Client Management Health Check

Answer 6 quick questions to get your personalized score and recommendations.

1. How quickly can a volunteer check in a returning client?

From the moment a client arrives to completing check-in.

2. How long does it take to generate a funder report?

Time to compile demographics, service counts, and trends.

3. How confident are you in your data accuracy?

Could you verify your numbers if a funder asked?

4. How long does it take to train a new volunteer?

Until they can handle check-ins independently.

5. How often do you find duplicate client records?

Same person entered multiple times in your system.

6. Can your system track what you actually distribute?

Food boxes, hygiene kits, financial aid, clothing, etc.

Your client management health score

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