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I help nonprofits and small businesses build the operational backbone they need to grow—clearer systems, stronger infrastructure, better documentation, practical training, and the kind of internal structure funders, partners, boards, clients, and teams expect to see. I’m a consultant and trainer, with 25+ years of experience across nonprofit and small business leadership, operations, technical assistance, and systems design. My background includes 20+ years in the nonprofit sector, 13 years as a founding executive director, 7+ years of consulting and technical assistance, and 7 years of federal grant review service for the U.S. Department of Education. I’ve built multiple organizations from the ground up, increased annual revenue 24x, managed multi-million-dollar funding portfolios, and designed grant, program, and operational systems for a national multi-site education network. Most leaders I work with don’t need more advice. They need structure, follow-through, and someone who can translate what they’re already doing into something organized, repeatable, fundable, scalable, and easier to manage. I WORK BEST WITH ORGANIZATIONS THAT ARE: • Growing faster than their internal systems can keep up • Preparing for funding, partnerships, expansion, or leadership transitions • Operating without clear SOPs, workflows, documentation, or accountability structures • Stretched thin and needing stronger systems behind the work • Rebuilding outdated processes, programs, or internal operations • Pursuing a real fundraising, revenue, or growth strategy • Strengthening board, governance, program, business, or operational infrastructure • In need of practical training for staff, board members, volunteers, or leadership teams • Ready to move from “we know what we do” to “we can clearly show how it works” WHAT I OFFER ON UPWORK: Operations & Systems • Workflow, SOP, and documentation development • Operational audits and process improvement • Internal systems design for tracking, reporting, project management, and team coordination • Grant, program, client, or service delivery operations infrastructure • Vendor, contractor, and cross-functional coordination support Organizational Strategy & Infrastructure • Organizational assessments and capacity-building plans • Board development, recruitment, and governance support for nonprofits • Policy and procedure development • Program, service, and process design • Implementation support, evaluation support, and team training Training & Capacity Building • Customized workshops for nonprofit teams, small businesses, boards, and community-based organizations • Training on board governance, organizational systems, operations, workplace technology, AI literacy, and data storytelling • Staff training connected to real workflows, tools, roles, and responsibilities Capacity-building sessions that help teams improve how they work without adding unnecessary complexity • Practical facilitation for teams that need shared language, stronger processes, and clearer next steps Fundraising, Revenue & Growth Strategy • Fundraising strategy development for nonprofits across individual giving, events, corporate, and peer-to-peer channels • Donor engagement, stewardship, and retention planning • CRM optimization, donor/client segmentation, and data strategy • Campaign content and copy support, including appeals, stewardship messaging, sponsorship outreach, and promotional content • Coaching for executive directors, founders, development leads, and small business owners Funding & Growth Readiness • Grant readiness audits and snapshots • Funding strategy and prospect alignment • Organizational narrative review • 30-Day Funding Readiness Roadmaps • Infrastructure recommendations to help organizations become more fundable, credible, and prepared for growth Systems & Growth Support for Small Businesses • Database, CRM, and project management setup • Service delivery workflow development • Internal process design and documentation • Client intake, tracking, and follow-up systems • Project management and accountability structures • Operational structure for consultants, service providers, and growing small teams If you’re looking for someone who can take a holistic view of what your organization actually needs—and then help turn scattered ideas, processes, and priorities into usable systems—let’s talk.

I advise and work directly with founders, executives, fund managers, and venture-backed teams to raise capital, navigate corporate growth, and build high-leverage systems. I bring founder-level experience and executional depth across: Capital Strategy & Fundraising Multi-stage fundraising strategy (Pre-Seed to Series C and beyond) Investor materials: pitch decks, CIMs, data rooms, cap tables Experience pitching angels, VCs, PE firms, and investment banks Corporate Development & M&A Buy/sell-side support and growth-stage advisory Strategic planning, structuring, and market expansion Deep cross-sector experience: fintech, AI, crypto, healthcare, martech, and more GTM & Growth Ops Market fit strategy, sales enablement, and channel design Pipeline development and new logo acquisition ($1M+ contracts closed) Systems mapping for lead gen, BD, and repeatable B2B growth If you're looking for an operator who’s been in the trenches — raising, scaling, structuring deals, and building execution layers from scratch — I’m here to help.

I’m a nonprofit strategy and data analytics consultant with 12+ years of experience helping mission-driven organizations grow programs and drive impact. I currently serve as Director of Strategy at a 450+ employee non-profit healthcare organization and lead Prognos Strategy (Prognos, LLC), a consulting practice that supports non-profits, healthcare providers, and community-based organizations in navigating change and scaling sustainably. Core Services: - Strategic Planning - Business & Growth Planning - Financial Modeling & Analysis - Competitive Market Research - Program Design & Evaluation Whether you need data turned into clear insights, strategy that drives impact, or executive presentations that win support, I can help. Let’s connect and explore how to bring your next project to life.

I help entrepreneurs fast-track their success with real-world strategies that work. I’m a 3x founder, former Fortune 100 strategist, and an award-winning entrepreneur whose business has been featured on the cover of Entrepreneur's Startups magazine, ranked top 20% in the Inc. 5000, and recognized for the Best Marketing Campaign of 2020 – all achieved with minimal marketing budget and instead a meticulously crafted strategy. I've personally raised eight figures in investment capital and generated multiples of that in revenue. My expertise in marketing and fundraising has been profiled in Forbes, and I’ve been featured in and written for Entrepreneur. There are plenty of advisors out there – but very few have actually done what you're trying to do. I have. And now, I help other entrepreneurs because it feels good. How I can help you: - Go-to-Market Strategy – Position your product for growth, adoption, and profitability - Product-Market Fit – Find, engage, and retain your ideal customers - Brand Strategy & Positioning – Differentiate and win in a crowded market - Fundraising & Pitch Decks – Get the attention (and dollars) of investors - Crowdfunding Campaigns – Plan and execute high-converting campaigns - Sales Pitch Strategy – Gain the trust and support of key accounts and decision-makers - Leadership & Execution – Build, manage, and scale high-performing teams rooted in the mission My approach blends corporate strategy expertise (5 years working under McKinsey partners) with real-world startup execution (10+ years of scaling my own business and coaching others). I also know how to take what I've learned and impart it onto others; I’ve taught entrepreneurship at CU Boulder’s Deming Center, a nationally recognized hub for the next generation of business builders, and I co-founded a private members-only network for high-growth CPG leaders. Why work with me? ✔ 10+ years in entrepreneurship – From bootstrapping to raising capital ✔ Inc. 5000 CEO – Built and scaled a national CPG brand ✔ Award-Winning Marketer – Drove millions in revenue with creative, cost-effective campaigns ✔ University Professor – Taught real-world entrepreneurship at a top-ranked business school ✔ Corporate Strategy Expertise – McKinsey-trained at a Fortune 100 company I don’t believe in vague, generic advice. I offer clear, actionable strategies that move the needle. If I’m not the right fit, I’ll refer you to someone in my network who is. Industries I’ve worked in: - Consumer Packaged Goods (CPG) - E-Commerce & DTC - Financial Services & Insurance - Automotive - Education - Veteran Non-Profits Let’s talk, first call is free. I offer a complimentary initial consultation to ensure we’re a great fit. I also charge fixed-fee pricing so there are no surprises. Plus, I’m offering 70% off my standard rate for a limited time, as I haven't been on Upwork since launching my business over 10 years ago! If you want real-world strategies from someone who’s actually built and scaled a business, message me now, and let’s get started.

I help established business leaders make their best decisions when they're facing seemingly impossible crossroads. After 25+ years in corporate leadership (marketing, operations, sales, executive support) and 12+ years as an entrepreneur, I've learned that the most powerful business decisions aren't made by choosing between head and heart. They're made by integrating both. THE CHALLENGE MOST LEADERS FACE You're standing at a crossroads: A product launch failed, and you're not sure whether to pivot or double down A key partnership is fracturing, and the cost of staying or leaving both seems too high Market disruption is forcing you to reinvent, but the path forward isn't clear Financial pressure is mounting, and every option feels like a gamble You have to make a call that will define the next chapter of your business The data says one thing. Your gut says another. And everyone's advice conflicts. MY APPROACH: THE G.R.A.S.P. METHOD I work with leaders who refuse to choose between strategic rigor and deeper wisdom. Through the G.R.A.S.P. Method, I help you: -Gather information: Not just data, but context, patterns, and what's really at stake -Reflect on the situation: Beyond the numbers to understand the full picture -Ask for guidance: Integrate counsel from trusted advisors, discernment practices, and wisdom beyond just your own analysis -Strategize wisely: Develop options and pressure-test assumptions -Proceed with confidence: Make the best decision you can with what you know, then move forward This isn't consulting. This isn't coaching. This is strategic advisory for leaders who know that wisdom and strategy aren't opposites. WHO I WORK WITH I maintain a limited roster of established business leaders who are: -Running businesses with $500K–$10M+ in revenue -Facing genuine crossroads moments (not just day-to-day challenges) -Leading with both excellence and integrity -Open to integrating data-driven strategy with discernment -Ready for high-level guidance, not hand-holding HOW WE WORK TOGETHER Fractional Strategic Advisory (Monthly Retainer): -Strategic counsel for pivotal business decisions -G.R.A.S.P. Method implementation for complex situations -Ongoing advisory access during critical decision windows -Integration of data analysis and discernment practices This is second-in-command wisdom. I'm not running your business, but I'm helping you navigate the decisions that will define it. Monthly retainer starting at $5,000. One-time strategic consultations available at $500/hour. BEYOND ADVISORY WORK I'm also the curator of Expect the Impossible, a collaborative book series featuring established business leaders who've navigated seemingly impossible situations with both strategic thinking and uncommon wisdom. Volume 1: Leadership at the Crossroads (launching 2026) features stories of failed launches, financial crises, partnership implosions, and strategic dead ends—and how leaders made it through by refusing to compromise either excellence or integrity. MY PHILOSOPHY Business can be a mission field. Leadership doesn't require you to choose between head and heart. And the impossible moments are often setups for breakthrough—if you're willing to navigate them with both wisdom and courage. Every leader deserves support when facing a crossroads. Not more tactics. Not more motivation. Strategic wisdom. LET'S CONNECT IF: ✓ You're facing a pivotal business decision right now ✓ You value both data and discernment ✓ You lead an established business and need high-level strategic counsel ✓ You have a powerful "impossible to possible" business story and might want to contribute to the book series ✓ You believe business leadership should integrate excellence and integrity