• What it includes:

  • Review of contacts, gifts, automations, forms, and reports

  • Duplicate + data hygiene assessment

  • Reporting gaps (finance vs dev vs board)

  • Staff workflow + permissions check

  • Written action plan with prioritized fixes

  Deliverable:
  A clear, plain-English roadmap: what’s broken, what matters most, and what to fix first.

• What it includes:

  • Gift + contact cleanup

  • Code structure fixes

  • Standardized fundraising + board reports

  • Automation cleanup or rebuild

  • Light documentation so staff can maintain data post engagement

Need a temporary team member? Let me step in!

Best for: Small-to-midsize orgs without a dedicated database manager.

What it includes (3-month minimum):

• Ongoing data hygiene

• Reporting + dashboards

• Campaign setup support

• Staff troubleshooting + light training

• Strategic guidance (not just “how do I click this”)

Need a quick solution outside of your CRM? I also provide:

• Custom Excel or Google Sheets templates

• Implementation of my plug-and-play tools from 501 Digital Studio

• Setup and walkthrough support for each spreadsheet