Scale your donor experience
Automated email + donor retention strategy, system design and implementation for nonprofits ready to grow
Ready to stop letting inconsistent engagement keep you from building relationships with donors?
WHY YOU ARE HERE
Your growth is limited.
The reason your growth is limited is because you and your team are at – or beyond – capacity.
You have a vision for what is possible.
But you’re missing out on opportunities to connect.
And you know well-nurtured donors turn into lifelong, loyal supporters.
That’s why you’re here.
WHAT’S TO LOSE
➜ First time donors becoming monthly donors.
➜ Community partners wanting to collaborate.
➜ Volunteers eagerly offering their skills.
Donors giving more.
Supporters becoming champions.
Ready to turn one time donors into champions of your organization?
GREATER IMPACT + RETENTION
We put your vision into action.
Discover your untapped assets to better nurture your donors
🔎 Great stories lost, never to be told again
🔎 Re-engagement of disconnected donors
🔎 Fresh perspective on how you communicate
🔎 Uncover your core story and connect deeper
Create a tech stack to support your whole mission
We build your stage for greater impact and retention.
OUTCOMES
POCKETS CHANGE
Building intergenerational financial resilience through hip pop pedagogy. What began with a few classrooms in 2009 has now grown to reaching over 25,000 students nation-wide.
BY THE NUMBERS
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. ”
“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 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.”
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.”
Ready to create a remarkable donor experience?
WHY WE EXIST
Because your potential is limited by manual tasks and disjointed messaging.
What you see
A cohesive story and appreciated donors
What you say
Sporadic updates and annual appeals
What they see
Crickets and last minute requests
What they feel
Unappreciated and disconnected
WHAT WE BUILD
Donor Retention Strategy. System Design. Implementation.
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Stabilize your organization for fundraising + development.
We assess your tech to make sure it’s working for you, not against you.
Then, we sift through the noise to find what makes you the only organization to do what you do. We call it our story framework.
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Create your vision for a remarkable donor experience.
A remarkable donor experience doesn’t happen by accident.
This is when we map out your vision + craft your strategy for meaningful and sustainable donor engagement.
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Amplify your story + build your capacity for a sophisticated, repeatable donor experience.
This is where your stage for greater impact gets built.
Every step of your workflow is intentional.
We polish your raw assets into sparkly diamonds ➜ we craft authentic messages that move people to action.
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Leverage your tech for a streamlined donor journey.
This is where all the pieces come together. But some pieces are repetitive and time consuming.
So, we build a system that scales so that you can keep doing the things that don’t scale. Like more meaningful, 1:1 conversations.
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Expand your capacity for greater impact
Because the work doesn’t stop when our work stops. It’s time to hand back the keys.
We teach you what you need to do to keep the momentum building, as you continue to boost your impact and scale your organization.
Ready to implement SCALE and expand your capacity for greater impact?
TRANSFORMATION
1 →
Scattered > Focused
Give us everything you’ve got.
We’ll discover your untapped assets and audit your tech stack.
2 →
Focused > Streamlined
We’ll remove the inefficient.
And then build your stage for greater impact.
3 →
Streamlined > Amplified
Authentic connections and donor retention on autopilot.
Your mission amplified, funded, and sustained.
WHO ARE WE?
MORE ABOUT YOUR TEAM
Lead by Rachel 👋🏼
We help dedicated nonprofit changemakers reclaim their time, build better relationships, and raise more money - through automated donor processes.
Having been in the trenches of an underfunded, limited-resourced, systemless organization, we know running an organization can be hard.
We knew there was an easier way: systems
That’s how we became obsessed with building automations, so we can all stop trying to do more with less!
Not having the systems in place to do more in less time is costing you - your time, energy, and yes - even money because right now you’re like a toddler using glitter for the first time — messy and not a lot is sticking.
We’ve put in the reps
Rachel has worked with hundreds of organizations and presented to thousands through Bloomerang, Network for Good, We Are For Good, Charity How-To, Nonprofit Storytelling Conference, and many other organizations.
Ready to stop letting inconsistent engagement keep you from growing?
REVAMPING DONOR RELATIONSHIPS
Donor engagement needs one thing to be successful: Consistency
Your most intangible asset as a nonprofit is your relationship equity.
You show up consistently.
You build trust.
You earn respect.
You share experiences.
You deepen loyalty.
Every single new donor relationship is the opportunity to build more equity in your organization.
Relationships are complex and take a long time to develop.
We underestimated how long it takes to build a relationship.
This is also why we underestimate value of a relationship when it’s evolved.
Ready to show up consistently and build your relationship equity?
CHANGING THE WORLD HAS CHANGED
Donor expectations have shifted.
What hasn’t changed is that instant gratification is human nature.
This means that along with consistency, donors expect your engagement to be personal and timely.
The problem is that your time is maxed out.
Mostly because you’re not leveraging the technology you have at your finger tips.
Ready to leverage your technology to quickly and personally connect with your donors?
HUMAN CENTERED RETENTION
Leveraging technology.
Guided by human experts, we believe that by integrating your technology and using automation we can help make the work you do easier.
Designed by humans.
From one time donor to super fan. This is a donor retention strategy powered by a human centered system design and implementation.
Ready to leverage your technology and create human centered donor retention strategy?
FAQ
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Every organization is unique and different criteria for determining success.
Relationships take time to build. And so do our results.
If you’re looking for immediate results, this isn’t it.
That said, our client’s often see a significant boost in engagement with their donor relationships.
And as your relationship equity builds, so do more repeat donations, and better fundraising results.
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Absolutely! Whether you're a small shop nonprofit or a big organization, we get that every nonprofit is different.
During the assessment phase of the project, you’ll give us everything you have and we will figure out how to best meet your desired goals.
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Cost and time commitment will vary depending on the scope of your project and desired outcomes.
Our work is about going deep into your stories, crafting something remarkable and then figuring out the systems to make it come to life.
We believe in quality and going at a pace to ensure it’s done right the first time.
You’re encouraged to view this as an investment in the long-term success of your organization.
You can expect to pay between $4,000-$8,000 a month for about 6 months. Most projects are between $24,000 to $48,000.