Keep your nonprofit's systems organized, every month
Once your organization is set up, someone has to keep the files, trackers, and records in order. Our monthly care plans handle the upkeep, organization and maintenance only, so you can stay focused on your mission.
What monthly care includes
- A monthly digital tidy, inbox and folder cleanup, tracker upkeep, formatting checks
- A client-safe Service Activity Log so you always know what was done
- A short monthly summary and a next-actions list
- Standard: a monthly system review plus one small tracker or document tweak
- Plus: an on-site or deeper maintenance block and a quarterly health check
- Priority support and a quarterly check-in reminder
Monthly care, three levels
Month-to-month. Organization and maintenance of the systems we build, never legal, tax, or accounting work.
Basic Care
Monthly remote tidy: inbox and folder cleanup, tracker cleanup, activity log, a short summary, and a quarterly check-in reminder.
Standard Care
Everything in Basic plus a monthly system review, folder and naming cleanup, one small tweak, priority support, and a next-actions list.
Plus Care
Everything in Standard plus one on-site or deeper maintenance block, a same-week response target, two small tweaks, and a quarterly mini health check.
How ongoing care works
We connect to your system
You give us access to the files and trackers we built or that you own; we set up a recurring service agreement.
We maintain it monthly
Each month we tidy, update, and check your system, then log exactly what was done.
You get a summary
A monthly delivery summary and next-actions list land in your inbox, no surprises, no clutter.