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Donorfy Health Check
Donorfy Health Check
£620.00
Ensure you’re getting the most from Donorfy with a Donorfy Health Check. We’ll be in touch to book your first session.
Quantity:
5 structured sessions to audit your database and create an action plan:
Through 5 structured sessions, we’ll work through a Donorfy assessment and audit. Together we’ll work to see how you’re currently using Donorfy and identify any gaps and action points. Between sessions, you’ll work on any ‘quick wins’ and plan for longer-term changes.
Session 1: Overview
In this session, we’ll get a better understanding of your background and assess and audit your Fundraising Activities within Donorfy.
Session 2: Finance and Integrations
We’ll check your progress from session 1 and start to assess your financial processes and how you move data between Donorfy and other systems, either via the integrations or otherwise.
Session 3: Configuration
It may have been a while since you set up Donorfy and we recognise that things change. We’ll do a bit of ‘housekeeping’ in this session and assess if anything needs to change.
Session 4: Data Quality and Security
We’ll assess the quality of your current and historic data. We’ll also assess your security settings within Donorfy.
Session 5: Account, Community, and final planning
We’ll run through your account settings anything else added value and go through any final planning to ensure you’re set for the next period with Donorfy.
Get more from Donorfy, in just 5 sessions:
By the end of the 5 sessions, you will have identified any gaps, made some ‘quick wins’ to improve how you’re using Donorfy now. You’ll also have an action plan to make sure you’re making the most of Donorfy over the next period.
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