sand agency

your organization’s personal (systems) assistant.

we use a people-first approach to research, implement, and visualize your organization’s unique systems.

  • are you stuck on what systems will benefit your org? and how many systems are too many? one segment of our work will be to whip up a white paper to help you figure out just what tools are right for you.

  • at the core of work together, we’ll decide exactly how - and why - to build out your systems to meet your team’s needs.

  • understanding what you get from good systems is key to team adoption and motivation. (what’s a system worth if it isn’t used, right?) we’ll create expertly simple and manageable data visuals and summaries to make it clear that good data is worth viewing.

featured services

CRM implementation

SALESFORCE IS OUR MOST OFTEN IMPLEMENTED CRM, WHETHER STARTING A NEW BUILD FROM SCRATCH OR UPGRADING AN EXISTING ENVIRONMENT. THE PROCESS IS IN-DEPTH, ALL DONE IN LAYMAN TERMS WITH YOUR PEOPLE AS THE PRIORITY. WE’RE ABLE TO BUILD OUT A SYSTEM THAT’S AS UNIQUE AS YOUR ORG!

INVESTMENT: USUALLY RANGES BETWEEN $20K-$45K

support monthly retainer

MANY GROWING NONPROFITS AND SMALL BUSINESSES DON’T HAVE THE INVESTMENT CAPACITY TO HAVE FULL-TIME STAFF; WE’LL JOIN YOU FOR A FEW HOURS A WEEK TO HELP LIGHTEN THAT LOAD, SUPPORTING ON TOOLS LIKE SALESFORCE, SLACK, FORM ASSEMBLY, AND MORE.

INVESTMENT: RANGES BETWEEN $1,600K-$5K/MONTH

WE HAVE CUSTOM PLANS UPON REQUEST AND CAN ALMOST ALWAYS WORK WITH ANY BUDGET.

recent partners

  • michael @imentor

    SANDY IS ONE OF THE MOST EFFECTIVE PRACTITIONERS I’VE WORKED WITH IN OVER 20 YEARS. HER CHANGE MANAGEMENT AND OD SKILLS ARE EXEMPLARY. SHE’S A GREAT PROJECT MANAGER. IN MY VIEW, HER BEST SKILL IS HER ABILITY TO WORK EFFECTIVELY WITH TEAMS ACROSS DIVERSE PERSPECTIVES AND SKILL LEVELS, CREATING REALISTIC PLANS THAT DELIVERED THE CHANGE WE NEEDED.

  • kellie @code nation

    SANDY IS EXTREMELY BRIGHT, HIGHLY RESPONSIVE TO REQUESTS AND NEEDS, A STRATEGIC THINKER AND PROBLEM SOLVER, AND A QUICK AND DETAILED WORKER. SHE OFFERS SOLUTIONS TO OUR NEEDS AND CHALLENGES THAT SET US UP FOR SUCCESS FOR THE LONG-TERM AND NOT JUST IN THE CURRENT MOMENT. SHE HAS REBUILT HUGE PORTIONS OF OUR [SALESFORCE] INFRASTRUCTURE TO BETTER MEET OUR NEEDS, AFTER IDENTIFYING THE PREVIOUS BUILD AS THE ROOT CAUSE OF MANY OF OUR CHALLENGES THAT WERE CAUSING ONGOING ISSUES FOR US.

    SANDY IS AN ABSOLUTE PLEASURE TO WORK WITH AND IS HIGHLY SKILLED AND COMPETENT WHILE ALSO BEING EMPATHIC, CLEAR IN HER COMMUNICATION, AND EASY TO WORK WITH FOR ALL OF OUR STAFF.

  • nicky @stem from dance

    SANDAGENCY IS AMAZING TO WORK WITH. SANDY TAKES A COLLABORATIVE APPROACH TO ENSURE THE SOLUTIONS WE BUILD TOGETHER WILL WORK TOWARDS OUR GOALS. SHE THINKS OUT OF THE BOX AND AT VARIOUS OPTIONS TO GIVE OUR ORGANIZATION EXACTLY WHAT WE NEED. WE'VE BEEN ABLE TO REIMAGINE HOW WE DO OUR PROGRAM EVALUATION DATA COLLECTION AND ENTIRE SYSTEMS WITH THE HELP OF SANDAGENCY.

  • rachael @muddy paws

    SANDY’S ATTENTION TO DETAIL, INCREDIBLE SKILLSET, AND PROFESSIONALISM HAVE BEEN INVALUABLE TO OUR ORGANIZATION.

  • sharma @M.A.D.E. to lead

    SANDY IS AN AMAZING THOUGHT PARTNER. SHE PLAYED A KEY ROLE IN HELPING PART OF OUR VISION COME TO LIFE FOR AN 8-MONTH LEADERSHIP DEVELOPMENT FOR A GLOBAL FORTUNE 500 TECH COMPANY. SHE LISTENED TO WHAT WE WERE LOOKING FOR IN TERMS OF THE ACCOMPANYING VISUALS AND LEARNING WORKBOOKS FOR OUR PARTICIPANTS, AND SHE CRAFTED WORKBOOKS THAT ENHANCED THE EXPERIENCE TENFOLD.

  • kate @100kin10

    WORKING WITH SANDY WAS SEAMLESS AND SUCH A HELP!

    SHE IS WONDERFULLY ORGANIZED AND IS A MASTER AT DESIGNING SLIDES, NOT TO MENTION SHE IS INCREDIBLY FAST! I COULD NOT HAVE COMPLETED MY PROJECT WITHOUT HER HELP.

  • george @the resolution project

    OVER SEVERAL PROJECTS, SANDY HELPED MY ORGANIZATION STREAMLINE OUR DATA AND PROCESSES, WHILE BEING AN ABSOLUTE PLEASURE TO WORK WITH.

  • antje @ao international

    THE DATABASE [SANDY] CREATED CHANGED OUR WAY OF WORKING. WE KNOW CAN EASILY TRACK THE INFORMATION COMING IN AND OUT AND CROSS-REFERENCING HAS NEVER BEEN EASIER.

    SANDY WAS ALSO VERY RESPONSIVE TO CHANGES WE NEEDED AND QUICK TO OFFER HER SUPPORT. SHE TALKED US THROUGH ANY CONFUSION WE HAD. THIS ATTENTION TO DETAIL AND WILLINGNESS TO TEACH HAS PAID OFF BIG TIME.