Hi there!

Thank you for sharing your feedback after the TechSoup CRM webinar! Hearing what resonated with you and what questions are still percolating helps me create better tools for you and your peers.

First things first: Grab your resources!

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Download Your CRM Cheat Sheet

Want to brush up on what we covered so you can talk about your organization’s setup with confidence?

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Revisit the CRM Diagnostic

Want to take it again? Share it with your team? Revisit these questions anytime and celebrate your success as you progress!


What’s cooking? More cheat sheets and tools are in the works based on what folks have told me they need:

  • A decision tree to help you navigate CRM changes without falling into “Ooh, Shiny! Syndrome”
  • Cheat sheets for prioritizing your relationship must-do’s and nice-to-have’s

Ready for the next step?

The best way to get your specific questions answered is to join us live:

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December Ask Me Anything

Wednesday Dec 10,
1 PM Eastern | 12 AM Central
11 AM Mountain | 10 AM Pacific

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January Ask Me Anything

Wednesday Jan 28,
1 PM Eastern | 12 PM Central
11 AM Mountain | 10 AM Pacific

These sessions fill up, so grab your spot while you’re thinking about it.


Wrestling with something specific right now?

If you need help navigating a particular challenge, let’s talk one-on-one. Pick a time that works for your schedule {here}

Here’s to finding your way from “our data doesn’t work” to solutions that actually do!