Systems That Support Your Work
Smarter systems. Less manual work. More impact.
Your systems should work for you—not against you. From strategy to execution, I help impact-driven teams optimize systems, communications, and workflows.
Even small improvements in automation, collaboration, or engagement systems can free up hours each week—so your team can focus on what truly matters.
-
Systems Roadmap
Strategy & Audit
A detailed audit and roadmap to eliminate inefficiencies and create a clear path forward—so you stop wasting time on systems that don’t serve you.
—
✔ Identify what’s working—and what’s slowing you down across up to three core workflows
✔ Walk away with a customized roadmap for long-term efficiency
✔ Apply a portion of the fee toward implementation if booked within 30 days
💡 Best for: Teams that know they need better systems but aren’t sure where to start.
—
Roadmap Fee:
$1,500–$2,500, based on team size, complexity, and number of workflows covered -
Systems That Support Your Team
Operational & Project Management Systems
Set up the right tools so your team can work smarter, communicate more effectively, and eliminate bottlenecks.
—
✔ Set up or optimize team project management tools (ClickUp, Asana, etc.)
✔ Create seamless workflows & templates to save time
✔ Improve team communication & collaboration systems
✔ Develop centralized file organization & knowledge management (Google Drive, SharePoint, Notion, etc)
💡 Best for: Teams struggling with scattered communication and inefficient workflows.
—
Custom pricing based on scope and needs.
-
Systems That Support Your Outreach
Marketing & Engagement Systems
Simplify content planning, automate marketing tasks, and keep your team organized across platforms.
—
✔ Editorial calendars, campaign planning, and content workflows
✔ Marketing automation (lead nurturing, welcome series, segmentation, automated follow-ups)
✔ Analytics & reporting (track performance of email, social, and marketing efforts to refine strategy)
✔ Templates for repeatable marketing processes (emails, social posts, campaign workflows)
💡 Best for: Teams managing content, social media, or marketing campaigns who need clear processes and automation to stay efficient.
—
Custom pricing based on scope and needs.
-
Systems That Support Your Growth
Automation & Workflow Optimization
Automate processes, optimize engagement, and ensure seamless system integration.
—
✔ Set up automated engagement workflows (lead nurturing, donor retention, client onboarding) to reduce manual work and improve efficiency.
✔ Help teams set up and integrate CRMs, donor databases, and engagement tools (Cvent, Eventbrite, EveryAction, etc.) as part of their larger workflow.
✔ Reduce repetitive manual work through automation
💡 Best for: Teams spending too much time on manual admin and engagement tasks and needing better automation & tracking.
—
Custom pricing based on scope and needs.
-
Fractional Systems Support: Ongoing Strategy & Implementation
Need expert systems support—without hiring in-house? With fractional support, you get ongoing strategy, automation, and implementation to keep everything running smoothly—month after month.
—
✔ Monthly support for ongoing system improvements, automations & project management
✔ Flexible hours based on your team’s needs
✔ Proactive guidance + hands-on implementation💡 Best for: Teams that need ongoing support managing workflows, automation, digital tools, and project management—without the cost of a full-time hire.
—
Custom retainers available based on your team’s needs. Let’s explore the right fit.
Not sure where to start? Let’s discuss your team’s biggest challenges and find the best way to improve your systems.
Your systems should drive your growth—not slow you down.
Let’s eliminate tech headaches, simplify your backend, and build systems that help you work smarter. Whether you need quick wins or a full transformation, I’m here to help.