Outcomes
How Pockets Change recognized the power of relationship building and increased engagement by 357%
By the numbers
“We suddenly have the ability to have six discovery calls with new partners in a week, rather than spend six hours building out something.”
— ANDREA FERRERO-HAGGERTY, EXECUTIVE DIRECTOR OF POCKETS CHANGE
The challenge
After receiving a large grant and a prestigious award, Pockets Change needed to act fast. They were presenting at a conference in a room filled with potential business and educational partners — without a plan or system to nurture connections in a streamlined way.
“I saw where we’re going — and in order to get there, we needed different systems in place. ”
— ANDREA FERRERO-HAGGERTY, EXECUTIVE DIRECTOR OF POCKETS CHANGE
The approach
With her team already at capacity, reached out to Small Shop Strategies for support in creating a remarkable experience for audience members, including planning, writing, and automating a personalized welcome series.
With a few distinct audiences needing personalized messages, our team created two different nurture sequences to meet audience members where they are. Each new email subscriber is taken along a journey to connect with the organization in the way most relevant to them (ex: book a discovery call or donate $25).
The result
Customized storytelling toolkit
➜ Better conversations
The impact stories and key messages reignite team members’ feeling of purpose.
Using the key messages and impact stories - developed with Small Shop - team members can structure everything from events and marketing to grants and major donor conversations.
“It’s a really powerful takeaway that we still use today.”
Personalized nurture series
➜ Higher click-through rates
Increased email engagement by 357% in 12 months.
In the past, when someone signed up for the Pockets Change newsletter, they received one welcome email with a free resource. From there, they would receive one newsletter a month, give or take.
“Imagine someone opening an email that’s automated, but feeling like you just sent it because it’s written so well in your voice…It’s magical.”
— ANDREA FERRERO-HAGGERTY, EXECUTIVE DIRECTOR OF POCKETS CHANGE
Email segmentation + automation
➜ More time
With the automated welcome sequence, Andrea doesn’t have to spend hours emailing brand new messages with the connections she makes at conferences. Instead, the connections receive the sequence and feel like they’re having a conversation with Andrea (which they are, it’s just automated!).
“We have people reply to me as if I emailed them because we’re using that sequence, but without me writing 50 emails after leaving a talk.”
— SHARED ANDREA
Increase your
fundraising capacity
We can help you + your mission by handling your most mundane technical tasks.
You get your time back to connect with supporters and grow your impact.
Make your donors feel
seen and valued
… and you’ll love knowing that a personal card surprised and delighted your donor in less time than it would take you to double tie your shoes!
Our Favorite Revenue-Generating
Automation Projects
-
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.