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Counter Service
Sometimes you don't need a whole project. You need 45 minutes with someone who's sat in your seat and seen your exact situation before. Counter Service is a focused, one-on-one call where you bring the questions and leave with clear, specific direction you can act on the same week.
What it's good for
Bring the thing you keep circling
If you've got a fundraising operations question rattling around, this is the fastest way to get a clear answer from someone who's done the work.
A second opinion
You're weighing a decision, a new CRM, a vendor, a migration, and you want an expert gut-check before you commit time and budget.
A specific stuck point
Something in your system isn't doing what you need, and you want help thinking it through with someone who knows the tools.
A sounding board
You've got a plan and you want someone who knows fundraising operations to pressure-test it before you bring it to your team or board.
A taste before a bigger engagement
You're curious about working together and want to see how I think before committing to anything larger.
How it works
Book, talk, act
Book and send your context
Pick a time at least a few days out and tell me what you want to cover. If you want my take on specific platforms or a report, share them when you book so I can review beforehand, not on the spot. Payment is handled at booking, so the time is yours.
We talk it through
Forty-five focused minutes on your questions. No pitch, just useful direction you can take straight back to your team.
You get a recap
A short written summary of what we covered and the next steps, so nothing from the call gets lost.
You don't have to figure out the whole system to get unstuck. Sometimes one good conversation is the whole fix.
Send the specifics ahead, and a note on scope
Anything you want me to actually look at, the report you're stuck on, the platforms you're weighing, the workflow that keeps breaking, send it when you book. That few days of lead time is what lets me show up with real answers instead of reacting live. If your question is closer to a full platform evaluation, or you need me building in the CRM, that's a better fit for the Pantry Audit, The Recipe, or The Sous Chef, and I'll tell you honestly if that's the case.
Grab a time
Got a question worth 45 minutes?
Book a session and tell me what you're working through. You'll have clear direction by the time we hang up.
Book your sessionPayment is handled at booking through SavvyCal.