1. How do you manage donor communication? *

A) Everything is manual—emails, calls, thank-you notes

B) We use templates but still send each one ourselves

C) Some automation is in place, but it’s messy

D) It’s fully automated and working consistently

2. How much time do you spend managing volunteers or clients each week? *

A) Over 10 hours—it’s constant

B) 5–10 hours—it’s draining, but necessary

C) 2–5 hours—there’s some system, but I still step in

D) Less than 2 hours—it mostly runs itself

3. Do you track donations, engagement, and follow-up easily? *

A) Not at all—it’s in my head or scattered everywhere

B) We try to track in spreadsheets or manually

C) We have a CRM but we’re not using it fully

D) Yes—it’s automated and insight-rich

4. How often do you feel overwhelmed by daily operations? *

A) Every day—I’m barely keeping up

B) A few times a week—it’s a lot, but I push through

C) Occasionally—I have help or structure in place

D) Rarely—things are handled

5. What do you need most right now? *

A) Time and breathing room

B) A better system that works without me

C) Streamlined processes and clarity

D) Strategy to support our next level of growth

Just need to know where to send your results

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