FREE Email Course – How to Choose Your Org’s Next CRM System

Sign up today!

Is your org in the market for a new constituent database platform?

Maybe the current system isn’t cutting it anymore. Or maybe this will be your org’s first one.

Either way, implementing new tech is a big deal. And if you haven’t led this kind of charge before, you may be wondering:

How do I find & compare different options?
What should I be looking for?
Where do I start??

I know what it’s like to be in this position. It feels as if you need a consultant advising you, an assistant keeping you organized, and a cheerleader encouraging you to keep going…all at once!

That’s where this course comes in. We’ll take that big, daunting task – finding your org’s next system – and break it down into specific, actionable steps.

Once you sign up, you’ll receive 5 email lessons spread over the course of 2 weeks. That way, you have time to digest & act on each day’s lesson.

By the end of this, you should walk away with:

A process for researching & evaluating different platforms
A framework for incorporating your org’s needs into your search
A better understanding of what to consider before committing to a vendor

Your sanity!

Sound helpful? Then sign up here!

You’ll receive the first email shortly!



Next steps at the end of every lesson

Free templates to help you organize

Concise & digestable lesson material

A human behind every email, to respond to questions


Day 1: Getting Organized

Day 2: Identifying Needs

Day 3: Evaluating Platforms

Day 4: Scheduling Demos

Day 5: Making the Decision