Get your data ready for AI.
AI tools only work as well as the data you give them. We clean up and connect your CRM or donor database so AI gives your team answers they can trust. For $1M–$100M companies and nonprofits.
Is your data ready for AI?
Answer five questions. See where you stand.
How we get you ready.
We fix the data first, then turn on AI where it saves real time.
Audit
We check data quality, connections, and permissions, and show you what is blocking AI.
Clean up
We merge duplicates, fix fields, and connect your tools into one source of truth.
Document
We build the knowledge base and playbooks AI can learn from.
Turn it on
We switch on AI features in Salesforce, HubSpot, or your tools, starting with a few that save real time.
What AI can do once your data is clean.
Pipeline and forecast summaries
Leaders get a plain-language read on deals and risks each week.
Drafted follow-ups
Emails and proposals drafted from the account history, ready to review.
Donor outreach and thank-yous
Personal notes based on each donor's real giving history.
Grant and board report drafts
First drafts built from your own program and giving data.
Answers from your knowledge base
Staff ask a question and get your team's answer, not a generic one.
Faster training
New hires learn from your playbooks with an assistant that knows them.
Common questions.
Do we need to buy a new AI tool?
Often not. Salesforce, HubSpot, and Microsoft already include AI features. The work is getting your data ready to use them.
Is our data safe?
We set up permissions first, so AI only uses data people are already allowed to see.
How long does it take?
It depends on how many systems and records you have. The diagnostic tells you before you commit.
We're a nonprofit. Does this apply to us?
Yes. Clean donor data is what lets AI help with outreach, stewardship, and reporting.
Find out if your data is ready.
In 30 minutes we'll look at your systems and tell you what to fix before you spend on AI.
