WHAT WE DO
Services built to maximize impact.
Every service we offer starts with listening. We don't sell software. We build what your team needs to execute your mission. Every service is customizable to your team’s needs.
START HERE
A structured diagnostic of your current operational tools, workflows, and data practices. You receive a clear written report and implementation roadmap - giving you the clarity to act confidently, whether with us or on your own. The right first step for most organizations.
Systems Audit
Technology stack assessment
Staff experience interviews
Written recommendation report
Workflow mapping & friction analysis
Prioritized gap assessment
60-min debrief with leadership
CORE SERVICE
CRM Implementation & Optimization
Salesforce Nonprofit Cloud, NPSP, and other CRM platforms built and configured around how your team actually works not how a vendor's demo makes it look. We handle the setup, data migration, integrations, and staff training so your system gets used from day one.
Custom workflow & object configuration
Third-party integrations
Staff training & adoption support
Salesforce Nonprofit Cloud & NPSP
Data migration & cleaning
Dashboards & impact reporting
CORE SERVICE
Workflow Automation & Process Design
Manual processes are the silent strain on your team's capacity. We identify, design, and implement automations that eliminate repetitive work across your operations - from intake and onboarding flows to grant reporting, donor communications, and internal approvals.
Zapier, Make & native automation
Donor & grant communication flows
Cross-platform data sync
Process mapping & redesign
Intake & referral workflow automation
Internal approval & notification system
EMERGING SERVICE
AI can transform how teams work but only if it's deployed thoughtfully and responsibly. We help organizations cut through the noise, identify where AI adds genuine value, and build a custom strategy that fits your mission, your team, and your data ethics.
AI Strategy & Implementation
Use case identification & prioritization
Tool selection & vendor evaluation
Staff training & change management
AI readiness assessment
Responsible AI policy guidance
AI-assisted reporting & communications
ONGOING
A trusted operations expert in your corner every month without the cost of a full-time hire. Ideal for organizations that need ongoing system administration, staff coaching, reporting support, and strategic guidance as they grow.
Fractional Operations Support
Monthly CRM administration
Staff coaching & troubleshooting
Technology roadmap guidance
Reporting & dashboard maintenance
Quarterly systems review
Priority support & response
TRANSPARENT SCOPES
Know what you’re receiving before you commit
The Systems Transformation and Growth Partnerships are the packages we truly customize to fit your team’s needs.
Don’t need dashboards? No problem. Need extra staff training? We’re there. Don’t need us after 12 months? That’s the point. Need extended support? We’re happy to stay!
AUDIT ENTRY POINT
Systems Clarity
Get a clear, prioritized roadmap before you commit to a build.
Best for: Organizations who aren't sure where to start, or who want an outside diagnostic before investing further.
What's Included
Technology stack assessment
Staff experience interviews
Workflow mapping & friction analysis
Prioritized gap assessment
Written recommendation report & implementation roadmap
60-minute debrief with leadership
$5,000+
Timeline · 4 weeks
PROJECT
Systems Transformation
Turn the roadmap into a system your team actually uses.
Best for: Organizations ready to rebuild their CRM, automate manual work, and get lasting staff adoption. Our most common engagement.
What's Included (dependent on audit)
Everything in Systems Clarity (audit + roadmap)
CRM implementation & optimization
Data migration & cleaning
Custom workflow & object configuration
Workflow automation & process design
Cross-platform integrations
Dashboards & impact reporting
Staff training & adoption support
Timeline · 5-7 months
Full Journey
Growth Partnership
The full journey from diagnosis to a system that keeps evolving with you.
Best for: Organizations who want a long-term systems partner, not just a one-time project, especially through a stretch of growth, new funders, or added services.
What's Included (dependent on audit)
Everything in Systems Transformation (audit + full build)
6 months of Fractional Operations Support — monthly CRM administration, staff coaching, quarterly systems review, priority support
Discounted partner rate on the monthly retainer, locked in for the 6-month term
Timeline · 5-7 months + 6-month partnership
NOW ACCEPTING NEW CLIENTS
Ready to build systems that actually deepen your impact?
Start with a free 60-minute discovery call. It’s an open conversation about where your organization is and where it could go.