Core Corporate Services
Systems Audit & Efficiency Assessment
The problem it solves:
Many organizations are operating on fragile systems—manual spreadsheets, disconnected apps, or outdated workflows—leading to wasted time, missed opportunities, and team burnout.
Who it’s best for:
Nonprofit leaders, Residential Care Facilities, law firms, consultants, and service-based business owners who know their backend could be better—but don’t know where to start.
Tangible outcomes:
Full audit of your current operations, tools, and workflows
Identification of inefficiencies, gaps, and high-impact quick wins
A clear roadmap showing how to streamline and scale with confidence
Investment: Starting at $297
CRM & Workflow Automation Setup
The problem it solves:
Many organizations are operating on fragile systems—manual spreadsheets, disconnected apps, or outdated workflows—leading to wasted time, missed opportunities, and team burnout.
Who it’s best for:
Organizations ready to get serious about automation, follow-up systems, and centralized client/donor management. Especially those using (or wanting to use) tools like Go High Level,Hubspot, ConvertKit, or MailerLite.
Tangible outcomes:
Set up or optimize your CRM for leads, clients, and donors
Automate onboarding, check-ins, reminders, and re-engagements
Tagging and segmentation that personalizes communication
Investment: Custom pricing (based on CRM platform + scope)
Fundraising + Donor Engagement Automation
The problem it solves:
Donor fatigue is real—and so is inconsistency in outreach. If you’re always scrambling before a campaign or missing post-donation touchpoints, it’s time to systemize your stewardship.
Who it’s best for:
Nonprofit organizations who want to increase donor retention, automate gratitude + update sequences, and have better campaign launch cycles.
Tangible outcomes:
Automated donor onboarding and thank-you flows
Follow-up email and SMS sequences for re-engagement
System-generated reminders for annual or seasonal giving
Investment: Starting at $797
Capacity Building & Team Training
The problem it solves:
Executive directors, firm leaders, and founders with small to mid-size teams who need aligned, systems-literate, and empowered staff.
Who it’s best for:
Executive directors, firm leaders, and founders with small to mid-size teams who need aligned, systems-literate, and empowered staff.
Tangible outcomes:
Custom team training (live or recorded) based on your tools and workflows
Onboarding SOPs and role-based system access
Confidence-building support for team members to own their part of operations
Investment: Starting at $497 per session (Retainer packages available)
Sales Funnel & Marketing Strategy for Service Firms
The problem it solves:
Your services are powerful—but your marketing doesn’t reflect that. Leads aren’t converting, visibility is inconsistent, and your funnel feels more like a maze.
Who it’s best for:
Coaches, consultants, and professional service providers looking to clarify their client journey, increase sales predictability, and build authority online.
Tangible outcomes:
Custom sales funnel map (lead magnet, nurture, conversion)
Email + content strategy to drive leads and build trust
Funnel setup support + analytics to track what works