(NPSP) Coaching Packages - Small Business CRM Coach

Salesforce for Nonprofits Coaching Packages

Talk with an Expert Zoom Session

1 hour Q&A zoom session
Format: Online Video Zoom Meeting
Book Talk with an Expert zoom session now | $195

Power Up Virtual Workshop

  • 1 hour zoom session to review training goals
  • 3-Hour Private Training Session with certified Salesforce Admin Coach Lidiane Mocko
  • 30 min follow-up session
  • Format: Online Video Zoom Meeting | Up to 5 Seats

Maybe you’ve got a basic understanding of Salesforce NPSP, but need to brush up on your skills?

Or maybe you need to bring your team up to speed for better support?

How is this different than Salesforce Trailheads?

  • It is different because it is customized for your organization!
  • Our training sessions are based on examples that are relevant to you and your team.

Book a Power Up Virtual Workshop Now | $900

  • Review the main types of records in your donor management system.
  • Understand how Household account records can help your organization to manage donors.
  • Learn how to track and segment contacts.
  • Know how to spot opportunities to engage donors.

Salesforce Nonprofit Jumpstart

Customization and Private Training Sessions with certified Salesforce Admin Coach Lidiane Mocko

Weekly Online Video Zoom Meetings | Ongoing Phone & Email Support | 3 Months

Are you ready to take advantage of everything your Salesforce NPSP has to offer?

Would you like to have dashboards to give you more visibility to what is happening in your nonprofit?

Do you need help to customize Salesforce for your organization? 

Do you need one-on-one technical support for you or your team to dial in the advanced configuration of your system in order to align it with your organization’s goals?

Learn more about our NPSP Jump Start Package

Graduates of our Salesforce NPSP Jump Start Program can opt-in for Check Point Membership.

Once a month we book a video zoom call review your priorities for the implementations of Salesforce NPSP tools and strategies. This is important because the systems change over time, and so does your organization.

We use this time to support your organization to grow by leveraging the latest features of Salesforce. In addition, this membership provides access to ongoing phone and email support.

Monthly Video Zoom Meeting | Ongoing Phone & Email Support

Check Point Membership | $700/month

Small Business Software Consulting


Small Business CRM Coach
Lakewood, CO 80228
(720) 509-9649