Schedule Consulting and Training with Bill

This page is for Bill’s current clients.  If you are not currently a client of Bill, please contact him to let him know of your interest in meeting.  Thank you!

Instructions for New Users

Thanks for wanting to meet with Bill!

While this shows Bill’s next availability for scheduled consulting and training, if you need to have a conversation with Bill earlier than the schedule offers, email or contact Bill.

If you would like to book multiple time slots, you will need to repeat this process for one session at a time.

Be sure you get an immediate email confirmation on the appointment to ensure the appointment is successfully scheduled. You will also receive an appointment invitation with an embedded Zoom link.

If you prefer, email or contact Bill with your preferred meeting dates and times based on the availability you see listed below. Thank you!

“We are so fortunate to have you as a resource, and I’m really glad that you were able to be part of our project team. I really think there’s no way we’d have been as successful in completing these conversions and implementing RE NXT had it not been for you.

“Your genuine interest in wanting to understand our organization, along with your guidance, wisdom, expertise, and patience were vital to our project being a success. I most appreciate how you truly became part of our team; helping us get into all the nitty-gritty details that we needed to address in order to strategically set up and effectively utilize our new database for long-term success.

“I think it’s rare to find a consultant who really cares as much as you do about the long-term success of the organizations you are helping. I’m so confident in how our database has been configured and in our staff’s ability to effectively use it.

“I’m certain I would not have this level of confidence, especially in my own abilities as database manager, had our conversion and implementation assistance been limited solely to that of Blackbaud’s trainings and resources. I can’t thank you enough for all you’ve done to help us. Seriously, anyone doing a database conversion needs to have you on their team.

“There’s so much to learn in RE NXT and the numerous tips and insights you were able to give us that we didn’t get from trainings are why I know our database is set up so well. I really don’t know how we could have done it without you.”

Director of the Annual Fund & Donor Analytics
Foundation in the San Francisco Bay Area

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