Are You New To DonorHQ ?

Quickstart Implementation

Are you new to DonorHQ? We offer an affordable QuickStart package that is perfectly designed to get you up and running in a short time, and on a limited budget.

How we do it

The following are the steps in our process

Discovery Session

We will facilitate requirements gathering sessions to learn about your business and its unique processes. We’ll uncover and document what information you’d like to capture and track in DonorHQ, and finalize the key performance metrics that you will need to report on.

Configuration

Once we’ve understood your business, we will configure DonorHQ accordingly. The QuickStart package will include configuring the following components.

Create, Customize and Schedule Reports

Once the configuration has been completed, we will create up to 5 reports that will help you track your performance, spot key trends of your operations and enable data driven decision making.

Deliver End User Training

We will provide user training on the configured DonorHQ environment and record them to guide your team to success. We’ll cover key concepts on how users will need to find, create and update information in DonorHQ. Participants will have hands-on exercises to reinforce business processes and drive adoption.