Lead with your data
Request your 15-minute data health check up
Speak directly with Tracey and David to see a live demonstration of the tool and discover quick-win revenue opportunities hiding in your CRM.
Book a time
What happens on the call
Fifteen minutes, no pitch deck.
Email
info@partner2impact.com
LinkedIn
Tracey Wiseman
“Data is currency. But like any currency, it yields zero return if left sitting in a vault.”David Galvin, Decision Intelligence Lead
Before the call
How to make 15 minutes count
What should I have ready?
Roughly how many donor records you hold, which CRM they live in, and last year’s
fundraising total. That is enough for us to tell you something useful on the call.
Do you need access to our database?
Not for the health check up — we can work from your description. If you decide to go
ahead with a full audit, access is read-only and covered by a written agreement
before anything is connected.
Is it really free?
Yes. It is a working conversation, not a sales call. If we are not the right fit
we will say so.
What happens afterwards?
If it makes sense to continue, you get a scoped proposal covering the work, the
timeline and the cost — no surprises.