Who This Is For

Nonprofits, cooperatives, and government-adjacent organizations that need better data tracking, reporting, and workflow automation without a full-time data team.

Problems We Solve

Staff manually entering data from one system to another
No centralized dashboard to track program outcomes or downloads
Resource libraries growing faster than your team can track
Form submissions not connecting to your CRM or spreadsheet
Reporting to funders requires hours of manual data compilation
Analytics not set up so no visibility into website performance
Podcast episodes or directory entries updated manually instead of automatically

What We Do

Connect WordPress or Google Forms to Salesforce, Zoho, Mailchimp, or Google Sheets via webhooks and Zapier
Build custom dashboards with Looker Studio or React/Recharts for real-time data visualization
Design MEL (Monitoring, Evaluation & Learning) tracking systems for USAID-aligned reporting
Create spreadsheet-to-site pipelines that auto-publish content to WordPress directories
Configure Google Analytics, Search Console, and SEMrush with monthly PDF reports
Build automated email campaigns with Mailchimp and Constant Contact
Integrate PayPal and Stripe transactions with CRM record creation
Sync podcast episodes and episode metadata from Google Sheets to public-facing directories

Services in This Category

Data Collection & Workflow Automation

WordPress or Gravity Forms feed Google Sheets, Salesforce, or Mailchimp. PayPal and Stripe transactions create or update CRM records. Sheet rows republish to custom post types that power searchable directories and episode archives, while Zapier or webhook flows push podcast episodes and videos to social channels.

Dashboards & Reporting

Custom intake and MEL tracking: I design the right intake forms, set up the spreadsheets, and manage the ongoing data process. Automated web and SEO analytics: configure Google Analytics, Search Console, and SEMrush, build Google Data/Looker Studio views, and email PDF summaries to leadership each month.

Outcomes & Results

1,500+ resource downloads categorized across 100+ countries for ICRG
100% improvement in tracking and visibility from data-driven insights (ICRG)
Salesforce-integrated forms launched and automating housing applications for Douglass CLT
400+ podcast episodes auto-synced from Google Sheets for Everything Co-op
Monthly automated analytics reports enabled for Mi Casa
PPGC ordering portal pushing submissions directly into Zoho CRM, eliminating manual entry
203 cooperative law documents auto-ingested and indexed for Co-op Atlas

Frequently Asked Questions

Do I need to know how to code to use the systems you build?

No. We design workflows so your team uses the tools they already know — Google Sheets, email, or simple WordPress forms. The automation happens in the background.

Can you connect our website forms to Salesforce?

Yes. We configure form-to-CRM connections using WPForms, Gravity Forms, or custom webhooks so submissions flow directly into Salesforce without manual entry.

Do you set up analytics and reporting?

Yes. We configure Google Analytics and Search Console, build Looker Studio dashboards, and set up monthly PDF email reports for leadership.

What if we already have data in a spreadsheet?

Spreadsheets are often our starting point. We either build a pipeline that reads from your existing sheet or help you restructure it to power an automated workflow.

Turn spreadsheets, forms, and CRMs into reliable, automated workflows