I’m on a mission to help associations love their CRM again and stop wasting effort on poorly planned projects.

Let’s reach your goals together

I offer the following resources and services to help you put your CRM to work for your development goals.

 

  • Every day, I send a short email to help keep you inspired and focused on the tactics, mindsets, and insights that will help you leverage your CRM into a winning platform for your association. It’s free, but don’t sign up below if you’re not ready to re-think some of your assumptions about CRM strategy. (Yes, it’s really daily. And yes, people really stay subscribed.)

  • Are you facing significant limitations in your fundraising and constituent engagement?

    Struggling to follow-up with existing or potential donors and members, and move them to appropriate next steps?

    Maybe you’ve seen CiviCRM before and believe it's exactly what you need, but you're just overwhelmed by the learning curve and intimidated by potential missteps.

    Wouldn’t you like to remove the uncertainty and make real progress toward your goals?

    If you think you've got the basic skills to dig in and master CiviCRM, so you can make it do all that's needed, but you'd like the benefit of experienced guidance, especially in the early stages …

    then you might be an ideal candidate for CiviCRM Success Coaching.

    • Gain confidence that you're moving in the right direction on any task and avoiding common mistakes.

    • Master CiviCRM and its many features; build the expert skills you need, so you never have to wait on “expert” help from outside.

    • Ensure you’ve got access to the data you need for effective fundraising and constituent management, with a clear picture of how your CRM actually is tracking (or could be made to track) the data that matters to you.

    Learn more about CiviCRM Success Coaching here.

  • Are you facing a specific business challenge related to CiviCRM, and need expert advice quick? Book a private 1-on-1 consultation call now. I’ll give you no-nonsense advice that you can put into action immediately, guaranteed.

    Book Now.

  • Got a mysterious problem on your CiviCRM system? This CiviCRM Diagnostic Scan checks for dozens of common problems that can lead to surprising and confusing misbehaviors, such as:

    • Apparently random PHP or database errors,

    • Fatal errors on contribution and event registration forms,

    • Large numbers of duplicate contacts that just keep showing up again after you delete them,

    • And much, much more.

    Learn more and request your scan here

  • Have a development goal that’s critical for your association’s growth? Need help making your CRM support that goal? Running out of time or ideas to do it all in-house?

    Get in touch to see how custom development can help.

 
Let’s Work Together!

“The most competent, professional, honest, and fair developer I've had the pleasure of working with. You've been critical to our support infrastructure. ”

— David Opheim, Webmaster, International Voices Houston