FRICTION AUDIT
Find out exactly where your nonprofit CRM is losing momentum.
A free, 30-minute diagnostic with a CRM architect who understands nonprofits. No commitment. No pitch. Just a clear picture of what's broken — and what it looks like when it works.
Schedule My Free Audit →WHAT TO EXPECT
Three steps. One clear path forward.
This is not a sales call. It's a diagnostic. You'll walk away knowing exactly where your systems are failing and what it would take to fix them — whether or not you work with us.
1. We Listen
You tell us about your current tools, your biggest frustrations, and what success looks like for your team. We ask questions. We take notes. We don't pitch.
2. We Diagnose
We map your donor journey end to end, identify every system gap, and calculate what those gaps are costing you — in lost donors, wasted staff hours, and missed grant opportunities.
3. You Get a Roadmap
You walk away with a prioritized implementation plan, a realistic timeline, and a transparent cost estimate. No pressure. No follow-up spam. Just clarity.
Ready to find the friction?
Fill out the form below. We'll reach out within one business day to schedule your free Friction Audit.
BEFORE YOU BOOK
Quick Self-Assessment
Rate your nonprofit on each. Score yourself honestly — this is for you, not for us.
We can pull a donor's complete history in under 30 seconds
Our donor communications are automated, not manual
We can generate a board-ready report without touching Excel
Our grant deadlines and reporting requirements are tracked
Different staff aren't maintaining separate "donor lists"
15-25: You're in good shape. The audit will find optimization opportunities.
8-14: You've got real friction. The audit will pay for itself in saved hours.
0-7: Your CRM isn't keeping up with your mission. Book the audit.