Products
Ready-made workflow toolkits so you can start fixing operations today — no waiting for a consultant.
SOP Starter Kit
$475 plug-and-play Standard Operating Procedure templates built for nonprofit teams. Covers onboarding, program delivery, donor management, volunteer coordination, and internal communications.
- 5 customizable SOP templates (Google Docs)
- Quick-start guide with examples
- Video walkthrough (15 min)
- Bonus: SOP naming & filing conventions cheat sheet
Workflow Blueprint
$147A step-by-step framework to map, document, and optimize any repeatable process in your organization. Ideal for operations leads who want to systematize without hiring a consultant.
- Workflow mapping canvas (Miro template)
- Decision tree builder
- Automation opportunity checklist
- 3 real nonprofit workflow examples
- 60-min self-paced training video
Monthly Reporting Toolkit
$297Stop rebuilding reports from scratch every month. This toolkit gives you a complete reporting system with dashboards, templates, and automated data pulls.
- Board report template (Google Slides)
- Program metrics dashboard (Google Sheets)
- Automated data collection setup guide
- Donor impact report template
- Monthly review checklist
Mini-Audit
$497A focused, asynchronous workflow audit. Submit your current processes and get back a prioritized action plan with specific recommendations to reduce bottlenecks and improve efficiency.
- Intake questionnaire & process submission form
- Written audit report (10-15 pages)
- Prioritized action plan with quick wins
- Tool & automation recommendations
- Recorded video summary of findings (20 min)
Grant Infrastructure & AI Proposal Builder
$197A systems-based funding toolkit for nonprofits, workforce boards, and community-based organizations. Build internal grant readiness, standardize proposal workflows, and accelerate drafting with AI — no freelance writer required.
- Grant readiness assessment
- Logic model builder
- Outcomes & performance metrics framework
- Budget narrative template
- Compliance-aligned language bank (workforce & aging services)
- AI prompt library for structured proposal drafting
- Multi-format files: PDF, .DOCX, and Excel-compatible