A Three-Phased Approach for Sustainable Systems
Our services support nonprofits at varying stages of their fundraising systems, whether you’re just getting started with your CRM, or taking over a system that has become complex and difficult to manage, or realizing that lingering issues can no longer be ignored.
We adapt our approach to your tools, team capacity, and fundraising priorities.
Rather than short-term fixes, we address root causes and system-wide improvements. This creates a strong foundation for long-term sustainability. We then provide ongoing support as your organization grows and evolves.
The sections below outline how our services are structured and how nonprofits typically engage with us.
Phase 1: Foundations
Core Functionality and Strategic Solutions
Essential elements are configured, issues are investigated and solutions developed. Constituent and gift data is organized and sustainable processes are established.
Phase 2: Elevation
Integration, Automation, and Optimization
Your supporting platforms are configured and integrated with your CRM to operate as a smooth, connected system. Current systems are refined, data integrity is restored and automations are implemented for reduced costs and increased efficiencies.
Phase 3: Momentum
Ongoing Partnership and System Growth
As an ongoing partner to your team, we’ll support your systems to ensure accuracy, stability, and ongoing optimization as your needs evolve. Our proactive approach keeps operations running smoothly while continuously strengthening your data foundation.
