WHAT WE DO

Services built to maximize nonprofits 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.

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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

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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

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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

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EMERGING SERVICE

AI can transform how nonprofit 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

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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 PRICING

Know what you’re investing before you commit

No surprise invoices. No scope creep without conversation. Every engagement starts with a clear agreement.

Prices shown are estimates. Actual costs vary per project scope.

ENTRY POINT

Systems Audit

A full diagnostic with written report and leadership debrief. The right first step.

$3,500 - $7,500

Fixed fee · 4 weeks

PROJECT

Implementation

CRM, automations, or systems buildout with training and adoption support included.

$15,000 - $38,000

Fixed fee · 4-6 months

RECURRING

Fractional Support

Monthly partnership for ongoing maintenance, coaching, and strategic guidance.

$3,000 - $6,500

Per month · Flexible scope

NOW ACCEPTING NEW CLIENTS 

Ready to build systems that actually serve your mission?

Start with a free 45-minute discovery call. No pitch. Just an open conversation about where your organization is and where it could go.