Could everyday automation save YOU time??? with Rachel Bearbower
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In this episode of The Small Nonprofit Podcast, Maria chats with Rachel Bearbower, founder of Small Shop Strategies and the Nonprofit Automation Agency, about using automation to streamline nonprofit operations and build authentic donor relationships. Rachel breaks down how automation tools can help nonprofits stay connected with donors, reduce repetitive tasks, and free up time for more impactful work.
Key Episode Highlights:
The value of automation in donor retention
Personalized gratitude at scale
Building relationship equity
Automation tools and tips
Actionable Tips:
➜ Automate donor welcome series: Set up a welcome email series for new donors, ensuring they feel immediately connected.
➜ Organize follow-ups with tools like FollowUpThen: Automate follow-ups on donor conversations or tasks by setting reminders that pop back up when it’s time to reconnect.
➜ Optimize your tech stack: Regularly audit your tech tools, ensuring they’re integrated and serve your organization’s needs. Consider connecting with experts like Rachel for a tech audit if you're unsure where to start.
Resources Mentioned:
Connect with Us:
Connect with Maria Rio
Connect with Rachel Bearbower
Instagram: @smallshopstrategies
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Watch this episode on Youtube.
Coming Next Week:
Join us next week as Nicole Danesi and Sam Reusch dig into why connection matters for donor engagement, how equitable RFPs could transform partnerships, and practical ways to strengthen community impact.
