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Mata Missions

CRM & Data Discussion

A first conversation, no strings attached.

30 min · Google Meet

Before booking, a few quick questions so we can make the most of our 30 minutes together.

First conversation — what to expect
  • We'll ask about your current CRM, what's working, and what isn't
  • We'll discuss your priorities for the next 6–12 months
  • If there's a fit, we'll outline what a partnership looks like
  • If there isn't, we'll tell you that too

Mata Consulting serves nonprofits exclusively. Every engagement is led by practitioners with direct nonprofit operations experience. Questions before booking? jd@mataconsulting.co

01

About your CRM

Examples: year-end campaign, grant reporting deadline, board retreat, CRM contract renewal, audit.

Prior consultant experience, internal dynamics, staffing changes, or anything that would help us prepare. No detail is too small.

02

Your details

*Required. You'll pick your time on the next step.