Trainings

Our training and support sessions are designed to meet you where you are – whether you’re just getting started as a REACH admin or looking to optimize your organization’s use of the platform. Explore the options below to find the right fit for your role and goals.

Training Options at A Glance

FeatureNew Admin OrientationStrategic Session
Best forNew or transitioning REACH adminsOrganizations looking to optimize their REACH use
Session formatGroup training1:1 personalized session
Session lengthUp to 60 minutesVaries
FocusCore navigation, setup, and best practicesAccount review, goals, and tailored recommendations
PersonalizationGeneral guidanceHighly customized
CostFreeFree (once per account)
Recommended timingShortly after onboardingMinimum of 1 year after trial and initial setup

New Admin Orientation

The New Admin Orientation is designed specifically for new or transitioning administrators who want a strong foundation in REACH. Whether your organization is brand new to the platform, you’re stepping into an existing admin role, or you’re looking to better understand how everything fits together, this session will guide you through the essentials.

We recommend that new admins attend this session shortly after onboarding.

Register Now

Our new Admin Orientation is Thursday, April 23rd at 2:00pm EST.

Register now

Why Attend?

By the end of this orientation, you will be able to:

  • Get up to speed quickly with REACH
  • Learn established best practices
  • Understand system navigation and layout
  • Become familiar with data reporting options
  • Know where to find ongoing resources and support

This session helps you build confidence and establish a solid foundation for managing your organization’s REACH account.

Who Should Attend?

Great fit for:

  • Brand-new administrators
  • Organizations new to REACH
  • Nonprofits experiencing an admin transition

May be too basic for:

  • Experienced admins already familiar with REACH’s core features

If both you and your organization are new to REACH, we recommend starting with a Personal Demo.

If you’re looking for more tailored, goal-specific guidance, consider a Strategic Session instead.

Admin Orientation: Recording

Can’t make the next one?
Watch a recording.

Strategic Session

A Strategic Session is a personalized, 1-hour meeting designed to help your organization make the most of REACH. This complimentary session is available once per client and focuses on your specific goals, account setup, and opportunities for improvement.

After you book, our team will review your account and any questions or priorities you submit. Based on that review, we’ll confirm your eligibility for a Strategic Session or, when appropriate, provide personalized resources in place of a live meeting.

If you’ve already participated in a Strategic Session and would like to schedule an additional one, we’re happy to offer a follow-up session for a fee.

Why Attend?

By the end of this 60-minute session, you will gain:

  • Actionable insights tailored to your organization’s needs
  • Affirmation of what you’re already doing well
  • Specific best practices for optimizing your account
  • Awareness of features you may not yet be using

After the session, you’ll receive a simple, customized follow-up plan outlining recommended implementation or engagement steps.

Important Details

  • This service is completely free—no strings attached
  • One free, 1-hour Strategic Session per REACH account
  • Organizations must have completed their trial period and initial setup

Register Now

Sign up to schedule your free Strategic Session and take the next step in strengthening your use of REACH.

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