What email platform do you build automations in?

We work in Mailchimp, Klaviyo, Pardot, HubSpot, Constant Contact, ActiveCampaign, and most major platforms. We'll build in what you have or help you choose a better fit.

Do the automations connect to our CRM?

Yes — CRM integration is a core part of every automation build. Every action taken in email syncs back to your donor record so your data stays clean and current.

Will we be able to edit the automations ourselves after launch?

Yes. We document everything and train your team so you can adjust timing, copy, and triggers without coming back to us for every change.

How long does it take to set up a full automation system?

A welcome series can be live in 1–2 weeks. A full automation stack covering welcome, stewardship, re-engagement, and upgrade flows typically takes 4–6 weeks.

Marketing automation for nonprofits

Your mission on autopilot.

Marketing automation for nonprofits means welcome flows, re-engagement campaigns, stewardship sequences, and upgrade asks running while your team focuses on the work that actually needs humans.

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The problem

Manual follow-up does not scale — and silence loses donors.

Welcome series, stewardship, and win-backs should run without someone remembering to hit send. Automations only work when they are wired to clean CRM data and written like a human still cares.

Team collaborating around shared digital marketing and automation tools

What's included

The systems that run every room on schedule.

From the moment someone joins your list to the moment they become a monthly donor — every touchpoint can be automated, personalized, and CRM-connected.

01
Welcome series
A thoughtfully sequenced onboarding experience for new donors, subscribers, and supporters — built to convert initial interest into long-term relationship.
02
Donor stewardship flows
Automated thank-you sequences, impact updates, anniversary messages, and upgrade asks that keep donors engaged between campaigns.
03
Re-engagement campaigns
Lapsed donor and subscriber win-back sequences triggered by inactivity thresholds — designed to reactivate dormant relationships before they're lost.
04
Event follow-up sequences
Post-event email sequences that convert attendees into donors or recurring supporters while their experience is still fresh.
05
Monthly giving upgrade flows
Automated asks to upgrade one-time donors to monthly giving — timed, tested, and personalized based on gift history and engagement.
06
CRM-triggered notifications
Internal team notifications, task assignments, and alerts triggered by CRM data — so nothing falls through the cracks between systems.

Our work

Infrastructure that lets founders focus on the mission.

Platform + payments automated

HopeHub — Community Platform Automation

Integrated Stripe recurring payments with Circle platform, automated member access and payment flows end-to-end, and organized CRM data — so Jennifer Newberg could focus entirely on her community of widows instead of managing technology.

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Questions

Before we wire the automation system.

What email platform do you build automations in?: We work in Mailchimp, Klaviyo, Pardot, HubSpot, Constant Contact, ActiveCampaign, and most major platforms. We'll build in what you have or help you choose a better fit.
Do the automations connect to our CRM?: Yes — CRM integration is a core part of every automation build. Every action taken in email syncs back to your donor record so your data stays clean and current.
Will we be able to edit the automations ourselves after launch?: Yes. We document everything and train your team so you can adjust timing, copy, and triggers without coming back to us for every change.
How long does it take to set up a full automation system?: A welcome series can be live in 1–2 weeks. A full automation stack covering welcome, stewardship, re-engagement, and upgrade flows typically takes 4–6 weeks.

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