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We help nonprofits improve impact data and storytelling capabilities via CRM systems.

You work hard serving your mission—your CRM should be set up to work just as hard for you.

Donor and program data clarity, ease of reporting, and automated data collection are the goals.

Here's how we can help...

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Making a Difference Together

“Mata Consulting consistently demonstrates innovative technological solutions to report on valuable insights. Their attention to detail ensures precision and accuracy in every task they undertake.

Their dedication to staying up-to-date with the latest CRM technology trends sets them apart, making them an invaluable asset to any nonprofit team." 

Norm La Annual Fund & Fundraising Database Consultant (former Director of Development)

What's holding your nonprofit back?

  • Disorganized donor and program data
  • Loads of spreadsheets
  • Siloed teams
  • Inefficient data collection processes
  • Disparate tech systems
  • Missing strategic insights
Enough is enough. You deserve better.
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1. Talk With Us

Share your pain points and vision for your team while we listen to understand your current systems and challenges

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2. Assess & Strategize

Let us analyze your data, and evaluate your current system infrastructure, and devise a comprehensive strategy for CRM optimization.

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3. Streamline & Implement

Collaborate with us to execute on our plan of action to integrate tools, optimize your CRM and workflow processes.

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4. Integrate & Train

We'll work to onboard your team and deliver comprehensive training on the new CRM and workflow set up.

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5. Execute

Continue improving outcomes, upgrading systems and processes, and building onto your data foundation

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Hi, I'm Joe Mata 👋

This work started as an answer to my calling of servant leadership. With a background as a frontline fundraiser and data person for nonprofits, I understand the daily struggle.

Whether you're juggling donor relations, grants, events, programs, and marketing, I’m here to help you take control, connect the dots, and focus on delivering mission-impactful work.

I am also a new father and partner to two incredible women, and I am so blessed to be able to serve you. God bless you all!

What Our Partners Say

"My team is always stronger, more efficient, and in good hands with Mata Consulting. Their ROI delivers both results and peace of mind."

Alexia Valencia, Founder & CEO, Goodness Sake Strategies

Help center

Questions?

If we haven't answered you, reach out.

Why should we work with you?

You experience one or more of the following:

  • You have data issues that are holding you back from clean grant reports or storytelling efforts 
  • You face data collection and reporting challenges that block strategic insights and decisions to be made 
  • Your team has inconsistent processes that produce higher costs, unreliable results, and slower-than-expected output 

Every nonprofit is unique, and because of this, we work with you at a personal level to understand and improve every person's role and responsibility within the operation of the system.

What are your consulting rates?

Prices differ depending on which service is selected from our service plans.

We are sensitive to nonprofit budgetary needs.

We treat our scope of work carefully to ensure we do not over or under-sell clients based on their needs and desired results.

We provide cost estimates and an outlined action plan after we complete our discovery process.

How do we start the conversation?

The purpose of the initial consultation is for you to share who you are, why we’re here, and what you are looking to do.

We can’t solve the problem if we don’t know what’s been tried.