McBride Method

McBride Method helps mission-driven organizations and growing businesses replace manual, disconnected work with reliable automation and practical AI systems—without losing the human touch.

We have deep experience with nonprofits, especially Big Brothers Big Sisters agencies, while also taking on focused automation projects for businesses that need a fast, reliable build. Our team combines frontline operations experience with technical expertise in Zapier, Salesforce, MatchForce, FormAssembly, QuickBooks, ChatGPT, APIs, and custom code. We are comfortable learning new tools when the project calls for it.

WHAT WE BUILD

• Volunteer, client, and donor intake workflows

• Personalized email and SMS follow-up

• Salesforce and MatchForce workflow automation

• QuickBooks, invoicing, and operational workflow integrations

• Reporting, task routing, data quality, and staff alerts

• AI-assisted outreach, summaries, triage, and internal tools

• Quick fixes, fixed-scope builds, Zapier rebuilds, documentation, and team training

REAL RESULTS

For one partner agency, a redesigned volunteer-enrollment system cut inquiry-to-interview time by 49%, increased completed interviews by 39% with no increase in inquiry volume, and handled 17,000+ tasks automatically in one year.

HOW WE WORK

1. Discover — map the real process, bottlenecks, and goals.

2. Build and implement — create a reliable system around your tools and team.

3. Train and support — document the work, help staff adopt it, and keep improving it.

BEST FIT

U.S.-based organizations with 1–250 employees that need either a focused automation completed well or a partner for a larger system. Engagements can range from a quick fixed-scope build to strategy, implementation, adoption, and ongoing support.

Start with a free discovery call: https://schedule.fillout.com/t/wSbddzb8SNus

See examples: https://www.mcbridemethod.com/case-studies