Client Services
We bring deep executive and leadership experience to every engagement, partnering with organizations to unlock the innovation, expertise, and passion that already exist within high-performing leaders and their teams. While academic frameworks can offer valuable insights, we believe real transformation comes from integrating lived experience, intuitive wisdom, and the power of connection and community.
We also know that strategic, resilient organizations invest in leadership at every level—not just the executive team. In some cases, our work begins with the board, especially during moments of strategic or contingency planning. In other cases, the most effective place to launch a narrative or storytelling campaign is with frontline staff and community members themselves. We meet organizations where they are and co-create pathways forward that reflect their values, voice, and vision.
Key Capabilities & Packages
We bring these core capabilities to all of our clients:
Organizational wellness
Contingency planning
Scenario planning
Strategic communications & storytelling
Executive coaching
Choose from outcome-based packages that suit your goals. Want to mix and match? No problem—every package is customizable, and à la carte hours are available, too.
Organizational Wellness Services (5 Packages)
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A practical starting point for organizations ready to explore wellness more intentionally.
Ideal for: CBOs or departments beginning the conversation around staff wellbeing
Includes:
90-minute organizational wellness kick off meeting and webinar (for staff + leadership)
Light-touch culture scan (pre-session survey or pulse check)
Post session debrief with leadership
Summary report with 3–5 immediate recommendations
3 follow up coaching sessions with designated staff
Draws on insights from my time as Interim COO at the Castellano Family Foundation, where I supported 10 CBOs in launching wellness campaigns and helped expand funding to 20 organizations total in partnership with multiple foundations.
Price Range: $5,000 – $6,500
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Designed to strengthen internal leadership and support cross-team wellbeing strategy.
Ideal for: Program departments, clinic teams, or mid-sized orgs looking to retain and re-engage staff
Includes:
Wellness Foundations Workshop (above)
Five 1:1 coaching sessions for team leads or supervisors
One 60-minute leadership strategy session
Resource toolkit + optional staff wellness check-in tool
Price Range: $7,000 – $8,500
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Support for C-suite leaders navigating burnout, culture strain, and complex team dynamics.
Ideal for: Executive teams seeking high-level, confidential support to align staff wellbeing with organizational sustainability
Includes:
One-on-one executive wellness coaching (5 sessions)
Two 90-minute leadership roundtable facilitation
Custom Wellness in Leadership planning guide
Strategic review of wellness-related policies or feedback channels
Work with HR team or other leadership staff to develop organizational policies and practices
Price Range: $10,000 – $12,500
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A deeper, multi-touch engagement to align wellness with mission, culture, and retention.
Ideal for: Organizations facing staff turnover, burnout, or leadership transition
Includes:
Full organizational wellness assessment (interviews, surveys, focus groups)
Custom staff wellbeing audit + summary report
90-minute all-staff workshop + follow-up small group sessions
Five one-on-one coaching for 2–3 key staff or leaders
Two hour long board briefing or training on organizational wellness as a strategic priority
Price Range: $12,500 to $15,000
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Support for foundations and capacity-building intermediaries investing in grantee wellness and leadership resilience.
Ideal for: Philanthropic partners supporting field-wide transformation
Includes:
Advisory support to co-design and launch a funder-led organizational wellness initiative
Group wellness workshop or training series (3 to 5 sessions) for 5 to 7 grantees (each grantee would have 2 staff attend/participate)
Templates, toolkits, and reporting framework
Strategic guidance informed by my experience as Interim COO at the Castellano Family Foundation, where I supported 10 grantees in launching wellness initiatives and helped expand multi-foundation funding to reach 10 additional organizations
Price Range: $15,000 – $20,000 depending on scope
Resilient & Strategic Leadership for Uncertain Times (3 Packages)
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Best for: Small teams or nonprofits needing a clear plan, fast.
Includes:
1 virtual risk scan + stakeholder assessment
Customized contingency planning toolkit (templates + decision guide)
One 90-minute planning session to prioritize core functions
Draft of a basic tiered contingency plan (financial, staffing, ops)
30-day email or texting support for plan refinement
15 to 30-minute audio or video check-in calls
Outcome: A compact, action-ready contingency plan to activate quickly when disruption hits.
Timeframe: 30 days
Price Range: $8,000 to $9,500
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Best for: Organizations facing uncertainty around funding, staffing, or policy shifts.
Includes:
Full risk + scenario landscape analysis
2 virtual workshops: one for contingency planning, one for scenario building (3 to 8 participants)
Development of tailored planning materials, including trigger points, decision trees, and fallback pathways
Strategic stress test of one key program or initiative
2 coaching sessions for executive or senior team on implementation
Outcome: A fully integrated short-term response and long-range adaptation strategy, grounded in your real-world challenges.
Timeframe: 6 to 8 weeks
Price Range: $10,000 to $12,000
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Best for: Organizations managing multiple risks or navigating a major transition (e.g., leadership change, sunsetting, restructuring).
Includes:
Deep-dive kickoff with full leadership team
Custom facilitation of stakeholder mapping, risk prioritization, and cross-scenario planning
Development of internal protocols for communication and decision-making in crisis
Up to 3 strategic planning or coaching sessions over 90 days
Unlimited email
Outcome: An embedded partner helping your leadership team build muscle for clarity, calm, and adaptability—even in the most turbulent environments.
Timeframe: 12 to 16 weeks
Price Range: $14,000 to $16,000
Strategic Storytelling & Messaging Packages for Uncertain Times (4 Packages)
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Best for: Organizations that need quick support to align internal and external communications during a time-sensitive moment.
Includes:
60-minute discovery session (includes review of corporate materials)
Rapid review of existing messaging across platforms
Identification of key data to support messaging
Updated core message set (mission, vision, impact language)
Talking points for key stakeholders (e.g., funders, partners, board)
One messaging coaching session
Regularly scheduled feedback and revision sessions
Outcome: Clear, consistent, and mission-aligned messaging you can use right away to calm confusion and communicate confidence.
Timeframe: 30 days
Price Range: $7,000 to $8,500
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Best for: Organizations facing heightened scrutiny, battling misinformation, or narrative risk.
Includes:
Message audit to identify gaps, vulnerabilities, and alignment issues
Custom narrative framework grounded in values and impact
Integration of clear, compelling data to support narrative and messaging
Development of talking points for high-stakes conversations
Messaging map for multiple audiences (funders, media, community)
Coaching session for leadership on narrative delivery
Outcome: A unified narrative with compelling data and a set of messages that help you stay grounded and compelling, even under pressure.
Timeframe: 4 to 8 weeks
Price Range: $8,000 to $10,000
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Best for: Organizations seeking to activate their base, deepen trust, and build public will.
Includes:
Stakeholder mapping + audience segmentation
Strategic messaging for campaigns, appeals, or mobilizations
Story bank development (pulling real stories from staff, partners, community)
Integration of clear, compelling data to support narrative and messaging
Guidelines for using ethical storytelling across platforms and channels
Optional: Template scripting for email, social, or fundraising materials
Outcome: Messaging that not only informs but inspires action and connection.
Timeframe: 8 to 12 weeks
Price Range: $9,500 to $11,000
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Best for: Leadership teams seeking hands-on guidance through ongoing uncertainty or high-stakes transitions.
Includes:
Monthly 90-minute messaging strategy sessions (1 to 3 participants)
Real-time message development and review (for announcements, funder briefings, media moments, etc.)
On-call support for emerging communications needs
Integration with organizational planning and leadership priorities
Optional: Internal training for staff on storytelling and values-based communications
Outcome: A trusted strategic partner helping your organization show up clearly, powerfully, and consistently when it matters most.
Timeframe: 3+ months
Price Range: $12,000 to $14,000
Our Approach
Our approach is informed by broad multi-sector experience. We’ve worked with community-based nonprofits, all levels of government, philanthropy, small businesses, and fellow consultants. Our clients have included hospital systems, national civil rights organizations, Federally Qualified Health Centers (FQHCs), social service providers, housing authorities, economic development firms, and private family foundations.