Download the Nonprofit Automation Checklist
Save hours every week with 10 ready-to-implement automation ideas.
How many hours did your team lose this week to manual data entry, pulling reports, and wrestling with spreadsheets? For many small and mid-sized nonprofits, this administrative “busywork” is more than a hassle—it’s a primary driver of staff burnout and a direct barrier to building the donor relationships that fuel your fundraising.
It’s time to implement nonprofit automation and get those hours back.
Finally, a Clear Path to Efficiency
This free nonprofit automation checklist is your starting point to move from overwhelmed to efficient. We’ve identified 10 high-impact, time-saving tasks for nonprofits that are prime for automation today—many of which you can set up this week.
Stop wondering where to start and get a clear, actionable plan. This guide provides the “quick wins” you need to automate nonprofit workflows, covering everything from nonprofit donor automation to automation for nonprofit operations. This is your first step toward effective CRM automation for nonprofits.
What You’ll Get in This Free Checklist:
A 10-point plan to identify the biggest time-drains in your organization.
Step-by-step automation solutions for automation for nonprofit fundraising, including instant donation thank-yous and lapsed donor re-engagement alerts.
Clear strategies for nonprofit marketing automation, like setting up a 3-part “Welcome Series” that turns first-time donors into loyal supporters.
Actionable tips to streamline automation for nonprofit operations, such as automatic volunteer shift reminders and self-service tax receipt portals.
The “secret” to high-touch stewardship: Learn how to use automation to trigger personal follow-ups, like birthday reminders and alerts for major donor activity.
Reclaim your team’s time and free them to focus on what truly matters: building relationships and driving your mission forward.
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