Our deep analysis and audit to map where you are, plan where to go, and create a plan to get there.
1.0
Know where you stand, what's in the way, and what to do first.
We look at how your revenue works today, the processes and systems behind it, and how far the data can be trusted. We talk with leadership and with the staff who do the work. Then we build the plan together.
Not ready for a full Blueprint? We can start with a lighter look tied to one focused project.
You get
A review of your strategy, operations, people, systems, and data
A prioritized roadmap with timelines and cost estimates
An ROI estimate built from your own numbers
Optional CRM data cleanup
2.0
Putting the Blueprint to work.
We fix, connect, or set up the systems the plan calls for, so they work the way your team does. We bring in specialists when a project needs them. Then we train and enable your team so it sticks.
You get
CRM cleanup and setup
Connected systems and automations for repeat work
Reports and dashboards leadership will actually use
Documentation, training, and launch support
3.0
Someone who stays, so things don't slide back.
Your systems aren't a project you finish. They're a product you keep improving. Your programs change, your staff changes, and your tools need to keep up.
You don't need to be a data expert to lead with good data. We stay on as your part-time data and systems team, turning the numbers into clear answers and building your team's skills along the way.
You get
Ongoing system administration and updates as your needs change
Reports for boards, funders, and leadership, explained in plain language
Regular check-ins on the numbers that matter
Coaching and training so your team grows more confident with its data
WHERE WE FOCUS
Where your money comes from, who your best donors, members, or customers are, and what's actually driving growth.
Whether your data is complete and accurate, whether everyone defines things the same way (what counts as an active member?), and whether reports can be trusted.
How your CRM and other tools are set up, how they connect, and whether they match how you actually work.
The goals you track, what's likely coming next, and whether the numbers actually shape decisions.
How work gets done day to day, where handoffs happen, and where things break down.
Who owns your data and systems, who's accountable for what, and how much depends on one or two people.
