RenewAll Implementation Checklist

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Phase 1 Foundation

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CRM Setup with Monday.com

  • Design database structure for contact categories
    Donors, Partners, Businesses, Artists, Volunteers
  • Import existing contact data
    Clean and migrate 200+ contacts
  • Create custom views for each team member
  • Establish standardized data entry protocols
    Document naming conventions and required fields

Core Administrative Automation

  • Set up email template automation
    Common responses, acknowledgments, follow-ups
  • Implement calendar/scheduling integration
  • Create document organization system
    Folder structure and naming conventions
  • Build basic reporting dashboards

Phase 2 Marketing Enhancement

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Digital Marketing Infrastructure

  • Set up content calendar automation
    Plan and schedule content in advance
  • Implement social media scheduling tools
  • Configure email newsletter automation
    Regular updates to stakeholders
  • Create event promotion workflows

Destination Marketing Support

  • Build shared content libraries for business partners
    oldcentralcity.org resources
  • Set up coordinated campaign management
  • Create analytics and reporting dashboards

Phase 3 Program-Specific Workflows

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Gallery 610 & Artist Management

  • Create artist submission and selection workflow
  • Build exhibition scheduling system
  • Integrate sales tracking with consignment business

Event Management

  • Create event planning templates and checklists
  • Implement volunteer scheduling automation
  • Set up attendee registration and follow-up

Consignment Business Operations

  • Optimize inventory management system
  • Automate consignor communications
  • Build sales reporting dashboard

Phase 4 Advanced Integration

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Donor Management Enhancement

  • Automate donor acknowledgment letters
    Immediate thank-you responses
  • Set up giving campaign tracking
  • Create grant deadline management system
    Automated reminders and tracking
  • Build funder reporting templates

Real Estate Development Tracking

  • Create project milestone tracking
    Village Mercantile expansion
  • Set up stakeholder communication workflows
  • Implement document management for projects
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