If you're migrating to a new CRM and your data has duplicates, inconsistent fields, or gaps — let's get it migration-ready before the move, so it actually works when you need it to.
Clean data before the migration means fewer headaches after.
You don't need to have everything figured out. You just need to know something's off — and want a clear path to fixing it before the move, not after.
See If Your Data Is Ready →Async, email-based. No weekly meetings. Reply within 48 hours.
LLT was moving from Google Sheets to Airtable, but their participant data had duplicates, inconsistencies, and cross-system mismatches. We cleaned everything up before the migration — so Airtable launched with solid data instead of inheriting a mess.
Every time someone signed up to volunteer or participate, staff had to manually move that data into their messaging system — and hope nothing got lost, doubled, or missed. I fixed the flow once, and built guardrails so it stays fixed.
If the founder is the only person who knows where a volunteer stands in the onboarding process — that's a data problem, not just an operations problem. I designed a system to get it all into one place, with clear status tracking and automated follow-ups.
Quick, actionable resources to help you see where your data stands before you migrate.
Before you move to a new CRM, see exactly where your data stands. Walk through 24 yes/no checks across 7 migration-critical areas — duplicates, field consistency, mapping readiness, and more. Simple, fast, actionable.
Instant download. No signup required.
I'm working on additional guides and tools to help nonprofits prep for migration. Check back soon.
The checklist is a starting point. If you're ready to get a complete picture of what your data needs before migration, start with the Data Readiness Assessment.
See If Your Data Is Ready →I help nonprofits prep their data before CRM migrations — so the move actually makes things better instead of just relocating the mess.
I've seen what happens when organizations migrate without cleaning up first: duplicates carry over, field mappings break, reports don't match, and months get spent fixing what should have been handled upfront.
So I work with nonprofits before the migration — flagging duplicates, standardizing fields, mapping data structures — so when your new CRM goes live, it actually works the way you need it to.
I started doing this work because I kept seeing the same pattern: nonprofits would outgrow their systems, decide to migrate to something better, and then spend months cleaning up data issues that could have been caught before the move.
The migration itself wasn't the problem. The problem was that nobody prepped the data first.
So staff would inherit a new system with the same duplicates, the same inconsistent program names, the same missing fields — just in a prettier interface. And leadership would lose trust in the data all over again.
I work with nonprofits who want to do the migration right — clean data first, then move. So when the new CRM goes live, it actually solves problems instead of creating new ones.
Everything happens over email. You'll get regular updates as work progresses — what I'm working on, what I've found, what's next. You can reach out with questions anytime, and I'll reply within 48 hours. It's structured, but it doesn't take over your calendar.
I know you're working with limited budgets, volunteer staff, and systems that weren't designed for your growth. I don't suggest solutions that are beautiful but unsustainable. I build what you can actually maintain after I'm gone.
I flag problems and recommend fixes, but I don't delete or change anything without your sign-off. You'll get full documentation of what changed and why, so you're never wondering what happened to your data.
I work with nonprofits who've outgrown their current systems and are planning a CRM migration in the next 3–6 months. They know their data isn't ready, but they're not sure what "ready" actually looks like or where to start.
Most of my clients are Executive Directors, Operations Managers, or Program Managers who are managing the migration alongside everything else they're already doing. They need someone who can assess the situation, clean up the data, and hand off clear documentation — without adding more meetings to their calendar.
If that sounds like you, let's talk.
Start with the Assessment. You'll get a clear score, a fix-first roadmap, and scoped pricing for what comes next.
See If Your Data Is Ready →