Start with
the data.

What we
will do

• Look at the data you have, the processes people actually follow, and the CRM or spreadsheets the team uses today.
• Name what the current tool can and cannot do, in plain English.
• Write a plan for whether to optimize what you have, build what is missing, or migrate.

You leave
with

• A written plan.
• A clear picture of the CRM and the gaps.
• A no-pressure next step.

What it
costs

$1,500–$4k

The number depends on scope and how complex the data is. We set it after a free 30-minute call — not before. If we do more work after, we can apply the audit toward that engagement.

Who this
is for

Nonprofit and clinic teams that already pay for a CRM — or are still running the real work in spreadsheets — and need a clear look before they spend more.

Start
With a
Free call

Thirty minutes. We look at your CRM. Then we decide if an audit is the right next step.