A "Keep It Simple" Approach to Streamlining Service Agreements

Efficient agreement workflows accelerate real impact. 

Today, we're spotlighting J.D. Filippone, deputy director of revenue operations at Catchafire, the marketplace that’s connected over 13,000 nonprofits with skilled volunteers. By integrating Docusign Gen and Salesforce into a simple, automated workflow, Catchafire transformed how teams generate and manage master service agreements and statements of work.

Here’s J.D.’s story.

Meet J.D. Filippone

J.D. began his career in hospitality before moving into startup environments, where he discovered his strongest assets were driving growth and building efficient, scalable processes. When the opportunity arose to join Catchafire, he saw the chance to bring that same focus to a mission-driven organization. 

“I really felt it was my calling to build structures and processes for companies that needed it—whether they lacked structure from the start or just needed more efficiency to get moving in the right direction,” he said.

Now, as deputy director of revenue operations, J.D. oversees net new revenue, customer success and sales operations.

What drew him to Catchafire was its mission: strengthening communities by equipping nonprofits, especially under-resourced, grassroots and BIPOC-led organizations, with pro bono consultants who can fill their back-office needs. It was a meaningful departure from his previous roles but one where he could apply his expertise in revenue-focused, operational processes to create lasting impact.

But to scale that impact and increase demand from nonprofits and grantmakers for their services, Catchafire needed to streamline its internal processes and eliminate the barriers that were slowing it down.

Streamlining service agreements at Catchafire

When J.D. joined Catchafire, the rev ops department was facing challenges due to outdated, manual processes—particularly in contract management—that hindered efficiency.

“The number one thing I’ve learned throughout my career is that we must drive simple processes and transform our digital infrastructure to facilitate growth,” J.D. said. “When our employees are operating efficiently and feel they're achieving their goals, that efficiency is going to trickle down to our customers and anyone we're working with outside the company.”

Two essential tools in their tech stack: Docusign Gen and Salesforce. 

Here’s how the new process flows:

• Initiating the request: Sales reps complete a contract request form in Salesforce, entering key details like customer info, contract type and scope.

• Generating the agreement: The procurement team reviews the form and clicks the Docusign Gen button, dynamically generating MSAs or SOWs with pre-set templates to minimize errors and manual effort.

• Sending for approval: The document is sent to the customer for review directly from Salesforce. Once approved, the procurement team sends the final agreement out for eSignature.

• Storing and tracking: Completed agreements are automatically ingested into Docusign Navigator and stored in Salesforce for easy access.

The result? What used to take 20-25 minutes per agreement now takes just a few, allowing the team to nearly double their weekly capacity.

“Contracting now is faster than ever, and we're going to continue to build on those efficiencies,” J.D. said. 

To learn more about how J.D. streamlined Catchafire’s contracting with Docusign and Salesforce, read the full success story.