The Well The Well × churchops.ai
Prepared for Pastor Jerry & The Well team · Geneva, IL

Let the system carry the buckets, so your team can sit at the well with people.

A ministry operations engine for The Well, built from what we're running live at Christian World Church. Every connect card caught. Every next step moved. Every Sunday counted. And every sensitive thing kept in human hands.

"Jesus therefore, being tired from his journey, sat down by the well."John 4:6 (WEB). The most important work at the well was one person, fully seen. That's the work we want to hand back to your team.
From Travis Marshall · churchops.ai · with thanks to Philip Engle & Jeremy Usry (Focus412) for the introduction
What we heard · Nov 10 conversation

You don't need more software.
You need it all to talk to each other.

Here's what came up in one short conversation. We're sure there's more, and finding it is what Discovery is for. But this is where we'd start.

1

Reports are built by hand

Well Connected, ChurchMetrics and QuickBooks each hold part of the story. Pulling them together for a report is manual work.

2

Connect cards get re-typed

Every week, admin staff key connect cards into a Google Sheet before anything can happen.

3

No workflows yet

First-time guests, new givers and baptism steps don't move on their own once someone raises a hand.

4

Notice when a server goes quiet

Two missed serve check-ins should reach a team leader, so someone checks in before a faithful server drifts away.

5

Notice when generosity shifts

When a giving pattern moves noticeably up or down, the right pastor should know, without anyone digging for it.

6

One place for every new person

Kids check-ins, new households, connect cards and decisions in one view, showing what's been done and who did it.

7

…and none of it can put people at risk.

Personal and financial data has to stay safe. We agree completely. It's why security gets its own section below, not a footnote.

We looked at The Well from the outside

Your people's story lives in at least nine places.

Using only public information (your website, app listings and public records), here's the digital footprint we can already see. A Command Center doesn't replace any of these. It reads across all of them so they finally speak one language. Tap any stream.

0systems & channels
0website forms collecting next steps
0Dream Teams to keep healthy
1place to read it all
The Well
Command Center
one place to read it all
Watch it work

Drop a connect card in the well.

This card mirrors the one already on your website. Fill it out however you like, choose where it came from, and watch what happens next. No re-typing, nobody forgotten, and the parts that need a pastor still go to a pastor.

The WellConnect card
1

Caught

Read the moment it's submitted. No inbox, no spreadsheet, no Monday re-typing.

● Autopilot
2

Matched in Well Connected

Checked against existing profiles. New household built, or the existing family found. If it might be a duplicate, it pauses for a person to confirm.

◆ Staff confirm possible duplicates
3

Routed to the right next steps

Placed in the right process queues automatically. The holy and private stuff goes only to people.

4

Welcomed in Pastor Jerry's voice

A welcome text and email go out using words Pastor Jerry approved once. Then a follow-up rhythm runs for the weeks after.

◆ Words approved once by Pastor Jerry
5

Receipt sent

Your team gets a plain-English note on what was done, for whom, and what still needs a human.

● Every action leaves a receipt
Stewardship sensors

The system notices.
A person cares.

You asked for two signals: when a faithful server goes quiet, and when generosity shifts. Here's how each one works, and who is allowed to see it.

Serve check-in nudge

Mike serves on the Parking Team. Tap a Sunday to mark it missed and see what happens.

sample person, sample Sundays

Generosity sensor

Church-wide giving trend, read as a pattern, not as dollars on a screen. Switch seats to see who sees what.

View as Pastor Jerry Pastor Isaiah A Dream Team lead

illustrative trend, not The Well's numbers

Your Command Center

Monday morning, everyone sees their part of the picture.

One Command Center with a pulse board for each seat. Everyone sees their own lane, nothing more, and can ask plain-English questions about what's moving and what's stuck. Pick a seat.

Already live at Christian World Church. Pulse boards like these are running for our pastor team and exec staff. Early on they surfaced things we'd never seen: forms we'd stopped using that were still live, care follow-ups that had quietly slipped, and count errors nobody had caught. That's what happens when systems finally talk.
Safe & sound

You're Staff led and Elder protected.
Your data should be too.

Security isn't an add-on. It shapes how the whole thing is built. These are the commitments we'd put in writing for Pastor Jerry and your Elders before any system gets connected.

Read-only first

We start by reading, not writing. Nothing changes in Well Connected until you've approved that exact workflow.

Aggregate by default

The engine reads trends and totals. Individual-level views are turned on one workflow at a time, each with a named owner.

Sensitive fields walled off

Allergy and medical notes, children's records, confidential prayer, benevolence and individual gift amounts stay out of AI summaries and shared views.

Access by seat

Lead Pastor, staff, directors and Dream Team leads each see only their own lane. When someone leaves a seat, their access ends.

Your systems stay the record

Well Connected, Pushpay and QuickBooks remain the source of truth. The Command Center keeps only what a dashboard needs.

Every action has a receipt

Each automated step is logged: what happened, for whom, by which workflow, and who approved it.

One-click off switch

Pause any workflow at any time, or disconnect completely. Your systems keep running exactly as they did before.

A written charter

A Privacy & Permissions Charter, reviewed by Pastor Jerry and your Elders, sets the rules before day one.

Who sees what, by seat

Tap a seat to highlight it. This is the kind of access map your Charter would lock in. The exact lines are yours to draw.

← swipe the table to see every seat →

● Full view◐ Their own lane∑ Totals & trends only🔒 Named people only– Not visible
Day-one fix · found already

Children's details come in through a general website form

Your Well Kids pre-registration page asks for each child's date of birth, grade and allergy notes, plus parent contact details. Website form submissions usually land in an inbox or a spreadsheet, which puts them outside the secure check-in system you already trust.

What we'd do: route pre-registration straight into Well Connected, so children's information sits behind the same permissions as check-in and never sits in an inbox.

Day-one fix · found already

Your email domain doesn't vouch for Google

cometothewell.org email runs on Google Workspace, but the domain's public sender record (SPF) only authorizes an old web host (HostGator), and its anti-spoofing policy (DMARC) is set to monitor-only. That can quietly send guest follow-up emails to spam, and it makes it easier for scammers to pose as a pastor (the classic church "gift card" email).

What we'd do: a short DNS update so Google is an authorized sender, confirm Google's email signing (DKIM) is on, then step DMARC up to enforcement over a few weeks.

Both were found using public information only: your published web pages and your domain's public DNS records. No logins, no access to any Well system.

Questions your Elders might ask

Will our people's data be used to train AI?

No. We only run The Well's data through business-grade AI services that are set up not to train on it, and we'll show your team exactly where that's configured.

Where does our data actually live?

Where it lives today: Well Connected, Pushpay, QuickBooks and ChurchMetrics. The Command Center reads what a dashboard needs. Sensitive fields (allergy and medical notes, children's records, confidential prayer, individual gift amounts) are never copied into it.

Who on your side can see our information?

Only the people named in your Charter, only during the build, and only for the work it describes. After launch, any access is by your request and logged.

What happens when someone leaves staff?

Access belongs to the seat, not the person. Remove them from the seat and their access ends that day. Connection keys get rotated on a schedule and whenever staff changes.

Can we turn it off?

Anytime. Pause a single workflow, or switch off the connection inside Well Connected and everything stops. Your systems keep working exactly as they do today.

What about Well Kids?

Children's records stay in your check-in system. The Command Center sees Well Kids attendance as counts only, never individual children's details.

We'd also walk your Elders through our full security brief in person. Some of it describes how our engine works under the hood, so we share it in conversation rather than on a web page.

Where a human stays in the loop

The system can do a lot.
It shouldn't do everything.

Every task gets one of three gates. Filter the table to see where each line falls, who holds the gate, and why. This is the list your Charter would make official.

Autopilot

Logistics. Counting, routing, reminders and receipts. If a volunteer would do it with a clipboard, the system can do it, and it reports back every time.

Draft & approve

Anything in a pastor's voice, or anything uncertain. The system drafts or suggests, and a named person approves before it counts.

Human only

Holy ground and private matters: salvation decisions, confidential prayer, money conversations, children and care. The system can tell someone to look, but a person does the work.

Gate All Autopilot Draft & approve Human only
Area

← swipe the table for who and why →

One of your core values is "Love is a behavior we choose to walk in." That's why the choices stay with people. The system handles the logistics so your team has time to love people well.

Build options

Start where it helps most.
Go as deep as you want.

Three ways to begin. Each one builds on the last, so nothing gets thrown away when you're ready to grow. Pick one, and the timeline below updates to match.

Programs that come alongside

Tools only change a church when people use them. These programs make sure it sticks, and they fit with the work Philip and Jeremy are already doing with you.

Implementation · live timeline

Months off the learning curve.

Pick a start date and a build. Dates, phases and statuses update as you change them. We'd suggest a January start: Christmas is sacred ground, and Discovery can happen quietly in December.

Why it's weeks, not years

We've spent the better part of two years building, breaking and rebuilding this at Christian World Church, learning what works in a real church week and what doesn't. You get the version that works, adapted to Well Connected, without repeating our mistakes.

CWC: built from scratch~2 years
The Well: Current build10 weeks
v2

Fresh off the bench: churchops.ai v2

Everything on this page, and what Philip saw on our call, is churchops.ai v2. To be honest, our public website is already a little behind what's running today. You'd be building on the newest version, not the brochure.

Take a next step

Better together. Let's find what else is in the well.

No commitment and no pressure. Just a clear picture of what's possible at The Well and where it would help most.

1

A Discovery conversation

About an hour with Pastor Jerry, Pastor Isaiah, Pastor Shannon and Jill. We map how a person really moves from first visit to Growth Track to Dream Team at The Well.

2

A read-only look

With your permission, a view-only connection to Well Connected that you control and can switch off. We map your data. Nothing is changed.

3

Your Charter & plan

A draft Privacy & Permissions Charter for Elder review, plus a build plan around the problems that matter most to you.

Wonderful, let's do it.

Just reply to the message this link came in, or reach out to Philip and he'll connect us. We'll find a time that works around your Sunday rhythm.

Travis Marshall · churchops.ai · churchops.ai

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