Company or nonprofit, the work is the same. An audit, then three fixes in the order that makes the next one possible.
Every engagement starts with the audit. Revenue, spending, tech, operations. We see what you can't, because you're too close to it. Then we fix what it finds.
01
The tools you need, not the ones you inherited. Duplicates cut, spend recovered, one documented stack the whole team can access.
02
Every contact in one CRM, cleaned and tagged, with real pipeline stages and follow-up that does not depend on memory.
03
Whole org, or scoped to one offer or program. Workflows rebuilt end to end, tools connected, an owner on every step.
For companies
Founders carrying every department at once. The pipelines get built around leads, clients, and deals, and the business stops depending on you to hold it together.
For nonprofits
Executive Directors carrying every department at once. The pipelines get built around donors, sponsors, and members, with board reporting on the other end.
These sit outside the sequence. Pick the one that applies.
Too much on your plate, stuck in analysis paralysis. We consolidate the whole list and just start. Not in perfect order, not on a perfect timeline, and when you are this backlogged it does not need to be. Once things are moving, phase two is where we fix the priority order.
Best for
A facilitator-led room that works through real problems together. The core format is a one-hour critical thinking and situational problem-solving session, up to seven people. Other workshops on request when there is a fit.
Best for
Narrower than fix 02. You already have a CRM and you want it working, not rebuilt around. We audit what you have, find where follow-up leaks, and make it earn its keep.
Best for
For when the site should book calls, answer objections, and capture leads, instead of sitting there. Usually a sign the operations underneath need attention first, which is why it lives here and not in the sequence.
Best for
If the fixes are the same, what am I choosing between?
The sequence is identical because the underlying problem is identical. What changes is who the systems serve. Companies get pipelines built around leads, clients, and deals. Nonprofits get pipelines built around donors, sponsors, and members, with board reporting on the other end.
Do I have to start at fix one?
The audit decides that, not a template. The order exists because each fix makes the next one possible, so skipping ahead usually means rebuilding it later. If your stack is already clean, we start at 02.
How long does the whole sequence take?
Roughly three to four months if you run all three fixes back to back. Most do not. The audit often points to one or two, and you can stop after any of them.
What are the other types of engagements?
Work that sits outside the sequence: clearing a backlog, facilitating a working session, tuning a CRM you already have, or rebuilding a website to book calls. Book one on its own, or add it to a fix when it comes up.
Do you only work on operations?
Operations is the core. For specialty situations we bring in independent experts, like dispute resolution or corporate and trademark law, who each run their own practice.
How do I know which is right for me?
A single fit call. It is a straightforward conversation about where you are stuck, and you leave with a clear next move whether or not we work together.
One call. You leave with a clear next move either way.