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By using a CRM for nonprofits, Balanced managed to reach 750K meals.
Balanced is a nonprofit public health organization working to advocate a healthier food system in schools, hospitals, senior care facilities and any other institution with a food service department. This is done through their Advocacy Program and Institutional Support Program.
Balanced is a relatively new organization which was founded in 2017. In the beginning, the organization was focused more on corporate campaigns — trying to work with foodservice providers like Aramark. However, after a few months, Balanced took a strategic shift when they realized that there was a whole group of people who wanted to help advocate for healthier menus in their communities. This was when the Advocacy Program was born and officially launched in the summer of 2018.
🌿 Balanced is a network of public health professionals, nutrition science experts, and everyday people from around the world fighting for a healthier food system one menu at a time. Find out more about Balanced >
Sarah Landman is the Advocacy Program Coordinator. She works with community members, including parents, hospital employees, and anybody who wants to advocate for healthier menus in their community, whether in their local school district or in their workplace.
“At the very beginning, we knew that we needed to have some pipeline where we keep track of each individual contacting us.”
“It was just getting increasingly, increasingly difficult to keep track of who emailed us and how many times.”Sarah adds that communication wasn’t centralized and that even she couldn’t remember certain people and what stage they were in. She explains, “We needed something to keep track of everyone.”
“We needed something to keep track of everyone.”
amoCRM and Typeform integration
🔗 Zapier is a platform for building connections between various web services. With over 750 web services supported, you can automate your repetitive processes. Find out more about Zapier >
“Usually when I’m having the first meeting with them, I have the Lead card pulled up. I type in notes to remember things about them.”Stage #5: Scoring menu In this stage, there is a survey to assess the menu and find out what needs to be improved. Sarah says, “As things get deeper into the process, it gets less automated.”
“As things get deeper into the process, it gets less automated.”PART 2: Advocacy Program Steps Stage #6: Assessing menu & research steps Stage #7: Determining ask Stage #8: Contacting decision-makers Stage #9: Preparing Meeting Materials Stage #10: Promoting the cause Stage #11: Reach out later
✉️ MailChimp is an integration that allows you to subscribe contacts to your newsletter or drip campaign, send helpful follow-ups, offers, and back-in-stock messages. Find out more about MailChimp >Anyone who signed up as an advocate goes through their amoCRM pipeline. The point of the survey was to get feedback about all their existing material. She adds, “The first thing we used was to find out new tools that we could add to our toolkit. To gather as much feedback as we could. We did get a handful of responses. It was helpful taking all feedback into account.”
“We sent out a big survey asking for feedback...We did get a handful of responses. It was helpful taking all feedback into account.”