PS2025 Exclusive: Strategic Growth Accelerator
Hi! We’re thrilled you’re ready to learn more about how Interwoven can solve your biggest challenges and transform your organization into a growth engine.
Here's how we can work together
Strategic Growth Accelerator - PS2025 Exclusive
Perfect if you need clarity on your biggest growth challenge
Get our complete strategic assessment and roadmap in 30 days.
- 90-minute discovery session with our team
- Rapid systems and brand audit
- Strategic assessment with actionable recommendations
- Start working with us within days
Act fast! Limited to 10 organizations
Single-Phase Partnership
Perfect if you know your biggest problem and want it solved
Focus on your most critical challenge with our proven methodology.
- Custom solution design
- Full implementation and training
- Measurable results in 60-90 days
Complete Growth Partnership
Perfect if you’re ready for total transformation
Our full 7-phase methodology customized for your organization.
- Identify → Plan → Build → Produce → Execute → Teach → Operate
- Connected systems that actually work together
- Team training for long-term success
Why choose Interwoven?
We’re different.
We’re experts in a wide range of capabilities that we customize to solve your unique challenges.
We know the psychedelic space.
We’ve built marketing and operational systems that accelerate growth while navigating the complex and regulatory challenges you face.
We’re your partner.
Our team weaves seamlessly into your organization to build your capacity, improve systems, and grow revenue.
Real client results in psychedelics
Case Study #1 - Digital Transformation: Scaling Healing Through Automation
A veteran support nonprofit is committed to helping Veterans overcome PTSD and other mental health challenges through access to psychedelic retreats, coaching, and holistic support services. With thousands of applications and hundreds of Veterans participating in retreats around the world, the organization’s operational complexity had outgrown their systems and processes.
Despite having invested in Salesforce, the platform remained largely unused while staff juggled 15 disconnected tools to manage their participant journey. Manual processes created bottlenecks that limited their ability to serve more Veterans and grow sustainably.
The challenge
With growing demand and limited resources, the organization struggled with:
- An expensive Salesforce system that staff couldn’t navigate or use effectively
- Manual, error-prone workflows spanning email marketing, applicant screening, retreat enrollment, and post-retreat follow-up
- 15 disjointed tools with no integration or centralized data
- Implementation that didn’t align with their specific business rules and workflows
- Staff frustration with technology that was supposed to help but created more work
- Limited visibility into participant progress and retreat coordination
The result: high administrative burden that prevented them from scaling their impact and serving more Veterans in need.
Interwoven’s approach
The organization partnered with Interwoven to transform Salesforce from a dormant tool into a robust, automated operational hub.
The goal: create a scalable, streamlined platform to manage every stage of the Veteran journey—while reducing staff workload and maintaining compliance.
The collaboration included:
- Deep discovery and strategy: Conducted cost-benefit analysis of all 15 existing tools, evaluated what to keep, integrate, or replace, and defined clear business rules and workflows based on actual user needs
- Custom Salesforce transformation: Built dozens of custom objects, fields, and automated workflows tailored to their retreat business model and participant journey
- Application and enrollment automation: Integrated FormAssembly with Salesforce to capture clean, structured application data with automated email triggers and onboarding communications
- Medical screening and selection workflow: Designed secure, structured workflows to guide medical reviews and participant selection while maintaining privacy and compliance
- Coaching and retreat logistics management: Created tracking systems for coaching milestones, travel logistics, and retreat attendance with clear visibility across departments
- System integrations: Connected Salesforce with existing tools including Mailchimp for segmented communications, Google Workspace for document management, DonorBox for fundraising data, DocuSign for secure e-signatures, and Twilio for automated SMS reminders
- Process automation: Replaced manual steps with intelligent automation, freeing up staff time and reducing errors
- Training and knowledge transfer: Provided extensive training on system functionality and co-designed solutions that met both business needs and user requirements
Our impact
Within 60 days, Interwoven delivered a fully integrated platform that transformed how the organization manages programs and supports Veterans.
Key outcomes:
- Enabled 3x participant growth without adding additional staff
- Dramatically reduced administrative burden by replacing manual processes with automated workflows
- Increased efficiency and accuracy across thousands of applications, screenings, and retreat schedules
- Created a connected tech ecosystem through smart integrations with communications, fundraising, and document tools
- Enabled scalable growth by laying a robust operational foundation for future expansion
Evolving partnership
Following the successful Salesforce transformation, Interwoven’s partnership with the organization expanded to include comprehensive organizational support:
- Marketing strategy and content creation: Developed messaging and content strategies to reach more Veterans in need
- Grant writing and development: Secured over $1M in grant funding through strategic grant writing and development expertise
- Ongoing technical and strategic support: Continued optimization of systems and processes as the organization scales their impact
This ongoing collaboration ensures that the organization’s infrastructure continues to evolve with their mission and growth.
Interwoven’s partnership has empowered this veteran support nonprofit to focus on what matters most: helping more Veterans heal and reclaim their lives.
Case Study #2 - Development Transformation: Rebuilding CRM for Scalable Fundraising
As a leading psychedelic research nonprofit advanced its groundbreaking research and advocacy work, the organization faced a critical operational barrier. For over two years, the nonprofit had been working to transition from their legacy CRM system to Salesforce, but the implementation had stalled despite significant investment and consultant fees.
The organization’s donor development, privacy requirements, and complex fundraising workflows remained trapped in an outdated system that couldn’t support their growth. Manual processes and data silos limited the nonprofit’s ability to cultivate donors, engage supporters, and scale their fundraising efforts effectively.
The challenge
After two years of implementation challenges, the organization struggled with:
- Massive data migration complexities that remained unresolved
- No functional Salesforce system despite 24 months of consultant investment
- Custom nonprofit requirements that weren’t being addressed by generic implementations
- Data inconsistencies across donor records and disconnected systems
- Manual workflows that drained staff time and limited fundraising potential
- Inadequate support for major gift strategy and moves management
- Vague project requirements that led to unfocused development work
The result: an organization with advanced mission work but outdated infrastructure that constrained their fundraising capacity and organizational efficiency.
Interwoven’s approach
The nonprofit partnered with Interwoven to complete their Salesforce transformation and unlock a modern CRM ecosystem.
The goal: empower the fundraising team, streamline donor engagement, and build a scalable foundation for philanthropic growth.
The collaboration included:
- Rigorous planning and discovery: Deep engagement with users to understand actual needs, software constraints, and business requirements before any development began
- Data transformation and migration: Developed Python scripts to reformat and migrate legacy donor data while preserving relationships and historical integrity
- Complete Salesforce customization: Built custom objects, fields, layouts, and workflows tailored to the organization’s complex donor tiers, institutional vs. individual gift processes, and fundraising strategy
- Workflow automation and dashboards: Created custom Flows and real-time dashboards to automate tasks and provide actionable fundraising insights for development staff
- Email marketing integration: Replaced MailChimp with Pardot, creating a unified marketing ecosystem integrated directly with Salesforce
- Donation processing enhancements: Supported custom Stripe/Salesforce integration and later managed full Classy implementation and integration
- Donor research and engagement: Integrated DonorSearch to automate prospect research and wealth screening directly within Salesforce
- Automated donor stewardship: Created donation receipt automations and annual summary workflows for consistent, timely donor communications
- Comprehensive training: Educated all users on system functionality and the strategic reasoning behind design decisions
- Ongoing partnership model: Established flexible support system for quick fixes, new features, and continued optimization
Our impact
Within 90 days, the nonprofit had a fully functional, integrated Salesforce ecosystem that transformed their fundraising capabilities.
Key outcomes:
- Doubled donations in the first year after implementation, representing a $5-6M increase
- Professionalized lead flow management and major gift development tracking
- Fully migrated donor data and workflows into a robust, customized Salesforce platform
- Automated donation processes and donor communications
- Integrated tools for email marketing, research, and support that eliminated data silos
- Implemented real-time reporting to guide leadership and gift officers
- Built full organizational capability to track, plan, and analyze development activities
Long-term partnership success
Three years later, the organization continues to thrive with their Salesforce system:
- Team independence: Staff fully understands and uses Salesforce effectively without constant support
- Ongoing optimization: Flexible support model enables continuous improvements and new features
- Institutional knowledge: Long-term partnership has built deep understanding of the organization’s evolving needs
- Scalable foundation: System supports continued organizational growth and expanding fundraising goals
Interwoven’s partnership enabled the nonprofit to shift from years of stalled implementation to fundraising excellence, with a future-proof CRM system that supports their mission for years to come.
This psychedelic research nonprofit can now focus on what matters most: advancing psychedelic science and expanding their impact.
Case Study #3 - Product Development: Delivering a Masterclass in Record Time
A leading psychedelic research nonprofit recognized a unique opportunity to educate the public about psychedelic research and therapy. With a major streaming platform’s highly anticipated psychedelic documentary series set to release in July, the organization wanted to launch a comprehensive educational product that could capitalize on this cultural moment and advance public understanding of their work.
However, after two years of development efforts and significant investment, the nonprofit found themselves with an overly complex course design, technical implementation challenges, and just 3-4 months to deliver a market-ready product. They needed a strategic partner who could rapidly assess, redesign, and execute a complete educational product from concept to launch.
The challenge
With a hard deadline approaching and previous development efforts stalled, the organization struggled with:
- Overly ambitious scope: Instructional design trying to cover too much content in a single course
- Technical implementation barriers: Existing tools and platforms that weren’t meeting their needs
- Tight timeline pressure: Only 3-4 months remaining to launch before the documentary release
- Significant prior investment: Nearly $1M already spent on development with limited progress
- High stakes opportunity: Need to deliver professional-quality content for a high-visibility cultural moment
- Resource constraints: Limited internal capacity for full-scale production and technical implementation
The result: an organization with world-class expertise and content but struggling to package it into an accessible, marketable educational product within their critical timeline.
Interwoven’s approach
The nonprofit partnered with Interwoven to completely reimagine and execute their educational product strategy.
The goal: deliver a professional, engaging educational experience that could launch in time to capture the cultural momentum around psychedelic awareness.
The collaboration included:
- Rapid strategic assessment: Deep dive analysis of existing materials, target audience needs, and market positioning to identify the most effective approach
- Strategic course redesign: Recommended pivot from comprehensive course to focused masterclass format that could deliver high value in a more manageable scope
- Complete instructional design: Developed curriculum structure, learning objectives, and content organization optimized for online learning and audience engagement
- Full video production: End-to-end production including scripting, filming, directing, and professional editing to create polished educational content
- Technical implementation: LMS setup, website integration, and complete sales infrastructure to support course delivery and monetization
- Launch preparation: Marketing materials, promotional strategy, and launch logistics to maximize impact timing with documentary release
- Scalable foundation: Built infrastructure and processes to support future educational product expansion
Our impact
Within just 3 months, Interwoven delivered a complete educational product that exceeded expectations and timing requirements.
Key outcomes:
- Met impossible deadline: Delivered fully functional masterclass in 3 months versus years of previous development attempts
- Massive cost efficiency: Completed entire project for approximately $100K compared to nearly $1M already invested
- Hit revenue targets upon launch, validating market demand and pricing strategy
- Professional-quality production: Created polished, engaging content worthy of the organization’s reputation and the cultural moment
- Strategic positioning: Successfully launched during peak public interest generated by the documentary
- Scalable infrastructure: Established technical and operational foundation for future educational product lines
- Enhanced organizational capability: Equipped the nonprofit with proven processes and systems for ongoing content development
Interwoven’s partnership enabled the organization to transform years of stalled development into a successful product launch that advanced their educational mission while building sustainable revenue streams.
This psychedelic research nonprofit now has both the product and the infrastructure to continue educating the public about the transformative potential of psychedelic research and therapy.
Case Study #4 - Marketing Transformation: Scaling Flagship Event to Record Attendance
A leading psychedelic research nonprofit organizes the premier international conference bringing together researchers, clinicians, patients, and advocates in the psychedelic field. As their flagship conference approached, the organization faced significant challenges in reaching their ambitious attendance goals while managing complex logistics including hotel room commitments and multi-channel marketing execution.
With just three months remaining before the June conference, registration numbers were tracking well below targets, creating both revenue shortfalls and substantial financial liability from unsold hotel room blocks. The nonprofit needed comprehensive marketing support that could rapidly scale their promotional efforts while solving critical operational challenges.
The challenge
With the flagship conference three months away, the organization struggled with:
- Significant attendance shortfall: Current trajectory showed 3,000-4,000 attendees against a 7,000 target (with stretch goal of 10,000)
- Complex hotel logistics: Unsold room blocks creating massive financial liability for the organization
- Multi-channel execution gaps: Need for coordinated website, email marketing, and social media campaigns
- Tight timeline pressure: Limited time to implement comprehensive marketing strategy and see results
- Resource constraints: Internal team capacity limitations during critical promotional period
- Technical implementation needs: Hotel booking systems, website optimization, and content creation requirements
The result: a world-class conference with compelling content but insufficient marketing infrastructure to reach its attendance and revenue potential.
Interwoven’s approach
The nonprofit partnered with Interwoven to transform their conference marketing and operational execution.
The goal: maximize attendance, solve logistical challenges, and establish scalable marketing infrastructure for future events.
The collaboration included:
- Rapid channel ownership: Took comprehensive control of website and email marketing systems by end of February, later expanding to social media management
- Website optimization: Rebuilt website infrastructure while maintaining existing design assets, improving user experience and conversion optimization
- Daily email marketing execution: Created and deployed daily email campaigns with real-time content development responding to evolving conference information
- Custom hotel booking solution: Developed hotel-selling webpage from scratch with sorting and filtering capabilities to help attendees find and book room blocks
- Multi-system integration: Connected multiple hotel booking systems to create seamless attendee experience while reducing organizational liability
- Dynamic content creation: Built conference culture pages and supporting content that could adapt to rapidly changing information and promotional needs
- Social media management: Assumed full social media execution when internal team capacity became unavailable
- Real-time optimization: Managed all owned channels with day-to-day agility, adjusting messaging and tactics based on registration trends and feedback
Our impact
Within three months of intensive execution, Interwoven transformed the conference trajectory and delivered record-breaking results.
Key outcomes:
- Achieved 12,000 attendees, exceeding the stretch goal by 20%
- Transformed attendance trajectory from 50% shortfall to 20% overperformance of stretch targets
- Solved hotel liability challenges by selling room blocks to near-zero financial exposure
- Generated approximately $10M+ in conference revenue through successful attendance scaling
- Saved millions in potential losses from unsold hotel room commitments
- Established scalable marketing infrastructure for future conference events
- Demonstrated rapid response capabilities for time-sensitive marketing challenges
The partnership enabled the nonprofit to transform their flagship conference into their most successful event to date while building organizational capacity for future growth.
This psychedelic research nonprofit now has proven systems and strategies to continue scaling their conference impact and advancing the psychedelic research community.
Why our approach works
Our clients choose us because we solve problems across the entire organization:
We connect everything
We're expert problem solvers
We thrive at tackling your biggest business challenges. Every recommendation is backed by real data and measurable outcomes.
We build for you
When we deliver sophisticated systems, we also provide training and detailed hand-off materials to ensure your team knows how to keep the growth engine going.
Ready to get started but not sure which option fits?
No problem. Let’s talk about your biggest challenge and find the right approach.
Get in touch via email: rebecca@interwoven.com
What happens next?
1. We listen to understand your specific challenges
2. We recommend the best approach for your situation
3. We solve your biggest problems so you can focus on what you do best