Complete these steps to get the most out of Taproot Plus


Express your interest and select the time you would like to schedule a conference call with the nonprofit.


Familiarize yourself with the nonprofit. Do some quick research and skim through anything you can find such as their website and/or social media.


You'll have an 1 hour call to help a nonprofit leader navigate their challenge.
Invest for Better
Oakland, California

Member since 2023-02-21

Session Overview

We are a small nonprofit with a very small team. We are considering different options for email marketing programs and a comprehensive lead tracking system. We currently use Mailchimp for newsletters but are looking for a robust and integrated system with email nurture sequences and the ability to better track folks throughout their communication and engagement with us. We are looking at tools like ConvertKit, HubSpot, ActiveCampaign etc, but need an affordable and user friendly tool and don't know how to choose. We would love a volunteer who really understands the pros and cons of these products and can help advice on selection (and perhaps, later, implementation). Thanks!


Nonprofit Overview

Invest for Better empowers women in the US and globally to understand the power of their investment assets, learn how to align their investments with their social and environmental values, and activate those resources to make a more just and sustainable world for all.