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Implementation Roadmap

Knowing you can save is step one. This is the rest.

Some nonprofit discounts take five minutes. Others need a new account, a data migration, and careful timing so you don't pay twice. The Roadmap gives you exact steps for your subscriptions.

Start with the free audit

The Roadmap is offered from inside your free report, priced on your actual savings.

Example
Estimated first-year savings$2,000
Roadmap fee (30%)$600
Your first-year net benefit$1,400
Year two and beyondYou keep 100%

Before any other implementation costs. Estimated savings aren't realized savings until each switch is complete.

What's included

Personalized implementation roadmap
Every validated opportunity from your report, in the order that saves the most with the least disruption.
Exact vendor application links
The right page for your organization type, not a generic search result.
Eligibility checklist
Documents each program asks for (determination letter, EIN, group exemption letter for churches) and how to get validated.
Recommended migration sequence
What to switch first, what to run in parallel, and what to leave alone.
Data migration considerations
What carries over and what doesn't (for example, QuickBooks payroll history doesn't move to a new nonprofit subscription).
Account transition instructions
Admin access, user invitations, domain and billing changes, step by step.
Subscription cancellation checklist
When to cancel each old plan so you don't pay twice or lose data, with renewal dates in mind.
Expected implementation time
Hours per change, so you can schedule the work.
Known risks
Feature gaps, seat caps, renewal conditions, and what to test before you commit.
Email support while you implement
Questions answered within two business days for 60 days.

Our guarantee

Your fee is based on savings we validate, not the optimistic number.

  • Fee confirmed after eligibility review; it can only go down
  • Full refund if validated savings don't exceed the fee
  • No payment until you approve the scope
Need more hands?

Done-With-You Savings Implementation

Everything in the Roadmap plus live working sessions with your team, prepared applications for your review, and follow-up until each switch is complete. 40% of validated first-year savings, minimum $500. Limited availability.

Ask about availability

Questions

How is the fee calculated?

30% of validated first-year savings after known switching costs, with a $99 minimum and $2,500 maximum. One time, never recurring.

What if validation finds less savings than my report?

Your fee is recalculated on the validated number. It can go down, never up. If validated savings don't exceed the fee, you get a full refund.

When do I pay?

After you request the roadmap, we confirm your eligibility and the final fee by email. You pay only once you've agreed to the scope.

How long does it take?

Most roadmaps are delivered within five business days of confirming scope.

Will you log in to our accounts?

No. The roadmap tells you exactly what to do; you stay in control of your accounts. If you'd like live help, ask about the Done-With-You service.

Can't I just do this myself?

Absolutely, and your free report gives you a head start. The roadmap is for teams that would rather not spend hours on eligibility rules, migration gotchas, and cancellation timing.

See what your nonprofit could save

Free audit. About 5 minutes. No credit card, no passwords, no bank logins.

Find My Savings — Free