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Hi Rabbi [LAST_NAME GOES HERE],
A few weeks ago, we began working with a new client (one I’m personally very excited about, because I’ve seen their work from the inside and have always been impressed with their mission, and specifically their ethics.)
When they reached out, here’s what they told us was going on:
(Thank you, AI notetaker, for always taking such good notes of meetings!)
- They knew knew should but lacked the bandwidth to actually send regular emails. Currently sending on a "haphazard" basis rather than systematically.
- Their email list is "a complete mess." They’re barely segmenting (only excluding beneficiaries).
- Haven't done proper list cleanup or organization.
- Their thank-you email has outdated information.
- Transactional emails haven't been reviewed in a year.
- They haven't tested the donor experience recently.
- People who gave regularly from online campaigns weren’t being tracked in their CRM or cultivated as potentially regular donors.
- Their Salesforce consultant didn’t understand email marketing and couldn’t guide them on the integration, so anything related to this was simply stalled.
This org’s head of development was extremely experienced, smart, and well-trained. They knew all the next-steps, but they were struggling in two main areas:
- CAPACITY – They knew what needed to be done, but didn’t have the hours to actually do it, so important donor-cultivation projects kept getting pushed off.
- STRATEGY – When it came to some of the more complex pieces like ESP setup, donor journeys, and segmentation, they knew the basics, but wanted to trust that every move they made was the right one.
With this org, they weren’t bringing us on indefinitely, particularly because they have a strong internal marketing team and knew they could handle the day-to-day of content creation on their own (once there was a flow.)
Our goal was to get in, help them, and get out.
We put together a plan to:
- Strategize the pieces they keep de-prioritizing
- Put systems and structures in place to keep them moving
- Phase our team out and train their team to take over
Right now, we’re knee-deep in auditing their systems and putting together the core pieces they need. We also helped them set up their project management structure to get traction going (even without us).
The goal is, that in a few months, G-d willing – Moshiach will be here, and if not, at least they’ll be set up to keep funding the incredible work they do. Even without us.
If this sounds like something that can help you, reach out.
Our Unlimited Marketing package may be the right fit.
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Our agency helps multi-million dollar nonprofits with marketing strategy and copywriting that touches hearts. And gets people giving.
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