Donor Followup Agent
Reaches out to lapsed donors, thanks new ones, segments by giving history, drafts the personal note. The Executive Director reviews and sends.
We work with the constraints you have: small teams, lean budgets, board oversight, grant timelines, donor privacy. The nonprofit track is a real product. Not a discount on the regular one.
Most agencies that "serve nonprofits" sell the SMB product at a haircut. The deliverables are designed for a for-profit business, the timelines assume a marketing director with hours to spare, and the case studies are all restaurants.
We built the nonprofit track because nonprofits operate differently:
Same engineering. Different design language, different deliverables, different price.
Want to walk through this? Book a free 15-min consult →
Reaches out to lapsed donors, thanks new ones, segments by giving history, drafts the personal note. The Executive Director reviews and sends.
Volunteer fills out the interest form. The agent intakes, schedules orientation, sends reminders, routes them to the right coordinator. No spreadsheet babysitting.
Answers FAQs in English, Korean, or Spanish. Routes the complex ones to the right staff member. Cuts the inbound load on a single-staff communications team.
Reads grant opportunities, drafts the eligibility match, flags the deadlines. Doesn't write the grant. Cuts the research hours from 8 to 1.
Registrations, RSVPs, day-of logistics. The agent handles the inbox, your staff handles the room.
Want to walk through this? Book a free 15-min consult →
Most nonprofits handle data they've promised to keep private: donor names, giving history, beneficiary records, grant reporting, sometimes immigration status or health data. Cloud AI agents are great for volunteer signups and event registration. They're not always the right call for donor segmentation or beneficiary intake.
We deploy Track B (Local AI) for nonprofits that need on-premises AI:
Mac mini hardware (M4 16/512 default; M4 24/1TB upgrade for high-volume orgs) included, owned by your org from day one.
Local LLM (Llama 3) runs on the device. Models are open weights you can audit.
Data never leaves your office. No third-party API, no cloud vendor seeing donor records.
Compliance-friendly. HIPAA-adjacent, FERPA-adjacent depending on use case.
Monthly maintenance $280 to $1,050 (lower than cloud over time, no API fees).
SEOD is not HIPAA-certified. Local deployment supports HIPAA-aligned workflows but does not constitute a Business Associate Agreement. We can introduce you to compliance partners if you need full certification.
Some nonprofits run both. Cloud for volunteer signups and event RSVPs. Local for donor segmentation and beneficiary records. The AI Audit maps which workflows belong where.
Want to walk through this? Book a free 15-min consult →
We invoice in formats grant administrators accept. We provide written board-ready summaries quarterly. We don't bill in milestones that don't match grant reporting periods.
Want to walk through this? Book a free 15-min consult →
Want to walk through this? Book a free 15-min consult →
HAAPI (Health Asian American Pacific Islander) hired SEOD to build a bilingual content program that reached community members the prior English-only outreach couldn't. The Executive Director said the program reached members the team hadn't been able to reach before.
The next phase, beginning Q3 2026, is a trilingual intake and volunteer-coordination agent. Local deployment given member-data privacy requirements. We'll publish the results when the agent has been live for 6 months.
Want to walk through this? Book a free 15-min consult →
Yes. We'll ask for it on the consultation call. Pending status is fine for the audit, finalized for setup.
Yes. Send us the grant terms and we'll structure invoicing to match.
Yes. Local deployment fits well within $10K to $25K grant scopes. The Mac mini stays with the org. The agent runs locally. Reporting fits standard grant frameworks.
Talk to us anyway. We pick up two nonprofits a year at cost or close to it when the mission is strong.
Probably. Eric's worked with HAAPI, NorCal Shiba Rescue, and a handful of others. Bring us your specific space on the call.
Yes, when the work itself isn't tied to advocacy or proselytization. We'll talk about scope on the call.
Built by operators, not engineers. Eric Lee, 16 years in F&B operations, $54M+ in annual P&L managed across BCD Tofu House, Gen Korean Barbecue, Sake2Me Sushi, and Obaba Fresh. We know which workflows are worth automating and which ones are a trap.
Fifteen minutes with Eric. Bring the grant terms, the team size, and the problem you're trying to solve.
Or call 707-718-3579 · email eric@seod.com