Little Green Light CRM Optimization And Process documentation

My goal for this project is so to relaunch effective and consistent use of our CRM, Little Green Light. Due to necessary staff reductions we lost our in house expert and there was very little documentation. We need to catch up on data while documenting how-to and critical processes.

The volunteer will support our mission by ensuring we have consistent access to donor, partner, and champion data that allows us to implement segmented strategies of engagement to ensure children and families in Washington state have access to the resources they need.

We hosted a fundraiser in June and have data ready and we are flushing out our development plan as well as outreach. We are primed with data so the project will not be a theoretical setup of a CRM but will have the ability to implement and assist us with much needed efficiencies so our resources can be put to the best use.

We already have license to little green light. We use box.com for documentation and files sharing. We also Google Suiteand are exploring NotebookLM to document and mine internal processes (very new). We also use Microsoft 365.