CUSTOMER SUCCESS
Don’t tackle it alone
Stratly is a trusted, reliable partner that has the experience, resources, and people to help you reach your goals. Let’s do this together!
NO CREDIT CARD REQUIRED
Feel confident knowing that you have experts backing you at every step in the journey
MOVE QUICKLY
Our onboarding expert will set up a discovery session with your team to understand your operational requirements and create a path forward with Stratly.
LEAN ON EXPERTS
We’ve trained our customer success team to understand each non-profit, their sector and to create onboarding and adoption goals for a successful implementation.
START OFF RIGHT
Ensuring that onboarding is going in the right direction can make or break the implementation journey. Our team takes the time to understand your current state, goals and provide guidance where you most need it.
An onboarding program with your success in mind
For many of our customers, you’ll receive a customized onboarding program and a dedicated Onboarding Manager to work through a strategic plan with clear milestones and success metrics.
01
Discover and Planning
Milestones:
Understand your current State
- Pain points
- Review your database
- Payments & Donation Channels
- Define KPIS
KICK-OFF AND STRATEGY SESSION
Align on strategies, goals, and timeline to build out your customized onboarding experience and plan.
PRE-INSTALL PREP
Review the installation process and prep your team how to setup organization profile and properties needed to communicate with donors and constituents.
TRAINING WORKSHOP
Learn how to use the platform, tools and services purchased.
02
Building and review
Milestones:
- CONFIGURE THE DATABASE
- BUILD DONATION FORM
- BUILD TAX RECIEPTS
WORKSHOPS
Go through the flow of building to platform, custom fields, to enter data manually and use all of the module included in the package purchased and make sure the platform is delivering the best experiences.
REVIEW & CHECK-IN
Review that the platform is processing all transactions, that the data is flowing into the platform in the corresponding modules, and that the tax receipts are processed for the proper transactions.
03
Launch Phase and Graduation
Milestones:
- DATA MIGRATION REVIEW
- PAYMENT PROCESSING
- TEST ON STAGING AND PRODUCTION
- TEAM MEMBERS ACTIVATION
- REVIEW RESULTS
MORE WORKSHOPS
Learn about advanced features like preparing annual tax receipting, grouping and creating custom reports, and designing custom donation forms.
GRADUATION
Revisit Goals & Success plan, validate your ROI path and connect you with our Customer Success team for long-term success. You got this!
Solutions designed to help nonprofits grow & outperform industry standards.
Online Revenue Growth
Stratly organization grow online donation revenue 3x faster.
Recurring revenue growth
Stratly organization grow recurring revenue 52% annually.
Raised by P2P fundraisers.
P2P fundraisers on Stratly raise 2x more
DONT TAKE OUR WORD FOR IT
Book a personalized demo and experience the power of Stratly first-hand
TRY BEFORE YOU BUY
TRAINING INCLUDED
SUPPORT INCLUDED