Build
The Mise en Place
Your team already has the relationships and the hustle. What they don't have yet is a place for all of it to live, where every prospect, every ask, and every bit of donor history is somewhere the whole team can see. The Mise en Place is what it sounds like: everything set up and in its place, built around the way you actually raise money.
How we build it
Four phases, one foundation
From understanding how you fundraise to handing you a system your team can run without me.
Discovery & design
We clarify your funding strategy, map who owns what, and shape the system around how your team actually raises money.
Platform selection & build
I help you choose the right CRM and donation tools for your size, then configure pipelines, fields, activity tracking, and dashboards. Built for smaller teams: Bloomerang, Little Green Light, or similar.
Knowledge capture
Working sessions to get every relationship and prospect out of people's heads and into a shared, trackable system.
Training & handoff
Live training, recorded walkthroughs, workflow docs, and eight weeks of check-ins. The goal is your team owning the system, not depending on me.
Deliverables
What you walk away with
A system built around how you fundraise
Configured for your strategy and your team, not a generic template you have to bend yourself around.
Your priority relationships, in from day one
The prospects and donors that matter most, captured in the system instead of scattered across heads and inboxes.
Documented workflows
Step-by-step processes your team can follow without stopping to ask how something works.
Recorded walkthroughs and a reference guide
Materials that stay useful long after we wrap, so onboarding the next hire takes hours, not weeks.
A close-out summary
A clear picture of what we built and the next priorities worth tackling when you're ready.
Is this you?
A good fit if...
- You don't currently have a CRM or fundraising database in place
- You're a new or growing nonprofit without fundraising infrastructure
- Your prospect relationships live in people's heads and nowhere else
- You're ready to move from informal fundraising to a structured operation
- You need help choosing the right tools, not just configuring them
Build the foundation once, and everything your team knows has a place to live.
Add-ons, when you need them
Need help selecting a donation platform or email tool, or integrations beyond the included two? Those are available as add-ons, and we confirm everything before you sign so you always know the full scope. If your situation calls for Salesforce or a more complex build, that's a bigger project than this covers, and The Recipe is where that work lives.
Work with me
Ready to build your foundation?
Tell me about your team and how you fundraise today. I read every submission personally and get back to you within 48 hours.
Tell me about your teamIf it's not the right fit, I'll be straight with you.