Digital Operations Consulting for non-profits and small businesses
Simplify your tech.
Enhance your operations.
Let’s turn your digital challenges into opportunities for success!
Hey, I'm Margo!
​I'm a Digital Operations Consultant dedicated to helping charities and small businesses thrive by getting the most out of their technology. I specialize in auditing your current processes, systems and skills, then finding the right solutions to streamline your operations, enhance your customer journeys and generally improve your day-to-day.
Whether you need a tech makeover or just a bit of fine-tuning, I’m here to help you create a seamless and efficient experience for you, your team and your customers.
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Ready to transform your digital landscape? Let’s make it happen!
Fact:
With the right systems, a small team can do BIG things
I can help you:
Benefits of working together:
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Save time.
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Automate repetitive tasks​
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Get organized
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Get the most out of your systems
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Map the ideal customer journey for your organization​
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Reimagine your employees' experience
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Get a handle on your data
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Adopt new tools and train your staff
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SAVE TIME! ... did I mention this already?
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Free up more time to do what you want to do!
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Provide an exceptional donor/customer experience
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Work more efficiently, as a team or on your own
- Collaborate better with your team
- Communicate more effectively with your customers/donors
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Improve engagement with your Board of Directors
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Easily on-board (and off-board) staff​​
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Gain more insight into your organization so you can make better decisions.
Services
Audits & Recommendations
Feel like there's room to improve but aren't sure what you need or where to start? If so, this is for you.
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I work with you and your team to identify organizational goals and ideal customer/donor and employee experiences. I'll deep dive into how you work to identify barriers and opportunities. You'll come away with actionable recommendations to optimize your systems, improve your day-to-day and provide exceptional customer service and/or donor stewardship.
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Package includes:
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Process and workflow audit
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Tool research
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Customized technology recommendations
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Workflow optimization recommendations
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A digital roadmap so you can implement effectively
Implementation,
Integration & Training
Considering adopting a complex database (CRM) or want to reduce manual data input with automated workflows? Great! I can help!
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​Adopting a new tool into your everyday operations can take anywhere from 3-6, sometimes even 12 months. I'll do the heavy lifting so you can get there faster!
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Examples of tools implemented:
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Customer Relationship Managers (CRM)
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​e.,g Salesforce, ZohoCRM, Airtable, etc.,
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Donor Management Systems (DMS)
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​e.g., Keela, Raisely, CanadaHelps, etc.,
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Google Workspace
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Integration-as-a-service (IAAS)
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Zapier, Zoho Flow​
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Package includes:
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Tool customization
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Integrations between tools
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Data migration
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Testing and troubleshooting
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Documented system gaps and opportunities
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Resources and training
Coaching
Do you have someone on staff you've identified as you "accidental techie" and want to invest in their growth? Awesome. I can help!
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Through coaching, I can support your staff member(s) in conducting an audit and/or implementing a database.
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Reach out so we can discuss your needs and make a plan!
See how
this works
StopGap is a client who engaged me to find and implement a CRM and donation processing tool that would meet their unique needs. This organization works to create a world where every person can access every space. A world free of barriers would help give everyone the opportunity to live a life full of independence, spontaneity, and ultimate fulfillment.
The tool needed to be able to manage and track all of StopGap's contacts, their relationship with each other and engagement with, or participation in, their programs. They wanted to spend less time on manual data transfers so the CRM needed to be integrated with other cloud tools and trigger automatic workflows. Finally, StopGap wanted to make list building easier and communicate with stakeholders in a more personalized way.
Software implemented:
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CRM
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Donation Processor
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Form tool
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E-Signature tool
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Integration-as-a-service tool
Results:
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All organizational data is harmonized within a robust CRM.
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Manual data input has significantly reduced.
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Workflows and automations have been leveraged to connect StopGap's digital tools.
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Reports are easy to generate and share with whoever needs them.
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StopGap's trust in their data's integrity is increased.
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Lists are easy to create and manage.
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Communication with clients, volunteers, and donors is more efficient, easier to track and more personalized.
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StopGap's is better able to track all historical data related to stakeholders and supporters.
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Managing and tracking information related to prospecting, fundraising and stewardship is simpler.
Organization Testimonials:
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"Our CRM needs were complex and required integration between our fundraising, online payment, bookkeeping, and communications platforms. Margo’s excellent project management skills, technological expertise, and passion for making this world a better place combined to get the job done. Margo helped us raise our operational bar to heights we had only dreamed of, goodbye spreadsheets! Not only did Margo meet our CRM build needs but she insured that we were set up with the support that we need to guide our learning and get familiarized with the new complex system"
Luke Anderson, Executive Director
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"The StopGap team can't thank Margo enough for her support and dedication in helping us implement a CRM system. She took great care in ensuring we understood new processes and systems, helped us organize our all-over-the-place data, and was always available to answer questions along the way. Margo went above and beyond my expectations for a CRM consultant and I would recommend her without any hesitation."
Velanie George, Engagement Coordinator
Working with the best clients.
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