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Additional Consulting
Built to Guide Your Growth

Clear, actionable planning that aligns your goals, messaging, and channels into a focused marketing approach.

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Additional Consulting Services

Strategy Retainer

$2,500/mo

Continuous access to senior marketing strategists for guidance, high-level decision support, and campaign oversight, communications, and fundraising initiatives.

  • Monthly strategy & planning meetings
  • Campaign & fundraising reviews
  • Priority input on initiatives
  • Budget & tool recommendations
  • Partner coordination guidance
  • Monthly strategy roadmap
  • Quarterly review presentation

Strategic Plan Development

$10,000 + Travel Expenses

End-to-end strategic planning process that aligns leadership and teams, defines long- and short-term objectives, and actionable plans to achieve goals.

  • Leadership & team planning sessions
  • SWOT analysis & CSF development
  • Long-term & short-term objectives
  • Assign ownership & accountability
  • Develop 6–12 month action plans
  • Review budget & staffing alignment
  • Board approval & performance review

Messaging Day Workshop

$5,000 + Travel Expenses

Intensive session to clarify your organization’s voice, define core audience messaging, and align communications across web, email, social, and print.

  • Core audience identification
  • Messaging direction session
  • StoryBrand framework application
  • Voice & tone alignment
  • Messaging guide delivery
  • Web & social content guidance
  • Print materials guidance

Donor Strategy Audit

$5,000 + Travel Expenses

Evaluation of donor communications, database, and fundraising efforts to uncover opportunities, improve engagement, and maximize impact.

  • Donor database evaluation
  • Giving trends & retention analysis
  • Review segmentation & accuracy
  • Direct mail campaign review
  • Integration with digital/email channels
  • Prioritized improvement plan
  • 60-min strategy review session

What’s Included?

Strategy Retainer

$2,500/mo

Continuous access to senior marketing strategists for guidance, high-level decision support, and campaign oversight, communications, and fundraising initiatives.

  • Monthly strategy and planning meetings provide ongoing leadership alignment and marketing direction.
  • Campaign and fundraising reviews ensure initiatives are strategic and effective.
  • Priority input is provided for major launches and key decisions.
  • Budget and tool recommendations help maximize ROI and efficiency.
  • Partner coordination guidance ensures vendors and teams stay aligned.
  • A monthly written roadmap outlines priorities and next steps.
  • A quarterly presentation reviews performance and sets actionable goals.
Purchase
Strategy Retainer

Strategic Plan Development

$10,000 + Travel Expenses

End-to-end strategic planning process that aligns leadership and teams, defines long- and short-term objectives, and actionable plans to achieve goals.

  • Leadership sessions clarify current reality and future vision.
  • SWOT analysis identifies strengths, risks, and opportunities.
  • Long-term objectives are developed with timing and metrics.
  • Short-term objectives are assigned with ownership and accountability.
  • 6–12 month action plans support strategic objectives.
  • Budget and staffing alignment is reviewed for feasibility.
  • Board approval and performance reviews ensure accountability.
Purchase
Strategic Plan Development

Messaging Day Workshop

$5,000 + Travel Expenses

Intensive session to clarify your organization’s voice, define core audience messaging, and align communications across web, email, social, and print.

  • Core audiences are identified to clarify messaging priorities.
  • A guided messaging session defines voice and positioning.
  • The StoryBrand framework is applied to sharpen communication.
  • Brand voice and tone are aligned across departments.
  • A messaging guide is delivered for ongoing use.
  • Web and social messaging recommendations are included.
  • Print and campaign messaging guidance is provided.
Purchase
Messaging Day Workshop

Donor Strategy Audit

$5,000 + Travel Expenses

Evaluation of donor communications, database, and fundraising efforts to uncover opportunities, improve engagement, and maximize impact.

  • A donor database evaluation identifies gaps, trends, and opportunities.
  • Giving trends and retention are analyzed to uncover growth insights.
  • Segmentation and data accuracy are reviewed to improve targeting.
  • Past direct mail campaigns are evaluated for ROI and effectiveness.
  • Integration between mail, email, and digital channels is assessed.
  • A prioritized improvement plan outlines clear next steps.
  • A 60-minute strategy session reviews findings and defines action.
Purchase
Donor Strategy Audit
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