I help nonprofits clean up and actually use EveryAction, so your data is trustworthy, your reports make sense, and your staff can breathe again.
Freelance EveryAction consulting serving small-to-midsize nonprofits nationwide.
Your EveryAction CRM should work for you, not the other way around.
I'm Becca Montjoy, a freelance EveryAction consultant based in Portland, OR. Before going independent, I spent years at Bonterra helping onboard over 100 nonprofits onto the EveryAction platform, so I know the system inside and out, and I know how quickly it can become a source of stress instead of a tool that actually helps.
Now I work directly with nonprofits to fix the problems that build up over time: duplicate contacts, broken automations, reports that don't match, and staff who've lost confidence in their data. If any of that sounds familiar, you're in the right place.
EveryAction Consulting Services
From data audits to ongoing monthly support, here's how I help nonprofits get more out of EveryAction.
CRM Health Check + Action Plan
Not sure where your EveryAction database stands? This audit gives you a complete picture of what's working, what's broken, and exactly what to fix first, delivered in plain English with no jargon.
Data Cleanup + Reporting
Messy data doesn't fix itself. As a dedicated EveryAction specialist, I do the cleanup work and build the reports your development team, communications team, and leadership can all actually use.
Fractional or Interim Support
Need an EveryAction database manager without the cost of a full-time hire? I offer part-time, ongoing support that keeps your CRM clean and your team unblocked, month after month.
Best for: Small-to-midsize nonprofits without a dedicated database manager, or organizations in transition after a staff departure.
Templates + Spreadsheet Tools
Sometimes the right fix lives outside your CRM. I offer custom spreadsheet templates designed specifically for nonprofits, including ready-to-use tools from my shop, 501 Digital Studio.
Contact Me
Ready to get EveryAction working for you? Contact me and I'll be in touch within one business day.
Not ready to commit yet? That's okay, a free 30-minute intro call is the easiest way to figure out if we're a good fit.