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CLIENT
DISCOVERY
SURVEY

Help us understand your organization's needs so we can better serve you.
This short survey takes about 5 minutes to complete.

10 Questions
~5 Minutes
Confidential
No Commitment
00 — About You
YOUR INFO
✦

We will not send marketing emails. Your information is used solely to follow up about your organization's needs and schedule a discovery call if you choose.

01 — Scale Questions
RATE YOUR CURRENT STATE

For each question, select a number from 1 to 10.

Question 01

How would you rate your current software tools for managing day-to-day operations?

1 — Not meeting our needs10 — Fully meeting our needs
Question 02

How much time does your team spend on manual data entry or repetitive administrative tasks each week?

1 — Minimal time10 — Excessive time
Question 03

How difficult is it for your organization to generate reports or access the data you need?

1 — Very easy10 — Very difficult
Question 04

How well do your current systems integrate with each other (e.g., donor management with accounting, CRM with email marketing)?

1 — Poor integration10 — Seamless integration
Question 05

How confident are you in the accuracy and security of your current data systems?

1 — Not confident10 — Very confident
Question 06

How important is it that new software is customized specifically to your workflows rather than using an off-the-shelf solution?

1 — Not important10 — Critical
Question 07

How ready is your organization to invest in better technology within the next 6–12 months?

1 — Not ready10 — Very ready
02 — Short Response
IN YOUR OWN WORDS

These questions are optional — share whatever feels helpful.

Question 08

What is the biggest challenge your organization faces with your current technology or software systems?

Question 09

If you could automate or improve one process in your organization, what would it be and why?

Question 10

Is there anything else you would like us to know about your organization or your technology needs?

All scale questions must be answered to submit.