Automation & AI Solutions
Built for BBBS
Three interconnected systems designed to save staff time, speed up processes, and help your team focus on what matters most—building relationships.
Volunteer Enrollment Automation
Automate the complete journey from inquiry to match—so your team spends less time chasing and more time connecting.
What's Included
- Instant inquiry response (email + SMS)
- Info session registration and reminders
- Application follow-up sequences
- Automated reference collection
- Self-scheduling for interviews
- Background check status updates
- RTBM engagement touchpoints
- Match celebration sequences
- 25+ configured Zapier automations
- 40+ email and SMS templates
- Full Matchforce integration
Results
71%
Faster inquiry to match
85%
References completed without staff
180%
Increase in interviews YoY
30+
Hours saved monthly per specialist
Match Support Automation
Streamline monthly check-ins with automated scheduling, surveys, and escalation paths—ensuring no match falls through the cracks.
What's Included
- 21-day MSC scheduling cycle
- Self-service calendar booking
- Multi-touch reminder sequences
- Automated survey distribution
- Bilingual support (English + Spanish)
- Smart escalation to staff at Day 14
- Automatic contact logging to Matchforce
- Anniversary and milestone messages
- Segment-specific workflows (Bigs, Littles, Parents)
- 50+ message templates
Results
84%
MSC calls self-scheduled
100%
Survey completion achieved
2x
Caseload capacity
24/7
Runs even when staff are away
AI Implementation
Help your team work smarter with AI tools that prepare, analyze, and document—so staff can focus on the human side of the work.
What's Included
- AI-generated call prep notes before each MSC
- Survey response analysis and summaries
- Reference summary generation
- RPI (Risk/Problem Indicator) alert system
- Match story generator for grants/marketing
- Custom prompts for your team's workflows
- Staff training on AI tools
- Prompt library for common tasks
- Integration with existing systems
Applications
📋
Call prep with context from previous interactions
📊
Survey sentiment analysis and key themes
🚨
Early warning flags for at-risk matches
📖
Auto-generated stories for fundraising
Ready to Learn More?
Let's discuss which solutions make sense for your agency's specific needs and goals.
Schedule a Discovery Call