Technology and CRM leadership for complex initiatives

Technology and CRM leadership that delivers real results

We support mission-driven organizations and professional services firms navigating complex CRM and technology initiatives. From early assessment through delivery and long-term optimization, our work focuses on clarity, integration, and adoption—so your systems support the way you actually operate.

We don’t just configure tools.

We provide leadership, structure, and follow-through.

Contact Us

How We Support Your Work?

  • CRM and Systems Strategy

    Strong systems start with clear direction. We help organizations make smart, intentional decisions about their CRM and core technology platforms—before, during, and after implementation.

    Support includes:

    - CRM assessments and system evaluations

    - Strategy and roadmap development

    - Leadership for CRM implementations and system changes

    - Troubleshooting complex data, process, and adoption issues

    - Fractional CRM leadership without full-time overhead

    Best for organizations that need:

    Strategic oversight, clearer priorities, and confidence that their CRM supports real work—not just reporting.

  • Technology project management

    Technology initiatives stall when ownership is unclear. We step in to lead projects, coordinate stakeholders, and keep work moving from planning through delivery.

    Support includes:

    - Technology and CRM project leadership

    - Vendor coordination and implementation support

    - Requirements definition and documentation

    - Timeline, risk, and dependency management

    - Ongoing guidance through rollout and adoption

    Best for organizations that need:

    A steady hand to manage complexity and ensure technology projects reach the finish line.

  • Automation and system integrations

    Disconnected systems create unnecessary manual work and errors. We design practical automations and integrations that reduce friction and scale with your team.

    Support includes:

    - Workflow automation for intake, tracking, and reporting

    - AI-enabled workflows to reduce manual effort and improve consistency

    - CRM integrations with marketing, finance, and operations tools

    - Process design that reduces duplication and rework

    Best for organizations that need:

    More capacity without adding headcount, and systems that actually talk to each other.

  • Community platforms and engagement tools

    Technology should help teams and communities stay connected—not introduce more tools to manage. We support platforms that enable collaboration, engagement, and communication.

    Support includes:

    - Community platform setup and optimization (i.e. Circle Platform)

    - Streamlined communication and document-sharing solutions

    - Website forms and lead capture tied to CRM systems

    - Ongoing support to keep teams aligned and productive

    Best for organizations that need:

    Clear, centralized spaces for collaboration and engagement.

What working with us looks like?

We are technology-agnostic and independent of software vendors. Our role is to help you make informed decisions—not to sell products. Our approach is practical, structured, and collaborative.

  • We start by understanding your goals and constraints

  • We focus on what matters most—not what’s trendy

  • We prioritize change management and long-term usability

  • We stay engaged through delivery, not just planning

    You’ll always know:

  • What are we working on?

  • Why does it matter?

  • What comes next?

Start with a conversation

Not sure which support is the right fit? That’s expected.

A short conversation can help clarify priorities, identify gaps, and determine where leadership or structure could make the greatest impact—no pressure, just clarity.

Schedule 25-Minute Strategy Session