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September 2022

Gareth Pronovost Gives Us The 411 on Automating Your Organization Using Airtable – No Coding Required.

#048 – Today I am speaking with Gareth Pronovost about using Airtable to automate workflows to 1) save time; 2) reduce errors; 3) stay organized; 4) allow for a single source of truth; and 5) grow and scale their organization.  Gareth asks – are you overwhelmed by an endless sea of spreadsheets?”  I think most of us would say YES!  

The good news is Airtable DOES NOT require any coding experience.  You just need to know your processes.  Gareth tells us that the biggest payoffs come in email and reporting.  He calls it the compounding effect…

“I challenge everyone to think about the compounding effect of 10 minutes a day.  It’s like interest on your life – interest on the time that you have on this earth.  Why pay that interest?  Rather than type up that same email 10 times that takes you 10 minutes a day, do it one time.  And so what if it takes you an hour and a half to figure out how to build an automation? You’ll have made that back in two weeks, and now you save yourself an hour a week into perpetuity.”

Be sure to stick around until the end to hear about Gareth’s courses and community

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4 Key Takeaways  

#1 You don’t have to be tech savvy, you just have to be able to articulate your process;

#2 Instantaneous replies make donors feel special and heard;

#3 Improved collaboration in a remote environment; and 

#4 You can automate any internet tools that have an open API.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[1:40] Are you overwhelmed by an endless sea of spreadsheets?
[2:08] Automation can help you with so much, but the most obvious thing is it saves you time.
[2:41] Automation reduces errors.
[3:31] Automation helps you stay organized.
[4:44] Automation gives you a single source of truth.
[5:37] Automation allows you to grow and scale your organization.
[13:22] You can automate any tool with open API.
[18:17] When one organization automated their donations.
[21:20] Small wins in email and reporting.

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Posted in PodcastTagged 501c3, Airtable, Automation, donors, fundraising, Gap Consulting, Gareth Pronovost, Groupfinity, small nonprofits

Jess Campbell’s 3 Step Fundraising Outreach Method With a 100% Response Rate.

#047 Today I am speaking with Jess Campbell from Out in the Boons.  Jess’ superpower is building meaningful relationships that then turn into donor relationships. The #1 question Jess is asked is – how do I find new donors?  Jess is a self described friend-maker, and relationship builder with big dreams.  She has developed an outreach method with a 100% response rate that allows her clients to develop new and authentic relationships with potential donors.

“And so the effort to go into a new relationship with authenticity is paramount. And so, yeah, I have this method that I have practiced to date that has a 100% response rate. And thus I’ve started teaching it to my fellow fundraisers so that they can make real relationships that potentially lead to friendships and ultimately donations down the line”.

You’ll have to listen to the episode to hear the steps.

Jess is routinely asked about the effectiveness of sending mass emails vs taking the time to send tailored messages.  She says you have to put yourself in the shoes of the recipient.  How do you feel when you receive mass emails?  Mass emailing may save you time, but tailored messages yield better results.

“When something is tailored and specific people feel very seen and that’s all we want.  So I would just counter back that yes, you can do something in the masses that is vague and unspecific and you might get a very low return on investment.  Or you can do something that is going to be a little bit more time and a little bit more effort, but it will yield results. And so you just have to choose where you want to put your energy”.

Be sure to stick around until the end to hear Jess’ learnings from the pandemic.

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Resources

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4 Key Takeaways  

#1 The follow-up game is the most important part of fundraising;

#2 Tailored messages are more effective than mass emails;

#3 Sending short messages of value can deepen a relationship; 

#4 Research says people have capacity for about 150 relationships- when you remove friends, family, and co-workers, that leaves about 75-90.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[1:57] The number one question I always get asked is just how do I find new donors?
[2:42] I have this method that I have practiced it to date has a 100% response rate.
[3:56] The first step is to consume a piece of content.
[4:28] Next, what I want you to do is I want you to go find that person on social media.
[9:26] And then I want you to send a note that is specific uses gratitude and flattery.
[11:35] When something is tailored and specific people feel very seen.
[15:26] The follow-up game is the game.
[20:47] Every person has capacity for about 150 relationships.
[21:53] Pandemic learnings.

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GroupFinity

Posted in PodcastTagged 501c3, donors, fundraising, Groupfinity, Jess Campbell, Out in the Boons, small nonprofits, volunteers
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