Our Services
CRM Migration for a National Advocacy Network
Services: Data Strategy, Technology Transition, Training
The Challenge - A national membership organization with more than 400,000 contacts had outgrown its legacy CRM. Data was siloed across three platforms, reporting was unreliable, and staff across a multi-state network lacked consistent training on any single system. Leadership needed a migration path that wouldn't disrupt active campaigns.
Our Approach - We conducted a full data audit, mapped field relationships across the legacy systems, and developed a phased migration plan to a unified CRM platform. We built custom data cleaning protocols in SQL to deduplicate and standardize records before import. Alongside the technical work, we designed and delivered a tiered training program — equipping both power users and frontline staff — to ensure the organization could sustain the system independently after the engagement ended.
The Outcome - The migration was completed on schedule with no disruption to ongoing campaign activity. Data quality improved dramatically, with duplicate records reduced by over 60%. Staff across the network reported measurably higher confidence in the new platform within 90 days of launch.
Strategic Planning Process for a Regional Advocacy Coalition
Services: Strategic Consulting, Organizational Development
The Challenge - A multi-organizational coalition had grown rapidly but lacked a shared strategic framework. Competing priorities among member organizations were creating friction, and the coalition's executive director needed a facilitated process to produce a workable multi-year plan — one that all member organizations would genuinely own.
Our Approach - We designed and facilitated a four-month planning process that included stakeholder interviews, a landscape analysis, and a series of structured working sessions with member organization leadership. Rather than producing a top-down plan, we built a facilitation model that surfaced real tensions early and used them productively to identify shared priorities. The final plan included a three-year strategic framework, defined roles across member organizations, and a resource alignment model.
The Outcome - The coalition adopted the plan by consensus — the first time in its history it had done so. Within six months, the coalition had aligned its program budgets around the shared framework and launched two new joint initiatives that had previously stalled due to unclear ownership.
Fundraising Strategy and Grant Development for a Civic Nonprofit
Services: Fundraising & Resource Development, Copywriting
The Challenge - A young 501(c)(3) had strong programmatic work but was almost entirely dependent on a single major funder. Leadership recognized the existential risk of that concentration and needed both a diversified funding strategy and the grant-ready materials to execute it.
Our Approach - We mapped the organization's program areas against the funding landscape, identified a prioritized prospect list of foundation and institutional funders, and developed a grant writing infrastructure — including a core case for support, a program narrative template, and a budget justification framework — that staff could use and adapt going forward. We also wrote and submitted three full grant proposals on the organization's behalf during the engagement.
The Outcome - Within twelve months, the organization had secured two new multi-year foundation grants totaling six figures and reduced its dependence on its primary funder from over 70% of the budget to under 45%. Staff reported feeling significantly more confident managing the grant calendar independently.