Your call is booked
You're booked in - and we're looking forward to it
Thank you. That’s a good step for your charity.
Your free call is confirmed. Below is everything you need to get ready – it takes about ten minutes, and it’ll make the conversation far more useful.
Check your inbox
Your confirmation is on its way
We’ve sent a confirmation email with your video link and calendar invite. If it’s not there in a few minutes, have a quick look in your spam folder. Need to move the call? There’s a reschedule link in the same email – use it any time.
How to get ready
Three quick things before we speak
Step 1: Note where the pressure is
The call works best when you arrive with a few things already in mind. Take ten minutes to note:
- What’s creating the most pressure right now – in governance, strategy, systems or income
- What you’ve already tried – and what hasn’t worked
- What a good outcome from this call would – look like for you
You don’t need polished answers – rough notes are fine. We’ll structure the conversation from there and ask the right questions to get to what’s actually going on.
Step 2: Watch a short video first
Before we speak, watch “Don’t Waste Your Time Running a Charity”. It walks through the things every charity needs to get right early – across governance, strategy, systems and income – and why most charity problems aren’t really funding problems. You’ll start to spot which patterns might be playing out in your own organisation.
Step 3: Check your tech
It’s a video call, so check that your mic, camera, light, and Internet connection are working beforehand. The call usually takes about 30 minutes.
Useful tools while you wait
The same tools we use with the charities we work with.
While you wait for the call, it’s worth a look at our toolkits, guides and frameworks – built from 15 years inside the sector, and priced so small charities can actually use them. A few that trustees and CEOs reach for most:
- Charity Growth Diagnostic – work out where time, money or momentum is being lost, and what needs attention first.
- Charity Income That Doesn’t Depend on One Source – why income stays fragile in small charities, and how to build it as a connected system rather than scattered activity.
- When Your Strategy Stops Guiding Decisions – spot where your direction stopped fitting reality, what still holds value, and how to rebuild a strategy people actually use.
- Trustees Meeting Minutes Template – a structured Word template built around Charity Commission CC48, so your minutes hold up when a funder or the Commission asks.
Worth a look before we speak – you might spot something that’s already on your mind.