EveryAction Consulting Services for Nonprofits
Whether your data is a mess, your reports don't make sense, or you just need ongoing support, I can help.
As a freelance EveryAction consultant, I work with small-to-midsize nonprofits that need expert help, without the cost of a full-time hire. I've onboarded over 100 organizations onto EveryAction through my work at Bonterra, and now I bring that same expertise directly to nonprofits as an independent consultant.
Whether you're brand new to the platform, inheriting someone else's messy database, or just know things could work better, I offer focused, practical services that actually move the needle.
CRM Health Check + Action Plan
Not sure where your EveryAction database stands? This audit gives you a clear picture of what's working, what's broken, and what to fix first, in plain English, no jargon.
This is the right starting point for any nonprofit that has been on EveryAction for a while but has never had a formal review, or for organizations that just inherited a database from a departing staff member.
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Review of contacts, gifts, automations, forms, and reports
Duplicate and data hygiene assessment
Reporting gap analysis (finance vs. development vs. board)
Staff workflow and permissions review
Written action plan with prioritized fixes
Deliverable: A clear, written roadmap: what's broken, what matters most, and what to fix first.
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Nonprofits who suspect their EveryAction CRM has problems but don't know where to start, or organizations preparing for a new fundraising push and want clean, reliable data first.
Data Cleanup + Reporting
Dirty data is more than an annoyance, it undermines your fundraising, your board relationships, and your staff's trust in the system. As an experienced EveryAction specialist, I do the cleanup work and build the reports your team will actually use.
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Gift and contact record cleanup
Duplicate merging and suppression
Code structure fixes and standardization
Custom fundraising, board, and finance reports
Automation audit, cleanup, or rebuild
Light documentation so staff can maintain data after we're done
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Nonprofits with unreliable data, reports that never match, or an EveryAction setup that's grown organically (read: chaotically) over the years.
Fractional EveryAction Support
Need an EveryAction database manager without the overhead of a full-time hire? I offer ongoing, part-time support that keeps your CRM clean, your campaigns running, and your team unblocked, month after month.
This is fractional nonprofit CRM support that feels like having a knowledgeable team member, not a vendor.
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Ongoing data hygiene and record maintenance
Customized reports and lists
Forms, targeted email and automation setup
Staff troubleshooting and light training
Strategic guidance on EveryAction best practices
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Small-to-midsize nonprofits without a dedicated database manager, or organizations in transition (staff departure, rapid growth, CRM migration) who need reliable EveryAction support right now.
Templates + Spreadsheet Tools
Sometimes the fix isn't in your CRM, it's in having the right spreadsheet. I offer custom Google Sheets and Excel templates designed specifically for nonprofit fundraising and operations, as well as setup support for my plug-and-play tools at 501 Digital Studio.
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Custom Excel or Google Sheets templates (donor tracking, grant management, board reports, and more)
Implementation of 501 Digital Studio tools
Walkthrough and setup support for every template
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Nonprofits who need a lightweight solution outside their CRM, or teams that want to bridge the gap between EveryAction exports and clean, readable reports.
Not Sure Where to Start?
Not sure which service is right for you?
Start with a free 30-minute intro call. We'll talk through where you are with EveryAction, what's not working, and what kind of support makes the most sense. No sales pressure, just a straight conversation.
What Nonprofits Are Saying
“Wow, I can tell you how much of a life saver you were the last few months. I appreciate you being able to jump in and do everything I threw at you.”
- Emily, Development Director for Columbia Riverkeeper, providing feedback on the fractional support work provided for their EOY 2025 appeal lists and other ad-hoc needs, while they engaged in a search for a new database manager.