Our Strategic Capabilities

The Insights You Need To Lead

Chart Your Market Landscape with AI-Assisted Analysis

  • The Challenge: You know your field, but you're unsure of where the hidden opportunities or emerging threats are. You need corporate-level market research without the corporate-level price tag.

  • Our Solution: We use powerful, ethically-guided AI tools to conduct efficient market analysis, identifying trends and opportunities that aren't obvious from the ground. This service gives you access to insights comparable to expensive industry reports, tailored specifically to your organization.

  • What You Get: A clear understanding of your market, empowering you to make proactive decisions instead of reactive ones.

Find Your Competitive Edge with Benchmarking

  • The Challenge: You know who your competitors are, but you don't know exactly what they're doing better or where their weaknesses lie.

  • Our Solution: We conduct a thorough analysis of your competitive landscape, benchmarking your performance, marketing tactics, and customer engagement against others in your space.

  • What You Get: A defined strategy for differentiation, allowing you to focus your resources on the areas where you can truly win.

Know Your People with Audience Segmentation

  • The Challenge: You have a feeling you know who your best customers or most committed donors are, but you can't prove it with data. Your marketing messages feel too general.

  • Our Solution: We dive into your customer and supporter data to identify distinct segments. This allows you to understand who your audience is, what they need, and how to talk to them in the most effective way.

  • What You Get: Actionable audience personas that lead to more resonant content, higher engagement, and stronger relationships.

Streamline Your Growth with an Operational Audit

  • The Challenge: You feel like your team is working hard, but not always efficiently. You suspect there are missed opportunities to optimize your marketing and operational activities.

  • Our Solution: Drawing on decades of operations management experience, we conduct a holistic audit of your current processes to identify bottlenecks and areas for improvement.

  • What You Get: A concise report with high-level recommendations to improve efficiency, reduce operational overhead, and free up your team to focus on your mission.

Our Services, Your Investment

We believe in a people-first mindset, not a one-size-fits-all solution. Every organization is unique, which is why we view these packages as starting points for a conversation. Our engagements are flexible and modular, designed to meet you where you are. The first step is always a complimentary discovery call to understand your specific goals.

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Audit & Insight

Best for: Organizations feeling stuck or overwhelmed, needing an expert, outside perspective to identify the most critical challenges and opportunities.

What You Receive: This package is your starting point for clarity. We conduct a focused, AI-assisted review of your marketing and/or operations to uncover 2-3 key insights. We deliver our findings in a concise, easy-to-understand report and a one-hour debrief session. You'll walk away with a high-level, actionable assessment and a clear understanding of where to focus your energy for the greatest impact.

Your Investment: Packages starting at $1,500.

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Growth Plan Accelerator

Best for: Businesses or nonprofits that have a general sense of their challenges and are ready to commit to a detailed, strategic plan for the next 3-6 months.

What You Receive: This is your roadmap to tangible growth. Building upon an initial audit, we perform a detailed, AI-assisted audience analysis and develop a comprehensive strategic growth plan for your marketing and operations. Through a series of one-on-one sessions, we'll refine this plan together, ensuring you have a clear, step-by-step guide to achieving your goals. While each plan is customized, the outcome is always the same: a clear direction forward.

Your Investment: Custom packages range from $4,000 - $8,000

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Strategic partnership

Best for: Leaders who need a long-term, trusted partner for sustained support, implementation guidance, and strategic accountability.

What You Receive: This is our most comprehensive engagement, designed for deep, transformative work. As your dedicated strategic partner, we move beyond planning into implementation, training, and continuous improvement. Offered as a monthly retainer, this partnership includes ongoing reviews, proactive monitoring of your strategic landscape using AI tools, and a relentless focus on the measurable KPIs that matter most to you. This is more than consulting; it's embedding 25+ years of executive experience into your team.

Your Investment: Monthly retainers begin at $2,500 with a 3-month minimum.