Implementation consultancy can include advice and support on any of the following:

• System configuration and settings – tailoring these for your needs
• Data mapping and migration – contacts, previous donations, other history etc
• Advice on segmentation of supporters
• Setting up and managing communication preferences
• Setting up relevant Campaigns
• Communication methods and integration with Mailchimp
• On-line giving – one off and regular, via Stripe and GoCardless
• Managing income from other on-line payment platforms e.g. JustGiving and VMG
• Systems and processes for managing regular donors
• Setting up processes for managing events, Eventbrite integration
• Processes such as member or volunteer recruitment and management
• Creating relevant queries and reports, setting up autotags
• Training – both for ad-hoc and super users (see also…link to ‘Training’ page)
• Handholding as you get familiar with the system