Organize people, not spreadsheets.
Unions need to track 1:1s and steward networks. Campaigns need to move voters. Community orgs need to activate members. Your CRM should empower your organizing, not make it harder.
That’s where I come in.
Whether you’re on NationBuilder, Salesforce, or Unionware, you’ve faced challenges.
Member lists, canvass results, and dues records live in different silos. No one has the full picture.
Your leaders are focusing on administrating software instead of organizing.
You’re overpaying for tools built for sales teams, not movements.
I help unions, political organizations, and campaigns cut through the chaos of broken CRMs. With the right systems in place, your organizers will spend less time administrating lists and more time building power.
I’ve worked with clients like you: unions, community organizations, and candidates. Build a process that works.
1 | Strategy & Buy-In
I’ll help your organization cut through the noise of CRM options, evaluate what really works, and build alignment across members and leaders. The result: a CRM that functions as a force multiplier for your organizers.
🔍 Tool Assessment
🗺️ Organizer-Centered Workflow Mapping
🤝🏽 Stakeholder Buy-In Sessions
2 | Implementation
Whether refining your current system or migrating to a new one, I make sure your CRM is campaign-ready. That means clean data, smooth delegation to organizers, and secure infrastructure that protects your members while fueling your campaigns.
đź§ą Data Cleaning & De-Duplication
🔑 Migration & Access Control Setup
⚙️ Automated Workflows
3 | Training
The best tool is useless if no one knows how to use it. My trainings are hands-on and practical, onboarding organizers so they can confidently manage their work—and teach others to do the same.
🎓 Onboarding Workshops
đź“– Documentation & Playbooks
🧑‍🏫 Train-the-Trainer Programs
Ready to make your organizing tools serve your organizing?
Contact me via email or fill out this contact form to see how I might be able to help.