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

Nonprofit Automation Agency

is focused on three core areas:

Inconsistent engagement is keeping you

from turning a one-time gift into a loyal donor

Time-saving automation and

simplified workflows go good…

Grams will have no clue they were

done for you!

GET STARTED →

Our Favorite Revenue-Generating

Set Up Automated Receipts from Donor CRM

First things first, this automation streamlines the process of acknowledging donations by automatically generating and sending tax-compliant receipts to donors directly from your Donor Customer Relationship Management (CRM) system.
Pre-draft Thank You Notes Directly into Your Inbox

Designed to put an emphasis on speed, this automation prepares personalized thank you notes for donors and delivers them directly to your email inbox for review, a little extra personalization and quickly hit send!
*This is Rachel's favorite automation project!
Automatically Send a Handwritten Thank You Note

Adding a personal touch to donor or a little volunteer appreciation, this automation coordinates the sending of a personalized handwritten thank you note.
Handwrytten is our favorite platform for this automation! Each card is approximately $4/card.
Set Up a New Subscriber Welcome Series

This automation creates a warm introduction and a welcoming experience for new email subscribers or first time donors.
By automatically enrolling new subscribers into a welcome email series, you can systematically introduce them to the organization's mission, ongoing projects, and ways to get involved.