Nonprofit Automation

Starter Kit

Your first, doable step toward automation — without overwhelm

Get a handle on your tech, clean up the basics, and dip your toes into automation in a way that actually sticks.

Start your trial today
A woman with long wavy brown hair is smiling and standing against a plain white background. She is wearing a beige jumpsuit with the sleeves rolled up and has her hands in her pockets.
Two women working in an office, one sitting at a desk speaking on a landline phone, the other standing beside her reading a notebook. The desk has papers, a red pen, and an old-fashioned blue rotary phone, with file cabinets and documents in the background.

If automation feels like something you’ll “get to later”…

You’re not behind. You’re just busy.

Most small nonprofit teams know automation would help — they just don’t know where to start without making a mess.

The Automation Starter Kit is designed to give you a clear starting point:

  • What to look at first

  • What to ignore for now

  • And which small automations actually move the needle

No big build.
No complicated workflows.
No pressure to “automate everything.”

Just a solid first step.

GET STARTED

How to use this

This is a fast, practical starter kit that helps you:

  • Get a quick snapshot of your current tech setup

  • Put basic structure around tags and naming (without overthinking it)

  • Identify a few high-impact automations worth setting up first

  • Start small, build confidence, and expand later

This is the “start here” version your nonprofit brain has been needing.

Who this is for

This is for nonprofit teams who:

  • Are curious about automation but feel intimidated by it

  • Know their tech could be working harder for them

  • Want to clean things up before adding more tools

  • Don’t have time for a full overhaul

  • Want to start smart — not rush into the wrong setup

If you want to build momentum without creating chaos, this was built for you.

What’s included

  • The 5-minute Tech Stack Audit
    Quickly see what you’re using and what matters

  • The boring-but-essential tag + naming convention template
    So your data stays clean and usable

  • The top 3 retention-boosting automations
    Proven automations that help donors stay connected

  • All other Essentials resources
    So you’re supported as you build and grow

A foundation you can actually build on.

Close-up of a vintage rotary-style telephone in pastel green color on a white surface

How this works

The Nonprofit Automation Starter Kit is delivered inside Essentials — our on-demand training library for nonprofit systems.

Here’s what that means in practice:

When you start a 3-day trial of Essentials, you get immediate access to:

  • The full Automation Starter Kit

  • Step-by-step walkthroughs you can follow with your current tools

  • Templates and examples designed for small teams

  • All other Essentials trainings (so you can keep going when you’re ready)

You don’t need new software.
You don’t need to be “good at tech.”
You don’t need to do everything at once.

Essentials is simply how the training is delivered — so you can move at a pace that fits your capacity.

If it’s not helpful, you can cancel anytime during the 3-day trial.

This is about starting now — so future automation feels easier, not heavier.

GET STARTED

“From 35% to 50% retention in under a year.” — H.O.P.E. Inc.

〰️

“$41,893 year-end (vs $23K previous year)” — Mosaic Youth Theatre

〰️

“$18,500 recovered in 90 days.” — Data Cleanup Client

〰️

“It's made everything so much easier—even my admin says it's easier. It helped prepare us for the growth we're working for.” — 35% → 50% retention. Email opens nearly doubled. Click rates tripled. Kenita Executive Director, H.O.P.E., Inc. “It used to take me 6 months to onboard new donors. Now it's done in 6 minutes.” — 85% of new donors onboarded within 6 minutes of giving. Personalized welcome sequences increased new donor engagement by 22%. Client “I used to dread data — now it's our secret weapon.” — CRM records improved by 30% in completeness within 90 days. Lapsed donor campaigns recovered $18,500 in "lost" gifts. Client “We got 20 hours a month back and it shows in our fundraising results.” — Client

〰️

“From 35% to 50% retention in under a year.” — H.O.P.E. Inc. 〰️ “$41,893 year-end (vs $23K previous year)” — Mosaic Youth Theatre 〰️ “$18,500 recovered in 90 days.” — Data Cleanup Client 〰️ “It's made everything so much easier—even my admin says it's easier. It helped prepare us for the growth we're working for.” — 35% → 50% retention. Email opens nearly doubled. Click rates tripled. Kenita Executive Director, H.O.P.E., Inc. “It used to take me 6 months to onboard new donors. Now it's done in 6 minutes.” — 85% of new donors onboarded within 6 minutes of giving. Personalized welcome sequences increased new donor engagement by 22%. Client “I used to dread data — now it's our secret weapon.” — CRM records improved by 30% in completeness within 90 days. Lapsed donor campaigns recovered $18,500 in "lost" gifts. Client “We got 20 hours a month back and it shows in our fundraising results.” — Client 〰️

Trusted by more than 3,000 nonprofits.

Start your 3-day trial

Get instant access to the Automation Starter Kit inside Essentials