Regarding Her · Proposed Future State

The future-state data ecosystem

One source of truth, systems kept in sync, and targeted broadcast without manual list curation — the direction confirmed across discovery.

1central source of truth

6data streams, kept in sync

1,415+members, one record each

Goalno manual hand-offs

What changes

One source of truth. Member and donor records live in one CRM, consolidated and backed up in the DataHub, replacing the current five spreadsheet versions.

Systems kept in sync so a new member lands everywhere at once — the integration method is still to be determined.

Join Now in Tally with conditional logic routes members vs. friends automatically.

Map & directory auto-sync from the database and embed in the website, removing the double spreadsheet upload.

Targeted broadcast. Email and SMS send from the hub without hand-built lists.

Priorities & scope

The confirmed priority order and full scope live in one place, kept current, so nothing drifts across docs. See How the plan delivers on the grant — every commitment mapped to the plan with its scope boundary — and the Wants & Needs list for the V1 / later ranking.

Hopes & dreams

3–10 year vision · aspirational

Regarding Her's own long-term vision, captured from the workbook. This sits well beyond the current engagement — it's directional context for where the ecosystem could eventually go, not a committed build.

Verified Regarding Her membership makes ADA lawsuits go away
Onboarding includes RAMP and Women's Certification
A generative-AI search built on food & beverage knowledge from the community
An AI agent for each specialty area
A generative-AI search assessment
Mass texts reach members instantly for a rally, without landing in spam
Member letters generated and signed in one click
Alerts when a new woman-owned business registers with the county/city or gets an EDD number
Step-by-step courses on maternity leave
Brand-identity assessment with recommendations and a growth pipeline
A ZIP assessment tool
Easier stats, case-study display, and impact reports
Scale to Northern California; digital national reach
Envelop members and help fill the gaps they face
Coordinate events based on company size
A triage plan to help members try to stay open
Help members close with dignity when that's the right call
Help members with a résumé or job placement if they close
Vision for the RH team itself — revenue models, growth, org chart, theory of change

Near-term data priorities (if possible): Join Now form & onboarding · Impact Report (November).