Overview

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A practical review of your CRM and the workflows that support programs, fundraising, and day-to-day operations. We look at how information moves through the system, where staff are slowed down, and what improvements would make work easier and more consistent.
 

Why This Matters
 

Nonprofits lose time to duplicate entry, inconsistent fields, unclear stages, and outdated workflows. These issues limit reporting reliability and slow down decision-making. This review helps your team reduce manual work, strengthen data accuracy, and improve clarity without rebuilding your system.
 

Deliverables
 

• Comprehensive Findings Report, including:

  • Executive Summary for Leadership and Board

  • System and Data Quality Assessment

  • Workflow and Process Improvement Recommendations Report

  • User Experience Analysis

  • Process Gap and Redundancy Analysis

• Optimization Support, including:

  • 5 hours dedicated to implementing high-impact quick wins

  • Technology Strategy Roadmap with Prioritized 60-Day Improvement Plan

Cost: $3,495
 

Support Add-On

You can add discounted support hours to extend the impact of your project. Support hours can be used for implementing recommendations, contract support, integration work, vendor evaluations, or mapping new tools.
 

10 hours: $1,400

25 hours: $3,375

50 hours: $6,500

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