Nonprofit + SMB Operations
understand the process, the rest gets easier
For your board, it’s oversight. For your auditors, it’s documentation. For your staff, it’s work that doesn’t depend on one person remembering how it’s done. A business process review gives you all three: a clear, written picture of how work actually gets done, and where it could work better.
Not sure what you need yet? That’s normal. Most organizations come to us with one of these:
“Something feels harder than it should be.” We find the bottlenecks, workarounds and handoffs slowing your team down.
“Our processes live in people’s heads.” We get them written down so they survive turnover, audits and funder questions.
“We’re thinking about automation or AI.” We show you which processes are ready to automate and which need work first.
Wherever you’re starting from, the first step is the same: a Business Process Review.
WHAT WE OFFERCLARITY FIRST. THEN WE HELP YOU ACT ON IT.
Every engagement starts with a Business Process Review. When you’re ready to put the plan into motion, we can run the project or lead the technology decisions, but you don’t need either to get started.
CLARITY
BUSINESS PROCESS REVIEW
Map + Document + Roadmap · You’ll know how work gets done, what’s at risk, and what to strengthen first.
Clarity Snapshot
Not ready for a full review? One process, mapped and documented, in 1–2 weeks. $1,500, credited toward Essentials if you upgrade within 60 days.
MAIN PACKAGES
Clarity Essentials
$3,500
2-3 weeks
Best for: 1–2 key processes that need attention or need to be written down.
Current-state map of up to 2 processes: who does what, when, and with what tools
Written procedures (SOPs) for each process
Findings: bottlenecks, risk points and control gaps
Automation and AI readiness notes for each process
Prioritized improvement plan, from quick wins to longer-term changes
1–2 hour workshop to walk through the findings
Clarity Plus
$5,500
4-5 weeks
Best for: 3 connected processes that cross teams or departments.
Everything in Essentials, for 3 processes, plus:
How the processes connect, and where handoffs between teams slip
Ranked automation and AI opportunities across the processes
Phased roadmap in place of a single improvement plan
Executive-ready report and facilitated leadership workshop
Clarity Premium
From $10,000
Typically 6-10 weeks
Best for: organizations going through growth, a leadership change, a merger or a major system change.
Everything in Plus, across the whole organization, plus:
A process documentation library your team can keep up to date
Risk, control gap and compliance review
Technology and AI strategy: which tools, for which processes, in what order
Board-ready report and multiple stakeholder sessions
These are starting points, not boxes.
On a clarity call, we’ll recommend the right fit or build a custom package around your processes, timeline and budget.
WORKING WITH US
PRICES YOU CAN PLAN AROUND
We publish our prices so you can bring a real number to your budget, your board or your next grant application, with no guessing and no surprise invoices. We’ve spent 25+ years inside nonprofits and small businesses, so we know how lean teams, approval cycles and funding timelines actually work.
tell us where you’re starting from
Whether you need end-to-end transformation or targeted support, we’ll help you choose the right next step and deliver it with clarity and confidence.
We bring over 25+ years of nonprofit and SMB transformation experience to the table.
Complete the form to start the conversation
We’ll respond within 1 business days
A 30-minute call to understand your goals
Clear recommendations and service options