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Customized Training and Consulting
for Bonterra CRM, Little Green Light, and The Raiser’s Edge
CUSTOMIZED TRAINING for your CRM software (Onsite & via Zoom)
One-on-one and the Full Staff
For Roles:
- Communications & Marketing Staff 
- Database Administrators 
- Event Managers 
- Executive Directors 
- Fundraisers 
- Gift Processors 
*Clients will receive copies of all recorded sessions
4 hours: $1,400 / 8 hours: $2,800
PROCESS CREATION for/in your CRM software
- Event Management 
- Gift Processing & Acknowledgement 
- Grants Management 
- Membership Management 
- Prospect & Moves Management 
Starting at $3,500
CUSTOMIZED POLICY & PROCEDURE TEMPLATES for your CRM software:
- Database Management 
- Data Entry for Constituent/Contact Records 
- Data Entry for Gift/Contribution Records 
- Events Management 
- Grants Management 
- Membership Management 
- Moves Management 
Starting at $3,500
EXPERT MONTHLY DATABASE MANAGEMENT for your CRM software
You need to add an expert database administrator on your team when:
- You are the Executive Director, President, CEO and the only paid staff and you need database support so you can actually direct your attention to leading the organization. 
- Your fundraising/development office is an office of one (1). A staff member is “managing” the database while also trying to fundraise, write grants, etc. for the organization. 
- You have more work than your current database management staff can handle. 
- You need a database specialist, but your budget won’t stretch that far. 
Starting at $1,400 a month for 8 hours
 
                         
             
             
            