💌 Workshop inside Essentials
How to launch your welcome series in 3 steps
Learn how to create, write, and automate a new donor welcome series that improves retention — without losing the personal touch your donors expect.
Picture this: A new donor gives their very first gift…
Your next step? NOTHING!
Because the new email series you just set up is doing all the work for you.
💦 RINSE + REPEAT: For any new subscriber who signs up for your newsletter…
Why do you need a donor welcome series?
➜ You may be wondering: does automating your emails make things less personal?
And the answer is… Nope! Not at all.
Email automations are crucial to personalizing your donor experience.
In this webinar, we’ll dive into how to create a solid first impression with your donors - using a donor welcome series to set the foundation for lasting relationships and donor retention.
GET ACCESS → 90-MIN WORKSHOP
How to launch an automated new donor welcome series in 3 steps
Bring your notebook because, you will walk away with:
✅ Actionable strategies you can implement when it comes to collecting stories, writing engaging emails and effortlessly setting up your automation
✅ The motivation you need to creating better systems and increase your donor retention
✅ The mindset you need to super charge your engagement (fundraising)
✅ Your email series to-do list that you can get started on right away
Also included:
📖 A digital workbook to jot down all of your ah-ha moments
🎥 Access for a long as you’re an Essentials member
A donor welcome series is an automatic sequence of carefully created emails sent over a short period of time to connect with your donors.
👉🏼 THE GOAL: connection
👉🏼 THE SECRET: automation
👉🏼 THE RESULT: retention
Your series is a space for you to show your genuine gratitude and demonstrate the real impact of each individual’s generosity.
By delivering relevant and compelling content over a series of emails, you’ll create a sense of deep connection and trust. Giving donors a way to stay engaged also encourages them to potentially become long-term supporters of the organization. It’s a win-win all around.
But here’s the thing, creating an automated welcome series is more than just slapping up a few emails into your email marketing platform.
That’s why in this webinar (plus, a retention power pack bundle) will share the secret sauce to launching an effective email series.
The power of an automated welcomes series in your organization means:
✔️ freeing up your valuable time
✔️ supercharge your productivity
✔️ enhancing your new donor or subscriber experience
✔️ increase donor engagement
✔️ start raising more without having to work so hard
Trying to connect with every new donor just isn’t possible.
Your answer is: turning your manual process for thanking donors into an automated process.
And, it’s easier than you think.
I can show you the 3 steps you can take to implement a welcome series in no time at all!
Here’s what you’re going to learn:
STEP 1
The Story Collection System
Ever feel like your stories are robotic, lacking the emotion to really show the impact of your organization and draw in your donors?
The Story Collection System is specifically designed to:
allow people to feel supported while telling their story
find engaging stories that convey impact
convert new donors into lifelong supporters
STEP 2
The Email Series Framework
If your emails feel stale and boring, then this framework will allow you to spice them up and craft emails that are thoughtful and effective (and that actually get read).
The Email Series Framework will teach you how to:
humanize your emails
boost your email engagement (and fundraising)
create meaningful relationships with every new supporter
STEP 3
The Automation Blueprint
The secret sauce? Systems and automation. It’s our super power.
The Automation Blueprint is designed to:
decrease the tech overwhelm
make designing your workflow simple
increase your confidence to use systems and automation
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Get instant access to the How to Launch Your Welcome Series Workshop inside Essentials
ABOUT YOUR COACH
oh, hey! I’m rachel 👋🏼
Yep, with a lowercase “r”.
I’ve been in the trenches of an underfunded, under-resourced nonprofit. I was an Executive Director doing exactly what you might be doing right now — and then I missed thanking a major donor.
That moment changed everything.
Not because I didn’t care. Because I didn’t have a system.
That’s when I became obsessed with building donor stewardship systems that actually work — so nonprofits can stop trying to do more with less, and you never have to carry that guilt again.