Your mission matters too much to be held back by messy systems
We believe in practical solutions scaled to your needs, clear communication, and sustainable improvements.
We’re here to make things easier
Strategic consultancy and support
We your current processes, spotting the snags, and introducing smarter, slicker ways to get things done. We don’t just point out what needs changing; we’re hands-on, helping implement these tweaks so they fit perfectly with your organisational strategy and goals.
From data management to governance and database management, we cover all bases to ensure your setup is efficient and effective.
Interim support
Whether it’s for a day or up to nine months, we can step into a variety of roles – from officer to senior manager – in database, operations, fundraising, and communications.
We understand that sometimes you need a quick fix or a longer-term solution, and we’re flexible enough to fit right into your team whenever you need us to keep things running smoothly, and ensure that no beat is missed.
Training, guidance and 1:1 support
We can help you master CRMs, navigate restructures, and overhaul your strategies and teams. Whether setting up new systems or refreshing the old, we provide the guidance and advice you need to manage change effectively and inspire your team.
Our tailored training sessions are designed to upskill your team, from one-off sessions or longer-term programs. We’re here to ensure your organisation doesn’t just adapt but thrives.
Data management
Make your data work for you, not against you. Our data services help you build trust in your information and create systems that save time.
CRM implementation and migration
We guide you through selecting and implementing the right CRM for your organisation, from initial assessment through to staff training. Our comprehensive process ensures a smooth transition that maintains data integrity while creating efficient workflows for your team.
Data management and support
Whether you need a complete database overhaul or interim support, we help optimise your existing systems and ensure your data remains clean and useful. We provide health checks, optimisation, and hands-on support to keep your database running efficiently.
Fundraising support
Build sustainable funding streams with solid foundations. Our fundraising services focus on creating efficient systems that help you raise more while doing less.
Grant writing & trust fundraising
We help you develop compelling cases for support and create efficient systems for trust fundraising. Our approach combines strategic pipeline development with practical tools and templates, setting you up for long-term funding success.
Fundraising systems setup
We help you develop compelling cases for support and create efficient systems for trust fundraising. Our approach combines strategic pipeline development with practical tools and templates, setting you up for long-term funding success.
Operational support
Transform chaos into clarity with practical operational solutions.
Process development
We help build solid foundations with systems and processes that make day-to-day operations smoother and fundraising more effective.
Operational health checks
Get a comprehensive review of your current systems and clear recommendations for improvement. We examine your operations holistically and provide practical, actionable plans to enhance efficiency and effectiveness.
The Flow Process
We understand that improving operations and fundraising requires a clear, strategic process. Our four step approach provides a structured yet flexible framework to address your organisation’s needs and empower your team for success.
Assess
We dive into your current systems, processes, and fundraising activities to identify strengths, challenges, and areas for growth.
This may include conducting CRM system diagnostics and data quality checks, reviewing database health to identify duplicate records or missing data, auditing your fundraising pipeline and donor engagement approach, and evaluating bid performance to understand success rates and areas for improvement.
We also assess fundraising processes and workflows for greater efficiency, provide interim support for both systems and fundraising activities during transitions, and gather valuable insights through stakeholder interviews to ensure a well-rounded understanding of your operations.
Plan
We dive into your current systems, processes, and fundraising activities to identify strengths, challenges, and areas for growth.
This may include developing a comprehensive CRM upgrade or optimisation plan, designing a fundraising strategy that sets realistic and ambitious targets, and identifying new opportunities for income diversification and grant applications.
We also map out streamlined workflows for donor management and reporting, create detailed implementation timelines that align with team capacity and deadlines, and ensure all operational improvements are clearly aligned with your long-term objectives.
Implement
We bring the plan to life through expert-led implementation and hands-on support, ensuring a smooth transition for your team.
This may include configuring and migrating your CRM system, integrating tools like email marketing platforms and payment systems, and optimising your database for better donor segmentation and reporting.
We support you in writing and submitting funding bids aligned with your goals, deliver tailored training sessions for staff on new systems and processes, and provide communication templates and workflows to enhance donor engagement.
Succeed
We ensure your organisation is set up for long-term success by embedding strong practices and providing ongoing support where needed.
This may include offering interim management for donor stewardship and CRM oversight, creating stewardship plans to strengthen donor relationships, and conducting regular reviews of your fundraising strategy and system performance.
We monitor key metrics to ensure your goals are being met, provide troubleshooting support, and establish processes for continuous improvement and future system upgrades.
FAQs
Are we too small to need professional systems?
No organisation is too small for efficient systems. We scale our solutions to fit your size and needs, helping you build foundations that support your growth.
How long does a project typically take?
No organisation is too small for efficient systems. We scale our solutions to fit your size and needs, helping you build foundations that support your growth.
Do you work with organisations that have no systems in place?
No organisation is too small for efficient systems. We scale our solutions to fit your size and needs, helping you build foundations that support your growth.
Will we be able to maintain the systems ourselves afterward?
No organisation is too small for efficient systems. We scale our solutions to fit your size and needs, helping you build foundations that support your growth.
Our approach
We believe in practical solutions scaled to your needs, clear communication, and sustainable improvements. Our flexible support adapts to your organisation, ensuring lasting positive change.
Book a discovery call or contact us to discuss how we can help your organisation work better.