The Easiest Way to Add Capacity to Your Team

Right now, you’re probably juggling a dozen priorities - spring appeals, events, donor meetings, year-end reports. While spring and end of year can still be called “the busy season,” really every season is busy now in philanthropy. In many ways, this is wonderful - organizations have embraced a year-round effort to keep donors engaged in new and exciting ways. It also means that time for projects and innovation feels tighter than it once was. 

At Version2.ai, we have been fundraisers ourselves. We understand the pressure of closing out a fiscal year while chasing down pledges and prepping for board meetings. So we’ve always structured our onboarding process to be as lightweight as possible, and supported by a team who can sit right alongside you to deliver value in your investment immediately. Onboarding a Virtual Engagement Officer (VEO) takes less staff time than onboarding a new employee. The entire process takes about 8 to 10 total hours over three weeks from your team. It’s structured, guided, and intentionally simple - built to fit around your workflow, not to disrupt it.

We start by helping you create your VEO. You pick their name, look, and voice that feels like they’re part of your team. You share your brand kit and guidelines, and we take it from there - building a public-facing presence that feels like a natural extension of your organization.

Then we get specific about impact. You choose who your VEO will engage - whether it’s lapsed donors, annual givers, or planned giving prospects - and what success looks like. Our team guides you through the donor assignment and data exchange process so information is flowing reliably between Version2 and your CRM so your VEO can get to work.

Next, we train the VEO on your voice, strategy and priorities. We use existing, approved communications - your website, emails, and social channels. This empowers the VEO to reference the right stories, stay on-brand, and communicate with the familiarity your constituents expect. We also set up handoff contacts so when a human response is needed, it’s clear who takes the lead.

Once your VEO goes live, it’s built to stay lightweight - doing real work without adding to yours:

• A weekly manager report keeps you informed about engagement, performance, and content activity.

• A 30-minute monthly review with your Customer Success Manager helps you stay aligned and focused.

• And you’ll spend about 10–15 minutes a month responding to handoffs when a donor needs a human follow-up.

That’s it.

We built Version2.ai to expand fundraising capacity at scale. Onboarding isn’t the exception - it’s part of that promise. If you’re feeling at capacity, this might be one of the few things that actually gives you more breathing room, not less.

This time of year asks a lot of fundraisers. We built Version2.ai to give something back.

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We’d be glad to show you just how seamless the process is—schedule a demo to see for yourself.