FAQ

Most popular

  • The biggest benefit we offer you is time!

    Statistics show that 51% of nonprofits are grappling with staff burnout, and 32% have experienced a drop in fundraising compared to previous years.

    Our approach is designed to reduce the risk of staff burnout and the pressure of being overworked by streamlining processes and implementing automation.

    This strategy aims to free up more time for you to engage with your supporters, ultimately leading to increased fundraising for your organization.

    Get started today!

  • Here are a few signs you’re ready for nonprofit automation. If you:

    • Constantly feel like your tasks are slipping through the cracks

    • Need more time to connect with donors and actually fundraise

    • Keep hitting a wall with your growth/capacity/ability to scale

    … let’s just say you’re ready to call in some reinforcements 😜

    Still undecided? Book a demo!

  • Nonprofit Automation Agency is a tech integration company focused on streamlining your operations for better revenue and higher donor retention.

    We’re a dedicated team of fundraising development, marketing, and operations experts who are obsessed with efficiency.

    We offer time-saving workflows and automations to increase your capacity for fundraising and minimize the risk of staff turnover -because hello/goodbye burnout.

    Take the Right Fit Quiz to figure out your next steps.

  • We work with organizations of all types and sizes.

    If your nonprofit organization needs to improve donor retention and grow your fundraising, then nonprofit automation can help you.

FAQ

Getting started

  • Getting started is easy!

    Head to the services page and select your preferred plan - Navigator or Autopilot and from there we’ll schedule a kickoff call.

    Still have questions? Schedule a demo!

  • We work with all types and sizes of nonprofit organizations. If you and your team are working beyond your capacity – if you’re ready to grow your revenue and leverage technology to reclaim more time– you’re in the right place.

    Delegate the time-consuming and complex tech tasks to our team of automation experts. Choose your plan here.

  • Yes! We offer an extensive, high-touch service through our custom packages.

    Click here to learn more.

  • While there isn’t a “perfect” tech stack that we recommend, we do use our expertise to tailor our solutions and tools to work for you.

    Tools that we have used in the past to support the work of non-profits includes:

    —Zapier

    —TypeForm

    —Google Workspace - Sheets, Docs, Drive

    —Notion

    —Sly Broadcast

    —Squarespace

    —Make

    —Airtable

    And many more...

    Don’t see a tool that you’re looking for? Send us a message to check if we can add it to our list.

FAQ

What’s the best plan?

Flight Plan vs. Navigator vs. Autopilot

  • Authentic connections without adding more to your to-do list.

    The Flight Plan is for small organizations looking to streamline initial interactions with new donors.

    We’ve created a tried-and-tested method for stewarding donors from day one with 5 Retention Automations. Each workflow is crafted with intention to retain donors and cultivate lifelong loyalty. Everything from gift receipt to a thoughtful second ask— all strategically timed to feel genuine (and human!).

    Our top 5 Donor Retention Automations are what we have found to be the top revenue generating automations from years of working with organizations.

    By narrowing down the options, this also allows us to keep our prices down and work with a variety of platforms.

  • It’s the Tech Stack Audit and Implementation. That’s the difference.

    The Comprehensive Tech Audit includes an assessment of current tech, recommendation of ideal tech stack, and cost analysis.

    Plus, Software Integration

    Once you’ve decided on a Tech Stack, we get to work implementing it. The core platforms we see are usually: Donor CRM, Online Giving, Email Marketing, Personal Email, Website, Calendar Scheduling, Zapier.

  • If you’re looking for a “done-in-one day” solution, you’re in the right place!

    The Flight Plan is ideal for smaller organizations looking to create a remarkable donor experience without adding hours to your workload.

    We’ll implement our 5 retention-focused workflows to grow your revenue and cultivate donor loyalty.

  • Navigator is ideal for organizations looking to automate donor stewardship, marketing, and basic workflows.

    This service is best for when you’re not sure exactly where to start — you know you want to automate but you feel like your software/tech are mess.

    This is a great way to get those one-off tech tasks mulling around in your head that you never seem to have the time to do off your to-do list and making your life easier.

    Example: you want to quickly thank donors with a personalized email draft landing in your inbox ready for you to review and hit send!

    Yep! We’ll take care of that for you.

  • Autopilot is ideal for growing organizations with advanced workflows, platform buildout and powerful automation needs.

    You’re likely looking for a combination of some of our High Impact Automation Projects customized to fit the needs of your growing organization PLUS projects like minor website updates, monthly social media scheduling*, Zapier fixes, and other ongoing maintenance.

    Example: Maybe you need someone to set up a system to automatically tag new donors in your email software (like ConvertKit or MailChimp).

  • The Flight Plan includes:

    —5 retention-focused automation projects

    —Templates to make your set-up easier

    Additional costs may apply to upgrade software or Zapier.

  • Everything in the Flight Plan, plus the Tech Stack Audit and Implementation.

FAQ

About us

  • Nonprofit Automation Agency is a tech integration company focused on streamlining your operations for better revenue and higher donor retention.

    We’re a dedicated team of fundraising development, marketing, and operations experts who are obsessed with efficiency.

    We offer time-saving workflows and automations to increase your capacity for fundraising and minimize the risk of staff turnover -because hello/goodbye burnout.

  • We work with organizations of all types and sizes.

    If your nonprofit organization needs to improve donor retention and grow your fundraising, then nonprofit automation can help you.

  • Navigator and Autopilot start with 6-months of comprehensive support, which includes four phases:

    1. Onboarding

    2. Tech Stack Audit

    3. Implementation

    4. Automation

    Phase 1: Onboarding

    The Onboarding Phase is essential to aligning our services with the needs of your organization.

    This phase includes an onboarding questionnaire, one-on-one call with an Automation Architect and ensuring we have access to all your software.

    This phase usually takes 1 week to complete

    Phase 2: Tech Stack Audit

    Since most organizations come to Nonprofit Automation Agency frustrated with their software (or tech stack), our pricing and services include a full assessment and audit of your entire tech stack.

    The cost of a Tech Stack Audit on its own is $3,000.

    What’s unique about Nonprofit Automation Agency is that we go beyond your Donor CRM and assess how all your software as a whole works together.

    Once this phase is complete, we provide a comprehensive Assessment, recommendation for your Ideal Tech Stack, as well as a cost analysis.

    This phase usually takes around 2 weeks to complete

    Phase 3: Implementation

    If any changes or updates are needed to your Tech Stack, the Implementation Phase is where we will support you in getting your software integrated and making sure everything is working together.

    This phase can vary based on your assessment

    Phase 4: Automation

    Now for the fun part! The final phase and the remainder of our time working together is focused on completing automations on the High Impact Automation Project list.

    For Autopilot, you’ll start by choosing automation projects from the High Impact Automation Project list. Our High Impact Automation Projects are what we have found to be the top revenue generating automations from years of working with organizations.

    For Navigator, you’ll work with an Automation Architect to curate projects based on your organization's specific needs. This typically ends up being a combination of High Impact Automation Projects and customized automations or workflows.

    The number of projects we complete during this phase depends on the number of tasks, how quickly you can complete your homework and the complexity of the project.

    There are many factors that play into how quickly we can complete a project for you, you can learn more about Average Turnaround Times here.

    This phase is ongoing over the next several months while we work together

    Next Steps

    After our initial 6 months working together, you can opt into either the Autopilot or Navigator services at just the monthly rate and continue working with us for as long as it feels right.

  • We work with all types and sizes of nonprofit organizations. If you and your team are working beyond your capacity – if you’re ready to grow your revenue and leverage technology to reclaim more time– you’re in the right place.

    Delegate the time-consuming and complex tech tasks to our team of automation experts. Choose your plan here.

  • We’re a dedicated team of development, marketing and operations experts with decades of experience in senior (and junior) positions in the nonprofit sector. Plus tech start-ups and entrepreneur endeavors.

    Let’s just say our expertise is extensive.

    We’ve been there, done that and probably created a system for it.

    This diverse background equips us with a unique blend of skills and insights beneficial to our clients.

    We don’t have a Nonprofit Automation Architect certification - yet. But that’s what we are!

  • We don't have a list of direct competitors, mostly because we haven’t found anyone who does exactly what we do.

    Our pricing is structured to offer competitive value, while still providing you customized solutions with our Tech Stack Audit and focusing on top revenue generating automations, personalized support, and adaptable to the unique software needed inside organizations.

  • Nonprofit Automation Agency stands out because everyone on our team has firsthand nonprofit experience and deeply understands the sector-specific challenges.

    Through our Tech Stack Audit, we focus on holistic solutions to your Tech Stack needs instead of recommending one-off software that might solve one problem but create another list of other problems for you.

    Plus, our experts actually find this work fun. We like solving complex tech puzzles, and in the process streamlining your operations for better revenue and higher donor retention.

  • Our experts actually find this work fun. We like solving complex tech puzzles, and in the process streamlining your operations for better revenue and higher donor retention.

    While there are probably some certifications we could add to our credentials, the bottomline is we’re a team of experts with years of experience in nonprofit management and technology. We have been inside of organizations, used the software and know nuances that frustrate you.

    Our expertise lies in strategic automation, software integration, and process optimization, enabling nonprofits to leverage technology for greater impact and efficiency in fulfilling their missions.

    We aim to free up more time for you and your team to connect with your donors, ultimately leading to increased fundraising and revenue for your organization. Simply put, we want you to have more money to do more good and more time so you are less burned out.

  • With statistics showing that 51% of nonprofits are grappling with staff burnout, and 32% have experienced a drop in fundraising compared to previous years.

    Our approach to tech is designed to reduce the risk of staff burnout and the pressure of being overworked by streamlining processes and implementing automation.

    By automating repetitive tasks, team members can focus on other meaningful work, boosting morale and efficiency.

    This strategy aims to free up more time for you to engage with your supporters, ultimately leading to increased fundraising for your organization.

FAQ

Board Approval

Board Approval

  • With statistics showing that 51% of nonprofits are grappling with staff burnout, and 32% have experienced a drop in fundraising compared to previous years.

    Our approach to tech is designed to reduce the risk of staff burnout and the pressure of being overworked by streamlining processes and implementing automation.

    By automating repetitive tasks, team members can focus on other meaningful work, boosting morale and efficiency.

    This strategy aims to free up more time for you to engage with your supporters, ultimately leading to increased fundraising for your organization.

  • We don't have a list of direct competitors, mostly because we have not found anyone who does exactly what we do.

    Our pricing is structured to offer competitive value, while still providing you customized solutions with our Tech Stack Audit and focusing on top revenue generating automations, personalized support, and adaptable to the unique software needed inside organizations.

  • Data is important! We will analyze your data and turn it into meaningful and actionable information.

    From Donor Retention to Donor Churn reports. We will also ensure if you have data in multiple sources that is is combined into one easy to read dashboard.

    Depending on the depth of analysis, we’ll let you know if the support you need is more within the Navigator or Autopilot levels.

  • We’re a dedicated team of development, marketing and operations experts with decades of experience in senior (and junior) positions in the nonprofit sector. Plus tech start-ups and entrepreneur endeavors.

    Let’s just say our expertise is extensive.

    We’ve been there, done that and probably created a system for it.

    This diverse background equips us with a unique blend of skills and insights beneficial to our clients.

    We don’t have a Nonprofit Automation Architect certification - yet. But that’s what we are!

FAQ

General Support

  • It depends! Check out our pricing for complete details of our services.

  • While there isn’t a “perfect” tech stack that we recommend, we do use our expertise to tailor our solutions and tools to work for you.

    Tools that we have used in the past to support the work of non-profits includes:

    —Zapier

    —TypeForm

    —Google Workspace - Sheets, Docs, Drive

    —Notion

    —Sly Broadcast

    —Squarespace

    —Make

    —Airtable

    And many more...

    Don’t see a tool that you’re looking for? Send us a message to check if we can add it to our list.

  • Data is important! We will analyze your data and turn it into meaningful and actionable information.

    From Donor Retention to Donor Churn reports. We will also ensure if you have data in multiple sources that is is combined into one easy to read dashboard.

    Depending on the depth of analysis, we’ll let you know if the support you need is more within the Navigator or Autopilot levels.

FAQ

CRM + Software

  • We offer support and assistance on any and all Donor CRM and fundraising systems.

    We have built automations, assessed software compatibility and improved workflows in:

    —Blackbaud Raiser's Edge

    —Bloomerang

    —Constant Contact

    —ConvertKit

    —DonorDock

    —DonorPerfect

    —Fundraise Up

    —GiveButter

    —Keela

    —Kindful

    —Qgiv

    —Salesforce

    —Virtuous

    Don't see your CRM listed? Don't worry we are confident we will still be able to solve your needs. Send us a message to double check!

  • While this is probably our #1 most asked question, the answer is always the same – it depends!

    Here’s the thing: Every organization is different and your needs are dependent on a variety of factors ranging from pricing, internal capacity and features that meet the needs of the work that you do.

    While your CRM is what we’d call your “anchor” platform, we also believe in a holistic approach to your tech stack.

    Example: You might have found what you think is the perfect CRM, but when zooming out, you realize it doesn't have the native integrations with the other software you use or connect to something like Zapier.

    This is why all of our services start with 6-months of comprehensive support, including a Tech Stack Audit of all your software.

  • While there isn’t a “perfect” tech stack that we recommend, we do use our expertise to tailor our solutions and tools to work for you.

    Tools that we have used in the past to support the work of non-profits includes:

    —Zapier

    —TypeForm

    —Google Workspace - Sheets, Docs, Drive

    —Notion

    —Sly Broadcast

    —Squarespace

    —Make

    —Airtable

    And many more...

    Don’t see a tool that you’re looking for? Send us a message to check if we can add it to our list.