I build and run the systems behind your client work — automation, CRM, donor databases, AI-connected tools — so you can stay focused on strategy and the relationship.
Get in touch →Donor software that gets opened with dread, not convenience — duplicate records that keep coming back, and reporting nobody quite trusts.
Wanting something simple — a birthday touch, a no-contact-in-30-days flag — and finding out the platform you already pay for calls that an $800/month add-on.
Donor tracking still living in a spreadsheet: typos nobody catches, no time to fact-check, losing track of who gave when.
Assuming this would be straightforward, then finding out — again — that it isn't solved out of the box by the tools already in the stack.
Automation, CRM configuration on whatever platform you're on, donor-database workflows, AI-driven website updates (WordPress and others), and AI-powered donor communication systems. You stay focused on strategy and the client relationship. I bring the technical execution most solo consultants don't have in-house — and you bill it, or introduce me, as part of your own service. Everything gets documented and handed off clean; nothing depends on me staying in the room.
This isn't only what you build for clients, either. Just as often it's your own practice — how you track leads, run your own automations, and bring AI into how you operate day to day.
Covers all in-scope technical work — your client book, your own practice, or both. Fits when the need is steady, not a single project.
A single build, priced by complexity. Fits when you have one defined workflow or system to solve.
These aren't a menu — they match different situations. Often it starts as a flat-fee project and becomes a subscription once you're requesting enough that it's cheaper than paying project by project.
Rule of thumb: does this require touching, building, or configuring a system, database, or automated workflow — or training someone on one? Yes = in scope. No = out.
Bundled projects and repeat work come with a discount. Subscription tiers are priced per client served — practice-only engagements (no client book involved) are scoped as a flat-fee project or custom quote instead.
Every system referenced here has already run in production — donor CRM, automation, AI tools — not demos, not pilots.
Solo or small nonprofit consulting practices — capital campaigns, annual giving, fundraising strategy — who don't have technical or data capability in-house.
Both. Plenty of engagements start with helping consultants get their own practice running well — lead tracking, your own automations, AI tools — before or alongside anything client-facing.
That's what the fit call is for. We talk through what's slowing your client work down, and figure out from there whether it's a subscription, a flat-fee project, or not a fit at all.
No. I work with whatever platform you're already on — Salesforce, Bloomerang, HubSpot, or anything else — rather than pushing you onto new tools.
I work specifically inside nonprofit fundraising systems, document everything as I go, and stay available for support after handoff — not a one-off build that goes stale.
Either way. Most consultants do one or the other — the work happens quietly behind your client relationship regardless.
Direct mail copy, content strategy or copywriting, donor or fundraising strategy, and visual/UX website design — anything without a system or workflow behind it.