For Program Teams

Manage cohorts, participants, and program outcomes — not just contacts

Accelerators, training programs, incubators, mentorship cohorts — OrgMesh gives your team a structured, automated workspace that replaces the chaos of spreadsheets, Slack threads, and scattered Google Docs.

The reality

Programs are complex. Your tools shouldn't make it harder.

Program teams manage multiple cohorts simultaneously, each with different participants, facilitators, schedules, and deliverables. Most platforms can't even model this — let alone automate it.

Typical setup
  • Application forms in Typeform
  • Cohorts tracked in Notion or Airtable
  • Participant emails from Gmail
  • Session scheduling in Calendly
  • Documents spread across Google Drive
  • No single view of participant status
With OrgMesh
  • Applications in your branded join form
  • Each cohort is a structured group
  • Email campaigns segmented per cohort
  • Sessions as events with attendance
  • Files and tasks scoped per cohort
  • Full participant history at a glance
How it works

Each cohort is its own structured environment

In OrgMesh, every cohort becomes a Group — fully isolated with its own roster, facilitator, files, task board, and email audience.

01

Open applications with a custom form

Publish your application with custom fields for business stage, sector, co-founders, what they want from the program. All applications reviewed in your dashboard.

02

Review, select, and convert to participants

All applications in one view. Add notes, approve or decline. Approved applicants automatically become participants in the system.

03

Assign to a cohort group

Add participants to their cohort. They receive a welcome email, the facilitator is notified, and the cohort onboarding sequence fires automatically.

04

Run sessions as linked events

Create each workshop or session as an Event linked to the cohort group. Registration, attendance marking, and post-session surveys all automated.

05

Complete, survey, and track alumni

Full activity log per participant. Email the cohort directly. Collect end-of-program surveys. Update participant status to mark them as alumni.

Automation

Automation firing throughout the program

Every touchpoint in your program can be automated — from intake to completion. Nothing runs hidden. Every step is logged.

Trigger
Participant added to cohort
When: immediately
Action — Day 0
Welcome email sent
+ pre-program survey on Day 3
Action — After each session
Feedback form sent automatically
Triggered by attendance marked

What gets automated across a typical cohort program

Install a template, edit it to match your program, enable it. Every automation is fully transparent — you can see every step, every condition, and every log entry.

  • Application submitted → program team notified
  • Participant approved → onboarding sequence starts
  • Added to cohort → welcome email + pre-survey
  • Session attended → feedback form sent next day
  • Mid-program check-in → automated survey
  • Program complete → end-of-program survey + alumni status
  • Participant inactive → facilitator notified
  • Follow-up milestone → 3-month alumni check-in
Cohort tools

Every cohort gets its own complete workspace

Cohort file library

Each cohort has its own folder. Facilitators upload agendas, slide decks, and reading materials. Cohort 2 can never access Cohort 1's files — scoped by design.

Cohort task board

A dedicated Kanban board per cohort for tracking milestones, deliverables, and action items. Facilitators manage their board without needing admin access.

Email audience segments

Four segments auto-created per cohort: All Participants, Facilitators, Active Participants, Public. Send targeted cohort emails in seconds.

Sessions as events

Link each workshop session to your cohort group. Participants register, get confirmation, attendance is marked, and post-session surveys fire automatically.

Program forms

Link nomination forms, feedback surveys, milestone check-ins, and capstone submissions to a cohort group. All responses viewable and exportable.

Facilitator scoped view

Assign a facilitator who logs in and sees only their cohort — their participants, their board, their files. A purpose-built leader view, not a watered-down admin panel.

Pricing

Same OrgMesh packages. Clear feature gates.

Pricing follows the same three packages everywhere: Foundation, Operations, and Full Platform. Each package adds specific capability and capacity without changing your workspace structure.

Package 1

Foundation

$79/month
Member management, event operations, public registration, files, and team access.
  • Member records, profiles, notes, and tiers
  • Public join form with custom fields
  • Application review and approval workflows
  • Event creation and management
  • Custom event registration fields
  • Public event registration pages
  • Approval-required event registration flow
  • Attendance tracking
  • Internal file storage
  • Team invites with role-based access
  • Up to 200 members
  • Up to 3 admin users
  • Up to 24 events per year
  • Up to 100 registrations per event
  • 2 GB file storage
Package 3

Full Platform

$179/month
The complete system, adding online payments, invoices, receipts, and payment proof review.
  • Everything in Operations
  • Online event payments via Stripe and PayPal
  • Automatic invoice generation on payment confirmation
  • Receipt delivery to registrants
  • Manual payment proof upload and admin review
  • Event invoice management, tracking, and export
  • Billing portal access
  • Up to 5,000 members
  • Up to 25 admin users
  • Unlimited events
  • Unlimited registrations per event
  • 50 GB file storage
  • Unlimited invoices and payment records

Build programs that scale — not spreadsheets that don't.

OrgMesh gives program teams the structure, automation, and visibility to run serious programs at any size.