Four ways we help your people do more good.
Who each service is for, what you get, how it works and how long it takes. Every service puts people first and safety always.
Skills & Confidence for Your People
Help everyone, from the board to the front line, use new tools well, save time and know what should stay human.
Who it's for
- Owners, executive directors and leadership teams
- Boards responsible for oversight
- Staff and volunteers who want their time back
What you get
- A 90-minute board briefing on opportunities, risks and oversight
- A half-day leadership workshop to set priorities and guardrails
- Hands-on staff sessions for email, documents, spreadsheets and meetings
- A practical playbook built from your own work
- Office hours after training
Programs to choose from
- Executives & Leaders · Boards
- Grant Writers & Fundraisers
- HR, Training & Volunteer Teams
- Agile Teams · Leadership & Change
- Design Thinking
- ListenYour goals, your people and their concerns.
- PlanApprove a program built around your real work.
- LearnOn-site, virtual or hybrid, including safe AI habits: delegate, describe, check, take responsibility.
- SupportOffice hours and follow-up sessions.
Results: confident leaders, and staff who spend less time on routine work and more with the people they serve.
Timing: starts in about 2 weeks · half-day, full-day or multi-session · 5 to 500 people
Plan your programTechnology for Mission-Driven Nonprofits
Spend less time on admin and more time with the people and communities you serve, at nonprofit prices and with privacy built in.
Who it's for
- Registered 501(c)(3) organizations and foundations
- Fiscally sponsored projects
- Teams caring for donor, client or beneficiary data
What you get
- Help finding nonprofit discounts on the tools you need
- A private, secure workspace for your team
- Business plans that keep your data private
- Connections to your donor, grant and giving tools
- A clear policy and board briefing your funders can review
Where it helps most
- Funder research and grant drafts
- Donor thank-you letters and updates
- Program planning and outcome tracking
- Impact reports and board packets
- Volunteer onboarding and scheduling
- ListenYour mission, your people and your data needs.
- Set upSecure workspace, connections and access controls.
- ProtectClear policy, with extra care for minors and vulnerable clients.
- LearnFree online courses plus live Welcast sessions.
Results: more time for your mission, with the transparency boards and funders expect.
Timing: about 30 days from kickoff to a trained team · nonprofit rates on every service
Talk about your missionSafe Enablement & Automation for Small Business
Take the busywork off your plate, safely, so you can focus on customers, your team and growth.
Who it's for
- Owners buried in admin
- Teams of 2 to 200 without an IT department
- Businesses whose staff already use new tools without clear rules
What you get
- A secure workspace connected to your email, files, CRM and books
- 3–5 automations built around your work
- Approval checkpoints: nothing is sent, paid or posted without your OK
- Simple written rules, data guidelines and a risk checklist
- Two team training sessions
What we automate
- Proposals, quotes and follow-ups
- A weekly business brief: cash, sales, what needs attention
- Month-end prep and invoice reminders
- Marketing content in your voice
- Procedures and staff guides
Policy Starter
Readiness check, clear team rules, staff guide and leadership briefing.
2–3 weeks · fixed priceJumpstart
Everything in Policy Starter, plus workspace setup, 3–5 automations and training.
About 30 days · fixed priceResults: hours back every week for customers and your team, and technology use you can explain to anyone.
Get a fixed-price quoteSkilled Talent on Retainer
Experienced people for any role, every month, without the cost of full-time hires.
Who it's for
- Organizations that need skills, not another full-time hire
- Teams that want steady support after a project
- Leaders who want one trusted partner
Roles we provide
- A technology lead to guide your plans
- Automation builders and developers
- Data and business analysts
- Trainers and coaches
- Compliance and admin support
How it works
- A named point of contact
- Monthly hours you can flex across roles
- Monthly check-in and quarterly safety review
- Change or cancel with 30 days' notice
Essentials
Office hours, small fixes and quarterly reviews.
Growth
Everything in Essentials, plus new automations each month.
Partner
A technology lead plus a dedicated team for bigger plans.
Results: steady progress without hiring, and someone to call when you need help.
Discuss a retainerPeople first. Safety always.
- A person stays in charge
- Your data stays yours
- Honest about technology
- Fair to everyone
- Only what helps
- Reviewed regularly