Get a Process Workshop

Automate the manual admin process that's draining your organization's time and funding.

This is a 1-on-1 workshop where you bring a manual operations, finance, or admin process you want to automate, and you leave with a clear understanding of your different automation options and at least one clear plan for how to automate it.

Apply the $100 fee as a discount to any proposal accepted within 60 days of your workshop.

Examples of manual processes

Here are some examples of manual processes other organizations have automated:

• Syncing donations or contacts between different systems.
• Splitting payroll up between different grants in your accounting software.
• Renaming hundreds of files.
• Preparing lists of donors to send personalized "thank you"s to.
• Generating grant reports or program impact reports.
• Coordinating volunteer assignments.

If any of these processes (or ones like them) are sucking up your time, this workshop will give you a plan for how you can offload them to reliable, consistent automated tools that your organization owns.

What you get

You will always leave with the following:

• A detailed diagram mapping out how your current process works, including a clear picture of how your data is moving through your system right now.
• A clear plan for one or more ways to automate the manual process you bring.
• A proposal for how much it will cost to have me automate it, with a price I'll commit to even if the project ends up being more complex than expected.
• Either a proposal for a project that will pay for itself in 12 months or less, or else a clear recommendation for how to get the highest value from automation in your situation.
• A $100 discount for any proposal accepted within 60 days after the date of your workshop.
• A recording of everything we say in your workshop so you can refer back to any details you want later. NOTE: I do not use AI transcription or note-taking, but you're welcome to bring your own AI note-taker if you want.

What it costs

• $100 fee, due when you schedule.
• 60 minutes for the workshop itself
• Optional: 30-120 minutes of prep time, to gather and send me information before we meet

Note: the more information I receive in advance, the more productive the worshop can be.

What we'll actually do

A rough approximation, minute-by-minute, of how we'll spend our time in your process workshop:

• 5 minutes - set aside for mandatory tech debugging (just kidding, but there if we need it)
• 15-20 minutes - walk through the process as it stands now, with clarifying questions to flesh out the missing details
• 5-10 minutes - estimate the scope of the problem (we can skip this step and save time if you fill out this calculator and send me the results during registration or before we meet)
• 25-30 minutes - map out possible techniques to use to automate your process (building on the diagram I prepped of your existing process), and evaluate which solution is the best fit for your individual situation
• 5-10 minutes - review next steps and address any final questions you may have about your process or any proposed automation strategies

After the meeting: Get an email with every answer from every step of this workshop (including a recording of our conversation), so you have everything you need to confidently take the next step towards automating your process.

Not sure?

If you're not sure what manual process you want to automate, or if you don't understand your current process at all yet, schedule a free discovery call instead and we'll start there.

Schedule Below

No slots?

If no slots are available on the calendar above, let me know so I can add you to the waitlist when new slots open up.