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Moves Management

All of our non-profit services are centered on the Moves Management Process, a strategic framework that underpins everything we do from auditing your website SEO to implementing sophisticated CRM automations.

Audits & Implementations

Our audits and implementations are designed to uncover opportunities and translate them into tangible results. We meticulously assess your nonprofit's operations, then implement strategic solutions to propel you toward your goals. It's about optimizing your performance and maximizing impact.

Areas of Focus
  • CRM Platforms
    • HubSpot
    • Salesforce
    • Kindful
    • Raiser's Edge
    • NationBuilder
    • etc
  • Moves Management Processes
    • Donor Communication Strategy
    • List Segmentation & Strategy
    • Donation Processor & Data Flow
  • Digital Transformation
  • Workflow Automation
  • Data Integration
  • Marketing Strategy

Professional Trainings

Knowledge is a powerful tool for nonprofits. Our professional trainings are tailored to equip your team with the skills and expertise needed to excel in the ever-evolving nonprofit landscape. Stay ahead of the curve, enhance your capabilities, and drive positive change in your organization.
Trainings Include
  • Moves Management
  • Email Marketing
  • Social Media Marketing
  • HubSpot for Non-Profits
  • Campaign Management

Retainer Services

Achieving your mission requires ongoing commitment. Our retainer services ensure that the Moves Management Process remains at the core of your nonprofit's activities. We provide continuous support, strategic guidance, and valuable insights to help you navigate challenges, seize opportunities, and make a lasting impact. Your success is our ongoing mission.
Areas of Focus
  • Donor Prospecting Management
  • Housefile Management
  • CRM & Automation Management
  • Donor Cultivation Consulting
  • Fractional Development Teams

Let's Get To Work!

Our Work

Explore tales of achievement and transformation as you delve into our case studies. Uncover the challenges our clients conquered, the strategies we employed, and the impactful results we achieved together. 
Online Fundraising

Unlocking the Power of STRONG Signers in Nonprofit Email Marketing

Online Fundraising
Libertas Institute

How Optimize Consulting Transformed Libertas Institute's Donor Base

From 500 donors to a thriving force of 5,000+, Libertas Institute's partnership with Optimize...
Online Fundraising
Young Americans for Liberty

Revolutionizing Fundraising: Young Americans for Liberty's Success

Young Americans for Liberty (YAL) embarked on a transformative journey with Optimize Consulting to...