and reporting. The most cited problem: justifying the program to finance, legal and the board.

  • Global disbursement and nonprofit validation handled for them
  • Spreadsheets and disconnected tools
  • In their words: “purpose at work”

Market

Competitive landscape

4 competitors compared: Bonterra (CyberGrants), Bonterra Deed, Submittable and Goodera.

  • Gap to exploit: Proof that finance and legal teams can accept
  • Bonterra (CyberGrants): Split focus across segments
  • Bonterra Deed: Now part of a larger portfolio

Hiring signals

Benevity is rebuilding its go-to-market voice.

  • Senior Manager, Product Marketing: A unified narrative across the buyer journey. Ideas 1, 8, 19.
  • Product Marketing Manager: Proof points, launches and AI in GTM. Ideas 3, 4, 6, 7.
  • Demand Generation Manager: Webinars, paid, Clay and LinkedIn; owns pipeline. Ideas 5, 10, 13, 15, 22.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
ProgrammableMarketing
ExamplesLeaderboardsProductsTermsPrivacyCookiesDPALegalContact

© 2026 AI-Powered Growth Intelligence