You will get a Nonprofit Funding Strategy Session + 30-Day Grant Readiness Roadmap
Rising Talent
Rising Talent
Project details
Are you a new or early-stage nonprofit trying to secure funding but not sure where to start? Many founders jump straight into grant writing before building a real funding strategy and end up wasting time on applications they aren’t ready for. This consultation gives you the clarity and direction to stop guessing and move forward strategically.
In this 60-minute Funding Strategy Session, we’ll assess your current readiness, identify which types of funders realistically align with your mission and stage, and outline the smartest next steps for your organization. You’ll get insight into how funders think, where you fit in the funding landscape, and what to prioritize over the next 30 days.
You’ll complete a short intake form and share up to five documents (30 pages max). Before the call, you’ll create a free FundDash consulting account so we can use select tools together during the session.
This is a strategy-focused session. It does not include grant writing, proposal editing, or custom research. Instead, you’ll walk away with clarity, direction, and the confidence of knowing what to do next.
In this 60-minute Funding Strategy Session, we’ll assess your current readiness, identify which types of funders realistically align with your mission and stage, and outline the smartest next steps for your organization. You’ll get insight into how funders think, where you fit in the funding landscape, and what to prioritize over the next 30 days.
You’ll complete a short intake form and share up to five documents (30 pages max). Before the call, you’ll create a free FundDash consulting account so we can use select tools together during the session.
This is a strategy-focused session. It does not include grant writing, proposal editing, or custom research. Instead, you’ll walk away with clarity, direction, and the confidence of knowing what to do next.
Industry
Education, Government & Public Sector, Nonprofit, Writing & PublishingWhat's included $297
These options are included with the project scope.
$297
- Delivery Time 7 days
- Live Consultation (Minutes) 60
Optional add-ons
You can add these on the next page.
Additional 10 Minutes of Consultation
+$45
One Additional Document Review (Up to 10 Pages)
(+ 3 Days)
+$75Frequently asked questions
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LL
Louis L.
May 15, 2026
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Responsive to my challenges
YM
Yannik M.
Dec 22, 2025
Grant writer for at risk youth non profit
Excellent at what she does and very caring and helpful!
SR
Sadia R.
Dec 11, 2025
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MH
Marc H.
Mar 25, 2024
Customer Intelligence Survey
About Nichole
Operations & Systems Consultant | Nonprofits | Fundraising Strategy
Huntersville, United States - 7:57 pm local time
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.
Steps for completing your project
After purchasing the project, send requirements so Nichole can start the project.
Delivery time starts when Nichole receives requirements from you.
Nichole works on your project following the steps below.
Revisions may occur after the delivery date.
Complete Intake Form + Upload Documents
You complete a short intake form and upload up to 5 documents (30 pages max). This helps me understand your organization and prepare for our strategy call.
Create Your Free FundDash Consulting Account
I’ll send a link so you can create a free consulting account. This gives us access to the specific tools we’ll use during our call.