For churches on Planning Center
Every yes deserves a follow-up.
Most church software tells you what happened. Next Steps tells you what has not happened yet, and who needs a phone call. Here is everything inside.
Start here
The Leak Report
Every person who said yes and never got a follow-up. By name, not as a number.
See the wait
Each person shows how long they have been sitting there with nobody reaching out.
One click to act
Open anyone in Planning Center straight from the list and make the call.
Find the worst step
The step that loses the most people is the one to fix first. We point at it.
It reads your real process, so the numbers match what your team already tracks.
Measure
Funnels & follow-up stats
Build your process once, then watch each month’s group of people move through it.
Your steps, your words
Connect Card, class, baptism, first serve. Name the steps the way your team says them out loud.
Month against month
One row per month, so you can tell at a glance whether this month beat last month.
Who got contacted
Text or call, how fast it went out, and who is still waiting on someone.
A mass text to 50 or more people at once does not count as follow-up here. Only real contact does.
See the whole path
Journey
A map of how your forms, lists, classes, and workflows actually connect.
Drag and drop
Put your real Planning Center pieces on a board and link them in order.
Live counts
Every block shows how many people are sitting there right now.
One board per path
Keep guests, baptism, and serving on separate boards so nothing blurs together.
Your PCO workflows
Workflows
Your Planning Center workflows as a board. Every step, and everyone sitting on it.
A column per workflow
Steps run down the column in the order you built them in Planning Center.
Three counts per step
Active, overdue, and snoozed. Counted the same way Planning Center counts them.
Straight into Planning Center
Open a step to see exactly who is there, or click through and work it in PCO.
Easier to just look at it on your own data?
Get my free leak reportAct
Follow Up
The moment someone raises their hand, the follow-up starts. In seconds, not tomorrow.
Right away, or later
Text the second a card is created, or hold it a while. Handy when the check-in happens during service.
Calls, not just texts
A clean call list for the people who need a real conversation instead of a message.
Proof it worked
How fast your team answers, who replied, and which paths bring people back.
A pastor can approve every message before it sends. Nothing goes out without your say-so.
Volunteers
Dream Team
Every volunteer partway through onboarding, and the ones nobody has scheduled.
One row per team
Your real onboarding workflows, with how many people are sitting in each one.
The gap in red
Who needs follow-up and is not on a schedule anywhere. That number is the work.
Leader links
Each team leader gets a private link to their own roster and schedule. No login.
Groups
Groups
Attendance and rosters for every group, in one place.
Quiet groups surface
See which groups are still meeting and which have gone silent.
Open any group
Who is in it, and the last time they actually met.
Leader links
Group leaders get their own private link to just their people.
How it works with your data
One connection
Connect Planning Center once. We pull your people, check-ins, forms, workflows, groups, and registrations. Nothing to install, nothing to import.
Read-only
We can read your Planning Center data. We never change it. The one thing we write is a follow-up card, and only when you tell us to.
We never ask for giving
Giving is a separate permission in Planning Center, and we do not request it. So we could not see it even if we wanted to.
Your data stays yours
Your church is walled off from every other church. Cancel any time and nothing is deleted. Come back and it is all still there.
Also included
Scheduled texts
Send a reminder a set number of days before an event, then follow up after it.
Nobody gets chased
Sequences stop on their own once someone does the thing, and no one person can be messaged too often.
Reports by email
Weekly, every other week, or monthly. You pick the day.
A board view to share
Read-only, no login, made for handing to elders.
Church benchmarks
See how other churches run the same process, step by step.
Your whole team
Admins change settings, editors do the day-to-day work, and every campus is included.
Start with the free leak report.
Connect Planning Center and we will show you every person who said yes and never got a follow-up, by name. It is free, and you can disconnect any time.