Case Studies

Real Results for Real Organizations

See how we help Big Brothers Big Sisters agencies eliminate manual work, improve volunteer communication, and get staff time back for what matters most.

BBBS Kentuckiana

Automated Interview Reminders

Volunteers were missing interviews due to inconsistent staff follow-up. We built a 3-touch automated reminder system (48-hour email, 24-hour SMS, 2-hour SMS) that runs daily, pulls directly from Salesforce, and adapts messaging based on whether the interview is virtual or in-person. Staff no longer manually chase confirmations.

BBBS Northwest Arkansas

12-Month Waitlist Engagement

Volunteers approved and ready to be matched were going months without hearing from the agency. We built a 12-month automated engagement cycle with alternating texts and emails, personalized to each volunteer's contact owner. At months 6 and 12, staff get prompted for personal follow-up calls.

BBBS Services

Phone-to-Orientation Pipeline

After a phone call, prospective volunteers were dropping off before completing orientation. We built a 21-day multi-channel nurture sequence: welcome email and text on Day 1, then strategic follow-ups on Days 5, 12, 15, and 18, with a staff close-out task on Day 21. The system tracks completion and stops messaging automatically.

BBBS Kansas City

Big Update Form Campaign

Getting matched volunteers to complete annual update forms was a manual, time-consuming process. We built a 4-touch reminder sequence (Days 1, 3, 7, 10) across email and SMS with automatic completion detection. If a volunteer submits their form, reminders stop. Staff get a task only for non-responders.

BBBS Midlands

Parent Communication System

Parents of children waiting for a Big were left without updates for months. We built a 12-month SMS engagement cycle for parents and guardians, with personalized messages, rotating templates, and scheduled check-ins at 3, 6, 9, and 12 months. The 12-month mark triggers virtual interview scheduling with staff-specific routing.

BBBS Puget Sound

Post-Match Satisfaction Survey

The agency had no systematic way to gather feedback after completing the matching process. We built a 5-touch survey reminder sequence across email and SMS over 20 days, with branded templates and automatic completion tracking. If a volunteer submits the survey, all future reminders are suppressed.

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