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Technology Onboarding Built for How Advancement Teams Actually Work

  • Grace Carew
  • Oct 27
  • 2 min read

Onboarding new technology usually means endless meetings, overworked teams, and continuously pushed launch dates.


When organizations announce new fundraising technology that promises transformation, the reality is a months-long implementation and delayed results. But what if onboarding could actually match the pace of advancement work?


The Version2.ai Difference

As a team of former fundraisers and advancement professionals, we knew very well the pain points of new technology implementation. So when we launched Autonomous Fundraising, we created an onboarding experience that actually works.


It’s built for fundraisers, not IT departments. And it delivers results in weeks, not months.


Our guided approach on average takes 8-10 hours across 3-4 weeks. On request it can be done in as little as 2 days.


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The Proven Process

So, how does our onboarding work? We have a simple, three-phased process:


  1. VEO Creation: We establish your VEO's identity, voice, and introduction materials—all aligned with your organization's brand.


  2. Portfolio Development: We identify your most pressing fundraising goal to define your VEO's purpose, then guide strategic selection of 1,000 donors with clear success metrics. Two simple data files power the initial portfolio while keeping your CRM as the system of record.


  3. Knowledge Base Build: Your team shares approved content sources (website, newsletters, marketing emails), and we connect them so your VEO communicates authentically.


What Sets This Apart

What really sets this apart isn't just the process, it's how it feels to go through it. From day one, you'll see the entire roadmap in Trello with clear timelines and task ownership. No mystery about what comes next or who's responsible for what. Weekly check-ins keep momentum going, questions get quick answers, and the outcome is consistent: partners launch on schedule, ready to engage donors.


Why this Matters

This isn’t just about fast onboarding—it's about what becomes possible when technology actually works the way advancement teams work.


When implementation takes weeks instead of months, your investment starts delivering value immediately. Teams can focus on donor strategy and relationship building rather than navigating endless implementation cycles.


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Ready to see how it works for your team? Download our complete onboarding guide for the detailed framework advancement teams use to launch their VEOs with confidence.

 
 
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