Case Study: Non-Profit Money Sense saves 5–10 hours per week on email management with Pixie

A Pixie Case Study

Preview of the Non-Profit Money Sense Case Study

How Pixie is helping Amy McLaughry save 5-10 hours per week in email management

Non‑Profit Money Sense, a bookkeeping and tax preparation firm for nonprofit organizations led by Amy McLaughry, faced inbox overload as the business grew — Amy couldn’t easily prioritize messages or delegate email work without exposing her whole inbox. She chose Pixie to provide an affordable, email-centric solution that would let her remove emails from her inbox, assign them to team members, and keep everything linked to client records.

Pixie implemented email management tied to client records, in-app replies, assignable messages for team members, task and email templates, and workflows so Amy’s virtual assistant handles many incoming messages. The result: transformed email handling, better focus and productivity, and measurable time savings — roughly an hour a day, or about 5–10 hours per week — plus more consistency in client communications.


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Non-Profit Money Sense

Amy McLaughry

Owner


Pixie

17 Case Studies