Please fill out this free needs assessment. We will put together a proposal of action steps to help to reach the goals you have outlined. We will dialogue about these action steps, and from there we can discuss the timeline required to set the systems in place for you.

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Project/Workflow Management

What software do you use? What do you mainly use the software for?
 
Walk me through your project workflow:
 
What do you currently see as areas needing improvement? What would you like to have in place that isn’t already?
 

 

Marketing

What are you currently doing for marketing? Do you use any systems/apps/sites? What are you mainly using them for?
 
What are you currently using of social media?
 

 

Financials

What software do you use? What do you mainly use the software for?
 
Walk me through your process of handling a payment from a customer:
 
Walk me through your monthly process of how you handle the monthly bookkeeping:
 
Other annual processes:
 
Do you have charitable status? What current giving methods do you currently have in place? (Non-profit)

 
What do you currently see as areas needing improvement? What would you like to have in place that isn’t already?
 

What are your goals for your office?