Portfolio
Deliverables
Training Guides and Manuals
We’ve created training guides and manuals for our clients as part of our documentation and training services. The goal is to create institutional knowledge to decrease workflow gaps and support professional development.
CRM Reports & Dashboards
We have curated dashboards and CRM database systems with the
help of automated data entry and reporting for all impact report related needs.
.jpg?width=2000&height=1333&name=pexels-andrea-piacquadio-3760067%20(3).jpg "pexels-andrea-piacquadio-3760067 (3)")
Documentation of Processes
We have led process optimization projects for small businesses and nonprofits alike. These include project plan templates, checklists, training materials, and workshops.
CASE STUDIES
CRM Build Out with KIPP SoCal Public Schools
Background: KIPP SoCal Public Schools provides quality education to underserved communities in Southern California. The organization has a strong fundraising arm, bringing in over $5M in annual donations to support its mission. To achieve their goal of opening 20 schools by 2020, KIPP SoCal recognized the need for an effective CRM system that would streamline their fundraising efforts and improve their ability to track progress towards their goals.
Challenge: Prior to implementing the Neon CRM system, manual data entry was time-consuming and hindered their ability to focus on fundraising efforts. Their prospect research processes were not efficient, resulting in a lack of insight into donor behavior and potential missed opportunities for increased fundraising. There was also a lack of clear reporting on KPI metrics, making it difficult to track team progress toward goals.
Solution: We worked with KIPP SoCal to develop a CRM database infrastructure that allowed teams to spend more time on mission-critical work, such as planning events and engaging with donors, instead of dealing with manual data entry and inefficient workflows. The dashboard provided a more comprehensive view of donor behavior, allowing for sharper prospect research and more effective fundraising strategies. The team also implemented an email system for events, registration, and strategic planning, as well as a thank-you letter system to express appreciation to donors and foster long-term relationships
Results: With the implementation of the CRM system, KIPP SoCal was able to save over 5 hours of manual data entry per week, allowing the team to focus on more strategic fundraising initiatives. The improved prospect data provided by the CRM system resulted in over $100k+ in additional donations and contributed to KIPP SoCal's ability to achieve its goal of opening 20 schools by 2020. The clear reporting on KPI metrics allowed the team to track progress toward their goals and make data-driven decisions, leading to positive recognition from the Board of Directors at KIPP SoCal. Overall, the CRM system was essential in achieving KIPP SoCal's ambitious fundraising and organizational goals.
.jpg?width=1000&height=1500&name=image%20(49).jpg "image (49)")
Special Projects
Grant: One Family Los Angeles
We administered the distribution of over $100k of emergency grant funding for low-income and immigrant families severely affected by COVID-19. Our efforts resulted in 119 families receiving awards ranging from $250 to $500 to help meet the costs of basic necessities. We are dedicated to making a positive impact on communities in need.
Partnership & Coalition Building
We establish lasting relationships with consulting firms, small businesses, and non-profit organizations to increase capacity, problem-solving capabilities, and savings. Our efforts have led to valuable business partnerships, major donations of $25k+, and the formation of strong advocacy coalitions. We believe in the power of collaboration to drive positive change.
Career Coaching
We have coached over 150 individuals on resume and cover letter writing techniques and provided personalized support. Our coaching approach has resulted in over 80% hiring rate and 90% client satisfaction. We are here to empower you to achieve your career goals.
Charter School Expansion
We have supported the expansion of charter schools, including creating comprehensive project plans, managing budgets, and facilitating stakeholder engagement. Our efforts have resulted in the opening of two new charter schools, providing quality education and fostering educational equity in underserved communities.
-981588.jpg?width=2000&height=1333&name=pexels-nubia-navarro-(nubikini)-981588.jpg "pexels-nubia-navarro-(nubikini)-981588")
Toy Drive Organization
Organized a major televised toy drive in collaboration with media partners, first responders, professional sports organizations, nonprofits, and foundation partners.
Over 5,000 pieces of sports equipment were donated and partnerships between ABC7, the Los Angeles Fire Department, and The Play Equity Fund were founded.