About

While EveryAction is a robust and customizable tool, it comes with a steep learning curve and limited training resources. We meet every learner where they are, regardless of technology and/or CRM experience, to bridge the confidence and knowledge gap. We aim to demystify your database using the problems staff are facing that week. This builds confidence in the tool and needed skills in your team.

  • CLC hosts Office Hours virtually on Zoom, where, to build familiarity with EveryAction, we encourage interactive screen-sharing. We can walk you through the steps while you make the clicks yourself. 
  • You can invite your whole team to popcorn questions or they can be one-on-one sessions.
  • Follow up emails summarize what we covered, so your other team members can stay in the loop even if they don’t attend every Office Hour. When relevant, they also include links to CLC Toolbox guides, to continue your learning.
  • If requested, Office Hours can be recorded for future reference; we've seen this used to create mini-trainings on common workflows.

1 Hour

Want more Office Hours?

If you're interested in setting up recurring Office Hours for yourself or your team, CLC offers bundle options for multiple Office Hours at discount. For more information and pricing, email Evaluation & Growth Director Emily Cate. 

Not sure if Office Hours are the right fit? Have more questions about the Toolbox? Schedule a free 30-minute consultation. 

Bundle Value-Add

Thinking about opting for an Office Hours bundle? Benefits include:

  • You’ll meet with one dedicated Project Lead who understands your data’s context, your mission and programs.
  • If needed, additional members of the CLC team will weigh in – pulling from what’s worked well for other clients and our varied nonprofit, organizing and tech backgrounds.
  • While on active contract, you’ll receive free access to the CLC Toolbox, a library of over 200 guides that walk you through both strategic thinking about data and each click you’ll take in EveryAction. 
  • If needed, we will escalate questions to EveryAction support and coordinate with them to reach a resolution.
  • We document the answers to the questions your team raises in a handbook for them to use as an ongoing reference.