A church three months in, running a card ministry off life events
The church
About 2,100 people, with Planning Center connected and pastoral notes syncing back to it. Three months on CareNote.
What they set out to do
Make sure a life event in the congregation always produces a card.
How it works now
They are three months in, so this is what they have set up so far. A birth, a death, an illness or another life event becomes a care request, and almost everything they open is one of those. Their follow-up steps run as tasks and say what the card should be: sympathy, get-well, or an addition to the standing card ministry list.
Notes are how the story gets recorded, and because pastoral note sync was switched on across every interaction type in the first weeks, everything written here also appears on the person's record in Planning Center. A web form is defined and waiting for when they want the congregation to tell them directly rather than waiting to be noticed.
What it takes
Two paid seats, one volunteer, and pastoral note sync switched on from day one.
By the numbers
- 24
- care requests in three months, 20 of them closed
- 19
- of them triggered by a life event
- 60
- pastoral touchpoints recorded
- 2
- paid seats
Is this your church?
If your care ministry starts with a card and you want life events never to be missed, this is a small, complete configuration you could copy in an afternoon.
See it set up the way you would run it
Start a free trial and build this yourself, or book a demo and we will walk through the write-up closest to how your care ministry already works.
More churches like this
Other write-ups in shape 5, New accounts still forming a habit.