Check In

---
name: check-in
description: Run a weekly health check on any campaign - diagnose issues and get a prioritized action plan
allowed-tools: Read, Write, WebSearch
argument-hint: "[optional: campaign name or current stats]"
---

Run a campaign health check: $ARGUMENTS

This skill works in two modes. See `campaign-context` for the operating-modes overview.

- **Standalone (default):** ask the organizer for current numbers (raised, donors, days active, etc.) and run the diagnostic against benchmarks below.
- **MCP-connected:** pull live `get_campaign_health` and `get_payment_summary` data instead of asking, and persist `save_improvement_notes` back to the campaign so the action plan shows up in the organizer's dashboard.

If MCP tools aren't available in the session, use the standalone flow below without comment.

Follow this diagnostic workflow:

## 1. Gather Context

Use the campaign-context skill to establish:

- Campaign type, title, URL (if available)
- Current numbers by type:
  - **Fundraiser**: Amount raised, donor count, days active, goal, channels being used
  - **Event**: Tickets sold, total capacity, days until event, channels being used
  - **Collection**: Payments received, people paid vs. total group, days until deadline, channels used

## 2. Calculate Health Score

Score the campaign 0-100 using type-specific weights:

### Fundraiser Weights
| Factor | Weight | What to measure |
|--------|--------|----------------|
| Momentum | 25% | Donation velocity vs. >2/day target in week 1 |
| Social reach | 20% | Shares, unique visitors, share-to-visit ratio |
| Story quality | 15% | Description length, photo present, video present, title strength |
| Donor engagement | 15% | Thank-you rate, update frequency, donor return rate |
| Goal progress | 15% | % of goal reached vs. days active |
| Network activation | 10% | Co-organizer count, email list usage, channel diversity |

### Event Weights
| Factor | Weight | What to measure |
|--------|--------|----------------|
| Registration velocity | 25% | % of capacity sold per week (healthy: 10-15%/week) |
| Capacity utilization | 20% | % of total capacity sold (target 80%+ by event date) |
| Promotion reach | 20% | Channels active, partner cross-promotion, share rate |
| Engagement | 15% | Attendee-to-sharer ratio (target: 1 in 5 attendees shares) |
| Revenue | 10% | Revenue vs. break-even vs. goal |
| Logistics readiness | 10% | Communication cadence, confirmation emails set up |

### Group Weights
| Factor | Weight | What to measure |
|--------|--------|----------------|
| Payment rate | 30% | % of group that has paid (target: 80%+ by deadline) |
| Deadline proximity | 20% | Days remaining vs. payment rate (are you on pace?) |
| Communication cadence | 20% | Reminder timing following Friendly Collector framework |
| Response rate | 15% | % who respond to messages (even "I'll pay soon" counts) |
| Transparency | 15% | Cost breakdown visible, progress updates shared |

### Score Interpretation

| Score | Status | Action |
|-------|--------|--------|
| 80-100 | Thriving | Maintain cadence, expand to new channels |
| 60-79 | Healthy | Address 1-2 weak areas, increase promotion |
| 40-59 | At risk | Significant changes needed, dispatch campaign-assistant agent |
| 20-39 | Critical | Major intervention, dispatch campaign-assistant agent |
| 0-19 | Stalled | Consider relaunch or pivot |

Present the score with a factor-by-factor breakdown. If score is below 60, dispatch the campaign-assistant agent for deep analysis.

## 3. Diagnose the Bottleneck

Run through all 3 diagnostic stages:

### Stage 1: Traffic Diagnosis
**Question**: Are people seeing the campaign?

- Fundraiser: page views, shares, channel diversity
- Event: registration page visits, social reach, partner posts
- Group: did launch message reach all members?

**If traffic is low**: Problem is promotion, not the page. Reference the /promote skill.

### Stage 2: Conversion Diagnosis
**Question**: Are visitors taking action?

- Fundraiser: visit-to-donation rate (healthy: 5-15%), avg donation $35-75
- Event: visit-to-registration rate (healthy: 15-25%), ticket tier distribution
- Group: payment rate per reminder sent (should increase after each message)

**If traffic is fine but conversion is low**: Problem is the page. Reference campaign skill.

### Stage 3: Engagement Diagnosis
**Question**: Are participants becoming advocates?

- Fundraiser: donor-to-sharer ratio (target >15%), update frequency
- Event: attendee-to-sharer ratio (target: 1 in 5), re-share content posted
- Group: did paying members bring peer pressure? Are unpaid members responding to reminders?

**If conversion is fine but growth has stalled**: Problem is engagement loop. Reference the engage skill.

Name the primary bottleneck clearly.

## 4. Type-Specific KPIs

Use these benchmarks to evaluate each metric:

### Fundraiser KPIs
| KPI | Formula | Target |
|-----|---------|--------|
| Donation velocity | Donations per day | >2/day in week 1 |
| Share rate | Shares / page views | >5% |
| Conversion rate | Donations / unique visitors | 5-15% |
| Average donation | Total raised / donor count | $35-$75 |
| Donor-to-sharer ratio | Sharers / donors | >15% |
| Update frequency | Updates / weeks active | >1/week |
| Time to first donation | Hours from launch to first gift | <4 hours |

### Event KPIs
| KPI | Healthy Range | Warning Sign |
|-----|--------------|--------------|
| Registration velocity | 10-15% of capacity/week | <5% after launch week |
| Capacity utilization | On track to 80%+ by event | <50% at midpoint |
| Early bird conversion | 25-35% of total tickets | <15% |
| Ticket tier distribution | Even spread across tiers | >80% in cheapest tier |
| Attendee share rate | 1 in 5 attendees shares | <1 in 10 |
| Email open rate | 40-60% | <25% |

### Group KPIs
| KPI | Healthy | Warning |
|-----|---------|---------|
| Payment rate at midpoint | >50% paid | <30% paid |
| Payment rate at deadline | >80% paid | <60% paid |
| Response rate to messages | >70% (paid or acknowledged) | <40% |
| Days to full collection | 2-3 weeks from launch | >4 weeks with <80% paid |

## 5. This Week's Action Plan

Prescribe 3-5 actions in priority order, organized by effort:

### Quick Wins (do today, all types)
- **Fundraiser**: Add/improve primary photo, shorten description to <150 words, add co-organizer, thank unthanked donors, post one update
- **Event**: Post urgency content (seats remaining, days left), send reminder to opened-but-didn't-register email segment, update hero image
- **Group**: Send a progress update to the group, privately follow up with 1-2 unpaid members

### Medium Effort (this week)
- **Fundraiser**: Record and upload video (4x more funds), send personalized emails to top 20 contacts, create content for 3+ social channels
- **Event**: Activate partner cross-promotion, create social proof content ("X attendees registered"), launch group discount offer
- **Collection**: Add a co-collector, extend deadline with real-constraint framing, restructure payment tier if response is concentrated in one option

### Strategic Moves (campaign is stalled)
- **Fundraiser**: Rewrite title (test 3 options), refresh full description, pitch local media
- **Event**: Consider price adjustment, add a new tier, reach out to complementary organizations for cross-promotion
- **Group**: One-on-one outreach to every unpaid member, consider scope reduction to match actual payment rate

## 6. Generate Fresh Content

If the bottleneck is traffic or engagement, produce in-session:

- 3-5 social posts for the coming week
- 1 campaign update to post on the page
- 1 email or message template

## 7. Save the Weekly Report

Write the health check results to `[campaign-title]-checkin-[date].md` in the workspace.

## Additional Resources

- **`references/benchmark-data.md`** -- Detailed benchmarks by category and campaign type
- **`references/optimization-checklist.md`** -- Comprehensive optimization checklist unified across all types

---

## If the PayIt2 MCP server is connected

When the MCP server is available, enhance the check-in with live data. This section is optional: the standalone workflow above works without any MCP connection.

### Enhanced data gathering

1. Call `get_campaign_health` with the campaign ID to pull real-time health metrics instead of asking the organizer to self-report numbers.
2. Call `get_payment_summary` to retrieve donation/payment totals, velocity, and participant counts directly from the platform.

Use the live data to populate the health score formula in Step 2 automatically. Compare live metrics against the KPI benchmarks in Step 4 and highlight any that fall below the warning threshold.

### AI-powered improvement plan

3. Invoke the `campaign_improvements` prompt with the health data to generate a tailored improvement plan that accounts for the campaign's specific category, age, and performance trajectory.
4. After the organizer reviews and approves the recommendations, call `save_improvement_notes` to persist the action items back to the campaign record so they appear in the organizer's dashboard.

The MCP-enhanced flow replaces manual data entry with live metrics but follows the same diagnostic structure: health score, bottleneck diagnosis, prioritized actions.