Case Studies
Funding secured. Systems shipped. Results that compound.
A representative sample across grant strategy, outreach automation, AI workflows, and operational design. Client identities are withheld where engagements remain active.
Grant Strategy
01
Repositioning a community health nonprofit for federal funding.
Reframed program logic, rebuilt the funder narrative, and produced a submission-ready package across three federal opportunities.
$1.4M
Funding pipeline
3
Federal applications
8 wk
Time to submission
Outreach Systems
02
From inbox chaos to a 200-partner pipeline.
Designed a CRM, sequenced outreach, and equipped a two-person team to manage a partnership pipeline previously stuck across four spreadsheets.
200+
Partners tracked
4×
Reply rate lift
1
Source of truth
Automation
03
Compressing a 40-hour reporting cycle into 4.
Built a retrieval-augmented workflow that pulls program data, drafts funder reports, and routes them for review — without changing the team's tools.
90%
Time reduction
12
Funder reports / qtr
0
New hires required
Organizational Strategy
04
Operating model for a healthcare initiative scaling across three states.
Designed the governance, rituals, and SOPs that let a small leadership team coordinate clinical, community, and funder workstreams without dropping the thread.
3
States coordinated
18
SOPs deployed
1
Operating cadence
Community Initiative
05
Designing a workforce program from concept to funded pilot.
Translated a community vision into a fundable program — narrative, logic model, partner map, and a 12-month operating plan ready for execution.
$350K
Pilot funding secured
6
Partner organizations
12 mo
Operating plan