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Premium Onboarding

Get Up And Running With Your Own Onboarding Team

DonorDock Premium Onboarding is a guided, hands-on 90-day launch program.

Switching to a new CRM shouldn't feel like a second job.

You've made the decision to invest in better tools for your nonprofit. But now the hard part starts:
• migrating years of donor data
• figuring out workflows
• getting your team on board

Most onboarding experiences hand you a few training videos and wish you luck. You end up six months in, still not sure if the system is set up right, and wondering if the investment was worth it.

That's not how we do things.
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You're not doing this alone.

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Your Customer Success Specialist
Your single point of contact for the entire 30 days. They lead your strategy sessions, configure your workflows, coach your team through adoption, and build your growth plan. They know your goals because they helped define them.
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Your Technical Support Team
Behind the scenes, our technical team handles data migration, domain authentication, and any troubleshooting that comes up. You won't have to manage the technical details — that's what they're here for.

A structured launch, not just another training program.

Premium Onboarding pairs you with a dedicated Customer Success Specialist who works alongside your team for 90 days.

Together, you'll migrate your data, configure the workflows that matter most to your organization, and build the foundation for long-term growth.

This isn't self-serve setup with a help doc. It's a collaborative implementation designed around your goals, your data, and your team's capacity.
DonorDock Onboarding Checklist
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What you'll have in under 90 days

Your data migrated and validated. Every donor record, gift history, and contact detail transferred and verified. No lost data. No messy imports.

Email set up and authenticated. Your domain is configured so emails land in inboxes, not spam folders.

Two automations configured and running. The processes that matter most to your team, built and activated during onboarding.

Clear reporting from day one. Dashboards and reports that give your leadership real visibility into fundraising performance.

A 90-day growth plan. You'll know exactly what to focus on next.

Voted #1 Easiest to Use...on more than one occasion

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This is where you'll be at the end

No guessing. No months of "figuring it out." No wasted time.
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Your systems are live. Your data is clean and organized.
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Your team knows exactly how to run key workflows.
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Leadership has visibility into fundraising performance.
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you have a clear, written plan for what to tackle in the next 90 days.

Frequently asked questions

Can we still get help after the 90 days are over?

Of course. Every DonorDock subscription includes access to our support team, help center with 300+ articles, video guides, and regular webinars. Premium onboarding gets you launched -- but support doesn't disappear when it ends.

Last updated
March 23, 2026
Do we get a dedicated point of contact?

Absolutely. You'll work with a dedicated Customer Success Specialist who serves as your single point of contact throughout the entire 90 days. Behind the scenes, our Technical Support Team handles data migration, domain authentication, and any troubleshooting that comes up.

Last updated
March 23, 2026
How much does premium onboarding cost?

Premium onboarding is an add-on to your DonorDock subscription. Reach out to our team or schedule a demo for current pricing -- we'll walk you through what's included and make sure it's the right fit for your organization.

Last updated
March 23, 2026
What happens during the 90-day onboarding program?

Your onboarding unfolds in three phases. First, we set up your system -- migrating data, configuring settings, and authenticating your email domain. Next, we activate your team with hands-on training so everyone feels confident. Finally, we focus on growth -- building automations, dashboards, and a written plan so you know exactly what to do after onboarding wraps up.

Last updated
March 23, 2026
What if our team isn't very tech-savvy?

That's exactly who this program is built for. DonorDock is designed to be intuitive, and your onboarding specialist will walk your team through everything step by step. You also get access to our DonorDock 101 video course, live webinars, and ongoing support -- so no one gets left behind.

Last updated
March 23, 2026
What if we want to handle setup on our own?

Every DonorDock account comes with self-service resources including our DonorDock 101 video course, help center articles, and support from our team. Premium onboarding is part of joining DonorDock -- it's designed to get your organization up and running correctly from day one, so your team can start seeing results faster.

Last updated
March 23, 2026
What will we have set up by the end of onboarding?

By day 90, you'll have your data fully migrated and validated, email sending authenticated, at least two automations configured, clear reporting dashboards, and a written growth plan for what comes next. You'll be ready to use DonorDock with confidence.

Last updated
March 23, 2026
Will you migrate our data from our current system?

Yes. Our technical support team handles the heavy lifting. We can import your contacts, gift history, activities, contact notes, and existing campaigns and funds. Whether you're coming from spreadsheets, another CRM, or a patchwork of tools, we'll get your data into DonorDock cleanly.

Last updated
March 23, 2026