Three ways to engage
Whether you need ongoing capacity, crisis stabilization, or intensive transformation—we meet you where you are and deliver what you need.
Fractional COO/CDO
Ongoing executive capacity without the full-time hire
What's Included:
- Weekly Executive Leadership: Active member of your Senior Leadership Team with strategic oversight
- Cross-Functional Alignment: Coordination across Development, Finance, HR, Data, and Compliance
- Revenue Systems Redesign: Multi-channel optimization, donor retention strategies, pipeline development
- Zero-Based Budgeting + Quarterly Reforecasting: Financial discipline with 1% accuracy targets
- Team Coaching + Process Optimization: Staff development, workflow redesign, knowledge transfer
- Board Reporting + Strategic Planning: Executive reporting, strategic direction, governance support
You need this if:
Your operations are stable but you lack senior capacity to execute strategic priorities. You need a COO/CDO at the table but can't afford (or don't need) a full-time executive yet. At 50–70% less than a full-time hire, you get senior capacity at a fraction of the loaded cost.
Learn more about Fractional CDO → · Fractional Operations →
See proof: Forecasting Accuracy · Multi-Entity Governance
Expected Outcomes:
- Clear revenue forecasting with quarterly accuracy
- Aligned cross-functional teams working toward unified goals
- Improved donor retention and channel ROI
- Scalable systems that outlast the engagement
- Senior capacity to execute, not just advise
Interim Executive Leadership
Full-time leadership during transitions or emergencies
What's Included:
- Acting COO/CDO/Chief of Staff: Full executive authority during leadership gaps or transitions
- Crisis Stabilization + Team Retention: Calm the chaos, preserve institutional knowledge, maintain morale
- Revenue Protection: Ensure fundraising operations continue without disruption during leadership transition
- Search Support + Executive Onboarding: Help recruit, select, and onboard your permanent executive hire
- Handoff Documentation + Systems Transfer: Complete transition materials so nothing is lost
- Board Communication + Stakeholder Management: Maintain confidence during uncertainty
You need this if:
Your CDO, COO, or Chief of Staff just departed (or is about to). Revenue is at risk. Your team is anxious. You can't afford a 6-month search process with no one in the seat. And with $425 billion in federal funding frozen, 36% of nonprofits ending 2024 in deficit, and one in three organizations disrupted — this isn't a normal transition.
See proof: Greenpeace Strategic Transformation
Expected Outcomes:
- Revenue operations continue without disruption
- 100% team retention during crisis period
- Board confidence maintained through transition
- Successful permanent hire with clean handoff
- Stabilized operations ready for new leadership
Direct Response Advisory Retainer
Strategic guidance for direct marketing channels without full executive capacity
What's Included:
- Direct Response Channel Strategy: Digital, text, telemarketing, canvass, mail, and omni-channel marketing
- Retention & Upgrade Programs: Donor retention strategy, upgrade pathways, recapture campaigns
- Mid-Level Pipeline Development: Build sustainable mid-level donor programs that feed major gifts
- Channel ROI Optimization: Performance analysis, testing frameworks, and data-driven recommendations
- Monthly Strategic Guidance: Regular calls, performance reviews, and strategic direction
- RFP Design & Vendor Management: When you need vendor support, we'll design RFPs and manage relationships
You need this if:
You have an internal development team but need senior-level strategic guidance for direct marketing channels. You want expert oversight without full fractional capacity.
Donor Retention → · Monthly Giving → · Supporter Journey →
See proof: Greenpeace Strategic Transformation · In-House Canvass Rebuild
Expected Outcomes:
- Clear direct response strategy across all channels
- Improved ROI on direct marketing programs
- Data-driven decision making for channel investments
- Stronger retention and mid-level donor pipelines
- Strategic direction without full-time executive cost
RFP Design & Vendor Management
Strategic procurement for development services and technology
What's Included:
- RFP Strategy & Scope Development: Define what you actually need before you go to market
- RFP Document Creation: Professional RFP documents with clear requirements and evaluation criteria
- Vendor Outreach & Management: Identify qualified vendors and manage the bidding process
- Proposal Evaluation: Objective scoring, vendor interviews, and reference checks
- Contract Negotiation Support: Ensure favorable terms and clear deliverables
- Implementation Oversight: Ensure successful vendor onboarding and delivery
You need this if:
You're procuring canvass services, digital marketing, technology platforms, or consulting support—and you want to ensure you get the right vendor at the right price with the right terms.
Expected Outcomes:
- Clear scope and requirements before vendor selection
- Competitive bidding from qualified vendors
- Objective evaluation and vendor selection
- Favorable contract terms and pricing
- Successful vendor implementation
Turnaround + Restructure
Intensive rebuilds for organizations in crisis
What's Included:
- Comprehensive Gap Analysis: Full diagnostic across operations, fundraising, finance, systems, and team capacity
- Revenue Engine Rebuild: Multi-channel optimization, acquisition/retention redesign, pipeline restructure
- Financial Systems Overhaul: Zero-based budgeting, forecasting infrastructure, reporting systems, compliance fixes
- Organizational Restructure: Role clarity, reporting lines, accountability systems, decision-making frameworks
- Change Management + Team Stabilization: Navigate resistance, preserve talent, build buy-in
- Implementation Roadmap: 90-day plan with milestones, owners, and success metrics
You need this if:
Everything is broken. Revenue is declining. Systems are fractured. The team is overwhelmed. A national firm would charge $100K–$300K for this scope and staff it with junior associates. You get the senior operator who does the work — at a fraction of that cost.
See proof: Greenpeace Strategic Transformation · Forecasting Accuracy
Expected Outcomes:
- Clear diagnosis of what's broken and why
- Revenue systems that drive predictable growth
- Financial infrastructure with forecasting accuracy
- Aligned team with clear roles and accountability
- Executable roadmap for sustainable operations
AI Deployment
Production AI systems that actually work for your team
What's Included:
- Readiness Assessment + Opportunity Mapping: People-centered evaluation of which processes are ideal for AI
- Governance Framework: Privacy protocols, access controls, escalation rules, and "I don't know" behavior standards
- Custom GPT/Gem/Claude Project Build: 1-6 assistants designed as thought partners (doc-grounded, citation-first)
- Knowledge Base Integration: Upload policies, process docs, templates—organized for AI consumption
- Empathetic Change Management + Staff Training: Address AI anxiety, build trust, teach teams to think with AI (not just prompt it)
- Adoption Support: Grounded in staff feedback, usage tracking, and continuous improvement
You need this if:
Staff ask the same questions repeatedly. Policy/process knowledge is trapped in key people's heads. Slow ramp time for new hires. Inconsistent execution across teams. High volume of routine support tickets. Revenue team needs faster testing/iteration.
Expected Outcomes:
- 5-10 hrs/week reclaimed per staff member → less time on mundane tasks, more time on strategic work
- 30-50% ticket deflection → managers coach teams instead of answering repetitive questions
- Faster testing cycles for revenue teams → fundraisers focus on donor relationships, not manual tasks
- Improved execution consistency → AI remembers the process, staff focus on thinking
- Reduced onboarding time → new hires onboard faster, senior staff mentor (not train on basics)
- Higher staff satisfaction → people feel leveled up, not replaced
