We give nonprofits and mission-driven organizations donor relationship and marketing systems that run themselves, so you can focus on creating impact instead of chasing admin tasks.
We completely transform your marketing & donor management system by giving you the strategy, tools, and templates.
Scattered donor information across spreadsheets and platforms
Manual thank you notes and follow-up that falls through cracks
Social media posts created from scratch each time
Volunteer coordination eating up staff time
Inconsistent messaging across team members
Hours spent on admin tasks that should be automated
No clear process for new team member training
Constant platform switching and information gaps
Complete donor relationship management setup with automated workflows
Marketing automation and content systems that run themselves
Volunteer and member engagement infrastructure requiring minimal oversight
Brand strategy and messaging guide ensuring consistent communication
Team training on AI tools for maximum efficiency
Everything connected and automated for seamless operations
As your growth partner, we build everything and give you the tools to keep growing.
Central CRM tracking all donor interactions, giving history, and communication preferences
Automated thank you sequences, stewardship campaigns, and recurring donation optimization
Visual donor pipeline showing cultivation progress from prospect to major gift
Automated donation receipting and tax documentation for seamless donor experience
Donor segmentation for targeted campaigns and personalized engagement strategies
Multi-tiered sponsorship packages with clear ROI frameworks for partners
Strategic engagement calendar showing year-round partnership opportunities
Automated testimonial collection systems for social proof in sponsor outreach
Partnership development pipeline tracking potential corporate and foundation sponsors
Branded sales materials and proposal templates that communicate impact professionally
Email automation sequences for different audiences (donors, volunteers, corporate partners)
Social media strategy with content pillars showcasing impact and behind-the-scenes work
New website build or optimization that converts visitors into supporters, volunteers, and sponsors
Blog content strategy and frameworks positioning your organization as the go-to expert in your field
Automated volunteer onboarding with role-specific training and communication sequences
Event management systems with registration, promotion, and follow-up automation
Skills-based volunteer matching database with automated opportunity notifications
Member engagement tracking showing participation levels and retention metrics
Grant funder relationship tracking in your CRM with communication history and preferences
Automated follow-up sequences for grant reporting deadlines and funder stewardship
Impact data collection systems that streamline reporting for multiple funders
Foundation contact management with notes, preferences, and relationship mapping
Complete 30-day campaign strategies with messaging frameworks and success metrics
Multi-platform content including email sequences, social media posts, website copy, and promotional graphics
Lists of organizations to promote your campaign (with outreach templates) so you can get other organizations sharing your message with their networks
Ready-to-implement promotional toolkits your team can share with other organizations
We'll follow our R.O.O.T method to transform scattered efforts into strategic systems. This isn't just strategy—it's a complete transformation that gives you the clarity, systems, and support you need to scale up donors.
Review
Look at what's working, what's not, and where the gaps are. We'll audit your existing tools, workflows, and communication patterns.
Organize
Make a simple plan that fits your goals and team capacity. We'll create integrated system and design automation workflows.
Optimize
Create the strategy, build and connect your tools, messaging, and donor systems. We'll train your team and implement everything you need.
Thrive
You'll run with the strategy and grow your systems independently with confidence. Plus you'll get ongoing support from our team.
We completely transformed Missaukee Conservation Disctrict.
We helped build the Sustainable Campus Collaborative from the ground up with strategic naming, brand identity, website, and fundraising materials that communicate real impact.
We developed a comprehensive communications campaign strategy and content for their youth program recruitment, creating a strategic framework that attracted passionate conservation champions while authentically reflecting their mission-driven values.
Increase recurring donations through systematic donor cultivation
Reduce volunteer coordination overhead while improving volunteer experience
Preserve institutional knowledge through documented processes and systems
Amplify mission reach without proportional staff increases
Focus team time on programs instead of administrative tasks
Scale impact sustainably without burning out staff
Right now, you're probably:
Constantly putting out fires instead of working strategically on your programs
Losing donor relationships because follow-up falls through the cracks
Spending evenings and weekends on tasks that should be automated
Watching new team members struggle without clear processes or institutional knowledge
Feeling like a part-time marketing manager instead of a mission leader
Using different tools that don't talk to each other, creating endless manual work
I get it—because I've been there too.
I understand what it's like to be the one-person team wearing too many hats. That's why I help people at organizations like yours get back to doing the work that inspired you in the first place, instead of constant admin.
You'll get no fluff. No generic advice. Just strategic guidance from me and my team based on your real situation.
Over the past 4 years, I’ve audited 75+ marketing systems - websites, CRMs, automations, content workflows - you name it.
Now you get the exact toolkit I built to run the highest ROI audits of my career.
Here's what's inside:
The 5-Minute Marketing Systems Audit
Scorecard & Bottleneck Map
5 Deep-Dive Fixes (Funnels, CRM, Automations, Website, Content)
Plug-and-play Automation Library
We'll discuss your current challenges, mission goals, and determine the best approach.
We'll send you a detailed proposal and contract. Then we'll officially begin your transformation!
We'll start tackling current challenges and build the systems that will increase your impact.
Reach out to [email protected] if you have any questions or concerns that are not listed below.
Don't worry - you don't need to be technical at all! I handle all the complex setup, configuration, and automation building for you. You'll get a system that's already working when I hand it over.
I can work with your existing tools and either optimize them or recommend better systems. If needed, I can handle complete migration to our integrated platform, including all your contacts, automations, and email sequences.
Your time investment will be minimal during the transformation (10-15 hours total over 3-6 months for bi-weekly sessions). We do the heavy lifting for you. Once your systems are built and running, managing them takes minimal time.
While mission-driven organizations are my specialty, the R.O.O.T Method works well for any team that values authentic growth over aggressive sales tactics. What matters most is that our values align and you're ready to build strategic systems that support sustainable impact.
Echoroot Growth Consulting is primarily located on the territory of the Néhiyaw (Cree), Niitsitapi (Blackfoot), Métis, Nakoda (Stoney), Dene, Haudenosaunee (Iroquois) and Anishinaabe (Ojibway/Saulteaux), lands that are now known as part of Treaties 6, 7 and 8 and homeland of the Métis. We respect the sovereignty, lands, histories, languages, knowledge systems and cultures of all First Nations, Métis and Inuit nations.
© Copyright 2025. Echoroot. All Rights Reserved.