Private reps and ride-alongs

Try it before it's real.

Get the right next rep, at the difficulty you're ready for, with donors, alumni, and colleagues who push back, go quiet, change the subject, and sometimes say no. Tivy rides along in the simulation, then debriefs with you on what worked and what to try next.

A simulated planned giving conversation with a longtime supporter, beside a live transcript where Coach Tivy rides along with suggestions

The debrief

Every rep ends with a debrief

A debrief on ask effectiveness after a donor said she needed to think about it, with what we noticed, why it matters, and what to try next

1

What we noticed. What went well, and the moments that could go further.

2

Why it matters. How those moments land with the person you're talking to.

3

What to try next. One thing to carry into your next rep.

Conversation scenarios

Who you'll talk to

Donors, alumni, and colleagues who push back, go quiet, change the subject, and sometimes say no.

Discovery calls

Build rapport and learn what motivates someone.

Major gift asks

Make the case and ask with clarity.

Stewardship and cultivation

Deepen the relationship and show impact.

Corporate and foundation partners

Navigate institutional giving.

Objections and tough moments

Stay steady when they push back.

Follow-up and next steps

Move the relationship forward.

First prospect calls

Qualification

Foundation program officers

Multi-year pledges

Campaign asks

Planned giving

Impact conversations

Lapsed donors

Renewals

Grant officer meetings

Budget concerns

Thank-you calls that open doors

First prospect calls

Qualification

Foundation program officers

Multi-year pledges

Campaign asks

Planned giving

Impact conversations

Lapsed donors

Renewals

Grant officer meetings

Budget concerns

Thank-you calls that open doors

Need a conversation that isn't here? We build it for you.

Why it works

What makes a rep different

Never scripted.

Every conversation unfolds differently, out loud, the way it will in real life.

Sequenced.

Harder conversations open as readiness grows.

Custom people.

Built around the people you actually meet. Need a new scenario? We build it for you.

Feedback on the skills you care about.

Use our competencies or add your own custom skills, and feedback follows them.

Nobody bombs a meeting.

The debrief shows what went well and the moments that could go further.

Private by default.

People choose what to share with their manager.

Creating a practice persona from traits like interests, communication style, and past objections, which becomes a longtime supporter exploring a legacy gift

Custom people

Get ready for one specific person

You don't want an avatar that is your donor. You want one that gets you ready for your donor. Tell us who you're meeting, your goal, and what makes them unique, like their interests, communication style, or past objections. We build a person from those traits, never from personal data.

For example:

✓ A donor who pushes back on overhead

✓ An enthusiastic supporter who wants to go deeper

✓ A corporate partner focused on ROI

✓ A foundation officer with set program priorities

✓ A first-time major donor

✓ A longtime supporter exploring a legacy gift

How it works

How a rep works

01

Set the goal

Choose the conversation and what you want from it: cultivation, stewardship, an ask, or a renewal.

02

Have the conversation

Out loud, by voice, with Tivy riding along in the simulation.

03

Debrief

Tivy talks through what worked and what to try next.

04

Go again

Try it a different way, as many times as you need, until it feels like you.

The same donor conversation practiced three times in a week, with the next step getting stronger each time

“Running through a mock donor meeting just hours before the actual one helped me work through strategies. The feedback from Tivy helped me adjust my approach on the spot.”

Matt Green Philanthropy Officer

Coach Tivy taking notes on a notepad

Behavior science

The science

People improve through focused reps with feedback, not by watching experts (deliberate practice, Ericsson). Varied reps also build the flexibility to adapt when a real conversation goes off script.

Explore the science

FAQ

Questions about private reps

Is this ethical?

Yes. We never copy or impersonate a real person. Each person you talk to is built from general traits, like “asks detailed questions about impact,” and no personal or identifying information is used.

How is a custom person different from a ready-made scenario?

Ready-made scenarios build skills for common conversations. A custom person gets you ready for one real meeting, built around that donor's traits and your goal.

Will my manager see my reps?

No. Reps are private by default, and you choose what to share. Leaders see team trends, never transcripts.

What if the real conversation goes differently?

It probably will. Varied reps build the flexibility to adapt when a conversation goes off script, so you're ready for the turn you didn't plan.

Does Tivy join my real meetings?

No. Tivy rides along only in simulated conversations. The real conversation is yours.

How long does it take to set up a custom person?

A few minutes. Answer a few questions about the person and the meeting, and they're ready for your first rep.

Private reps and ride-alongs

The safest place to have the hardest conversation.

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