Clearer operations, cleaner follow-up, and better visibility.
CPR Insights helps mission-driven organizations, nonprofits, and educational institutions organize scattered information, reduce manual follow-up, and build practical workflow systems that make work easier to manage.
What changes after the system is implemented.
Less manual follow-up
Tasks, due dates, ownership, reminders, and follow-up queues reduce the amount of work living in staff memory.
Cleaner information flow
Forms, shared records, and status workflows help information enter once, move clearly, and stay easier to find.
Better leadership visibility
Dashboards and reporting views make it easier to see activity, status, bottlenecks, and outcomes without manual check-ins.
Faster decisions
When the workflow is mapped and the right data is visible, teams can prioritize the next step with less guessing.
More consistent delivery
Shared processes, SOPs, and workflow rules reduce variation between departments, regions, or individual staff systems.
Smarter growth insight
Website and marketing analytics can connect external interest to internal follow-up, intake, reporting, and decision-making.
Start with the right level of clarity.
Every engagement starts by understanding the workflow. That protects your organization from paying for a build before the problem, process, and first useful system are clear.
Workflow Clarity Session
A focused working session for teams that need clarity before a deeper assessment or build.
- 90-minute strategy session
- One workflow discussed at a high level
- Bottleneck diagnosis
- Recommended next step
- Short summary memo
Focused Workflow Assessment
The recommended starting point when a workflow affects multiple people, tools, handoffs, or reporting needs.
- One priority workflow
- 2-3 stakeholder conversations
- Current-state workflow map
- Bottleneck findings
- Tool and process review
- Future-state recommendation
- Phase 1 implementation path
System Blueprint
A deeper planning engagement that turns workflow findings into implementation-ready requirements.
- Detailed future-state workflow
- Required fields and data structure
- User roles and permissions guidance
- Dashboard requirements
- Automation triggers
- Developer-ready build requirements
Build pricing depends on scope.
After the workflow is understood, implementation can be scoped around the right first system instead of the largest possible build.
Starter Workflow System
Best for one simple workflow with intake, tracking, basic automation, and a starter dashboard.
Operations Visibility System
Best for structured records, routing, follow-up queues, dashboards, automations, SOPs, and team handoff.
Portal + Workflow System
Best when the team needs a cleaner internal portal experience with role-based views and guided workflow actions.
Standalone project ranges.
| Service | Typical Range | Best Fit |
|---|---|---|
| Dashboard Build | $3,500-$7,500 | Leadership visibility, reporting, source tracking, and operational metrics. |
| CRM / Spreadsheet Cleanup | $2,500-$5,000 | Messy records, duplicate data, inconsistent tracking, and basic CRM discipline. |
| Intake Form + Tracker | $2,500-$4,500 | Partner intake, program requests, lead capture, or opportunity tracking. |
| Automation Setup | $1,500-$4,500 | Reminders, routing, notifications, status changes, and follow-up workflows. |
| Website / Marketing Analytics Audit | $1,250-$2,500 | Understanding traffic, source quality, conversion paths, and web performance. |
| Website Refresh | $3,500-$7,500 | Focused copy, layout, CTA, analytics, and user-path improvements. |
Monthly support after launch.
Basic Care
Up to 2 hours monthly for light updates, monitoring, and small fixes.
Systems Support
Up to 4 hours monthly for workflow edits, dashboard checks, minor automations, and monthly review.
Managed Growth Ops
Up to 8 hours monthly for optimization, reporting, stakeholder support, and small improvements.
Common questions.
Do we need an assessment before a build?
Usually, yes. The assessment helps identify what should be built first and prevents the organization from paying for a system before the workflow is clear.
Can we start smaller?
Yes. The Workflow Clarity Session is designed for organizations that need a smaller first step before committing to a full assessment.
Are software costs included?
No. Third-party platform costs, licenses, hosting, automation usage, AI usage, SMS/email costs, and connector fees are separate unless explicitly included in writing.
Can this include website or marketing analytics?
Yes. CPR Insights can support website, marketing analytics, and conversion tracking when those areas connect to growth, intake, reporting, or follow-up workflows.