Pleasant Media, LLC

The Systems Audit

A one-time deep dive into your tools and workflows

🎯 Ideal for: Nonprofits who feel like your nonprofit’s operations are messy, scattered, or overly manual.

In this audit, I’ll review your current systems, platforms, and processes then deliver a prioritized roadmap with recommendations for streamlining and scaling.

🧩 Program Length: 2-3 weeks

🔥 Pain Points:

• Wasting time on manual tasks and duplicated work
• Feeling disorganized and important things are falling through the cracks
• Feeling overwhelmed by back-end systems
• You don’t know where to start

🌈Transformation:

• Clear, streamlined systems that save time and reduce stress
• Tasks, files, and communication running smoothly; no more bottlenecks
• Knowledge of which tools and process work for your nonprofit
• Gain confidence and lessen overwhelm
• Shift your energy back to what matters, your mission

🎁 What’s Included?

• Discovery Intake
  • Pre-audit questionnaire to capture current systems, tools, and challenges
  • Review of up to 2 marketing/operations platforms (e.g., email, CRM, project management, social media)
    
• Systems Analysis Report
  • Current state overview of systems and workflows
  • Strengths, gaps, and opportunities
  • Key areas where time, energy, or money are being wasted
• Priority Roadmap
  • Top 3–5 recommended action steps
  • Prioritized by ease + impact
  • Suggested tools or processes to improve efficiency
  • Quick wins your team can implement right away
• Walk-through Call
  • 60-minute Zoom session to review findings
  • Q&A and tailored recommendations
  • Recording provided for future reference
• Support Materials
  • 1-page checklist or resource guide

The Growth Consult

Clarity, confidence, and the right strategies to expand your reach and maximize your impact

🎯 Ideal for: Nonprofits who struggle to attract and retain supporters, develop and maintain systems, and are ready to gain team confidence.

This package is designed to help nonprofits move from audit insights into action and implementation.

🧩 Program Length: 3-6 months

🔥 Pain Points:

• Feeling scattered and without direction
• Not retaining donors/members
• Feeling overwhelmed by all the things
• Wasting time on strategies that aren’t moving the needle

🌈 Transformation:

• Clarity and confidence around back-end systems
• Clear strategic approach to donor retention, increased visibility online, and what success means for your organization
• Feel purposeful with direction to connect with the right audiences
• Consistency in engagement and strong supporter relationships
• Confidence in reporting success to key stakeholders

🎁 What’s Included?

Everything in the Systems Audit package plus:

1. Kickoff Strategy Session (90 min)
   • Review audit findings.
   • Set 2–3 core priorities for the engagement.
   • Map a tailored action plan.
2. Implementation Support
   • Guidance on setting up or improving systems (CRM, project management, donor tracking, email, social).
   • Campaign planning + execution support
   • Process documentation so your team can repeat strategies independently
3. Ongoing Consulting Sessions
   • Up to 4x/month (60 min each) via Zoom
   • Includes coaching + training for staff/volunteers as needed
   • Accountability check-ins to keep the plan on track
4. Deliverables
   • Updated Priority Roadmap
   • System setup support
   • Templates & resources tailored to your needs
   • End-of-package Impact Report