How to Run a Major Crowdfunding Campaign

4.3

Tools

Goals

Ensure the project team can:

  • stay in touch on key issues.
  • alert others within the team of important events or opportunities.
  • coordinate activities efficiently with minimal overhead.
  • track progress and provide accountability and visibility.

Key Questions

  • ‍What tools are available to help with the above?

Recommendations

Our recommendation is to use web and mobile tools where possible, to minimize software installation and maintenance.

The tools we would endorse for good team coordination of a digital campaign are as follows:

  1. Slack - for distributed team discussion / synchronization. Slack provides distributed teams with a central point to discuss issues and rapidly get questions answered without resorting to long email trails.
  2. Appear.in or Skype - for group video conferencing.
  3. Trello - for simple project management.
  4. PipeDrive - for major donor, influencer, and press pipeline management. It is possible you can configure Salesforce CRM to operate as a drop-in replacement for PipeDrive in this respect.
  5. Dropbox - for sharing key campaign materials.

Training and set up of model projects can be provided on request.

Next Steps

  • Investigate recommended solutions, and decide which to purchase.
  • Purchase key tools.
  • Agree intended uses.
  • Train team in use.

Request a free major campaign consultation with me.

Hi Jonathan,

My name is

and I am looking to run a

campaign for

.

I'd love to chat about utilizing digital.

Please contact me at

.

I look forward to speaking.

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