Community consulting that gets you running fast
You don't have to figure it out alone.
Our team helps you set up Orgo, move your data, train your people, and plan your community strategy. Real humans, not a help center link.
We've done this for nonprofits, scout organizations, associations, political parties, and clubs of all sizes.
Why organizations work with our consulting team
Done-with-you setup
We configure your workspace, permissions, groups, and workflows so everything matches how your organization actually operates. No guessing, no trial-and-error.
Clean data migration
We move your member lists, payment records, and historical data into Orgo. CSV imports, bulk user creation, field mapping. You keep your data intact.
Hands-on training for your team
We train your admins, chapter leaders, and volunteers on the platform. Live sessions, recorded walkthroughs, and follow-up Q&A until your team feels confident.
What we help with
Each section below covers a specific part of our consulting work. Whether you need help with one area or all five, we adapt to your situation.
Setup & configuration
We don't hand you a blank platform and wish you luck. We sit with you and build out your configuration together.
Workspace structure
We build your workspace structure: parent organization, local chapters, groups, and departments. Matching your real org chart, not forcing you into a template.
Roles and permissions
Assign the right admin roles at every level. Orgo has five role types across three organizational tiers. We make sure each person sees exactly what they need.
Forms and settings
Registration forms, custom profile fields, dues settings, email templates. We configure everything before you invite your first member.
Custom workflows
If your organization has a specific workflow for approvals, onboarding steps, or member types, we set that up too. No workarounds needed.
Data migration
Moving to a new platform is stressful when you have years of member data. We handle the migration so nothing gets lost.
CSV import
Export your member data from your old system. We help you clean it, map fields to Orgo's format, and import everything via CSV.
Bulk user creation
Create hundreds or thousands of member accounts at once. Each person gets login credentials and a pre-filled profile.
Historical data
Payment records, membership dates, group assignments. We bring over your history so you don't start from zero.
Validation and cleanup
Before going live, we run checks to catch duplicates, missing fields, and formatting issues. Your data arrives clean.
Training & onboarding
A platform is only useful if people know how to use it. We train your team until they're confident.
Admin training
Live sessions for your admins covering member management, dues, events, communications, and reporting. Tailored to their actual responsibilities.
Volunteer onboarding
Chapter leaders and volunteers get focused training on the features they use daily. No information overload. Just what they need.
Recorded sessions
Every training session is recorded. Your team can rewatch anytime, and new staff can get up to speed without scheduling another call.
Follow-up Q&A
After training, we stay available for follow-up questions. Your team won't be left guessing when they hit their first real scenario.
Ongoing support
We don't disappear after setup. Our team stays involved as long as you need us.
Scheduled check-ins
After launch, we schedule regular check-ins to review how things are going, answer questions, and adjust your setup as needed.
Direct contact
When something isn't working right or you need a quick answer, you reach a person who knows your account. Not a ticket queue.
Configuration updates
As your organization grows or changes, we help you reconfigure. New chapters, new roles, new workflows. No extra setup fees.
Strategy advice
Beyond the platform itself, we advise on community strategy. How to grow, retain, and engage your members.
Engagement audit
We look at your current engagement numbers, communication patterns, and member activity. Then we tell you what's working and what isn't.
Retention planning
Based on your goals, we help you build a plan for member retention, event attendance, and community participation. Concrete steps, not theory.
Sector experience
Our team has worked with nonprofits, scout groups, associations, and political organizations. We share what has worked in similar contexts.
Complex org structures
Multi-chapter organizations, federated structures, mixed volunteer-staff teams. We've helped organizations navigate these and can advise on yours.
Frequently asked questions
It depends on your organization's size and complexity. A simple setup for a single-location nonprofit can be done in a few days. A multi-chapter organization with thousands of members and historical data typically takes 2-4 weeks.
Yes. Consulting is included in Orgo's pricing for organizations that need it. There are no separate consulting fees for setup, migration, or training. Ongoing strategy advice is available as part of our support plans.
We can import data from CSV files, which means we can work with exports from virtually any system. If your current platform exports to CSV or Excel, we can migrate it. We handle field mapping, data cleaning, and validation before import.
We work directly with the people who will use the platform daily. That usually means your admin team, chapter leaders, and key volunteers. We tailor each session to their role so nobody sits through training on features they won't use.
Yes. We have experience with organizations that have national headquarters, regional bodies, and dozens of local chapters. Orgo's workspace structure supports parent-child relationships between chapters, and we configure the hierarchy, roles, and permissions for each level.
Book a call through our demo page. We'll discuss your organization's structure, current challenges, and what you need. From there, we'll propose a plan and timeline. No commitment required for the initial conversation.