Church Partnership Program

Church Onboarding Playbook

The workflow, systems, and narrative we use to bring a church from first conversation to a fully activated partner on the BetterFaith platform.

Church Partnerships LeadCaleb
Head of PeopleCole
CEODakota

Why this exists

The narrative behind the program

Before we walk through the mechanics, everyone on the team should be able to say why BetterFaith exists in plain, warm language. These are the two anchors we return to on every call.

Anchor 1 · Accessibility

We believe discipleship and gospel-led biblical counseling should be accessible. That is why, when able, we ask churches to subsidize or cover sessions for their congregations. It is also why we give back financially and donate an allotment of sessions for church staff. If a pastor is pouring out, someone needs to be pouring into them, and it should not depend on whether they can afford it.

Anchor 2 · The yearning

We built BetterFaith because people are yearning for something like never before. They turn to content, to AI, to whatever is readily available, and until today there has not been a place for them to explore, grow, wrestle, ask their questions, and have someone real pray over them and pour into them. The church has always been the place for this. We are simply making it reachable on a Tuesday night at 9pm from a phone.

What we protect

Every partnership supplements the local church. It never replaces the pastor, the elders, or the community around a congregant.

What we handle

We know the logistics. Vetting counselors, matching by theology, scheduling, billing, reporting, safety. The church gets to focus on shepherding.


Who owns what

Roles & ownership

Three named owners today. As the team grows we will fill in the rest, but for now every church knows exactly which of us handles what.

Owner & title Internal title What lands here
Caleb
Church Partnerships Lead (external)
Growth Strategist Discovery calls, partnership scoping, closing, pipeline. Every new church conversation starts with Caleb.
Cole
Head of People
CPO / Head of People Welcome calls, ongoing pastor relationship, 90-day check-ins, congregation-facing warmth, church network stewardship.
Dakota
CEO
CEO (finance & tech) Agreement generation from Admin, billing setup, platform provisioning, roadmap conversations, escalations that touch the product or the ledger.
TBD Ongoing partner success Backfill role. Sits under Cole today.
TBD Clinical safety lead Backfill role for crisis triage and mandatory reporting workflows. Covered by on-call founder today.
TBD Ops & billing Backfill role. Sits under Dakota today.

Stage ownership map

Primary owner in bold. Secondaries can step in for coverage without breaking continuity.

Stage Primary Also available
Stage 1 · Sales & discovery Caleb Cole, Dakota
Stage 2 · Platform onboarding & provisioning Dakota Caleb, Cole
Stage 3 · Welcome call & launch Cole Caleb, Dakota
Stage 4 · Ongoing portal & digest Cole Dakota (tech), Caleb (expansion)
Stage 5 · Billing & account Dakota Cole (relationship-side questions)
Stage 6 · Crisis escalation On-call founder All three, rotation TBD once clinical safety lead is hired

First 90 days

Timeline at a glance

From signed agreement to a fully activated church. The bar is that no partner sits in silence between milestones.

Day 0

Agreement signed

Sent from Admin. Provisioning kicks off automatically.

Day 1

Loom + intake

Platform overview Loom sent. Onboarding intake form opens.

Day 3-5

Welcome call

Portal walkthrough, referral links, crisis protocol, prayer.

Day 7

Congregation launch

Bulletin, QR code, pulpit script, and site page go live.

Day 14

First digest

Weekly digest lands. Cole checks in on match volume.

Day 90

Health review

Utilization review, doctrinal fit check, expansion path.


Stage one

Sales workflow: from engagement to signed partnership

Caleb owns every new church conversation from first touch through signed agreement. Cole and Dakota come in when the moment calls for it.

1
Inbound or outbound

Engagement lands

A pastor fills out the church partnership form, replies to a cold email, gets referred by another pastor, or raises their hand at an event. Every engagement gets a same-day human response.

2
Caleb (Church Partnerships)

We schedule a call

Response is a warm reply plus Caleb's personal scheduling link for a 30 minute discovery conversation. Caleb runs the call and owns the pipeline. Cole joins when a relational moment calls for it (denomination fit, staff care conversation). Dakota joins when the pastor wants to talk finance model or platform depth.

  • Confirm role, size, denomination, and doctrinal fit
  • Hear what they are currently doing for counseling and where it breaks
  • Share the two narrative anchors above
  • Walk them through Care Partner vs Care Sponsor
Team requirement

Every teammate who takes church calls must keep a working scheduling link (Notion Calendar, Cal.com, or Calendly) connected to their BetterFaith email. That is how the initial call gets on the calendar without a back-and-forth. Caleb books via caleb@betterfaith.com, Cole via cole@betterfaith.com, Dakota via dakota@betterfaith.com.

Discovery call question bank

Use these as guardrails, not a script. The goal is to hear the pastor's world and confirm fit in about 20 minutes.

  • Care picture today: Who currently handles counseling asks in your congregation, and where does it break down?
  • Volume: How many people are you or your care team meeting with in a typical month?
  • Doctrinal filter: What are the non-negotiables in your statement of faith when it comes to who is discipling your people?
  • Staff care: How are you and your pastors being cared for right now?
  • Budget reality: Do you have a counseling line item, or is this a build-from-scratch conversation?
  • Decision path: Is this a decision you can make, or does it need to go to elders, exec team, or a board?
  • Success in 90 days: If we are working together for three months, what would need to be true for you to say this is worth it?
3
Caleb + Dakota

Send the partnership agreement

Within 24 hours of the call, Caleb sends the written recap and the partnership program overview. Dakota generates the partnership agreement from the BetterFaith platform (Admin surface) so the signed record lives on the church's account from day one. If they are moving to Care Sponsor, pricing and pack size are locked in the agreement.

4
Handoff to Cole

Agreement signed & account created

Signature triggers provisioning and the internal handoff from Caleb (sales) to Cole (relationships). Cole becomes the pastor's primary human on the BetterFaith side for the first 90 days. Caleb stays copied on the intro email so nothing feels dropped.


On the call

Objection handling

Pastors have every reason to be careful about who they invite into their people's spiritual lives. These are the top objections we hear and how we respond. Never talk them out of a concern. Meet it directly.

What they say How we respond
"We already have counselors on staff." Beautiful, they should stay. BetterFaith is for the moments your staff cannot cover: after-hours, capacity overflow, sensitive topics people are not ready to bring to a staff pastor, and staff care itself. We supplement, we never replace.
"How is this different from therapy?" We are explicit that this is spiritual care, discipleship, and biblical counseling. It is not therapy, treatment, diagnosis, or clinical care. If a congregant needs licensed clinical work, our counselors refer out. We tell them that on day one, and it is in our scope-of-practice language.
"What if a counselor teaches something we don't agree with?" Theology matching is the first thing we do. We take your doctrinal statement and match congregants only with counselors who align. You can review counselor profiles in the portal before anyone sees them, and you can flag or remove any counselor from your congregation's pool.
"We cannot afford this right now." Then we talk about Care Partner (free) or a smaller Session Pack. We would rather have you in the network at zero cost than nowhere. And if you can subsidize even a few sessions, we can help you communicate that generously to your congregation.
"What happens if someone tells your counselor they are going to hurt themselves?" Our crisis protocol kicks in immediately. Counselor triages, escalates to our clinical safety lead, and if consent allows, we loop in the crisis contact you gave us at onboarding. We can walk through the full protocol on the welcome call. See the crisis section of this playbook.
"What about privacy and what we see in the digest?" You see aggregate patterns, never confidential content. No congregant is named in the digest unless they explicitly consent to being flagged back to you for pastoral follow-up. We show you exactly what you will and will not see before you sign.
"This feels like outsourcing pastoral care." That is not the vision. You are still the shepherd. We are the reachable-on-a-Tuesday-night backup that keeps your people from turning to content or AI when you cannot be reached. Every counselor is trained to point congregants back to the local church, not away from it.

Stage two

Platform onboarding: what we collect and provision

Once the agreement is signed, we collect the fields we need to build their portal, brand their landing page, and configure billing.

Required fields we collect from the church

Field What we use it for
Church legal name Required Partnership agreement, invoices, tax records
Public display name Required Branded portal, congregation-facing landing page, digest emails
Primary contact (name, role, email, phone) Required Dashboard access, digest recipient, invoice routing
Additional dashboard users Optional Multi-seat access for care team, exec pastor, admin
Mailing address Required Invoicing, agreement, physical materials if requested
Denomination and doctrinal statement Required Theology matching so congregants see aligned counselors first
Church logo (SVG or high-res PNG) Required Branded portal header, landing page, digest emails
Brand colors and hero photo Optional Applied to the dedicated landing page on betterfaith.com
Congregation size (approx.) Required Sponsor pack sizing, digest benchmarks, expansion planning
Referral URL slug Required betterfaith.com/church/{slug} vanity URL for congregation
Billing model (Subsidized or Session Packs) Required Determines Stripe configuration, invoicing cadence, and portal state
Stripe payment method or ACH details Required Attached only for the chosen billing model, see Stage 5
Staff counseling allotment recipients Optional Names or emails of pastors and staff receiving donated sessions
Crisis and mandatory reporting contact Required Who we call if a congregant discloses risk of harm
Preferred digest day and recipients Required Weekly congregation digest email routing

Stage three

Welcome onboarding call

Once their account is provisioned, Cole hosts a 45 minute welcome call. This is a warm human moment, not a training session. Training happens in the platform.

What we cover on the welcome call

  • Walk through their fully provisioned portal together, live
  • Show the branded congregation page on betterfaith.com/church/{slug}
  • Share their referral links and how to distribute them (bulletin, app, text blast, QR code in the lobby)
  • Confirm digest recipients and preferred day
  • Walk through the crisis protocol so they know exactly what happens if a congregant discloses risk
  • Point them to the in-platform onboarding module for their team
  • Pray together to close the call
Deliverable

Before the welcome call, we record a Loom that overviews the platform. It is sent in advance so the pastor can pre-watch or share with staff, and it lives inside the portal for reference. The onboarding call is not the first time they see the product.


Safety

Crisis & mandatory reporting protocol

This is the section every pastor asks about, sometimes not until session three or four. We proactively walk through it on the welcome call, and it is documented in the portal so any staff member can find it fast.

If a congregant is in imminent danger

Immediate escalation, before any pastoral loop-in

Counselor stays with the congregant, activates emergency services (911), and notifies BetterFaith's on-call clinical safety lead within 10 minutes. Church crisis contact is looped in as soon as the congregant is safe or has consented.

How it flows

  1. Counselor detects risk. Every counselor is trained on suicide, self-harm, abuse, and harm-to-others screening. If risk is disclosed, the counselor does not end the session.
  2. Immediate triage. Counselor pings on-call safety lead through the platform. Response bar is 10 minutes.
  3. Safety planning. If low-to-moderate risk, counselor works a safety plan with the congregant on-session and offers to loop in their church.
  4. Emergency escalation. If imminent risk, 911 or local crisis line is engaged. Session stays live until responders confirm handoff.
  5. Church notification. If consent is given, the church's named crisis contact is called within 60 minutes with facts, not case detail.
  6. Mandatory reporting. If the disclosure triggers mandated reporting (abuse of a minor, elder, or dependent adult), our clinical safety lead files per state law, regardless of consent, and notifies the church only where legally permitted.
  7. Debrief. Within 24 hours, Cole reaches out to the church's crisis contact for a warm human debrief. No case file, just care.
What the church commits to

Naming a real crisis contact at onboarding. That person will get a call at odd hours if someone in their congregation is in danger. It should be someone with pastoral authority and after-hours availability. Ideally two names, primary and backup.


Stage four

Inside the church portal

This is what the pastor and their team have access to once they are onboarded. Everything is designed for non-technical church staff.

Onboarding Module
A guided walk-through baked into the tech platform. Covers matching, referrals, digests, billing, and the crisis protocol. Any new staff seat can complete it in under 20 minutes.
Referral Links
Every partner gets a set of referral links they can hand to their congregation. Links can be branded per campaign (Sunday sermon, small group, care team) so we can track which channel is bringing people in.
Branded Landing Page
A dedicated page on betterfaith.com for the church, using their name, logo, hero image, and pastoral note. This is where every referral link points, and where congregants begin the match flow.
Loom Platform Overview
The pre-recorded Loom lives inside the portal for anyone on staff who joins later. Updated whenever a major surface changes.
Staff Session Allotment
Donated sessions for the pastor and staff show up as a pool in the portal. Staff can claim them anonymously from the pastor without disclosing to the church who is using care.

Stage five

Billing: subsidized vs session packs

Two billing models, one platform. The model is chosen at agreement signing and configured during onboarding.

Subsidized

Church covers a portion or all of every session

Charged at the end of the month, in arrears.

  • Congregants use the match flow at a discounted or fully covered rate the church has committed to
  • All session activity accumulates on the church's monthly ledger inside the portal
  • On the first of the following month, we generate an invoice and charge the payment method on file
  • Church can review the ledger any time before the charge posts
  • Best for churches with a set annual counseling budget
Session Packs

Church pre-purchases packs of sessions

Charged via Stripe inside the platform at time of purchase.

  • Pastor buys a pack of sessions from the portal whenever they want to top up
  • Stripe checkout runs inside the platform, receipt delivered instantly
  • Sessions live as a balance the church can grant to congregants and staff
  • Portal shows real-time balance, usage, and time-to-refill projection
  • Best for churches that want zero surprise on the monthly ledger
Non-negotiable

Either model, no session is ever charged to a congregant without them knowing what it costs and what their church is covering. Transparency at the point of match is a hard rule.


Stage six

The weekly digest and church network

Onboarding is not a one-and-done handoff. Two ongoing rituals keep the church close to us and close to their congregation.

Weekly congregation digest

Every partner receives a weekly email digest on their preferred day. It surfaces the pastoral picture without breaching confidentiality.

  • Number of congregants who matched with a counselor this week
  • Themes counselors are seeing across your congregation, aggregated and anonymized
  • Session utilization vs your pack or subsidy budget
  • Any moments where we flagged a congregant back to the church for pastoral follow up (with their consent)
  • One encouragement or scripture from the BetterFaith team

What the digest shows and hides

We show the digest to the pastor on the welcome call so nothing about it feels like a surprise. This is the boundary we hold:

The pastor sees

  • Match volume, weekly and cumulative
  • Session utilization and budget burn
  • Anonymized theme rollup (grief, marriage, doubt, addiction, calling)
  • Consented flags where a congregant asked us to loop the church in
  • Staff care allotment usage totals, never who used them

The pastor never sees

  • Names of congregants who matched
  • Any content from any session, ever
  • Which staff member used their donated allotment
  • Counselor's notes or clinical impressions
  • Anything a congregant did not explicitly consent to share back

The BetterFaith Church Network

Every partner is added to our Church Network mailing list. This is not a marketing list. It is a small, curated channel for:

  • Advance notice of BetterFaith events, pastor cohorts, and retreats
  • Invitations to shape roadmap decisions that affect churches
  • Peer introductions to other partner churches when they ask
  • Occasional theology and practice resources from our counselor bench

Activation

The church launch kit

Signing a partnership does nothing if the congregation never hears about it. Cole delivers this kit at the welcome call so the pastor can go live on the next Sunday.

QR code & lobby signage

Branded QR that routes to betterfaith.com/church/{slug}. Print-ready PDF, plus a 24"x36" poster template for the lobby.

Bulletin insert

Half-page insert with the pastor's own words at the top. Two versions: card-style and column-style. Editable in Canva template.

Pulpit announcement script

60-second announcement the pastor or care lead can read from the stage. Written in warm second-person, ends with the QR.

Sermon slide

Single 16:9 slide that drops into ProPresenter or Keynote. Church logo alongside BetterFaith mark.

Text blast copy

Pre-written SMS or Planning Center message the pastor can send to a list. Includes short link and one line of context.

Small-group flyer

One-pager small-group leaders can hand out privately when a member surfaces a need. Very quiet, very pastoral.

Care-team briefing

Two-page brief for the church's internal care team so they know when to hand a request to BetterFaith and when to keep it in-house.

Social media graphics

Square and story-format graphics for church socials, in the church's brand palette. Optional. Some churches prefer word-of-mouth only.

Launch policy

We never launch a church to their congregation until the pastor has personally seen and approved every asset. The launch kit is delivered as drafts, not finals. The pastor's voice always wins over ours.


Ongoing

The 90-day check-in and expansion path

At day 90, Cole runs a warm health review with the pastor. This is not a sales call. It is the moment we honestly ask whether this is working, and either recommit or adjust.

What we cover

  • Utilization: How many congregants matched, how many active, how the pack or subsidy is tracking
  • Doctrinal fit: Any counselor concerns, any theology mismatches to correct
  • Staff care: Are the pastor and staff actually using their donated allotment
  • Pastoral feedback: Have consented flags led to real pastoral follow up, and did they land well
  • Roadmap ask: What is one thing the church wishes BetterFaith did differently

Expansion moments

If the church started as a Care Partner and is seeing real congregation demand, this is the natural moment to talk about upgrading to Care Sponsor. If they started as Care Sponsor, we discuss right-sizing the pack or subsidy for the next quarter. Caleb rejoins the call only if the expansion conversation gets serious.


If it needs to change

Pause, resize, or off-ramp

Not every season fits every partnership. We would rather a church pause well than churn quietly. This is the policy we share on the welcome call so it never feels awkward later.

Pause
Any church can pause for up to 90 days. Existing congregants keep active sessions; the referral page shows a soft "we will be back soon" message. Zero billing during pause. Cole reaches out 60 days in.
Resize
Move between Care Partner and Care Sponsor at any time. Pack size and subsidy commitment can be adjusted quarterly with no fees. Change requests go through Dakota.
Off-ramp
30-day wind-down. Any congregant with an active engagement finishes their sessions on us. The branded landing page redirects to a courteous message directing congregants back to the church. Data export delivered to the church before deprovisioning.
Reactivation
A church that off-ramped is welcome back at any time. We keep their branded assets on file for one year so re-launch is same-day.

In one sentence

What good looks like

A church signs on Monday, receives a Loom on Tuesday, hits their welcome call on Thursday, has referral links in Sunday's bulletin, and sees their first digest the following Friday. That is the bar.

If we do this well

Pastors feel supported, not sold to. Congregants feel their church is looking out for them, not outsourcing them. Counselors get matched with people who are actually a fit. And we get to keep pouring back into the churches that trust us.