Someone to ask

This week I got a nice variety of questions from my coaching clients. Here's quick sampling of them:

• How do I get out of my job / hand-off CRM management to subordinates or successors?

• How are your other clients tracking contributions by board members?

• How can I list Groups, Membership and Board Relationships in a single view?

• Can we start looking at SearchKit together, maybe starting with relationships?

• Can you help me clear out extra message templates, and determine what's not needed?

• How can I monitor dkim/spf status for good email deliverability?

• We've been getting a lot of spam submissions — how can we identify them and clean them up, and how can we prevent more of the same in the future?

• We've got a relationship type that's not configured properly, and it's going to make our reports/searches difficult. How can we clean that up? Or is it even worth bothering with at this point?

• My users are getting a "white-screen-of-death" (fatal error showing only a completely white screen) on some searches. Can you help me debug that?

For each client, we were able to get to most of their questions in our sessions.

Some were longer than we had time for, so we priortized them, tackled the important and urgent ones first, and left the other for a future session.

You can see it’s a pretty broad scope, but they all have one thing in common:
Working efficiently in the CRM to effectively support the mission.

Sometimes the questions are technical.
Sometimes they’re strategic.

Many of them could be answered with a little trial-and-error or web searching.
Some are more human and open-ended.

But all of them are worth asking about, worth discussing with an experienced advisor.

Here’s the thing:

If you’ve got questions you’ve been nooding around with for a while, and not getting to an answer on your own, then ask yourself:

Who could you talk with to get some traction and start moving forward?

Find that person, and ask. You’ll be glad you did.

All the best,
A.