Partnership Discovery Survey

We’ve taken a moment to learn about your work, and it really stood out to us. We've worked with organizations like yours to help ease operational challenges and support growth, and we'd love to understand what's most important to you. We value your time and, in lieu of a 15-minute introductory call, we've created this short survey to get aligned on your goals and needs.

Organization Name Your Name Email Phone Number What are you working toward right now? (Select all that apply) Expanding reach to serve more clients, customers, or community members
Improving services or programs
Raising more funding or revenue
Streamlining operations or reducing workload stress
Understanding impact or performance
What’s getting in the way or slowing you down? (Select all that apply) Limited staff capacity
Time spent on admin or reporting
Unclear data or progress tracking
Lack of tools or systems
Difficulty showing results to funders, customers, or partners
We're using tools, but they don't talk to each other
What tools or systems do you currently use, and for what?

Tool/System	Finances (budgets, payments)	Tracking Impact/ Outcomes	Operations (scheduling, admin)	Customer/Donor Management	Marketing/Outreach
Excel or spreadsheets
QuickBooks or accounting software
Salesforce or CRM
Custom database or tools
Paper records / manual tracking

Other system used for:

Many organizations tell us they feel overwhelmed by the behind-the-scenes side of their work. How often does that happen to you? There’s no wrong answer — we hear this from many organizations. What’s something you wish you could track or understand better? In other words, think about anything that slows you down or makes reporting stressful. What would you like to see more clearly? What would make the biggest difference in helping you feel confident about your data or workflow? Easier tools or systems
Clearer reporting or dashboards
More staff capacity or training
Outside support or consultation (someone to guide or build it for you)
Not sure yet, open to ideas
Anything else you’d like to share about your goals or challenges?

Thank you for sharing your insights and priorities. Someone from our team will reach out via email or phone within 1–2 business days to share helpful next steps.