Turning data into strategic action for charities
and purpose-driven organisations.
Develop a clear roadmap for how data can support your mission. We help you identify priorities, define governance, and build a practical plan that aligns data initiatives with your strategic goals.
Establish robust systems and processes for collecting, storing, and managing your data. We ensure your infrastructure is scalable, secure, and designed to support long-term growth and insight generation.
Turn raw data into actionable insight that reaches the right people, at the right time. We design dashboards, reports, and automated workflows that empower teams to make informed, evidence-based decisions.
Maximise the impact of your paid marketing. We combine measurement, modelling, and testing to reveal what truly drives performance and provide clear, actionable insights for smarter investment decisions.
Build reliable financial models that support strategic planning and resource allocation. We combine historical data with predictive analytics to help you anticipate revenue, plan budgets, and navigate uncertainty with confidence.
Understand your audiences and what drives their engagement. We can support with segmentation, profiling, retention and LTV analysis, to reveal patterns, uncover motivations, and highlight high-value supporters.
Leverage statistical modelling and machine learning to unlock predictive capabilities. From donor propensity models to demand forecasting, we help you anticipate future outcomes and optimise decision-making at scale.
Understand how visitors interact with your website and identify opportunities for improvement. We implement tracking, analyse user behaviour, and provide recommendations to enhance conversion rates and user experience.
Measure and optimise digital product performance using data-driven insights. We help you understand user journeys, feature adoption, and engagement patterns to guide product development and iteration.
Get in touch to discuss how we can support your organisation's data journey.
Or email us directly at: enquiries@stepforwardinsights.com
Your privacy matters to us. This policy explains how we collect, use, and protect your personal information when you:
We are committed to full compliance with UK data protection legislation, including the Data Protection Act 2018 and UK GDPR.
Our approach is built on these core principles:
Client Services
When providing our professional services, we collect and process names, contact information, job titles, company details, and records of our interactions. This enables us to deliver high-quality services and maintain effective working relationships.
Marketing Communications
For our marketing activities, we collect contact details and professional information. We only send marketing communications where we have your consent or a legitimate business reason. You can easily opt out at any time using the unsubscribe links in our emails or by contacting us directly.
Website Visitors
We may collect technical information such as IP addresses and website usage data through cookies and analytics tools to improve our website performance and user experience.
Business Contacts
We process contact details of business representatives to address queries, complaints, or claims, and to maintain professional relationships.
We rely on several lawful bases depending on the purpose:
We keep your personal information within Step Forward Insights and never sell it to third parties. We do use trusted service providers (such as IT hosting, email, or professional advisers) who may process data on our behalf. They are contractually required to keep your information secure and use it only for our purposes.
Retention periods depend on the context in which information was collected:
As a data subject, you have specific rights regarding your personal data:
We will respond to requests within one month.
We may update this privacy policy from time to time. Any changes will be published on our website and, where appropriate, we will notify you directly.
If you would like further information on how we process your personal data or wish to exercise your subject rights then please contact our Data Protection Officer by email at dpo@stepforwardinsights.com.
Updated: 26th August 2025