FAQs
CRM Migration
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Only if you migrate without a plan. Without a thoughtful migration strategy, you risk losing contact with people who normally receive your texts and emails, breaking your tag structure, and confusing organizers who haven’t been trained on the new system.
My clients don’t just maintain their volunteer base. They grow it. With proper planning, you can expect higher engagement through smarter list segmentation, and your core organizers will be eager to use the new CRM once they see how much easier and more effective their work becomes.
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Yes, if it’s done right. Recurring donations should be migrated at the payment processor level to prevent donor loss. I handle this process for my clients to ensure 100% of recurring donors stay active.
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Over 66 million people in the U.S. speak a language other than English at home. A modern CRM can automatically send emails and texts in each person’s preferred language, and your website can do the same. If it doesn’t yet, let’s fix that.
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Because we test and prove it.I audit your current CRM, map every data point, and verify that your lists, tags, and automations work exactly as before, or better. After launch, you’ll get validation reports confirming that everything transferred cleanly and your new system is ready to perform.
Training & Success
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That’s one of the biggest risks for any organization. I document your workflows, train multiple team members, and create simple guides so no single person becomes a bottleneck. Your team will have shared confidence and clear processes. No more “CRM gatekeeper.”
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Absolutely. I develop tailored training materials and onboarding guides that match how your team actually works. Your organizers will have an easy reference for daily tasks, and new staff and organizers can get up to speed without one-on-one hand-holding.
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I start by auditing your current data and workflows, then set clear standards for tags, fields, and lists. From there, I train your team on consistent practices so your reports, segments, and metrics actually mean something again.
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Most teams only use a fraction of what their CRM can do. I focus on showing you the features that matter for your organizing work. No jargon, no fluff. You’ll get hands-on training that turns an underused tool into a system your team loves using.
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That’s usually a workflow issue, not a data one. I help teams redesign their CRM structure around how they actually organize—so your outreach, events, and volunteer activity show up accurately in your reports.
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Yes. Together we’ll realign your CRM to match your real-world organizing model. That means simplifying forms, automations, and permissions so your staff can spend less time fighting the system and more time organizing people.
