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Stop Juggling Platforms and Start Moving Faster
Legacy stacks grow like weeds. Before long your staff is logging gifts in one database, emailing from another, exporting to Excel for reports, and jumping into Slack to track tasks. Hours disappear, data drifts, and opportunities slip.
We consolidate the clutter into HubSpot-powered workflows so each hand-off is automatic and every team sees the same truth.
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Workflow Automation
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Systems Integration
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Training & Enablement
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Continuous Improvement
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Data Quality & Governance
Workflow Automation
Routine tasks run themselves so staff can focus on mission work.
Renewal reminders stop the instant payment clears
Volunteer applications auto-route for approval and onboarding
Gift-officer tasks fire when a pledge crosses a custom threshold
Systems Integration
Every critical app speaks the same language in real time.
Bi-directional syncs link finance, ticketing, and email tools
Webhooks push transactions to accounting within seconds
Retired middleware cuts licensing costs and surprise failures
Training & Enablement
Your team masters the tools instead of submitting tickets.
Role-based playbooks show how to launch and edit workflows
Live office-hours coaching solves issues in the flow of work
Adoption dashboards flag teams that need extra support
Continuous Improvement
Workflows evolve as fast as your programs.
Quarterly audits surface bottlenecks and duplicate effort
A/B tests compare task sequences without extra software
KPI dashboards spotlight time saved and errors avoided
Data Quality & Governance
Clean data keeps every process trustworthy and compliant.
Field validation and duplicate scans run on schedule
Role-based permissions protect sensitive records
Audit logs track every change for GDPR and HIPAA reviews
Workflow Snapshot: Volunteer Onboarding Made Simple
- Interest Form Received – Contact is created in HubSpot and tagged “Volunteer Prospect.”
- Background-Check Task – Workflow assigns a task to HR and pauses the journey until clearance is logged.
- Orientation Invite – Once cleared, an email with three orientation dates is sent; RSVP updates the record automatically.
- Shift Preference Survey – A follow-up form lets the volunteer rank programs and time slots; answers write to custom properties.
- Schedule Placement – Workflow creates a “Volunteer Shift” object, links it to the contact, and notifies the site coordinator in Slack.
- Day-Before Reminder – SMS reminder fires 24 hours before the first shift, pulling details from the “Volunteer Shift” object.
- Post-Shift Feedback Loop – After the shift, an automated survey collects feedback and updates engagement scoring for future outreach
