Most Nonprofits Guess What Their CRM Is Costing Them. This Workshop Tells You.

A free, on-demand session that walks you through the same diagnostic we run with clients. Pick your most important relationship track, map how it actually runs today, and leave with a real number for what it's costing you every year.

What’s inside

Everything you need to run the diagnostic yourself.

Everything you need to run the diagnostic yourself.

A 20-minute recorded walkthrough

Watch it straight through or pause and work section by section. Built for one person, on their own schedule — not a live room.

A three-part companion worksheet

Name your most important relationship track, map how it actually runs today, then price out what it’s costing you.

Worked examples in every section

Real patterns pulled from nonprofits like yours, so you’re never staring at a blank field wondering where to start.

A forgiving format

Conservative estimates and honest blanks are fine. The exercise works even if you don't have a number for one of the prompts.

A defensible number at the end

Not a guess. A structured cost estimate across staff time, platform waste, and relationship risk you can bring back to your team.

What you'll get out of it

Twenty minutes gets you clarity most organizations never get to.

Twenty minutes gets you clarity most organizations never get to.

01

A track you can actually name

A track you can actually name

Not “our CRM” — the one specific stream of relationships carrying the most risk right now, and why.

Not “our CRM” — the one specific stream of relationships carrying the most risk right now, and why.

02

A map of where it breaks

A map of where it breaks

The steps, the workarounds, and the pain points your team already knows about but has never put on paper.

The steps, the workarounds, and the pain points your team already knows about but has never put on paper.

03

A real number

A real number

What the current state of that one track is costing you every year — staff time, platform waste, and relationship risk, all three.

What the current state of that one track is costing you every year — staff time, platform waste, and relationship risk, all three.

04

A clear next move

A clear next move

Whether you’re looking at a tune-up, a real gap to close, or a case worth bringing to your team.

Whether you’re looking at a tune-up, a real gap to close, or a case worth bringing to your team.

Get the number most organizations only guess at.

Get the number most organizations only guess at.