Contacts in five spreadsheets, follow-ups that slip, the same email typed for the hundredth time. I set up a CRM and simple automations that take the repetitive work off your plate, and I explain it all in plain language.
Whether you run a church office, a nonprofit program or a small business, the same three problems usually eat the week. Each one has a practical fix.
Track
Clients, donors and volunteers live in inboxes, spreadsheets and sticky notes. A CRM puts every contact and conversation in one place.
Follow up
When nobody owns the next step, inquiries and donors quietly drift away. Reminders and automatic follow-ups keep things moving.
Repeat
Intake forms, welcome emails, invoices and data entry can run on their own, so your team can focus on the people in front of them.
Approved Moxie CRM Implementer. I use Moxie to run my own client portal and billing, and I can set it up for you the same way. Already using another system? I’ll start by making the most of what you have.
Systems Review
The best first step for most teams.
Setup & Migration
Your CRM and automations, built and handed off.
Ongoing Support
Someone to call when things change.
Honest scope, in writing. Every project gets a fixed quote and a clear list of what’s included before we start. Your data, logins and accounts stay in your name, always.
We talk through how your week really works, what’s frustrating and what you want more time for.
I sketch how contacts, requests and payments flow today and where a CRM or automation will help most.
I set up the tools, bring your data over and test everything before your team relies on it.
Your team gets a walkthrough and a simple guide, and you can call me when something needs to change.
It depends on your size, budget and the work you do. For small service teams I often recommend Moxie, and I’m an Approved Moxie Implementer. If you already pay for a system, we’ll start by seeing whether it can do the job before you switch anything.
No. The goal is to take repetitive work off their plates, not to replace the people who know your community. Anything AI drafts gets reviewed by a person before it goes out.
Privacy comes first. I won’t put personal information into an AI tool without your approval, and I’ll explain where your data lives and who can see it in plain language.
You do. Every CRM, automation and login is set up in your name with full admin access, so nothing is held hostage if we ever part ways.
That’s who I build for. I keep things simple, explain each step in plain language, and leave you with a written guide your team can follow.
With a free discovery call. We’ll talk through where your time goes and whether a CRM or automation is worth it for you. Book your call.
A free discovery call shows where your time goes and which fixes would help most, before you spend anything.
Book a free discovery call
