COACHCARE
Custom tooling · Healthcare
2025
An internal tool that, given a supporter name and a meeting context, pulls from CRM history, public records, and recent giving, then drafts a two-paragraph briefing.
Two hours of manual prep per major-donor meeting, often skipped under time pressure.
Briefings are now generated for every external meeting on staff calendars. Development team reports 3× the rate of personalized follow-ups.