For Big Brothers Big Sisters Organizations

Zapier
Automation
Cohort

Join a focused group of 6–8 BBBS professionals ready to streamline operations and launch working automations that save staff time and improve volunteer experience.

Starts July 2026

Format Virtual · 4 Sessions

Cohort Size 6–8 Participants

Investment $3,500

What You'll Walk Away With

Leave With a Working
Automation — Not Just Notes

This cohort is for organizations prepared to launch automation at the end of the program. Participants will leave with at least one fully functional, custom-built automation and the skills to manage and expand automated systems.

A Launched Automation

Build and launch at least one completed, working automation with hands-on support from McBride Method.

Foundation to Grow

Gain the confidence to manage your automation day-to-day and the clarity to identify where automation can transform your workflows — with McBride Method as your partner when you're ready to scale.

Automation Instincts

Learn how to identify processes ideal for automation — so you keep finding new ways to save time.

Choose Your Launch Automation

Pick What You Build

Each participant selects one automation to build and launch during the cohort. You'll leave with it fully operational.

Reference Automation

Custom text and/or email reminders for volunteers to complete references. No more manual chasing.

85% completion without staff intervention · 15–30 min saved per reference

YCPS Training Reminders

Automated YCPS training delivery via FormAssembly with text and email reminders built in.

85% completion without staff intervention · 30 min saved per P/G

Application Reminders

Automated text/email outreach to volunteers who start applications but haven't completed them.

20–30 min saved per inquiry · Improved conversion rates

Custom Option

Have a specific workflow in mind? Submit your own automation idea for approval (subject to scope review).

ROI varies by project

Cohort Sessions

Four Sessions.
One Launched Automation.

Each session is 90 minutes with work between sessions to practice and prepare. Plus a 1-on-1 support call for personalized troubleshooting.

Session 1

Automation Foundations + Workflow Mapping

Intro to Zapier · BBBS automation use cases · Map your target workflow · Select your launch automation

Session 2

Building Your First Zap

Hands-on Zapier building · Triggers, actions, and filters · Testing and troubleshooting

Session 3

Advanced Features + Launch Prep

Multi-step Zaps · Paths and conditional logic · Prepare your automation for launch · Documentation

Session 4

Launch + Scale

Final testing and launch · Staff communication · Error monitoring · Planning your next automation

1-on-1 Call

Personalized Support

Custom troubleshooting · Automation refinement · Tool integration support · Live Q&A

What Past Cohort Participants Say

Real Results. Real Feedback.

“

Russell is an excellent facilitator with a clear passion for helping professionals use AI tools to improve processes and increase efficiency. Our sessions were engaging, informative, and filled with practical resources and tools — incredibly helpful!

Lauren

CM Consulting

“

This cohort has made me even more passionate about AI and all the good it can do when applied correctly. It was wonderful to collaborate with other agencies and share all of the success we have had. I was able to become more confident in presenting new ideas and sharing with others why these tools can be useful. These skills will help me continue to implement new technology as a Manager and help my team become more efficient, resulting in them enjoying their jobs more.

Rachel Becker

Big Brothers Big Sisters of Middle Tennessee

Is This For You?

The Ideal Participant

This cohort is designed for one participant per organization who will serve as your internal automation champion.

Has direct experience with your organization's day-to-day workflows

Can dedicate time to practice and implement automation tools between sessions

Has the authority or influence to lead operational change

Feels comfortable learning new technology

Works closely with enrollment, volunteer services, or program operations

Investment

Everything You Need
to Launch Automation

$3,500

Per Person

One participant per organization. Leave with a working automation that starts saving your team time immediately. Reference automation alone can save 15–30 minutes per reference processed and achieve 85% completion rates without staff intervention.

What's Included

Four 90-minute cohort sessions
One completed, working automation (built collaboratively with McBride Method)
1-on-1 strategy and support call
Full documentation for your automation
Access to a dedicated group chat for ongoing support and peer collaboration
2 weeks of post-launch support and enhancements

Note: A premium Zapier subscription is required (not included in cohort price). Each organization selects and pays for its own Zapier plan. McBride Method can assist with plan selection and initial setup. Additional automations beyond the cohort scope can be added via hourly packages.

Summer 2026 Cohort

Ready to Automate?

Spots are limited to 6–8 participants. Reserve yours now and start saving your team hours every week.

Reserve Your Spot

Have questions? Book a free discovery call