About Mata Consulting LLC

Why we exist: At Mata Consulting, our purpose is to inspire and empower nonprofit leaders. We believe in their potential to create a meaningful impact and transform the world for the better.

How we do it: We accomplish our mission by providing nonprofit organizations with the essential resources, tools, and valuable insights they need. We equip them with the necessary knowledge and support to achieve their objectives and drive positive change.

What we believe: We take pride in our intentional and long-term approach. Our aim extends far beyond the duration of our services. We strive to become your trusted partner, cultivating enduring relationships. Through these partnerships, we foster a community of like-minded individuals who share a common dedication to making a positive difference in the world.

By focusing on the “why” behind our work, we work to inspire nonprofit leaders, offer our CRM and operational expertise, and create a network of individuals committed to creating a better future.

How We Work With You

As a Virtuous partner, Mata Consulting LLC can offer your nonprofit specialized support services to set you up for success in your new Virtuous account.

CRM Data Optimization

• Data Restructuring
  • Assess current data collection processes and identify areas for improvement.
  • Design and implement standardized data entry protocols.
  • Cleanse and deduplicate existing data to ensure data accuracy and integrity.
• Enhanced Reporting
  • Analyze reporting requirements and define key performance indicators (KPIs)
  • Develop custom reports and dashboards to provide actionable insights and visualization of data.
  • Automate report generation and scheduling for timely delivery of relevant information.
• Target Communications
  • Segment supporter data based on demographics, preferences, engagement levels, etc.
  • Leverage data insights to create target campaigns that maximize supporter engagement.

Workflow Automation & Documentation

• Process Identification
  • Collaborate with various teams to identify processes that can be automated for improved efficiency and prioritize based on their impact on productivity.
  • Analyze tasks related to data collection, gift entry, thank you letters, marketing campaigns, event management, etc.
• Workflow Optimization
  • Map out existing workflows and identify areas where automation can be applied.
  • Collaborate with stakeholders to design and implement automated workflows that align with organizational objectives.
• Documentation for Empowerment & Training
  • Create comprehensive documentation of established workflows and processes.
  • Develop clear and concise guidelines for the team to follow when executing tasks. Include step-by-step instructions, best practices, and any necessary references or resources. Ensure the documentation is easily accessible and regularly updated as workflows evolve.
  • Provide training sessions and workshops for users on the new tolls and automated workflows.

Scaling Relationship Management

• Relationship Mapping
  • Develop a framework to visualize supporter relationships and connections.
• Enhanced Engagement
  • Implement CRM features or integrations to track supporter interactions across channels.
  • Leverage automation and personalization to deliver communications at scale.
• Stewardship Excellence
  • Implement workflows for timely acknowledgment, thank you letters, and personalized follow-ups.
  • Create processes for proactive donor stewardship, including touchpoints and relationship-building activities.
  • Develop strategies for ongoing engagement and cultivation of supporter relationships.

System Tooling & Set Up

• Comprehensive Tool Evaluation
  • Assess available tools, and evaluate cost-effectiveness, integration capabilities, and functionality for event management, marketing communications, survey collection, etc.
• Seamless Integration
  • Identify tools that seamlessly integrate with Virtuous, ensuring smooth data flow and minimizing manual data entry.
• Enhanced Functionality
  • Identify tools that offer advanced features to enhance event management, marketing communications, and survey collection. Consider features like real-time event tracking, personalized mass communications, robust survey capabilities, and analytics.

Pricing

Mata Consulting LLC offers competitive service rates. Our pricing models are flexible and designed to fit the needs of your organization. Please contact Mata Consulting LLC to schedule a discovery call to discuss your organization’s specific needs.

To learn more about Mata Consulting LLC, click here.