My development team relied heavily on him for critical and clean data from around the country. Andy and I were regularly having conversations on how to make the data available more hygienic and comprehensive.
Master your CiviCRM
Your CiviCRM strategic advisor
Start mastering the use of CiviCRM so you can operate more effectively. Save time by doing it right the first time.
CRM Underutilization
Are you ready to invest to take your CRM utilization to the next level? Private coaching might be for you.
CRM’s are complex pieces of software. Seemingly endless functionality options and the ability to customize it means you have important decisions to keep it running smoothly with hygienic data to align with your nonprofit’s objectives.
The bottom line? Your CRM must be a tool that works to build real social connection with your members and donors to be successful. Not just a glorified email marketing tool.
And let’s be honest, you don’t have unlimited time to fiddle with software that a “trial and error” approach could get you. Opportunity costs are real costs. That’s why working with a CiviCRM partner usually saves you more time and money in the end.
Ask yourself: Is your CRM,
- Making it difficult to build the kind of relationships that will take you to the next level?
- Cumbersome to gather meaningful insights because your data structure is misaligned?
- Difficult to meaningfully search for your donors that haven’t taken certain actions?
- Require too many clicks to accomplish many of your tasks?
- Causing you to implement band-aid fixes that “get the job done” for short-term gain but that ends up costing you down the road and tying you in a knot?
Proactive Guidance
Strategic, fast support. Peace of mind to do more.
I’m determined to change all that. Imagine advancing your goals with CiviCRM becoming your secret tool. You are empowered and when you aren’t exactly sure the best approach, you can simply get support and get back to going about your day. You started your work in the nonprofit sector to do more; if it feels like you are held back, it might be good idea now to meaningfully change that.
Here are some common reasons why knowing how to use your CiviCRM better can pay off many times over:
- You’re cultivating relationships that pay of in new donors, volunteers and committed advocates
- Start tracking reliably what matters and be able to adjust this with ease
- Quickly generate lists of donor opportunities from past activities (or lack there of!) and start converting this into real revenue for your cause
- Your system starts to feel like it’s on semi-autopilot because you’ve automate tasks and workflows to save precious staff and volunteer time
- When new challenges and requirements arise, you are confident in extending what you have without fearing you are creating “workarounds” or “technical debt” long-term.
- You have more time to focus on your mission, raise more money…just have more success by off-loading the areas that distract or pull you away from your core mission.
Getting started
How it works
All I need on your end is the designated person that oversees your CRM.
After you sign up, you’ll receive a short questionnaire to clearly understand your current challenges. New clients will get a 30-minute kickoff call to make sure the plan is on point.
If you have relevant existing tickets open in the support system, we’ll just use those.
You will have me for up to an hour where we’ll try and cover as much ground on either a bi-weekly or weekly basis (depending on the plan you’d prefer). That might look like improving a workflow, building reports, cleaning up your data, or putting automations in place — whatever moves you forward fastest.
You’ll have access to the recording so you can review it at anytime.
Once we begin, you can email me anytime with questions or ideas without worry of me tracking any hours. I respond personally within two business day or sooner. I won’t do all the work for you; you’ll instead know how and be “unblocked” so you get to your stated goals.
How I help
No commitment, one-time advisement for your empowerment
This is about removing unnecessary ambiguity and understanding the optimal way forward. It’s personalized support; not boilerplate answers you could get anywhere or from AI alone. Note: if you’re not that interested in thinking about how to better use your CRM and instead want a punch list of tasks done, then this isn’t the best option for you.
All the options run for one month upon sign up. Usually a month or two works for most. Signup when you need support. Stop it when you don’t. Get the answers you need fast so you can enjoy using your CRM again.
Plus: bi-weekly meet with unlimited email
$
400
-
2 live sessions for up to 1 hour
-
Ask me anything by email during my normal business
-
Go beyond the "how to" and get the "why" with have an advisor to think through the best scenario to move forward
-
2 business day response time during normal business hours
Sign up
1 month, starter coaching plan or monthly recurring agreement
Pro: weekly meet with live phone support
Everything in Plus
$
900
-
2 additional live sessions (4 total) for up to 1 hour
-
Live phone / messaging support during business hours. If I don't answer, I'll get back to you within 2 hours, usually less.
-
Some work done for you between sessions
Sign up
Intensive 1 month coaching plan to level up internal capacity. Best for quick responses.
Premium: anytime weekdays
Everything in Pro
$
2000
-
24/5 guidance via email, chat, or video
-
Team coaching, documentation, and process oversight
-
Suitable for mission-critical project success
Sign up
Highly intensive, high availability 1 month partnership with near real-time support for project or staff augmentation.
100% Money-back guarantee
My business only succeeds when you do. If you feel you’ve not gotten your money’s worth after 30 days, just let me know and I’ll refund your money in full.
FAQ
You can reach me during my normal business hours from Monday – Thursday from 10am – 5pm ET. Each plan outlines how I organize my time to be available to you, which is as quick as 2 hours and up to 2 business days.
No, this is an advisory service is to empower you (do it with you), not do things for you. So you’ll actually be more capable than me executing tasks and you needing to come to an “expert” a few months from now, which would be more expensive.
Rest assured, if it’s possible to do in your browser, it’s covered within this plan.
Yes, you can hire me to make changes/improvements if you’re just wanting “it handled” without knowing the why behind it or desire to ever know how again. Hands-on work is priced based on the type and scope of improvement, with work starting at $180.
Just want quick advice?
Private CRM Consulting Call - $150
One-on-one 60 minute session for an initial CiviCRM assessment, discussing approaches to current challenges that’ll allow you to leverage your data better.