CiviCRM client advisory call

A focused advisory call for existing clients who need help thinking through a workflow, configuration decision, or training to understand and improve their system. If you are a new, please look at CiviCRM Strategy and Coaching Plans.

How will my CiviCRM Client Advisory session work?

Tell me your goal(s). Before the call, briefly describe the one or two areas you want to focus on.
I’ll review your situation. I’ll do some prep so we can use the time well.
We meet for a focused call. We discuss your setup and possible approaches for up to an hour.
You leave with certainty about next steps. I’ll follow-up via email with practical actions / homework you should review and act on.

Private CiviCRM Consulting Call

Book a session *

Client advisory call - $150

Total Amount

Your Organization

Organization Name *

Email *

Country *

State/Province *

Name and Email

First Name *

Last Name *

Email Address *

Your Goal / Concern

What is your biggest concern you'd like to talk about during our session? Please limit your scope to what is realistic to accomplish in a one-hour session. Need more help beyond this call with road-mapping or a wider discussion? Please signup for a Strategy and Coaching Plan.

Note *