Togetherhood
Enterprise CRM for Education
Custom objects, role-based segmentation, and executive dashboards for scaling outreach across 9,000+ NYC schools
About Togetherhood
Industry:Education / Nonprofit
Focus:NYC Schools Enrichment Programs
Mission:Community Building Through Education
The Challenge
Scaling personalized outreach to thousands of NYC schools required sophisticated CRM architecture
Fragmented Data Management
School data scattered across spreadsheets and email inboxes with no organizational hierarchy
Role Confusion
No clear distinction between principals, parent coordinators, and district leadership roles
Low Conversion Rates
Generic outreach campaigns produced poor meeting conversion rates and limited engagement
No Execution Visibility
Leadership had no insight into outreach performance or campaign effectiveness
Our Solution
Enterprise-grade CRM architecture designed for educational outreach at scale with role-based personalization
Custom CRM Architecture
Hierarchical Data Organization
Custom 'Parent Organizations' object linking Districts and CBOs to individual Schools and Contacts
Association labels (Operated By, District For) creating clean organizational hierarchy
Custom properties for school demographics, enrollment data, and program participation history
Role-Based Segmentation
Personalized Communication Strategy
Smart lists for Principals, Parent Coordinators, and District Leadership with role-specific messaging
10-step cold sequence campaigns with A/B tested subject lines and personalized call scripts
Follow-up automation with role-appropriate content and meeting booking workflows
Executive Dashboards
Comprehensive Performance Analytics
Real-time coordinator dashboards showing meetings booked, outreach volume, and conversion rates
District-level engagement heatmaps for strategic leadership and resource allocation
Campaign ROI tracking with attribution modeling for program effectiveness measurement
Transformational Impact
Unprecedented scale and efficiency in educational outreach with measurable engagement improvements
Organizational Impact
Operational Excellence
- Scalable outreach to 9,000+ schools with personalization
- Systematic relationship management and follow-up
- Improved coordinator productivity and focus
Strategic Advantages
- Data-driven decision making at executive level
- District-level engagement insights and heatmaps
- Scalable framework for program expansion