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level

3

automation
RESULTS

Advanced Automation

You've got the basics down and more— your organization has effectively integrated automation across multiple channels and functions. From donor engagement to online donations, you're already a step ahead. Now, it's time to take it to the next level and start making data-driven decisions and segmented workflow automations/lead nurturing drips!

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About your results

Automation levels are about where you are at in your organization's growth. Your level is the sum of your assessment, but it's important to look at each level. Automations are about scaling your human connections, not replacing them.
LEVELS

Your plan to scaling human connections

Let's dig into the details of your results for each level of Automation. For each level, we provide actionable recommendations and resources to help you take the next steps to increasing your efficiency and scale your nonprofit's impact.
NEXT STEPS
Send these results to a colleague and ask them to complete the assessment. Maybe you’ll come up with different results, which could indicate a misalignment in the understanding of automation in your organization.
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