Bloomerang Coaching Services
Bloomerang Coaching Services
Gain Another Teammate in Your Cause
Looking to get the most out of Bloomerang?
At Bloomerang, we’re dedicated to helping non-profits succeed in their fundraising efforts. That’s why we’re thrilled to offer our coaching services, which are specifically designed for non-profits using Bloomerang.
Partner with a coach for 1:1 training to expand your knowledge of Bloomerang and meet your fundraising goals.
Interested in Adding Coaching Services?
Reach out Below.
**Coaching services are an additional cost based on the customer's needs. Please reach out for details.**
Cultivate a better fundraising experience—for you and your donors.
“John (our Bloomerang coach) was so much fun to work with! He went above and beyond in showing me really cool features that I should be taking advantage of to make my work easier.”
Alice Aluoch, Senior Manager, Membership & Development Global Health Council
Maximize your growth and impact with our expert coaching services.
What you can expect from Bloomerang Coaching Services?
- A dedicated team member who understands your organization. Your coach will work to understand your organization’s needs and recommend a learning path tailored just for you. They’ll provide the guidance you need to accelerate your path to fundraising success.
- Bloomerang Essentials Product Training. Get a full year of access to our comprehensive online product training. Learn about Bloomerang’s features and capabilities so you can feel confident right from the start.
- Bloomerang Masterclass Webinars. Get access to our 60-minute live coaching and consulting sessions for a full year. Gain deeper knowledge and insights from our Bloomerang coaches and consultants.
Our Coaching Services have a 9 out of 10 customer satisfaction rate.
Course Offerings
Fundraising Basics
A Coach will review and set up basic fundraising elements we recommend establishing and focusing on within your database.
Filtering Within Your Database
A Coach will work with you on how to filter within your database. We ask that you come with specific reports or list segmentation you wish to create. We will then use these specific examples within your organization to help you learn how to filter as well as save the reports for you to use in the future.
Tracking Your Organization's Efforts
A Coach will help you set up and review current efforts of tracking additional data using custom fields, online forms, reports and timeline entries.
Managing Your Donor's Gifts
A Coach will review your current gift-entry process and discuss how to improve your workflow using Bloomerang best practices.
Communication & Cultivation
A Coach will work with you on setting up communications within Bloomerang as well as tracking your cultivation efforts with your constituents.
Year End Prep
A Coach will work with you on the tasks within your Year-End workflow including Year-End Appeals and Year-End Tax Receipting.
Adding Additional Data to Bloomerang
A Coach will work with you to work on your importing workflows for things like Payroll Deductions, Third Party Softwares where you will be continuously importing data into Bloomerang.
Research Your Prospects
A Coach will help you to find prospects that you may want to research further using DonorSearch ProspectView using built in tools like Generosity Score & Engagement Levels as well as the giving behavior of your constituents.
Using Your Batch Screen Data
A Coach will show you what comes next once you’ve run a Batch Screen in terms of using the data brought into your database to help you research your prospects further.