Client Management Health Check

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

        How quickly can a volunteer check in a returning client?From the moment a client arrives to completing check-in.

                5+ minutes searching through records
              
                2-5 minutes with some digging
              
                Under 2 minutes
              
                Under 30 seconds
              
How long does it take to generate a funder report?Time to compile demographics, service counts, and trends.

                4+ hours of manual spreadsheet work
              
                1-3 hours pulling data together
              
                Under an hour
              
                Under 15 minutes
              
How confident are you in your data accuracy?Could you verify your numbers if a funder asked?

                Not confident - lots of gaps and guesswork
              
                Somewhat confident but inconsistent
              
                Mostly accurate with occasional errors
              
                Very confident - clean and verified
              
How long does it take to train a new volunteer?Until they can handle check-ins independently.

                2+ hours and they still need help
              
                About an hour with ongoing questions
              
                30 minutes - mostly independent
              
                Under 15 minutes
              
How often do you find duplicate client records?Same person entered multiple times in your system.

                Constantly - it's a major problem
              
                Often enough to be frustrating
              
                Occasionally - we catch most of them
              
                Rarely or never
              
Can your system track what you actually distribute?Food boxes, hygiene kits, financial aid, clothing, etc.

                No - we use generic fields or paper notes
              
                Partially - we make it work with workarounds
              
                Mostly - covers what we need
              
                Yes - fully customized to our programs

Client Management Health Check

How quickly can a volunteer check in a returning client?

How long does it take to generate a funder report?

How confident are you in your data accuracy?

How long does it take to train a new volunteer?

How often do you find duplicate client records?

Can your system track what you actually distribute?

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