Diagnose
The Pantry Audit
So you've got a feeling your CRM could be doing more for you. Before you spend time or budget fixing things, it helps to know which fixes actually matter. The Pantry Audit gives you a clear, honest read on what's working and what to tackle first, in the order that makes the biggest difference.
Six areas
What I look at
A full read on the systems behind your fundraising, so you know exactly where the time and money are leaking out.
Data quality
Duplicates, incomplete records, inconsistent formatting, and the fields nobody uses anymore.
Revenue streams
How donations, grants, and event income are tracked, and whether the totals actually match across your tools.
Integrations
What's connected, what's broken, and what's quietly not syncing while everyone assumes it is.
Reports & dashboards
Whether they exist, whether anyone uses them, and whether they show the things you actually need to see.
Workflows & moves
How gifts, donors, and prospects move through your system, and where they stall along the way.
Team usage
How your staff really interacts with the system day to day, not how the manual says they should.
How it works
Three weeks, start to plan
Tell me about your CRM
You fill out a short form and we have a quick conversation about what's been frustrating you and what you're hoping to change.
I look under the hood
Over two to three weeks, I work through your system across all six areas, with access to look at how things are really set up.
You get a clear plan
A prioritized findings report, a recorded walkthrough, and step-by-step guides for your top three fixes. Then two weeks of support.
Deliverables
What you walk away with
Everything is built so you can move forward with confidence, on your own or with me.
A plain-language findings report
Organized by priority, written so anyone on your team can follow it. No jargon, no filler.
A recorded walkthrough
A Loom where I talk you through the findings and recommendations, so the report never feels like a wall of text.
DIY guides for your top three fixes
Step-by-step instructions for the recommendations that will make the biggest difference, ready to act on.
Two weeks of support
Implementation help through your preferred channel, so you're never left figuring it out alone.
This is a diagnostic, not a fix. You'll walk away knowing exactly what to do next. Whether you take it on yourself or bring me in to do it is entirely up to you.
Thinking longer term?
If you move into an ongoing Sous Chef engagement after your audit, the audit fee is credited toward your first month.
Work with me
Ready to see what's really going on?
Tell me about your CRM and what's been getting in the way. I read every submission personally and get back to you within 48 hours.
Tell me about your CRMI take on a limited number of audits each month so each one gets the attention it deserves.