Manual work is eating your team's time.
Your team is already stretched thin. When someone fills out a form, signs up to volunteer, or makes a donation — someone has to follow up manually, log the information, and make sure nothing gets lost. Systems & Integrations fixes that. We connect the tools your organization already uses so information flows automatically, your team gets notified, and no one falls through the cracks.
A one-time project scoped around your organization's tools, workflows, and needs. The starting price reflects a focused engagement — typically two to three connected workflows set up and tested before handoff.
Includes: Discovery, setup, testing, documentation, and two weeks of post-launch support.
Every project starts with a fit check call and a fixed-scope proposal — you'll know the full cost before anything gets built.
Forms & IntakeVolunteer signup forms
Program registration forms
Donation intake forms
Event RSVP forms
New member or visitor inquiry forms
Waiver and consent form setup
CRM & Email ConnectionsConnecting forms to your CRM
Contact tagging and routing
New subscriber flows to your email platform
Donor record setup
List segmentation and organization
Making sure no contact falls through the cracks
Workflow AutomationConfirmation emails sent automatically on form submission
Internal notifications routed to the right person
Follow-up sequences for new volunteers or donors
Recurring task reminders
Simple multi-step automations that replace manual processes
Tools & platformsSimple tools, set up to actually work together.
Every organization uses different tools. Some are already in place. Some need to be set up from scratch. The goal isn't to add more software — it's to make sure what you already have is connected and working the way it should.
Common platforms I work with include Squarespace forms, Mailchimp, Airtable, Notion, Google Workspace, HubSpot, and Zapier. If your organization uses something else, reach out — most integrations are workable with the right approach. The goal is always the same: less manual work for your team, and fewer things falling through the cracks.
A one-time project scoped around your organization's tools, workflows, and needs. The starting price reflects a focused engagement — typically two to three connected workflows set up and tested before handoff.
Includes: Discovery, setup, testing, documentation, and two weeks of post-launch support.
Every project starts with a fit check call and a fixed-scope proposal — you'll know the full cost before anything gets built.
Common questions
Not sure if this is what you need? Start here.
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In plain terms — it's connecting two tools so they share information automatically. For example, when someone fills out your volunteer signup form, a system integration can automatically add them to your CRM, send them a confirmation email, and notify the right staff member. Without that connection, someone on your team has to do all three of those things manually, every time.
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Usually not. Most of this work involves connecting tools your organization already uses, or setting up free tiers of platforms you haven't fully configured yet. If new software is genuinely needed, I'll flag it with the cost before anything gets built.
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This is actually most useful for small organizations — because small teams feel the pain of manual work most acutely. If two or three people are managing everything, automating even one repetitive process can make a meaningful difference to how the organization runs.
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A website build creates your public-facing presence — what visitors see when they find you online. Systems work happens behind the scenes — it's about what happens after someone fills out a form, makes a donation, or signs up to volunteer. The two often go hand in hand, which is why the Connected Build tier includes basic systems setup.
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Every Systems & Integrations project starts with a fit check call. From there, I put together a fixed-scope proposal based on what your organization actually needs — no hourly billing, no open-ended retainer. You'll know the full cost before anything gets built.
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Every project includes two weeks of post-launch support for exactly that reason. After that, most automations run reliably without ongoing attention — but if something does break or a platform changes its settings, that's something Monthly Support can cover.
Ready to stop doing this manually?
Fill out the short inquiry form and tell me what's taking up your team's time. I'll follow up within one business day with a clear sense of what's possible.
A one-time project scoped around your organization's tools, workflows, and needs. The starting price reflects a focused engagement — typically two to three connected workflows set up and tested before handoff.
Includes: Discovery, setup, testing, documentation, and two weeks of post-launch support.
Every project starts with a fit check call and a fixed-scope proposal — you'll know the full cost before anything gets built.