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Nonprofit Marketing
Plan Workshop
Lisa Quigley & Jason Spangler
Director of Account Strategy & Director of Business Development
11.16.2023
2 © TechSoup Global. All Rights Reserved.
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Hosted on
Jason Spangler
Director of Business Development
jason.spangler@tappnetwork.com
Lisa Quigley
Director of Account Strategy
lisa.quigley@tappnetwork.com
Introductions
5 © TechSoup Global. All Rights Reserved.
Empowering Organizations for Good
Problem We Solve
Our Why
How We Innovate and Impact
We transform your visionary goals into digital
realities, empowering nonprofits and
government agencies to thrive in today's
dynamic world.
In the new Age of Acceleration, many nonprofits and government
agencies are challenged by a lack of digital infrastructure. This gap
inhibits their ability to keep pace and effectively support the most
vulnerable populations.
Tapp’s mission is more than just business growth; it's about driving
digital innovation across rapidly expanding sectors. We strive to
transfer our knowledge, tools, and technology to government
agencies and nonprofits that are tackling society's most pressing
challenges.
We achieve this by harnessing the power of artificial intelligence,
developing high-impact websites, software, and data-driven
campaigns. Our AI-enabled digital transformation strategies
enhance the positive impact of the organizations we serve and
amplify their engagement with the communities they support.
www.tappnetwork.com
Developing a Nonprofit Marketing Plan
7 © TechSoup Global. All Rights Reserved.
Quick Poll!
What is the state of your current marketing strategy?
A. No marketing strategy or marketing campaigns active.
B. Marketing campaigns are active, but strategy needs improvement.
C. Marketing strategy is built, but launching campaigns is a challenge.
D. Marketing strategy is solid, and campaigns are working well.
8 © TechSoup Global. All Rights Reserved.
Create Your One-Liner
Wireframe Your High-Converting Homepage
Formulate a Full Funnel Marketing Campaign
3 Key Components of a Nonprofit Marketing Strategy
You should be able to summarize your mission in a single sentence and touch on the
key aspects of your organization – who you serve, what problem you solve, and how
you solve it
Know who you are trying to target. What are their motivations to engage? What
messaging would impact them most? Where do they exist online and how can your
organization interact with them there?
Lay out a roadmap of the ideal path a potential supporter would take from never having
heard of your organization to engagement, conversion, and then promoting your cause
themselves. What content is needed to answer the questions they might have along
the way?
1
2
3
Developing a One-Liner
10 © TechSoup Global. All Rights Reserved.
How to Develop a Your Nonprofit’s One-Liner
1
A one-liner is a concise, compelling introduction to your organization that clearly explains the
problem you solve, the solution you provide, and the success your audience experiences
when they engage with you.
1. Identify your target customer and the major problem you help them solve. What is the pain point that
keeps them up at night? What are they struggling with?
2. Articulate your unique solution to that problem. How is your solution different from anything else they've
tried before? What makes it so effective?
3. Describe the success your customers experience when they work with you. How does your solution
make their lives better? What specific results can they expect to see?
11 © TechSoup Global. All Rights Reserved.
The One-Liner
1
Habitat for Humanity
Problem: They cannot afford to buy a home through traditional means.
Solution: Habitat for Humanity builds and sells affordable homes to qualified families.
Success: Families have a safe and affordable place to live, and they are able to build equity and stability for their
future.
Habitat for Humanity builds affordable homes for families in need,
so they can achieve the stability and equity they deserve.
12 © TechSoup Global. All Rights Reserved.
The One-Liner
1
Parkinson's Association
● Problem: Parkinson's is a chronic and progressive disease that affects the nervous system and can cause a
variety of symptoms, including tremors, stiffness, and difficulty walking.
● Solution: The Parkinson's Association provides a variety of resources and support services to people with
Parkinson's and their families, including education, advocacy, and research.
● Success: The Parkinson's Association empowers people with Parkinson's to live well today and inspire
hope for a better tomorrow.
Empowering people with Parkinson's to live well today and
inspire hope for a better tomorrow.
What’s Your One-Liner?
Rewire Your Website Homepage
1: Hero Section
2: Value Stack
3: Problem Identifiers
4: Solution Identifiers
5: Thought Leader Board
10 Step Homepage Formula
6: Three Step Action Plan
7: Impact Spotlight
8: Support Options
9: Service Identifiers
10: Lead Capture Form
10 Step Homepage Formula
16 © TechSoup Global. All Rights Reserved.
10 Step Website Formula
Implementing a Full-Funnel Marketing Strategy
18 © TechSoup Global. All Rights Reserved.
Identify Your SMART Goals
Identify and Define your Ideal Audiences
Create an Omnichannel User Journey
Foundation for a Full Funnel Marketing Strategy
SMART goals stands for Specific, Measurable, Achievable, Relevant, and
Time-Bound. Defining these parameters as they pertain to your goal helps ensure that
your objectives are attainable within a certain time frame.
Know who you are trying to target. What are their motivations to engage? What
messaging would impact them most? Where do they exist online and how can your
organization interact with them there?
Lay out a roadmap of the ideal path a potential supporter would take from never having
heard of your organization to engagement, conversion, and then promoting your cause
themselves. What content is needed to answer the questions they might have along
the way?
1
2
3
Identify Omni-Channel Audience Touch Points
Omni-channel marketing is the practice of
carrying out marketing campaigns using
all types of channels, platforms, and
devices to promote your products or
services to customers and prospects.
Whatever the interaction or channel; the
messaging, visuals, and overall experience
of an omni-channel marketing campaign
should be consistent and relevant to the
individual.
20 © TechSoup Global. All Rights Reserved.
Overall process
(The whole thing)
Marketing Funnel Stages
(Where your potential
supporter is)
Top of the funnel
Is unaware of the challenge/problem your
organization faces and solves
Middle of the funnel
Supports the Cause and Mission of your
organization
Bottom of the funnel
Supports the organization
Donor
Partner/Supporter
Attract
Website-CRM
(How to do it)
Inbound Marketing
(SEO, PPC, Social Media, Blogs)
Lead Nurturing
(Opt-in emails, Newsletters)
Conversion
(Events, Donation Pages)
Relationship Building
(Ongoing Support and Referrals!)
Awareness
Promotion
Consideration
Increased support of your organization
and mission
Activate
Resource
Utilization
Early Child Intervention
Target Audiences and User Journeys
Partners
Parents / Caregiver Providers
Caregiver Cecili
B23 Caregiver
Name: Cecili Cruz
Age: 26
City, State: Harrington, DE
Occupation: Part-time Vet Tech
Education Level: Some Community College
About: Cecili is a 26-year-old mother living in Harrington, DE with her husband Lucas, and their two
sons, Koen (4) and Khai (15 months). She is a vet tech and performs other add jobs for friends and family
to contribute resources to her family. She wants to give her children every opportunity she did not have.
Her husband Lucas works as an equipment operator and works hard to provide for his family.
Cecili is worried that Khai may have a speech delay as he is not speaking Spanish like the rest of the
family and has not picked up any English words from YouTube videos like his brother did. She also is
facing language barriers, limited access to resources and researching on the internet about Khai’s
speech delay frustrating.
MOTIVATION
Not to let her children fall behind.
Wants to fit in with her
community and give her children
every opportunity.
QUOTE
“My sons may not fit the mold, but
they fit perfectly in my heart.”
NEEDS
Information in Spanish to help her
identify if her son has a delay or
disability and what steps she
should take next.
Campaign Objectives:
What we are looking to achieve:
• Bring awareness to caregivers on the benefits of
Birth to Three programming.
• Educate on the referral process, eligibility and user
journey regarding Birth to Three services
• Increased referrals & evaluations
• Increased IFSPs (Individualized family service plans)
How will it be measured:
• Social media metrics
• Website traffic
• Caregiver pages & assets
• # Email signups
• # Form referral submissions
• # Evaluations
• # IFSPs
Awareness → Consideration → Decision → Resource Utilization → Promoter
Caregiver User Journey
Paid Ads
Website
CTA: Lead form
subscribe to
newsletter
CTA: Call 211
Email 1: What is
EI/CDW/B23?
Email 2:
Milestones based
on age &
enrichment
activities
Email 3:
Testimonial
Social / Emotional
Social Channels
Digital Marketing Content:
Blogs
Social Media Posts
Downloadable PDFs
Contact from
Regional
Programs
CTA: Submit your
video
Digital Marketing
Content that is
tailored to next
steps for someone
who is interested in
receiving support
Print Marketing
CTA: Form:
Complete Ages &
Stages
Questionnaire
Enrollment in
E.I programs/
initial
screening
Get Your Plan Down: Excel, Google Docs, Sheets, or AirTable
26 © TechSoup Global. All Rights Reserved.
What is a Constituent
Relationship Management
(CRM) System?
• The tools, technologies, processes, and
strategies that an organization uses to
manage, improve, and deploy all its
interactions.
• Where organizations store constituent records
and then use those records to communicate
with people.
• A data-driven technology that can be leveraged
to send mass communications, automate
recurring processes, and track the success of
campaigns online.
27 © TechSoup Global. All Rights Reserved.
What to Look for in Your Marketing Software
Choosing the right Marketing Automation platform is
foundational to your organization.
When evaluating any Marketing Automation software
it is important to consider the following features:
• All-in-one solution
• Powerful features
• CRM powered marketing
• Full attribution reporting
• Unparalleled support
• Scalability & customization
• Usability
Easy
to
Use
Powerful
More
control
More
flexibility
28 © TechSoup Global. All Rights Reserved.
Contact
Management
Keep track of all
the contacts
(volunteers,
donors,
companies,
funders) that your
organization
interacts with
Determine if the
contact is ready to
be nurtured, then
support
communication
and outreach to
get the contact
through to the
intended end goal
Write and design
emails, send to
segmented lists,
and trigger various
follow-up types
depending on the
engagement
Create an internal
resource for your
organization for
everything you
need to be
successful
advocates for your
mission
Have clean and
consistent data
that allows you to
build custom
reporting and
monitor analytics
across various
digital platforms
Lead
Management
Email
Management
File/Document
Sharing
Reporting and
Analytics
The Power of HubSpot for to put your Marketing Plan in Action
Budget
Nonprofits typically spend between 5 - 15%
of their total budget on marketing and
communications.
• Digital Marketing
• Website Development and
Maintenance
• Print Materials
• Advertising
• Software Tools
• Staffing
30 © TechSoup Global. All Rights Reserved.
Quick Poll!
What is your biggest challenge working with your contacts?
A. Generating new contracts and building lists
B. Keeping lists clean, active, and segmented
C. Maintaining communication and increasing engagement
D. Reporting on how your contacts are interacting with your organization
How We Can Help You - Learn More Here
Strategy
Start with a technology
audit and digital marketing
game-plan to accelerate
your growth and market
share within your sector.
Integration &
Migration
Build bridges and knock
down silos with simple and
painless CRM integrations
and migrations that are
seamless to your team.
E- Commerce
We deploy the transactional
services and software you
need to increase sales
across all your audience
touch points.
SEO and Content
Marketing
Build bridges and knock
down silos with simple and
painless CRM integrations
and migrations that are
seamless to your team.
HubSpot
Implementation
Ensure a smooth and
successful transition from
an alternative solution to
HubSpot, without all the
headaches.
Creative and
Branding
Make your brand stand out
from your competitors to
reach the right customers
with the right message.
Web and APP
Development
With our 20+ years of
experience, we know your
24/7 salesperson must be
beautiful, functional, and
optimized for your goals.
Sales
Enablement
We can help you close the
loop between your
marketing and sales
teams—and more desirable
deals.
Inbound
Marketing
We provide the complete
solution to increasing leads,
revenue, and brand
authority as a Platinum
Hubspot Partner
Social Media
Marketing
One of the most effective
ways to engage influencers,
customers and prospects to
drive brand awareness,
followers, and sales
Paid Media
TAPP makes your budget
go further with a targeted
approach to reaching your
buyer personas in search
and social.
Public Relations
Defining the right audience
and media channels to
build regional and national
brand recognition as well as
thought leadership.
Any
Questions?
33 © TechSoup Global. All Rights Reserved.
Thank You!
sales@tappnetwork.com
www.tappnetwork.com

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Nonprofit Marketing Plan Workshop TechSoup-TappNetwork 11.16.2023.pdf

  • 1. Nonprofit Marketing Plan Workshop Lisa Quigley & Jason Spangler Director of Account Strategy & Director of Business Development 11.16.2023
  • 2. 2 © TechSoup Global. All Rights Reserved. Here’s how to engage in today’s event: Questions? Use the Q&A feature. Check your inbox! We’ll email you the replay, slides, and resource links within a couple days. Learn something cool? Share on social media and tag us @TechSoup Closed captioning is available. Turn on with the CC button located in your Zoom menu. Hosted on
  • 3.
  • 4. Jason Spangler Director of Business Development jason.spangler@tappnetwork.com Lisa Quigley Director of Account Strategy lisa.quigley@tappnetwork.com Introductions
  • 5. 5 © TechSoup Global. All Rights Reserved. Empowering Organizations for Good Problem We Solve Our Why How We Innovate and Impact We transform your visionary goals into digital realities, empowering nonprofits and government agencies to thrive in today's dynamic world. In the new Age of Acceleration, many nonprofits and government agencies are challenged by a lack of digital infrastructure. This gap inhibits their ability to keep pace and effectively support the most vulnerable populations. Tapp’s mission is more than just business growth; it's about driving digital innovation across rapidly expanding sectors. We strive to transfer our knowledge, tools, and technology to government agencies and nonprofits that are tackling society's most pressing challenges. We achieve this by harnessing the power of artificial intelligence, developing high-impact websites, software, and data-driven campaigns. Our AI-enabled digital transformation strategies enhance the positive impact of the organizations we serve and amplify their engagement with the communities they support. www.tappnetwork.com
  • 6. Developing a Nonprofit Marketing Plan
  • 7. 7 © TechSoup Global. All Rights Reserved. Quick Poll! What is the state of your current marketing strategy? A. No marketing strategy or marketing campaigns active. B. Marketing campaigns are active, but strategy needs improvement. C. Marketing strategy is built, but launching campaigns is a challenge. D. Marketing strategy is solid, and campaigns are working well.
  • 8. 8 © TechSoup Global. All Rights Reserved. Create Your One-Liner Wireframe Your High-Converting Homepage Formulate a Full Funnel Marketing Campaign 3 Key Components of a Nonprofit Marketing Strategy You should be able to summarize your mission in a single sentence and touch on the key aspects of your organization – who you serve, what problem you solve, and how you solve it Know who you are trying to target. What are their motivations to engage? What messaging would impact them most? Where do they exist online and how can your organization interact with them there? Lay out a roadmap of the ideal path a potential supporter would take from never having heard of your organization to engagement, conversion, and then promoting your cause themselves. What content is needed to answer the questions they might have along the way? 1 2 3
  • 10. 10 © TechSoup Global. All Rights Reserved. How to Develop a Your Nonprofit’s One-Liner 1 A one-liner is a concise, compelling introduction to your organization that clearly explains the problem you solve, the solution you provide, and the success your audience experiences when they engage with you. 1. Identify your target customer and the major problem you help them solve. What is the pain point that keeps them up at night? What are they struggling with? 2. Articulate your unique solution to that problem. How is your solution different from anything else they've tried before? What makes it so effective? 3. Describe the success your customers experience when they work with you. How does your solution make their lives better? What specific results can they expect to see?
  • 11. 11 © TechSoup Global. All Rights Reserved. The One-Liner 1 Habitat for Humanity Problem: They cannot afford to buy a home through traditional means. Solution: Habitat for Humanity builds and sells affordable homes to qualified families. Success: Families have a safe and affordable place to live, and they are able to build equity and stability for their future. Habitat for Humanity builds affordable homes for families in need, so they can achieve the stability and equity they deserve.
  • 12. 12 © TechSoup Global. All Rights Reserved. The One-Liner 1 Parkinson's Association ● Problem: Parkinson's is a chronic and progressive disease that affects the nervous system and can cause a variety of symptoms, including tremors, stiffness, and difficulty walking. ● Solution: The Parkinson's Association provides a variety of resources and support services to people with Parkinson's and their families, including education, advocacy, and research. ● Success: The Parkinson's Association empowers people with Parkinson's to live well today and inspire hope for a better tomorrow. Empowering people with Parkinson's to live well today and inspire hope for a better tomorrow. What’s Your One-Liner?
  • 14. 1: Hero Section 2: Value Stack 3: Problem Identifiers 4: Solution Identifiers 5: Thought Leader Board 10 Step Homepage Formula
  • 15. 6: Three Step Action Plan 7: Impact Spotlight 8: Support Options 9: Service Identifiers 10: Lead Capture Form 10 Step Homepage Formula
  • 16. 16 © TechSoup Global. All Rights Reserved. 10 Step Website Formula
  • 17. Implementing a Full-Funnel Marketing Strategy
  • 18. 18 © TechSoup Global. All Rights Reserved. Identify Your SMART Goals Identify and Define your Ideal Audiences Create an Omnichannel User Journey Foundation for a Full Funnel Marketing Strategy SMART goals stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. Defining these parameters as they pertain to your goal helps ensure that your objectives are attainable within a certain time frame. Know who you are trying to target. What are their motivations to engage? What messaging would impact them most? Where do they exist online and how can your organization interact with them there? Lay out a roadmap of the ideal path a potential supporter would take from never having heard of your organization to engagement, conversion, and then promoting your cause themselves. What content is needed to answer the questions they might have along the way? 1 2 3
  • 19. Identify Omni-Channel Audience Touch Points Omni-channel marketing is the practice of carrying out marketing campaigns using all types of channels, platforms, and devices to promote your products or services to customers and prospects. Whatever the interaction or channel; the messaging, visuals, and overall experience of an omni-channel marketing campaign should be consistent and relevant to the individual.
  • 20. 20 © TechSoup Global. All Rights Reserved. Overall process (The whole thing) Marketing Funnel Stages (Where your potential supporter is) Top of the funnel Is unaware of the challenge/problem your organization faces and solves Middle of the funnel Supports the Cause and Mission of your organization Bottom of the funnel Supports the organization Donor Partner/Supporter Attract Website-CRM (How to do it) Inbound Marketing (SEO, PPC, Social Media, Blogs) Lead Nurturing (Opt-in emails, Newsletters) Conversion (Events, Donation Pages) Relationship Building (Ongoing Support and Referrals!) Awareness Promotion Consideration Increased support of your organization and mission Activate Resource Utilization
  • 21. Early Child Intervention Target Audiences and User Journeys Partners Parents / Caregiver Providers
  • 22. Caregiver Cecili B23 Caregiver Name: Cecili Cruz Age: 26 City, State: Harrington, DE Occupation: Part-time Vet Tech Education Level: Some Community College About: Cecili is a 26-year-old mother living in Harrington, DE with her husband Lucas, and their two sons, Koen (4) and Khai (15 months). She is a vet tech and performs other add jobs for friends and family to contribute resources to her family. She wants to give her children every opportunity she did not have. Her husband Lucas works as an equipment operator and works hard to provide for his family. Cecili is worried that Khai may have a speech delay as he is not speaking Spanish like the rest of the family and has not picked up any English words from YouTube videos like his brother did. She also is facing language barriers, limited access to resources and researching on the internet about Khai’s speech delay frustrating. MOTIVATION Not to let her children fall behind. Wants to fit in with her community and give her children every opportunity. QUOTE “My sons may not fit the mold, but they fit perfectly in my heart.” NEEDS Information in Spanish to help her identify if her son has a delay or disability and what steps she should take next.
  • 23. Campaign Objectives: What we are looking to achieve: • Bring awareness to caregivers on the benefits of Birth to Three programming. • Educate on the referral process, eligibility and user journey regarding Birth to Three services • Increased referrals & evaluations • Increased IFSPs (Individualized family service plans) How will it be measured: • Social media metrics • Website traffic • Caregiver pages & assets • # Email signups • # Form referral submissions • # Evaluations • # IFSPs
  • 24. Awareness → Consideration → Decision → Resource Utilization → Promoter Caregiver User Journey Paid Ads Website CTA: Lead form subscribe to newsletter CTA: Call 211 Email 1: What is EI/CDW/B23? Email 2: Milestones based on age & enrichment activities Email 3: Testimonial Social / Emotional Social Channels Digital Marketing Content: Blogs Social Media Posts Downloadable PDFs Contact from Regional Programs CTA: Submit your video Digital Marketing Content that is tailored to next steps for someone who is interested in receiving support Print Marketing CTA: Form: Complete Ages & Stages Questionnaire Enrollment in E.I programs/ initial screening
  • 25. Get Your Plan Down: Excel, Google Docs, Sheets, or AirTable
  • 26. 26 © TechSoup Global. All Rights Reserved. What is a Constituent Relationship Management (CRM) System? • The tools, technologies, processes, and strategies that an organization uses to manage, improve, and deploy all its interactions. • Where organizations store constituent records and then use those records to communicate with people. • A data-driven technology that can be leveraged to send mass communications, automate recurring processes, and track the success of campaigns online.
  • 27. 27 © TechSoup Global. All Rights Reserved. What to Look for in Your Marketing Software Choosing the right Marketing Automation platform is foundational to your organization. When evaluating any Marketing Automation software it is important to consider the following features: • All-in-one solution • Powerful features • CRM powered marketing • Full attribution reporting • Unparalleled support • Scalability & customization • Usability Easy to Use Powerful More control More flexibility
  • 28. 28 © TechSoup Global. All Rights Reserved. Contact Management Keep track of all the contacts (volunteers, donors, companies, funders) that your organization interacts with Determine if the contact is ready to be nurtured, then support communication and outreach to get the contact through to the intended end goal Write and design emails, send to segmented lists, and trigger various follow-up types depending on the engagement Create an internal resource for your organization for everything you need to be successful advocates for your mission Have clean and consistent data that allows you to build custom reporting and monitor analytics across various digital platforms Lead Management Email Management File/Document Sharing Reporting and Analytics The Power of HubSpot for to put your Marketing Plan in Action
  • 29. Budget Nonprofits typically spend between 5 - 15% of their total budget on marketing and communications. • Digital Marketing • Website Development and Maintenance • Print Materials • Advertising • Software Tools • Staffing
  • 30. 30 © TechSoup Global. All Rights Reserved. Quick Poll! What is your biggest challenge working with your contacts? A. Generating new contracts and building lists B. Keeping lists clean, active, and segmented C. Maintaining communication and increasing engagement D. Reporting on how your contacts are interacting with your organization
  • 31. How We Can Help You - Learn More Here Strategy Start with a technology audit and digital marketing game-plan to accelerate your growth and market share within your sector. Integration & Migration Build bridges and knock down silos with simple and painless CRM integrations and migrations that are seamless to your team. E- Commerce We deploy the transactional services and software you need to increase sales across all your audience touch points. SEO and Content Marketing Build bridges and knock down silos with simple and painless CRM integrations and migrations that are seamless to your team. HubSpot Implementation Ensure a smooth and successful transition from an alternative solution to HubSpot, without all the headaches. Creative and Branding Make your brand stand out from your competitors to reach the right customers with the right message. Web and APP Development With our 20+ years of experience, we know your 24/7 salesperson must be beautiful, functional, and optimized for your goals. Sales Enablement We can help you close the loop between your marketing and sales teams—and more desirable deals. Inbound Marketing We provide the complete solution to increasing leads, revenue, and brand authority as a Platinum Hubspot Partner Social Media Marketing One of the most effective ways to engage influencers, customers and prospects to drive brand awareness, followers, and sales Paid Media TAPP makes your budget go further with a targeted approach to reaching your buyer personas in search and social. Public Relations Defining the right audience and media channels to build regional and national brand recognition as well as thought leadership.
  • 33. 33 © TechSoup Global. All Rights Reserved.