training. coaching. mentoring. support.

Our Teams are at the core of our organisation and investing in them is key to growing and being successful, motivating places to work.  Training and support is so important and finding the right packages for your Team, delivered in the right way is essential to this success.


training, coaching and mentoring

PtG deliver fluid training, so out goes the 9-5 stuck in a stuffy training room keeping to a script, with time for questions at the end.  In comes an outline of topics that we’re going to cover, a detailed walk through of your training subject of choice, asking questions as you go and taking part in lively discussion.  This style of training encourages your team to explore practical solutions to help them get the most out of their use of the CRM and interactions with your fundraising data. They don’t need to prepare anything other than a few ideas of topics to cover, they don’t need to feel they can’t ask questions and they will get an answer to any they have.  What a great way to empower your team and get them enthusiastic about trying out their new skills.

And if training isn’t the right route, then we can look at coaching and mentoring, two ways we can upskill your team and provide longer term support.

If you’re still not sure we’re the right fit to provide your training, can we tempt you with sweeties, donuts or cup cakes?  Training day’s aren’t complete without a sweet treat to get everyone in the mood data.


We know that sometimes you have a question about data or using your CRM in the context of your fundraising operation. Questions like these are hard to get answered – they are outside of the scope (and practical experience) of your CRM providers and don’t warrant the investment in consultancy fees for something so simple.

You might need a little help with a data export, setting up a pivot table for your reporting or help to clean and suppress your data ahead of an appeal mailing. Support can help you move a project forward, answer your questions and get you back on track, and it can be a great way of building new skills and knowledge in your team – skills that go straight back into organisation, helping it to develop and grow.

Support packages also offer the opportunity of re-grouping an established team or helping a new team create and embed new and unfamiliar data processes.

PtG offer on-going support packages from as little as 4 hours per month for a minimum commitment of 4 months, all delivered at a significantly reduced rate (terms and conditions apply).

get in touch to see how we can help you


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