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AW Clark, LLC's Services
Share details about your team, tools, goals, and timeline so we can understand what to build.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Business Name
*
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Where do things get stuck in your business? Check all that apply.
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Follow-ups get missed
Same data entered twice
Information scattered across tools
Can't see our key numbers
Reports take too long
Scheduling conflicts
Late invoices or payments
Onboarding new clients is slow
Processes live in one person's head
Too much manual data entry
Tools don't talk to each other
Approvals wait on one person
Too much time in email and spreadsheets
Hard to find files and documents
Donor or member tracking
Grant deadlines and reporting
Volunteer or staff coordination
Hiring and onboarding staff
Inventory or supplies tracking
Website doesn't bring in leads
Other
Which workflow do you want to fix first?
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Lead intake
Sales
Client onboarding
Service delivery
Scheduling
Invoicing and payments
Team tasks
Reporting
Donor and fundraising management
Grant management and reporting
Volunteer management
Program or case management
Event registration
Email and marketing
Website and online forms
Hiring and staff onboarding
Inventory and supplies
Document management
Customer support
Other
What does your business do, and who do you serve?
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Nonprofit
Small business
Social enterprise
Faith-based organization
Government or public agency
Other
Explain more about what you do
How many people are on your team?
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Who will use what we build?
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List all roles
What tools do you use today?
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List all tools
What's the biggest problem this should solve?
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Too much manual data entry
Information scattered across tools
Can't see our key numbers
Leads or clients fall through the cracks
Funder or grant reporting takes too long
No documented processes
Tools don't talk to each other
Slow approvals and handoffs
Missed deadlines
Too much time in email and spreadsheets
Can't track donors or members
Errors in our data
Knowledge leaves when staff leave
Website doesn't bring in leads
Other
What does "done and working" look like to you?
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Saves my team time each week
One place for all our data
Reports run automatically
Fewer mistakes
Faster responses to clients
Funder reports on time
Leads get followed up automatically
Clients can book or pay online
A dashboard I check every day
Grant and donor reports in a few clicks
Clear, documented processes
Staff trained and confident using it
Fewer tools to manage
Data is secure and backed up
Website brings in inquiries
Other
What have you already tried that didn't work?
Spreadsheets
Off-the-shelf software
Hired a freelancer
Built it ourselves
Nothing yet
Other
When do you need this?
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ASAP
1 month
2–3 months
Flexible
Choose a Date
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Budget range
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Under $1,000
$1,000–$2,500
$2,500–$5,000
$5,000–$10,000
$10,000+
Not sure yet, need guidance
Is this project grant-funded or tied to a fiscal year deadline?
Yes, grant-funded
Yes, fiscal year deadline
Both
No
If so, when must funds be spent?
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
What do you need help with? Check all that apply.
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Dashboard
CRM Builder
Systems Engineer
Automations
Website & Hosting
I'm not sure yet
Book your discovery call
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