Nonprofit & social-sector Salesforce
Your organization has Salesforce.
You suspect it could do more.
Let's find out.
If you've been making do (spreadsheets, manual workarounds, an org that never quite matched how you operate), you're not failing. You're in optimization mode, and you deserve a thinking partner who'll name the real problem, not just the loudest symptom.
I prioritize your long-term independence over a quick upsell. When the engagement wraps, you own the solution.
Senior expertise, no overhead
The workarounds are adding up, and you're tired of being the accidental Salesforce person on top of your real job.
On the surface: manual entry between systems, reports that don't match how leadership decides, data living in spreadsheets because the CRM never quite caught up.
Underneath: pragmatic frustration, a little skepticism of "another consultant," and a fear of being sold an expensive product, a long contract, and a six-month timeline when what you have mostly works.
What I believe: mission-driven teams deserve the same clarity enterprises get, without enterprise overhead, handoffs, or dependency on someone else's roadmap.
Four promises, the same on every engagement.
Honest diagnosis
I find the real problem, not just the presenting symptom, including saying when you don't need what you think you need.
Explore situations I help withCreative, cost-conscious solutions
No product kickbacks. I look for the best-fit path, including native Salesforce and low- or no-cost options where they make sense.
See tools built from real problemsSenior expertise, no overhead
You get the same experienced consultant from discovery through delivery: no layers, no junior handoffs.
How working together worksBuilt for your independence
Knowledge transfer is part of the work. The goal is for your team to stand on its own, not to keep you on a hook.
Engagement modelA simple arc: arrive, expand what's possible, own the solution.
- 1
Discovery
A real conversation: questions first. You should leave with clarity even before anything is scoped.
- 2
Diagnosis
I separate symptom from root cause and outline honest options, including simpler paths.
- 3
Design
A creative plan that fits your budget and timeline, not a generic playbook.
- 4
Build
Implementation, automation, integrations: whatever the plan requires, with you in the loop.
- 5
Knowledge transfer
Documentation and coaching so your team can run what I built. Independence is success.
Start from your situation, not a technical menu.
Not sure which applies? That's what the first conversation is for.
You have Salesforce but it's not doing enough
Optimization, Flow, reporting, integrations: closing the gap between what you bought and how you actually work.
Learn more →You're evaluating whether Salesforce is right
An honest assessment. Sometimes the answer is a simpler path, or "not yet." I won't sell you a platform you don't need.
Learn more →You need something built that doesn't exist yet
Custom development, integrations, public-facing flows, when clicks alone won't get you there.
Learn more →You need systems to outlast any single person
Documentation, training, operational resilience, so institutional knowledge lives in the org, not in one person's head.
Learn more →Creative solutions I didn't gate behind a license.
When a client requirement has no clean off-the-shelf solution, I built one. And when it can benefit the whole community, I share it.
Lightning Flow iFrame
WordPress plugin + patterns for embedding Flows without the usual iFrame pain.
Documentation →GIS API & maps
Geography in context for Salesforce records, built from real program and fundraising questions.
Learn more →The right leverage changes everything.
Let's figure out what's really going on.
No pitch, just a conversation. If there's a simpler path or an honest "not us," you'll hear it.
Let's talk about what's possible