AUTOPILOT

For organizations looking to automate a remarkable donor experience, but feel like their systems are a bit of a mess

INVESTMENT

CORE BENEFITS

Comprehensive Tech Stack Audit: Assessment of current tech, recommendation of an Ideal tech stack, plus cost analysis
Software Integration: Setting up and integrating platforms, including mapping data fields accurately, and optimizing data flow between platforms.
Workflow Implementation: 5 automated workflows focused on scaling donor stewardship

Wait, wait, there’s more…

Additional Project Add-On Options

Conversion Copywriting + Email Marketing Package

We write you talk. Outsource all the writing (and there’s kind of a lot) to our team of fundraising, marketing and communication experts.

INVESTMENT

CORE BENEFITS

Emails can be modified for up to 4 audience segments, including copywriting, 2 rounds of edits/revisions and set up in your email marketing platform

PACKAGE INCLUDES

AUTOMATED EMAIL SEQUENCES INCLUDED:

For organizations ready to transition to a new CRM but need help making it seamless and strategic.

INVESTMENT

CORE BENEFITS

Migrations can be a pain, but we’ll help you manage the CRM migration process.
Support includes organizing data, working with team members to check data accuracy, coordinating with CRM representatives to talk the tech talk, solving any migration issues, and making sure the data remains accurate and reliable.

Choosing the right software is one of the most important decisions you’ll make for your organization.

How you implement it is just as critical.

Get expert support to build automations that fit your goals, with success guaranteed.

1:1 calls throughout the process with a Nonprofit Automation expert
Tech Stack Audit to increase efficiency by finding your most ideal tech stack
Software integration support to reduce tech frustration and friction
Add-ons and upgraded services where you need additional support - our team of experts is here to help!