Our Partnership Process: Clarity in Every Phase
We structure our consulting services to help your business or nonprofit every step of the way - from choosing the right tools to making sure they actually work for your team.
6-Step Process:
Our proven 6-step process helps nonprofits choose, implement, and fully adopt the right software tools for fundraising, donor management, events, and more. We simplify complex decisions, provide hands-on support, and ensure your technology works for your mission—not against it.
Get StartedDiscovery & Needs Assessment
We identify pain points, existing tools, and the goals driving your mission.
Tool Evaluation & Demo Scheduling
We research and coordinate vendor demos with the right platforms for your needs.
Implementation Oversight
We assist with system configuration, vendor communication, and internal rollouts.
Training Support
We ensure your staff is trained through a mix of vendor-led sessions and our own guided walkthroughs.
Quarterly Reviews
We revisit goals, check platform usage, and adjust as your needs evolve.
Event & Data Support (As Needed)
Optional add-ons for onsite event staffing or donor data support.
