The First Milestone
Quick Wins
These are our 5 preset, predetermined automated workflows that ALL churches can benefit from having.
Event Promotion and Communication Workflow
1-2 weeks
What's included:
- Automated Event Creation
- Multi-channel Promotion
- RSVP Tracking
- Reminder Sequences
Deliverables:
Automated WorkflowWorkflow DashboardMetric(s): Hours saved per event(s)
Initial Investment Starts at $2,750
Volunteer Coordination & Scheduling
1-2 weeks
What's included:
- Automated Scheduling Requests
- Conflict Detection
- Confirmation
- Reminder Sequences
Deliverables:
Automated WorkflowWorkflow DashboardMetric(s): Volunteer no-Shows
Initial Investment Starts at $2,750
Guest Follow-Up & Engagement
1-2 weeks
What's included:
- Automated Visitor Capture
- Personalized Follow-Up Sequences
- Connection Pathway Tracking
- Performance Optimization
Deliverables:
Automated WorkflowWorkflow DashboardMetric(s): Guest Return Rate; Connection Card Response Time
Initial Investment Starts at $2,750
Financial Reconciliation & Reporting
1-2 weeks
What's included:
- Automated Donation Tracking
- Reconciliation
- Report Generation
- Stakeholder Distribution
Deliverables:
Automated WorkflowWorkflow DashboardMetric(s): Hours Saved Monthly; Donation Summary
Initial Investment Starts at $2,750
Multi-Platform Data Synchronization
1-2 weeks
This workflow will synchronize all your different platforms and enable communication between them all without leaving your workflow dashboard.
What's included:
- Automated Sync between CHMS
- Email Platform
- Giving Platform
- Communication Tools
Deliverables:
Automated WorkflowWorkflow Dashboard
Initial Investment Starts at $2,750
