What Sarah wants
One central source of truth
Replace a legacy desktop-only system (Exceed) and a patchwork of Google Sheets with a single, cloud-based platform she and her assistant can access from anywhere.
Win back time
Eliminate hours of manual data merging so Sarah can focus on running the restaurant, staging theater productions, writing grants, and building the gallery.
Consolidate email marketing
Cancel Constant Contact (renewal imminent) and handle all donor and ticket-buyer communications inside one platform — using the same drag-and-drop workflow she already knows.
What's in the way
Fragmented, messy data
Donor records live in Exceed on one desktop. Ticket-buyer emails (5,800+) sit in Constant Contact. Event CSVs are separate. Manually reconciling duplicates is a constant time sink.
Tight budget & small staff
Only three employees. No dedicated database person. Board president John Willingham controls spend approval. Price sensitivity is real — she's mentally benchmarking $3,000–$4,500/year.
Donor fatigue in a rural community
Low-income county means the donor pool is small and asked often for tickets, too. Board is cautious about over-soliciting. She only does one direct mail campaign per year — intentionally.
What to show
Data import & smart segmentation
Show the templated CSV import tool, duplicate handling, and contact deduplication. Then demo filtering — "everyone who bought tickets last season" — to make the value immediately concrete for her workflow.
Built-in email & Journey Automation
Walk through the drag-and-drop email builder (same engine as Constant Contact — she's already sold on familiarity). Show automated thank-you journeys to replace manual acknowledgment letters. Quantify: "cancel your CC subscription."
Recurring giving & mobile app
Demo the recurring donation setup with auto-updated card expiration — zero manual work. Show the mobile app + Tap to Pay for events. Tee up wealth screening for John to see the major-gift upside without pressuring existing donors.