Get clarity on what's costing you donors and revenue.
A personalized CRM audit that shows you which fundraising opportunities you're missing, how much time your team is wasting, and exactly what to fix first.
Get started with the Pantry Audit
What You Get
Fundraising Capability Assessment I test whether you can identify major donor prospects, track retention, pull appeal lists, and measure campaign ROI—then show you what's missing and what it's costing you.
Revenue Opportunity Analysis
Conservative estimates of money you're leaving on the table—from untapped major gifts to lapsed donors to time waste.
Video Walkthrough (5-7 minutes)
I'll show you specific examples from your system so you can see exactly what I found.
90-Day Roadmap
A prioritized action plan with Quick Wins you can implement in under 2 hours, plus a phased plan for bigger fixes.
14 Days of Support
Email/Slack support as you're implementing.
This Is For You If...
✓ You're a $1M-$7M nonprofit spending too much time on manual workarounds
✓ You can't identify major donor prospects or track which campaigns are working
✓ You inherited a messy database and need to know what to fix first
✓ You're considering a CRM migration but aren't sure if that's the real solution
What You'll Discover
Most organizations identify $75K-$150K in revenue opportunities they didn't know they were missing:
Major donor prospects hidden in your $500 donor pool
Lapsed donors getting no systematic re-engagement
Pledges at risk because there's no tracking
Hours per week wasted on tasks that should take minutes
You'll get a specific roadmap showing what to fix first, based on revenue impact—not guesswork.
How It Works
1. Purchase the audit
2. I'll email you within 24 hours with a short questionnaire and instructions for CRM access
3. I'll begin investigating your system (you don't need to do anything)
4. You receive your audit in 7-10 business days with video walkthrough and written report
5. Implement immediately with 14 days of support included
Payment options
$2,750 — START TODAY
Common Questions
What happens after I purchase?
You'll receive an email within 24 hours with a 10-minute questionnaire about your fundraising and instructions for granting temporary CRM access.
What CRMs do you work with?
All of them—Salesforce, Bloomerang, DonorPerfect, Little Green Light, Kindful, Network for Good, and others. I'm platform-agnostic.
What if we want to implement everything ourselves?
Perfect! Clients can use the audit as a DIY roadmap. You're paying for the diagnosis—how you fix it is up to you.
What if we need help implementing?
After the audit, we can discuss options for full implementation. No pressure.
Get clarity on what's costing you donors and revenue.
A personalized CRM audit that shows you which fundraising opportunities you're missing, how much time your team is wasting, and exactly what to fix first.
Get started with the Pantry Audit
What You Get
Fundraising Capability Assessment I test whether you can identify major donor prospects, track retention, pull appeal lists, and measure campaign ROI—then show you what's missing and what it's costing you.
Revenue Opportunity Analysis
Conservative estimates of money you're leaving on the table—from untapped major gifts to lapsed donors to time waste.
Video Walkthrough (5-7 minutes)
I'll show you specific examples from your system so you can see exactly what I found.
90-Day Roadmap
A prioritized action plan with Quick Wins you can implement in under 2 hours, plus a phased plan for bigger fixes.
14 Days of Support
Email/Slack support as you're implementing.
This Is For You If...
✓ You're a $1M-$7M nonprofit spending too much time on manual workarounds
✓ You can't identify major donor prospects or track which campaigns are working
✓ You inherited a messy database and need to know what to fix first
✓ You're considering a CRM migration but aren't sure if that's the real solution
What You'll Discover
Most organizations identify $75K-$150K in revenue opportunities they didn't know they were missing:
Major donor prospects hidden in your $500 donor pool
Lapsed donors getting no systematic re-engagement
Pledges at risk because there's no tracking
Hours per week wasted on tasks that should take minutes
You'll get a specific roadmap showing what to fix first, based on revenue impact—not guesswork.
How It Works
1. Purchase the audit
2. I'll email you within 24 hours with a short questionnaire and instructions for CRM access
3. I'll begin investigating your system (you don't need to do anything)
4. You receive your audit in 7-10 business days with video walkthrough and written report
5. Implement immediately with 14 days of support included
Payment options
$2,750 — START TODAY
Common Questions
What happens after I purchase?
You'll receive an email within 24 hours with a 10-minute questionnaire about your fundraising and instructions for granting temporary CRM access.
What CRMs do you work with?
All of them—Salesforce, Bloomerang, DonorPerfect, Little Green Light, Kindful, Network for Good, and others. I'm platform-agnostic.
What if we want to implement everything ourselves?
Perfect! Clients can use the audit as a DIY roadmap. You're paying for the diagnosis—how you fix it is up to you.
What if we need help implementing?
After the audit, we can discuss options for full implementation. No pressure.
Format
Remote (video + email/Slack)
Duration
2 weeks
Frequency
Asynchronous
