Services

“Cassie’s client relationship management skills are unparalleled. She is skilled at interpreting my needs as a client, and effectively translating them into tangible deliverables. She is a strong partner and collaborator, who consistently puts the client first. She is also an incredibly strategic, innovative, and creative thought-leader. I highly recommend her as a consultant.” – Mariya Pamnani, Senior Director, Digital Marketing, Charles Schwab

READY
Assessment of company systems, including resource generation, fundraising, and investor relationships

Evaluation of organizational readiness for new programs, products, and campaigns

SET
Strategy and planning: business planning, strategic planning, fundraising campaign planning, environmental and social program and product development and launch strategy planning

Planning methodology includes process design, stakeholder interviews and meeting facilitation, customer centered design, design thinking and lean launchpad methodology

Extensive expertise in the design, launch, and implementation of major donor investor relationship and engagement systems, events, programs, communications, and campaigns

Value proposition, positioning, and messaging: message and case for support development, investor pitch session readiness

Systems design for relationship management: design and implementation of strategies and processes to engage allies, supporters, advocates, and Board members; Salesforce and Raiser’s Edge CRM expertise

Board training and development

GO

Trainings for groups & one-on-one coaching for CEOs, executive directors, senior staff, volunteers, and Board members

Design and facilitate retreats, strategy sessions, and design workouts for diverse teams of internal and external stakeholders.

Once a client, always a client: through our work together, we know your strengths and are inspired by your vision. Beyond our contract, it’s our philosophy to continue to strategically connect you to funders, innovative entrepreneurs, philanthropists & advocates to help you create new partnerships and produce results that change the world.

“Thank you for all of your help! You have no idea how great it is to have your support and guidance. We are so happy we made the decision to engage you on this campaign. You are a gem!” – Viviane Scott, Advisory Board Chair, Oasis for Girls