Pricing
Packages built for small teams and growing businesses
The goal is simple: build systems that work so your team can do what matters most. Whether you need a focused solution or a comprehensive overhaul, you'll find clear, tiered pricing based on the actual scope of your project. Every tier includes strategy, implementation, training, and support. Not sure which tier fits your needs? Let's talk.
Automation Services
Flexible
- Hourly consulting for organizations that need strategic guidance and flexible solutions. Perfect for tackling multiple smaller challenges, ongoing optimization, or exploring improvements on your timeline and budget.
*8-hour minimum engagement
Essential
Best for one straightforward workflow with simple automation- Discovery & audit (one workflow/process area)
- Strategy & recommendations
- Implementation of automation solution
- Documentation
- (1) training session
- 30 days support
Examples: Automate thank you emails for your supporters. Set up customer onboarding email sequence with automated follow-ups.
Standard
Best for one operational area with multiple connected workflows- Discovery & audit (one operational area)
- Strategy & recommendations
- Implementation of multiple connected solutions
- Documentation
- (2) training session
- 30 days support
Examples: Customer support system with knowledgebase, chatbot and automated ticket routing. Complete booking system or volunteer management with automation.
Enterprise
Best for complex multi-system workflows with advanced logic- Discovery & audit (complex operational challenge)
- Strategy & recommendations
- Implementation of automation with conditional logic
- Documentation
- (2) training session
- 60 days support
Examples: Complete donor relationship system from first gift through recurring giving, connected across all your platforms. Full customer journey automation that responds to what people do and keeps them engaged across all your tools.
Engagement Services
Flexible
- Hourly consulting for organizations that need strategic guidance and flexible solutions. Perfect for tackling multiple smaller challenges, ongoing optimization, or exploring improvements on your timeline and budget.
*8-hour minimum engagement
Essential
Best for simple onboarding with focused research- Lightweight research (surveys + analytics OR 5-8 interviews)
- Current state audit
- Strategy & flow redesign
- 3-5 email sequence with copy
- (1) landing page (mockup)
- Basic automation setup
- (2) rounds of feedback and refinement on strategy, copy and design
- 30 days support
Examples: Welcome email series for new customers or first-time donors. Basic onboarding to help people get started with your service or program.
Standard
Best for complete onboarding journey with moderate complexity- Full research (surveys + 10-15 interviews, analytics)
- Current state audit
- Strategy & flow redesign
- 5-7 email sequence with copy
- (1) landing page (built)
- Automation with segmentation
- Optional A/B testing setup
- (2) rounds of feedback and refinement on strategy, copy and design
- 30 days support
Examples: Separate welcome paths for different types of supporters (one-time vs. monthly donors, different customer types). Complete onboarding system with emails and helpful resources to keep people engaged.
Enterprise
Best for multi-segment journeys with extensive research and complex personalization- Extensive research (multiple methods, 20+ participants across segments)
- Current state audit
- Comprehensive strategy
- 7+ email sequences with full copy across different user/supporter types
- (1) landing page (built and optimized)
- Advanced automation & segmentation with conditional logic
- A/B testing setup + 4-week monitoring with optimization recommendations
- (3) rounds of feedback and refinement on strategy, copy and design
- 60 days support
Examples: Full onboarding redesign based on deep research - different experiences for different types of people, with follow-up that adapts to what they do. Complete supporter journey design from first contact through long-term engagement, with testing to see what works best.