Wendy Almeida Freelance, LLC

Helping teams organize projects, improve workflows, and turn data into useful insights.

How I Can Help

I work with marketing and nonprofit teams when important projects need more structure, clearer communication, or extra help to keep moving. I can step in to understand what needs to happen, organize the work, and help teams turn plans, data, and ideas into useful reports, completed projects, and clearer next steps.My background includes project management, marketing operations, content, and nonprofit data work. That means I can help with both the big-picture goal and the day-to-day details, from sorting out responsibilities and timelines to improving workflows, building reports, and making information easier to use.Each project is shaped around what the team needs, whether that is a specific project, a reporting need, a workflow issue, or a period of transition. My goal is to help with the immediate work while leaving behind clearer processes, better information, and tools the team can continue using.

Marketing Project Management & Operations Support

For CMOs and marketing leaders who need additional capacity to organize and deliver complex work.I help bring structure and momentum to campaigns, content initiatives, launches, and marketing operations projects. This may include coordinating internal teams and external partners, building timelines and approval workflows, clarifying responsibilities, tracking dependencies, improving project management systems, and creating status and reporting structures that give leadership better visibility into progress, dependencies, and risks.This support may be useful when:

A high-priority campaign or initiative needs a dedicated project owner.
Work is stalled by unclear responsibilities, competing deadlines, or missed handoffs.
A team has project management tools but lacks consistent workflows.
Marketing leaders need clearer visibility into deliverables, decisions, and project risks.
An internal project manager or operations team needs experienced short-term capacity.

Potential outcomes include:

Clear project ownership, timelines, and responsibilities
Better coordination across teams, agencies, and contractors
More consistent content and campaign workflows
Improved visibility into project status, dependencies, and risks
Repeatable templates and processes that remain useful after the engagement

Nonprofit CRM & Development Operations

For development directors and nonprofit leaders who need cleaner donor data, more useful reports, clearer audience segments, or extra support during a staffing transition or busy campaign season.I help nonprofits better understand and use the information already in their CRM. This may include reviewing data structure, cleaning up records, building donor or member segments, and creating reports that are easier to trust and use. I also help identify giving and engagement patterns that can support fundraising, stewardship, communications, volunteer engagement, and campaign planning.This support may be useful when:

A development team has valuable information but limited time to analyze it.
The organization is preparing for a capital campaign, strategic initiative, or period of growth.
Staff transitions have left important database knowledge or workflows without clear ownership.
Leadership or the board needs clearer information and confidence in existing data to guide fundraising decisions.

Potential outcomes include:

More consistent and useful development reporting
Useful audience segments for cultivation, stewardship, appeals, and communications
Reports that help leadership understand giving and engagement trends
Clear priorities for CRM improvements and data cleanup
Better continuity and institutional knowledge during staffing transitions
Stronger information for campaign planning and board-level decision-making

More consistent and useful development reporting

Make better use of the data already in your CRM.A CRM review can help when reports are difficult to trust, donor information is inconsistently organized, audience segments are hard to build, or leadership needs clearer information for fundraising and campaign planning.I review how donor, member, volunteer, and campaign data is structured, maintained, and used across the organization. Depending on the project, this may include data quality, record structure, reporting practices, segmentation, workflows, and development reporting needs.A CRM review may include:

Assessment of current data structure, quality, and workflows
Identification of reporting gaps, inconsistencies, and priority cleanup needs
Recommended donor, member, or volunteer segments
Reports highlighting giving, engagement, membership, or stewardship patterns
Summary of findings and practical recommendations
Prioritized next steps based on staff capacity and organizational goals

The result is a clearer understanding of what is working, what needs attention, and how your organization can use existing data more effectively to support fundraising, stewardship, campaign planning, communications, volunteer engagement, and leadership reporting.

Project Experience

My experience spans nonprofit development, marketing operations, SaaS, media, and editorial organizations. Across these roles, I have helped teams organize complex projects, improve workflows, structure information, and turn data and content into clearer systems, stronger audience engagement, and better-informed decisions.

Nonprofit CRM & Donor Data

Managed and structured a nonprofit CRM with more than 30,000 constituent records. Improved data organization, reporting, and segmentation so development staff could more easily identify priority audiences, understand giving activity, support stewardship, and plan more targeted communications.

Segmentation & Reporting

Built audience segments, CRM reports, and data workflows to help a nonprofit development team better understand donor behavior, campaign engagement, membership activity, and stewardship opportunities. The work gave staff clearer information for appeals, volunteer communications, donor follow-up, and fundraising planning while reducing reliance on broad, one-size-fits-all outreach.

Marketing Project Management

Managed marketing and demand-generation workflows for SaaS organizations with multiple internal stakeholders, external partners, and overlapping campaign deliverables. Built repeatable templates, documentation, timelines, and project workflows in Asana and Monday.com to clarify ownership, track dependencies, coordinate content production, and improve visibility into progress and next steps. These systems helped teams manage complex work more consistently and move campaigns forward with greater accountability.

Website Launch & Content Management

Led the development and launch of a new website for a nonprofit professional membership organization in healthcare IT. Recruited and coordinated subject-matter experts across six topic areas, established the site architecture and content workflow, and managed content development through launch. The completed site gave the organization a substantial, organized platform for member education, professional resources, and ongoing communications.

Database Organization & Taxonomy

Maintained and organized a marketing technology database containing more than 15,000 company and product records. Refined taxonomy, categories, and content standards to improve searchability, data accuracy, and the usefulness of the database for marketers researching and evaluating technology.

Editorial Content Packaging

Developed website landing pages and digital content packages for nonprofit media and editorial organizations covering complex reporting projects. Organized stories, background information, and related resources into clearer audience pathways, helping readers understand the broader context and engage more deeply with the work.

Reach Out

Have an important project, campaign, or CRM initiative that needs clearer structure, dedicated ownership, or additional capacity? I’d welcome a conversation about what your team is working on and where experienced project or operational support could make a difference.

Let's connect on LinkedIn

Thank You

I really appreciate you reaching out. I will be in touch soon.