Your company grew. Your systems didn't.Your mission grew. Your systems didn't.

When every deal, report, and decision runs through a few people, growth slows down. We set up and clean up your CRM, sales process, reporting, and playbooks so your team can run them on their own.When donor follow-up, board reports, and grant deadlines depend on who remembers, the mission pays for it. We set up and clean up your donor database, reporting, and processes so your staff can raise more and serve more.

“We knew what worked. We just never had it written down. RVG turned it into a playbook we can run.”
Principal, $2M integration firm
$2M → $4M
“We came to RVG to fix our CRM. What we got was an organization that finally runs on clean data, real processes, and donor engagement that actually works. We have nearly doubled our annual budget since.”
Executive Director, Regional Nonprofit
2 weeks
to the first problems fixed
One place
for deals, data, and reports
Your team
runs it after we step back

How we work with you.

We start with the problems costing you the most, fix the first ones within two weeks, and work alongside your team until they can run everything on their own.

Step 1

Find and fix

We look at how work actually gets done and fix the first things within two weeks.

Step 2

Plan

We map out a system that fits how your team already works, not a template.

Step 3

Build

We set up the tools, automations, and reports with your team, and train people as we go.

Step 4

Hand off

You get a written playbook and a team that knows how to run it. Then we step back.

What the work looks like.

Example
±10%
forecast vs. actual closes
Commercial services company, $18M
BeforeThree sales teams, three spreadsheets, and a forecast nobody trusted.
What we didMoved everyone into one Salesforce setup and built a weekly pipeline dashboard.
Example
1 hour
to build the board report, down from 3 days
Youth services nonprofit, $3M budget
BeforeDonor data spread across a spreadsheet, an event platform, and an old database.
What we didMoved everything into Salesforce Nonprofit Cloud and connected the event platform.

Talk with Jeremy for 30 minutes.

Tell us what's slowing the business down. No sales pitch. We'll tell you what we'd fix first.