The Heart of The Partnership

Why partner with Rooted?

Deep experience. We’ve successfully completed over 125 migrations into leading donor CRMs, specializing in church, ministry, and Christian nonprofit software.

Calm, accountable execution. One accountable lead, clear checkpoints, and steady communication—so you never wonder where things stand.

Right‑sized plans. Simple package choices matched to data size and complexity—no surprises, no jargon.

A gentle landing. We prepare teams to work effectively in Donor Dock from day one.

Ongoing partnership. Support extends beyond go-live, ensuring ministries fully leverage Donor Dock—strengthening long-term success and minimizing churn for both Rooted and Donor Dock.

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What We Handle (at a glance)

Intact Processes > Important existing business processes setup in Donor Dock

Data health support > those key metrics you’re tracking can still be tracked in Donor Dock

Final cutover guidance that minimizes downtime and confusion

Enablement/training so staff knows where to find things and how to move forward

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How We’ll Partner with Donor Dock

Business Coaching Alignment – Attend Donor Dock’s Business Process Coaching to internalize platform philosophy and implementation best practices. Rooted embeds these learnings into every project and ongoing support, ensuring customers continue to maximize Donor Dock’s impact years after go-live.

Onboard & Goal‑Setting – Align on outcomes, key dates, and success criteria (Rooted + Donor Dock + client).

Test & Review – Iterative test loads with concise review forms; Rooted summarizes decisions and next steps.

Go‑Live & Aftercare – Clear cutover plan, quick‑response window post‑launch, and a short enablement sprint.

Co-Marketing

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Packages (Right‑Sized, Not Complicated)

Two straightforward tiers align to Donor Dock packages. Each includes configuration and consultative support within the client’s new database We recommend the highest applicable tier to reduce risk and avoid change orders.

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What Customers Can Count On

Deep experience. Over 125 successful migrations into nonprofit CRMs ensure high‑quality, deduplicated, and effective data.

Empowered use. Clients don’t just adopt software—they fully leverage it through a lasting partnership.

Custom integration capability. We build bespoke integrations where needed for ministry workflows.

Guided process. A seasoned and qualified guide from planning through adoption to maximization of Donor Dock thrive beyond go‑live.

One accountable project lead with regular communication

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The Outcome We Aim For

Long‑term-partnership with Donor Dock and long-term partnership with Donor Dock customers by ensuring successful implementations and enduring success unto Kingdom mission accomplishment

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