Services

Start With a System Health Check That Pays for Itself

Assess Your Internal Data Systems

We review your current internal setup — folders, file names, metadata, documentation, and shared drives — to uncover what’s working, what’s risky, and where your team is losing time. You’ll get a tailored System Health Scorecard with red flags, quick wins, and a roadmap of next steps.

💡 The full $750 is credited toward any future service.

Why It Matters

Disorganized data stalls progress. When folder structures are unclear and documentation is scattered, staff spend more time searching and second-guessing than doing the work that matters.

A System Health Check gives you space to pause, clean up, and make smart decisions. You’ll walk away with a prioritized roadmap — and if you continue, your $750 applies directly to the next phase.

System Health Check – $750
A strategic review of your current internal systems—with a full credit toward future work.

✅ Review of folder structure, file naming, documentation, and metadata practices
✅ Summary of risks, inefficiencies, and data usability issues
✅ Checklist of recommended improvements + visual system map
✅ 45-minute debrief call or async video walkthrough
✅ $750 credit toward any project booked within 30 days

This isn’t a generic audit — it’s a practical, prioritized blueprint. And if you move forward, it pays for itself.

Not sure where to start? After the audit, we’ll recommend the most strategic next step based on your current systems, internal capacity, and any deadlines or reporting requirements.

What Happens After the Health Systems Check?

Based on your results, we’ll recommend one of the following tailored engagements to match your team’s needs, urgency, and goals.

📂 Documentation Rescue – Starting at $2,500
For teams overwhelmed by messy folders, inconsistent file names, and scattered documentation. We streamline your internal data setup — clarifying structure, improving searchability, and making documentation easier to maintain across teams.

✅ Folder structure redesign – reduce confusion and increase ease of access
✅ Naming conventions + rollout plan – consistent labeling across teams and files
✅ Custom documentation templates – for SOPs, onboarding, and internal guides
✅ Basic metadata layer – to support searchability and reduce version control issues
✅ Starter data dictionary – define key fields and standardize your terms
✅ Final system guide + 30-day async support – so the cleanup sticks long after we wrap

Best for nonprofit ops teams or program staff who want clarity without complex software.

📑 Grant Readiness Overhaul – Starting at $3,500
For teams preparing for grants, evaluations, or audit-readiness — this package strengthens internal documentation for external accountability.

✅ Everything from Documentation Rescue — structure, templates, and async support
✅ Review of funder-facing documents — plans, reports, dashboards, and metrics
✅ Easy-to-use tracker — to monitor outputs like deliverables, datasets, or reports
✅ Metadata framework — aligned with funder standards (timelines, tags, file naming)
✅ Starter data dictionary — covering common indicators or reporting fields
✅ Custom checklist — tailored to your grant terms and deliverables, with 30 days of async support

Ideal for program or development teams who want to build funder-ready infrastructure before deadlines hit.

⚡ VIP Sprint – Starting at $4,500 (Invite Only)
For urgent transitions, launches, or deadlines when there’s no time to waste. This intensive, done-for-you system overhaul is delivered in just 5 business days.

✅ Covers one full system or up to 15 folders – with structure, naming, and documentation cleanup
✅ End-to-end rebuild – including folder architecture, file naming, SOPs, and metadata
✅ Starter data dictionary – define key files and fields for onboarding and audit-readiness
✅ 60-minute kickoff call + recorded walkthrough – so your team stays aligned
✅ Final system guide + 30 days async support – for questions, refinements, or rollout help

Best for high-stakes moments — onboarding new teams, launching programs, or preparing for last-minute funder reviews.

Monthly Retainers

After your initial project is complete, many teams choose to continue with monthly support. This ensures your systems stay clean, your documentation evolves with your team, and nothing falls through the cracks.

🔁 $750/month – Light Support
For teams that want to maintain clean systems with minimal effort and stay aligned between audits.

✅ Async support via email or shared doc comments
✅ Quarterly system check-ins + recommendations
✅ Fast feedback on structure, templates, or naming conventions

🧭 $1,250/month – Hands-On Support
For teams scaling fast or juggling multiple systems who need ongoing support to adapt, document, and align across teams.

✅ Up to 5 hours of support/month for documentation and system updates
✅ Live onboarding help for new hires or transitions
✅ Monthly async review or live check-in with recommendations
✅ Real-time refinements to templates, workflows, or guidance

Ready to get started?
Fill out the form below or email us directly at dasha@thedataincline.com.

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