In 2018, I was helping a regional non-profit transition to using EveryAction as the org’s Communications Director. Before we got access to EveryAction, I felt pretty confident in our team’s ability to manage contact lists, set up phone banks, and send emails - whatever we needed to figure out, I could do it!
And then came the learning curve - moving all of our existing data, changing all of our processes, and figuring out workarounds and tricks in a brand new system. Very quickly our team was swamped, overwhelmed and frustrated.
This tool was supposed to make our lives easier, but that promise was feeling farther and farther away!
Trying to help our team succeed, I looked everywhere for support: reading to the bottom of almost every help center article, following up on numerous support requests, and scraping together process documentation.
I looked everywhere for examples of how other organizations had set up their code structure, but kept coming up with the same bland support answer: “There are lots of ways to do it, you have to choose your own strategy.” There were so many moments in that migration process where my life would have been much simpler with a little live support from an expert who had seen the problem I was having before and was ready to roll up their sleeves and talk best practices.
When I started CLC Toolbox in 2020, I knew that one of the first things I wanted to provide our clients was the support I needed: a dedicated space to bring EveryAction and data-related questions.
That space is CLC’s Office Hours, an intentionally unstructured space to encourage you and your team to bring questions, troubleshoot and experiment on your day-to-day use of the database.
Whether you’re struggling with an inconsistency in your data, trying to figure out a new report for the first time, or understanding a new tool, our Project Leads are ready to use their expertise in EveryAction to help you troubleshoot the problem, strategize and build documentation for the next time you encounter the issue.
If your team needs a little more support in making EveryAction work for you, CLC’s Office Hours can help! Whether you need ongoing support or just have a few questions you need answered, we have options. Schedule One-Off Office Hours, or sign for a discounted bundle today.