Engagement
How to engage
I work with small businesses and nonprofits across Central Texas. You start small, you know what you're getting before you pay for a build, and your time commitment stays small.
What I work on
Your team does the same task over and over
Someone copies data between systems, rebuilds the same report, or answers the same request every week. I build the piece that does the repeatable part reliably, so those hours go back to customers.
Leads and inquiries slip through
Calls during a job, web forms, and messages scattered across apps. I get them into one place with a fast reply and a follow-up, so the quote request from Tuesday doesn't turn up again in March.
Your systems disagree about basic facts
Your CRM, billing and spreadsheets each give a different answer. I trace where the numbers split and set up one set of numbers you can trust.
The annual report is a scramble every year
For nonprofits, I build annual and impact reports and board dashboards from the data you already track, so next year's report is mostly a refresh.
Start here: the Data Readiness Review
Starting at $750. A 60 to 90 minute working session on your tools, your data and the parts of the week that cost you the most time or money. Afterward you get a short written plan, ranked by payoff and effort. If you go ahead with a build within 60 days, the full fee comes off the price. If you don’t, you keep a plan you can hand to anyone.
Build menu
Automation
Takes one repetitive chore off your team, like invoicing, intake, scheduling or the weekly report.
Starting at $1,500
Dashboard
Puts the five to seven numbers that matter on one screen, updated from the tools you already use.
Starting at $2,000
Annual or impact report
A finished report for your board and funders, built from the data you already track.
Starting at $1,500
AI pilot
A fixed 30-day pilot that drafts replies, sorts requests or answers routine questions, with a person approving.
Starting at $5,000
Custom web dashboard, full annual report, ongoing support
Bigger or longer-running work, scoped after the Review.
Custom quote
Timeline
Most builds take two to four weeks after the Review.
- Week 1: access to your tools, map the process, agree on what done looks like.
- Weeks 2–3: build and test against real data.
- Week 4: launch, training, and a short check-in a few weeks later.
What you supply
- Read access to the tools involved (accounting, scheduling, CRM, spreadsheets).
- A sample of the real data and one example of the report or process as it works today.
- One person who knows the process and can answer questions within a few days.
Terms
- Every build has a written scope and a written agreement, so “done” is defined up front.
- Half to start and half at delivery. If the budget is tight, I can split payments across a few months.
- The Data Readiness Review is credited toward any build signed within 60 days.
- Your data stays yours, and the build is set up in your accounts where possible, with plain-English instructions so it doesn't depend on me.
FAQ
- What if a build doesn't make sense for us?
- I'll say so on the fit call or in the Review. Sometimes the right answer is to keep what you have.
- Do I pay for AI tools?
- For an AI pilot, you pay AI usage and software subscriptions directly, so there's no markup and you own the accounts.
- How do I reach you?
- Email dugan@turnbowanalytics.com, or book a fit call.
How to start
- Take the free 5-Minute Front Door Check. Results show on screen, no email needed.
- Book a free 20-minute fit call.
- If it makes sense, the Data Readiness Review starts at $750, credited toward a build if you sign within 60 days.