Nonprofits
Grant deadline tracker
Keeps every grant deadline in one place, chases your team for report pieces and drafts the report for your OK.
Rare
For nonprofits
Board pack builder
Builds your board pack from QuickBooks, the last minutes and program updates, and sends it a week ahead.
- Google Drive
- QuickBooks
- Google Calendar
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- Starts10 days before each board meeting
- 1Read the meeting date and agenda from your calendarGoogle Calendar
- 2Pull budget vs actual and the balance sheetQuickBooks
- 3Collect the minutes and program updates from DriveGoogle Drive
- 4Put the pack together in your templateGoogle Drive
- 5Ask you first before the pack goes to the boardHe asks you first
- 6Email it to every board member a week aheadGmail
- 7Text you who confirmed and who sent apologies
- What you getA complete board pack in every member's inbox a week before each meeting, built from your own numbers.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for nonprofits
Nonprofits
Donor thank-you writer
Writes every Donorbox donor a personal thank-you in your voice, with their receipt, and logs it in Bloomerang.
Nonprofits
Lapsed donor follow-up rep
Finds donors in Bloomerang who gave last year but not this year, and writes each a personal note.
Nonprofits
Info inbox rep
Answers your info@ inbox from your own FAQ and passes program requests to the right person on your team.