Hire the Best Strategy & Planning Freelancers in Massachusetts

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Chris C.

Proposal & Pricing Strategy | Financial Modeling & Social Impact

Kingston, Massachusetts
$69 per hour
2 jobs

Need a proposal that is persuasive, compliant, financially defensible and backed by credible evidence? I help government contractors, nonprofits, development organizations and impact-focused businesses build proposals, pricing models, financial analyses and impact cases that all support the same decision. My work sits at the intersection of funding, finance and impact measurement. Across more than 10 years, I have supported complex government, donor, nonprofit and corporate initiatives involving proposal strategy, pricing, financial modeling, Power BI, grant development, SROI and social-impact measurement. Selected experience includes: • Supported approximately 300 proposals representing roughly $2.2B in aggregate opportunity value • Developed proposal budgets and financial models ranging from approximately $150K to $350M • Supported approximately 210 negotiations and proposal efforts across multiple international markets • Built financial, scenario, sensitivity and profitability models for senior decision-makers • Developed Power BI dashboards for pipeline, financial and performance reporting • Managed and analyzed a roughly $3M corporate community-investment portfolio while helping achieve approximately 25% budget savings • Developed SROI, Theory of Change and impact-measurement approaches across corporate, nonprofit and international-development environments PROPOSALS, RFPs & FUNDING I help clients move from a solicitation or funding opportunity to a clear, defensible submission. Services include: • Proposal and grant writing • RFP, RFQ, RFA and NOFO analysis • Technical and management narratives • Compliance matrices and proposal outlines • Federal, state, foundation, corporate and donor proposals • Budget and cost narratives • Proposal review and red-team analysis • Capture and opportunity strategy • Partnership and consortium development • Theory of Change and results-framework development I don't treat the narrative and budget as separate exercises. The proposed strategy, staffing, pricing, risks and expected outcomes need to describe the same project. PRICING, FINANCIAL MODELING & DECISION SUPPORT I build financial analysis that helps organizations make decisions, not simply spreadsheets that calculate correctly. Services include: • Proposal pricing and cost volumes • Financial modeling and forecasting • Scenario and sensitivity analysis • Cost realism and price analysis • Staffing and level-of-effort models • Budget development • Profitability and margin analysis • Partner and subcontractor budget review • Negotiation support • Excel-based analytical models • Power BI dashboards and executive reporting My background in proposal pricing means I understand both sides of the problem: what makes financial sense internally and what can withstand external scrutiny. SROI, CSR & SOCIAL IMPACT Organizations frequently know how much they spent and how many people they reached but struggle to demonstrate what actually changed. I help move measurement from activity counts toward outcomes, attribution, evidence and value. Services include: • Social Return on Investment (SROI) • Social-impact assessment • Theory of Change and logic models • Outcome frameworks and indicators • CSR and community-investment measurement • Stakeholder analysis • Impact valuation • Materiality and evidence assessment • SDG and IRIS+ alignment • Impact dashboards • Board, donor and executive reporting My approach combines impact measurement with financial discipline. That means asking not only whether a program produced activity, but what changed, who experienced the change, how confident we are in the evidence and whether the investment represented credible value. RESEARCH, REPORTING & EXECUTIVE COMMUNICATION Writing is part of the analytical process. I translate financial, technical and impact information into: • Proposals • Executive reports • Impact reports • White papers • Case studies • Budget narratives • Research reports • Board and donor materials • Decision-ready presentations The result is fewer handoffs and less lost context between the people developing the strategy, building the financial model, measuring the results and explaining the case. If you have an RFP, grant opportunity, pricing model, financial analysis, dashboard or impact-measurement challenge, send me the materials and the decision you are trying to make. I'll help identify the gaps, structure the analysis and turn the pieces into a coherent, defensible deliverable.

Alan D.

Financial Analyst, Fractional CFO and Accountant

Somerville, Massachusetts
$75 per hour
21 jobs
$6K+ total earnings

Hi, I’m Alan—a fractional CFO and accountant who pairs in depth financial analysis with the hands-on pragmatism small businesses need to thrive. Over the past 10+ years I’ve: -Guided 40+ owners through clean-ups, audits, and growth initiatives—often taking them from “mystery margins” to airtight, diligence-ready books. -Unlocked profit lifts by implementing job-costing, WIP schedules, and KPI dashboards for construction, roofing, landscaping, and other trade contractors. -Built & sold my own restaurant/catering brand, so I understand owner stresses and how to translate numbers on the page to real-world operations. -Modeled seven-figure exits and capital raises—from scenario planning and bank packages to buyer Q&A. -Automated back-office workflows with QBO, Gusto, Ramp, Relay, and Zapier—cutting month-end close from weeks to days.

Noreen H.

High-Impact Marketing Leader: Product Launch, GTM, Campaigns

Watertown, Massachusetts
$150 per hour
4 jobs
$30K+ total earnings

Leading SaaS & AI Growth Strategist: Propelling Tech Ventures to Market Dominance Welcome, where the journey of SaaS and AI businesses transforms from potential to market dominance. With a focus on driving innovation and scalability, I harness the power of SaaS and AI to catapult businesses into leaders of the tech revolution. Unveiling Our Path to Success: ⤵️ 📈 Strategic Vision at Blocsinc.io: At the helm of Blocsinc.io, I've guided SaaS and AI companies through the maze of market entry to leadership. Our strategies encompass in-depth branding, dynamic product marketing, and aggressive market penetration, all underscored by robust analytics and community engagement for sustainable growth. 📣 Elevating Research with Rayyan: We've positioned Rayyan as the go-to AI platform for researchers worldwide, leveraging strategic marketing and partnerships. Our approach has not only broadened its user base but also cemented its status as a leader in AI-driven academic tools. 📈 Transforming Logistics Through ColdTrack: Developed a Strategic Product Marketing Framework for ColdTrack, focusing on organizing product roadmaps, training internal teams, and conducting competitive analysis. By identifying customer personas and creating a detailed product/feature matrix, I provided essential tools for the engineering and product teams. This approach helped ColdTrack effectively introduce their SaaS platform to the logistics market, improving both efficiency and customer satisfaction. 📣 Glowing Endorsement from ColdTrack: "Working with Noreen has been an absolute joy - we were looking for someone to come in and provide us clear direction and awesome work, and she impressed us with both! She led us during meetings, helped provide all of the assets we needed, and will definitely be working with her again in the future. I highly recommend her if you are looking for an amazing contractor who gets sh*t done with an exceptional quality of work." 📈 A BËTR Productions, I spearheaded the creation of distinctive branding and value proposition messaging, setting their SaaS and hardware products apart from competitors. My role involved crafting a comprehensive suite of messaging and collateral tailored for tech conferences and breakout rooms, focusing on end-to-end management from content creation to the hardware used for presentations and engagement capture. This strategic approach not only highlighted the unique offerings of BËTR PRODUCTIONS but also ensured a cohesive and impactful presence across all customer touchpoints. Our Strategic Edge: ⭐️ Analytics-Driven Innovation: Our strategies are fueled by data, ensuring that every campaign is optimized for the highest engagement and conversion rates. ⭐️ Content That Connects: From in-depth technical documentation to engaging digital content, our creations captivate and convert, setting the foundation for thought leadership in the SaaS and AI space. ⭐️ Collaborative Excellence: Your expertise, combined with our strategic approach, creates a powerful synergy, enabling us to anticipate and exceed market demands. Certifications & Expertise: With certifications in HubSpot Inbound Certification, MIT's No Code: AI and Machine Learning: Building Data Science Solutions and Blockchain: Discruptive Technologies. In Data Science and Analytics, and Pragmatic Prodict Marketing I bring a wealth of knowledge in marketing automation, SEM, CRM integration, and beyond, specifically tailored for the SaaS and AI ecosystem. Our GTM Methodology: 1- Market Analysis: Quick identification of target segments (Personas) and understanding customer needs. 2- Value Proposition & Messaging: Create clear value propositions and messaging that resonates. 3- Product Readiness: Align product with market expectations through feedback. 4- Launch Planning: Execute a focused launch plan with defined KPIs for success. 5- Sales Enablement: Provide sales teams with tools and channels for effective selling. 6- Post-Launch: Continuously refine strategies based on feedback and performance metrics. Join Forces for Unmatched Growth: Choosing to work with me means not just hiring a consultant but gaining a partner committed to navigating the complexities of the tech industry together. You will be working with a B2B marketing leader with over 15+ years of experience. Skilled in leading content creation and corporate programs, utilizing data analytics for informed decision-making and business optimization. I have a history of launching award-winning technology products, coupled with expertise in strategic, growth, and product marketing. Let's leverage the transformative power of SaaS and AI for unparalleled business growth. Ready to turn your vision into a reality? Let's connect. Forward to success, Noreen Hafez

Meghan T.

Digital Marketing | Content Creation

Boston, Massachusetts
$83 per hour
5 jobs
$1K+ total earnings

👋 i'm a marketing freelancer / portfolio careerer / community-centered marketer / content creator Across digital marketing, storytelling, education, and hospitality, I’ve spent the past several years helping mission-driven brands clarify their voice, build systems that actually support teams, and turn ideas into deliverables. Currently: • Freelance marketing & content strategist working across hospitality, wellness, education + with the team at Playbook Marketing Co • Creator of Strategy Loading... a series exploring local creatives, entrepreneurs and other nontraditional paths. • Digital marketing and video content creator connecting local businesses, creators, and values-led brands I’m drawn to the motivation behind why people build things: the curiosity, ambition, pivots and expectations shaping how we work. My projects live at the intersection of business, creativity, and digital culture, and I care about translating big, abstract ideas into grounded strategies people can realistically use. If you’re building something a little unconventional, I’m probably already curious.

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