Automated Outreach
Hands-Free Follow-Up
Maximized Repeat Business
Decision Maker Updates
Conversational AI
9x
Increased conversions with timely responses (5 minutes)
98%
Text messages that get opened (vs. 20% for email)
20%-40%
Increase in renewal rates with re-engagement
Automated Outreach
Sends personalized messages to past clients at just the right time to encourage renewal.
(Plans: Starter - emails, Plus - text messages , Pro - textbot)
Hands-Free Follow-Up
No need to remember to call, email, or track reminders — the system handles it all in the background.
(Plans: Starter, Plus, Pro)
Maximized Repeat Business
Increases your return customer rate, helping grow your business year-after-year.
(Plans: Starter, Plus, Pro)
Decision Maker Updates
If the original contact is no longer the decision maker, the bot asks who is now in charge and updates your records.
(Plans: Starter, Plus, Pro)
Conversational AI
Smart textbot handles all replies, answers questions, and guides them through the renewal process.
(Plans: Starter, Plus, Pro)
It automatically reaches out to your past fundraiser clients to check if they’re interested in running a fundraiser again this year. Depending on your plan, outreach is sent by email or text message — and the Pro Plan even includes a fully interactive AI Textbot that handles replies for you.
We use your previous fundraiser client list (names, emails, phone numbers). If you’re just starting out, we’ll help you build this list so it improves over time.
Starter Plan – Sends a simple email reminder (non-AI) to previous clients once per season.
Plus Plan – Sends an email and/or SMS reminder, but still no AI replies — it’s a one-way message.
Pro Plan – Uses a conversational AI textbot that not only sends messages but also handles replies, answers questions, and guides clients to rebook or refer new contacts.
This advanced feature is available only in the Pro Plan. The AI Textbot will ask, “Are you still the person in charge of fundraising?” If not, it will ask who is — and update the contact info for you automatically.
Only the Pro Plan includes conversational AI that handles replies. It can answer FAQs, send booking links, and respond just like a human would. The Starter and Plus Plans do not respond — they only send reminders.
Starter/Plus – The reminder includes a link to sign up again or book a call.
Pro – The AI Textbot can guide them step-by-step through rebooking directly in the conversation.
No — everything is handled for you. On the Pro Plan, the AI takes care of replies and books appointments or alerts you if someone wants to talk. Starter and Plus users may need to follow up manually if a customer replies to the email or text.
We time them based on when your clients ran their fundraiser last year — reaching out at the ideal time to secure renewals (about 30 days before their fundraiser started the previous year).
Absolutely. You can start with the Starter or Plus Plan and upgrade to Pro at any time to unlock the full conversational AI experience.
Just send us your past client list (email and/or phone numbers), and we’ll configure your campaign based on your plan level — everything else is handled for you.
Yes — you can update your renewal message content at any time. For example, if your fundraising dates, products, or program changes, we’ll update the email or text messages accordingly. (Note: conversational AI responses are only available on the Pro Plan.)
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