Improve
The Recipe
You already have a CRM. The Recipe makes it work the way your team actually raises money, so pulling a board report, tracking a major gift, or bringing a new hire up to speed stops being a project of its own. It's a defined engagement: a clear scope, a beginning, and an end.
Three sizes
Find roughly where you land
Every Recipe is scoped to your situation. These give you a sense of the size of project you're looking at. The scoping call tells us exactly which one fits.
Focused
One area, done well
A single problem solved. A pipeline rebuild, a reporting overhaul, or a data cleanup, for a team with strong internal skills.
Mid-size
Several connected pieces
Restructuring how your CRM works across more than one area, with training and documentation included.
Full build
The whole system
A complete infrastructure rebuild across multiple revenue streams, with dashboards, integrations, and formal training.
How we get started
From conversation to kickoff
A free scoping call
You walk me through what's not working and what you're hoping to change. I come with questions, not a pitch.
A proposal in a few days
Exactly what we're doing, how long it takes, and what it costs.
Kickoff
Once it's signed, we schedule the kickoff and you know what's happening at every step along the way.
What it can cover
Scoped to what you actually need
A focused rebuild for a skilled team is a much smaller project than a full build across multiple revenue streams. Here's the range of what a Recipe can include.
Discovery and hands-on review of your current CRM setup
Pipeline design, field restructuring, reporting, and dashboards
Integrations with donation, accounting, and email tools
Data cleanup and restructuring
Training, documentation, and handoff
Post-project support
Is this you?
A good fit if...
- You have a CRM that's underperforming, whether it's the setup, the data, or just that your needs have grown
- You have internal expertise and want a collaborative partner
- You need someone to come in and lead the build for your team
- Your team is stretched thin and can't dedicate full attention to a systems project
- You want a clear plan and a fixed cost before any work begins
The point isn't a tidier database. It's a system your team actually reaches for, doing the real work of fundraising with you.
Work with me
Ready to talk about your project?
Tell me what's not working and what you're hoping to change. I read every submission personally and get back to you within 48 hours.
Tell me about your projectIf it's not the right fit, I'll be straight with you.