Lightweight, not big, expensive software.
This isn't a CRM, a monitoring platform you pay for every month, or a generic dashboard template you have to bend your data to fit. It's a system built around the specific numbers you already have to report, using tools you probably already have.
What "lightweight and customized" actually means
- Built around your exact metrics — not a generic dashboard you adapt to, one built to answer the specific questions your funders ask.
- Lives in tools you likely already use — Google Sheets, Tally, Zapier, and similar — no new platform to learn, license, or pay for monthly.
- Built to run without me — once it's handed off, you or your team operate it. No dependency built in.
What this isn't
- Not a full CRM or donor-database replacement
- Not a one-size-fits-all dashboard template
- Not subscription software you're locked into.
The process
1
Discovery call
Walk me through what you currently report, to whom, how often, and how you get that data today.
2
Build
I design and build the system around your actual metrics and the tools you already have-- or a couple, inexpensive tools that will benefit your organization in other ways.
3
Handoff
I train you (or whoever will run it) so it's fully yours — not something that depends on me.
Is this a fit?
Good fit if:
You have recurring funder or board reporting, your data is scattered across a few different tools or forms, and manual matching/averaging/compiling is eating real hours every month or quarter.
Probably not a fit if:
You need a full CRM or case-management system, or you don't have a recurring reporting requirement driving the need.
What this costs
Every system is scoped and quoted as a fixed project, never billed by the hour. A single-report automation typically starts at $1,500. Systems that connect multiple platforms, usually run $2,500–$5,000+ depending on scope.
You'll get an exact, fixed quote after we talk through what you're tracking and the type of output you need.