Give your team their hours back.
Your staff shouldn’t spend their week copying the same data between a form, a spreadsheet, and your CRM. The Workflow Automation Sprint is a fixed-scope engagement where we design, build, and deploy the low-code integrations that do that copying for you, forms to CRM, list syncs, intake automation, so people get back to the mission.
$5,000 · fixed scope · 2-6 weeksAnswer a few quick questions and we’ll come back with a plan, no obligation. Prefer to talk it through first? Book a scoping call, or let a Clarity sprint map where automation pays off.
Manual data entry is quietly eating your week.
Across the sector, the dominant constraint isn’t money, it’s staff time, and most small nonprofits report still moving data by hand between disconnected tools. Every re-keyed donor record and copied-over sign-up is time that could go to programs. The work is invisible until you add it up, and then it’s a whole role’s worth of hours.
Four steps, a few weeks.
Map the busywork
We watch how work actually moves, which tools, which hand-offs, which copy-paste steps repeat, and pick the ones worth automating first.
Design the flows
We map each integration end to end, what triggers it, where the data lands, what happens when something looks off, before we build a thing.
Build & deploy
We build the low-code integrations, connect your existing tools, and put them live, forms to CRM, list syncs, intake automation, then test them against real data.
Hand off
Plain-language documentation of every flow, a walkthrough with your team, and clear guidance on what to do if something ever needs a change.
Hours recaptured, measured, not promised.
- Live, working integrations between the tools you already use
- The manual re-entry steps designed out of your weekly routine
- A before-and-after read on the hours each flow gives back
- Plain-language documentation of how every automation works
- A team walkthrough so it isn’t a black box
- A short list of the next automations worth doing later
Access, and someone who knows the workflow.
- Access to the tools we’ll connect, your forms, CRM, email, and spreadsheets
- One person who can walk us through how the work is done today
- A short kickoff, plus a check-in or two while we build
- The green light to test flows against real (or realistic) data
The honest answers.
What kinds of tasks can you actually automate?
The repetitive, rules-based moves between systems, a form submission that should create a CRM record, a new sign-up that should hit your email list, an intake that should route to the right person. If a human is copying the same fields from one screen to another on a schedule, it’s usually a candidate. Judgment calls and anything requiring a person stay with your team.
What tools do you build this on?
Low-code integration platforms that connect the software you already run, so there’s no new system for your team to learn. In the scoping call we’ll confirm the right approach for your stack, we’re not tied to one vendor, and we recommend what fits your tools and budget.
What happens after the sprint, who maintains it?
You own the automations and the documentation, and we hand them off so your team can run them. If a connected tool changes or you want the flows watched and improved over time, that’s exactly what an ongoing Fractional CTO retainer is for, but the sprint stands on its own with no obligation.
How do I know it was worth $5,000?
Because we scope it around the hours it gives back and measure before and after. The sprint is a fixed $5,000, you know the price and the deliverable before we start, and if we can’t see it clearly paying for itself in recovered staff time, we’ll say so.
Stop paying people to copy data.
Tell us where the hours are going and we’ll come back with a plan, no obligation. Prefer to start free? Take the audit to see where you stand first.