Move quicklyOur 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 expertsWe’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 rightEnsuring 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.
Discovery & Planning
- Understand current state
- Address pain points
- Review database
- Payment & donation channels
- Define KPIs
Kick-off & 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.
Building & Review
- Configure database
- Build donation form
- Build tax receipts
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.
Launch & Graduation
- Data migration review
- Payment processing
- Test staging & production
- Activate team members
- 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!
Designed to help nonprofits grow & outperform industry standards.
