You're Leaving Money on the table.

Most growing organizations think they have a CRM in place, but they’re really using it like a digital Rolodex. No tracking. No follow-up. No clear funnel.

Small Business Systems that Speak

• Audit your current CRM or lead tracking setup

• Clean up duplicate or outdated contacts

• Build clear lead pipelines (by service, donor type, or source)

• Automate follow-ups via email and text

• Track what’s working (and what’s not)

I specialize in supporting teams that are growing quickly and need better systems to manage their relationships. Whether you're using a system like Salesforce, HubSpot, Monday, Mailchimp, Bloomerang, or even spreadsheets, I'll help you clean it up and make it work.

Get a Free CRM Health Check

You’ll start by completing a short intake form followed by a 15 minute conversation. Once I've completed your health check, we'll follow up with a 20-minute walkthrough of your current CRM or lead system, along with a clear list of 3–5 actionable improvements you can implement right away.

No strings, just better systems.