CRM & Data Systems
Helping you make the most of your data, with systems that work for you, keep information safe, and strengthen stakeholder relationships.
CRM Review & Development
Data Protection & Security
Data Protection & Security
I can either review what you have in place or help you find the right CRM system to suit your needs. From evaluating options to supporting procurement and setup, I’ll guide you through making your CRM work smoothly and effectively.
- Reviewing current CRM systems to identify strengths and gaps
- Sourcing CRM options to fit your organisation’s needs and budget
- Planning and overseeing CRM implementation or migration
Data Protection & Security
Data Protection & Security
Data Protection & Security
Keeping data secure and compliant is crucial. I’ll help you meet legal standards with clear policies, secure storage, and staff training, so you can protect your organisation and your supporters.
- Conducting GDPR compliance reviews
- Developing data protection policies
- Ensuring secure data management
- Providing staff training on best practice
Supporter Journey Mapping
Process Improvement & Workflows
Process Improvement & Workflows
Understanding how people connect with your organisation helps you build better relationships. I’ll support you to map supporter journeys to identify opportunities for more personalised, engaging communications.
- Mapping supporter touchpoints
- Designing tailored communication strategies
- Monitoring supporter retention
Process Improvement & Workflows
Process Improvement & Workflows
Process Improvement & Workflows
I’ll help you streamline your data and CRM processes to save time, reduce errors, and make working with data easier.
- Reviewing and improving workflows
- Streamlining data management processes
- Developing user-friendly documentation
To make sure you get exactly the support you need, I partner with a small, trusted network of businesses and independent specialists. When it makes sense, I’ll bring in the right people with the right skills to support your project.
This collaborative approach means I can offer a broader range of services, while still giving you the consistency, care, and clarity of a single point of contact.
Your experience stays simple: you’ll always deal with me directly, and everything will be covered in one clear work brief and transparent quote. I’ll take care of the details, so you don’t have to.
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