HUB COLLECTIVE

If you don't need heavy integration and are just looking for a simple way to keep track of leads, then try using a spreadsheet template. This CRM Excel spreadsheet is set up as a CRM Database, with a main table for showing the current status of customers and sales. Other tables include a Sales Log, Contact Log and Contact Details.

Guidance to hone your design thinking skills. From understanding your users and mapping stakeholders, to storytelling and planning, these tools will help you use design thinking to build your business.

A toolkit and guide for creative entrepreneurs to start their own businesses. The Creative Enterprise Toolkit provides a framework to develop a business plan by exploring an idea and creating a business model that suits the entrepreneur's hopes and motivations.

So much has been written about nonprofit outcomes, especially when utilising them to help donors and funders find other criteria than overhead percentages to judge by when supporting charities. Yes, outcomes should be mission-related, but in order for any charity to sustain itself over the long run, key metrics must also be tracked in some manner as they apply to fundraising. Many of the most forward-thinking and successful professional fundraising organisations utilise a scorecard format when tracking those metrics. Such a scorecard can include a multitude of metrics. However, many common criteria should emerge. Here are the ones I have seen most often over the decades of providing database technology to fundraising based charities.

A great intro to exploring private sector funding - Figure out if it's the right for your organisation and find out how to get started.

In the Striking the Rights Chord chapter: “Spreading Advancement Responsibilities” (Judge and Jones: 2012, p. 57), key learnings are highlighted as criteria that can be used for fundraising activities, and most importantly to ensure that the funders who are approached have values that are aligned to the organisation’s mission and vision. Consider the following six-point criteria as you identify your potential supporter.

Ever visited a business website only to have ads for the business magically follow you as you browse other sites and social media platforms? If you’re curious to know exactly how that’s done, you’re going to want to get acquainted with marketing pixels (also known as tracking pixels). Used properly, these tiny bits of code can transform your digital ad campaigns, optimise your website, and even increase online conversions.

This template from Harvard Business School serves as an excellent guide for creating a powerful pitch deck for your mission based organisation.

Grantseekers are routinely advised to contact sponsors before formally proposing ideas, but most grantseekers would, in the words of proposal development specialist Michael J. Spires, “rather undergo a root canal without anesthesia than call a program officer.” Although people avoid contacting program officers, pre-proposal communication helps establish a relationship with the sponsor. In addition, the program officer’s immediate response to a project is a great predictor (although not guarantee) of success.

This document is an evaluation of a project carried out by Digital Opportunity Trust in Ethiopia to support youth and women-owned MSEs. The evaulation assessed whether or not the project met its stated objectives and if participants recieved services as expected. It includes lessons learned and recommendations for future interventions.

Discover how to bring a guest into your live video on Instagram, and how to use this feature to bolster your brand.

This tool helps to reflect on current selection criteria, identify potential gender bias and barriers, and develop alternative criteria. Page 36

A strategy guide to boost your non-profit storytelling

A step by step guide on getting started with Facebook Ads From from basic setup, to targeting, to what ad types to use, you name it.

Curating (collecting and sharing content from others) is a great way to add value for your followers, establish yourself as a thought leader and fill in the gaps in your content calendar. This article will show you the right way to curate content that works.

It is not uncommon for nonprofits to have board members—or even entire boards—who simply do not want to fundraise. Yet, as fundraising is an essential part of keeping your nonprofit alive and prospering, it is a necessary task. While some nonprofits decide to fundraise without their boards, fundraising is one of the main responsibilities of a nonprofit board member, and they should ALL be participating. In order to get board members involved in fundraising, all you have to do is approach them the correct way. This includes giving board members the proper tasks to engage them. Here are some ways to approach fundraising with your board that will turn even the most reluctant member into a passionate fundraiser.

This open source curriculum outlines how an introductory session on gender dynamics and bias could be structured. It includes materials and reflection questions. This workshop could be delivered to the team by an internal or external facilitator/trainer.

The backbone of any successful fundraising operation is an understanding of the cultivation process against which activities and goals can be mapped. This is often referred to as the development, fundraising or donor cultivation cycle. The process has four fundamental phases: Identification and research, Cultivation, Solicitation, Stewardship.

This document makes the case for gender inclusive communication, and lists guidelines and rules to consider in written communication and marketing materials.

Are you ready to apply for a grant? Find out if you have the leadership, strategy and impact measurement in place needed to successfully win grants. Be sure to take a look at the 'red flags' funders look out for.

Do you ever wish you could get all of your board members involved in donor and fund development? Then this workshop is what you need to create a program where all your board members will be working with you on resource development.

An in-depth guide to setting up a Facebook, Twitter, Instagram, and LinkedIn profile for your business.

Asking for support from a donor is a tricky, but essential part of fundraising. Here are five different approaches that can open the way for you to receive funding.

Facebook ads are very useful if you want to have more people completing your lead generation form or completing a form to apply to join your programme. Typically you would have the form on your website and use a traffic, or ideally the conversion goal when setting up the advert. However, what about Facebook Lead ads? This would enable people to complete the form without having to leave Facebook making it more easier and quicker for them to do. Sounds good, but is it it actually better? Wordsteam put it to the test.

A low cost, easy to implement training programs and tools for helping aspiring entrepreneurs and business owners to plan and improve their enterprises. The tools include curricula, templates, examples, etc.

This guide is design for philanthropic organisations and nonprofits that want to be more effective with their communications. The guide is based on surveys with more than 80 experts along with extensive review of existing resources and reports.

Setting up automated responses through Facebook Messenger is a great way to keep your audience engaged while also saving you some much-needed time. You can do things such as: say hi to someone after they first message you, respond to common questions, customise messages to provide quick answers to people asking for contact info or the location of your business, ask your audience for feedback.