Find the problem first. Then fix it at a fixed price.
Most nonprofits don’t need a long assessment before anything changes. We start with one focused look at how your relationships are tracked, then build the fix for a price you know up front.
Not ready to talk? Start with the free workshop
Step 1
Intro Call
A free 30-minute conversation about what’s going on in your organization.
Tell us where relationships are slipping. We’ll ask a few questions about your team, your tools, and the donors, funders, and partners you rely on. Then we’ll explain how we work and answer whatever you want to ask.
What we’ll cover
Your situation
What’s breaking, who’s feeling it, and what it’s costing you right now.
Your systems
What you use today to track relationships, and how much of it lives in someone’s head.
What happens next
Whether a First Stop makes sense, and what it would involve.
If we’re not the right help, we’ll tell you on the call and point you somewhere better.
Not ready for a call? Take the free workshop or get your Readiness Summary.
Step 2
First Stop
$750
credited in full toward whatever you build with us next.
A focused look at how your relationships are tracked today, ending in a written plan with a fixed price attached.
How it works
What’s in your report
Ranked findings
What’s broken, in order of urgency and estimated cost.
What it’s costing you
A plain-language estimate for your most important problem.
A fixed-price recommendation
The work we’d do, matched to one of the packages below.
A walkthrough
30 minutes to go through it together and answer your questions.
Donors and funders
Can you see every active conversation and application, where it stands, and what was promised, without asking the one person who knows?
Partners and co-grantees
Does shared history live in one place, so anyone can pick up the thread when a partner reaches out or the original contact has moved on?
Program participants and clients
Do intake history, follow-up commitments, and funder-required outcome data stay with the program through staff turnover and caseload spikes?
Every First Stop ends with a clear next step. For most organizations, that’s a fixed-price build. If your setup needs a wider look first, your report will say so and point you to the Relationship Architecture Review. Your First Stop fee counts toward that too.
First Stop starts after your Intro Call.
Step 3
Fixed-Price Build
Your First Stop report recommends the package that fits what we found. The price is agreed before any work starts, and your First Stop fee is credited toward it.
Spot-Fix
$7,500
Work time: 4-6 weeks
Best for organizations that know one thing is broken and want it fixed before it costs them more.
This package can include fixing a single contained problem: automation logic, data flow, a report setup, or a workflow that isn’t working.
Your CRM holds the data, but thank-you letters and renewal reminders only go out when one person remembers to run the export.
Your funder report takes a day to pull because the fields were never set up to match what funders ask for.
First Stop fee credited.
Core Fix
$13,500
Work time: 8-10 weeks
Best for organizations that have a relationship track that mostly works, with a few gaps that keep causing trouble.
This package can include fixing several of the problems from your report, or repairing a workflow that keeps breaking, with the documentation and training to keep it working.
Grant deadlines live in a spreadsheet next to the CRM. Most get caught, but every quarter one nearly slips.
Your intake process works, but follow-ups depend on staff checking a list, and the outcome data your funders ask for is incomplete.
First Stop fee credited.
Full Track
$30,000
Work time: 12-16 weeks
Best for organizations that have outgrown how one whole stream of relationships is handled.
This package can include building one relationship track from start to finish, from first contact through reporting, with the documentation and training for your team to own it.
Partner relationships are split across inboxes, a spreadsheet, and a tool nobody fully trusts. When a contact leaves, the history leaves with them.
Programs, donors, and reporting all touch the same people, but each lives in its own system, and your team spends hours stitching them together.
First Stop fee credited.
Three-Track Program
$90,000 – $115,000
Work time: 1-2 years
First Stop fee credited.
Best for organizations that have relationships strained in more than one place at once, and who want one team to carry it through.
Donors, partners, and programs each live in their own system, and every new grant or partnership adds another workaround.
You’ve outgrown a single fix. Your organization is growing, and the way relationships are handled needs to grow with it.
Growth doesn’t break it
When demand picks up, a new partnership doubles your caseload, or a new audience shows up all at once, the system absorbs it without adding staff time.
Frequently asked questions
Still have a question? Book an Intro Call.
What changes when the system holds.
Momentum survives turnover
Anyone can pick up a donor or partner conversation mid-thread without two hours of archaeology through old emails and spreadsheets.
Renewals move on schedule
Appeals and grant renewals happen because the system surfaces them, not because one person happened to remember.
Reports take minutes, not days
Outcome data stays with the program as intake happens, so the funder report pulls numbers your team already trusts.