Elegant Systems. Real Traction. Growth Without Chaos.
• Process audit & bottleneck map. • Forms → CRM automations
• SOPs + task templates • E-sign + cloud docs f low
• Metrics dashboard (light) • Intake & follow-up templates
• Offer & messaging tune-up
• One-page site or landing refresh
• Lead capture + follow-up
• Funding strategy & grant calendar
• Narrative drafting & polishing
• Attachments & compliance
• 501(c)(3), EIN, bylaws & policies
•SOPs, handbooks, board governance
• Reporting & compliance binder
• Donor CRM & intake workflows
• Email templates & thank-you flows
• One campaign plan + assets