Our Services

Stop managing around broken systems. Build ones that actually work.

There's a point in every growing organization where the informal systems that got you here stop working. Things fall through the cracks. Staff spend hours on tasks that should take minutes. New hires take months to get up to speed because nothing is documented. Leadership spends time managing coordination instead of leading.

This is an operations problem and it's solvable.

Our Workflow Automation engagements are designed to take your most time-consuming, error-prone, and inconsistently executed processes and turn them into reliable, repeatable systems built on tools your team already uses or tools that integrate seamlessly into your existing environment.

We don't build automations for the sake of technology. We build them because the right workflow in the right place gives your team back hours every week and removes the organizational drag that slows everything else down.

This engagement is right for you if:

•       Your team spends significant time on manual, repetitive administrative tasks

•       You're using multiple tools (or none at all) with no system connecting them

•       Onboarding new staff is slow, inconsistent, or entirely dependent on tribal knowledge

•       Project delivery is inconsistent — things get done, but not on time and not the same way twice

•       You know automation would help but don't have the bandwidth to figure out how to build it

What the engagement includes:

•       A workflow mapping session to document your current processes and identify the highest-impact automation opportunities

•       Custom automation design and build across 2–3 core workflows using tools such as Asana, Monday.com, Notion, Jira, or similar platforms

•       Template creation for recurring processes such as intake, onboarding, project tracking, reporting, and more

•       Staff training materials so your team can use, maintain, and adapt their systems without depending on outside support

•       Two weeks of post-launch check-ins to address questions and refine as your team adapts 

We meet you where you are. If you're already using a platform, we'll work within it. If you need guidance on what to use, we'll recommend based on your team size, budget, and workflow needs, not on what's trendy.

What you walk away with:

•       2–3 fully built and tested workflow automations ready for your team to use immediately

•       Staff who are trained and confident, not dependent on a consultant to keep things running

•       Documentation that supports onboarding, audits, and organizational continuity

•       A measurable reduction in the time your team spends on administrative coordination

Results from past engagements include a 30% reduction in administrative tasks for a behavioral health facility and a 92% on-time project delivery rate for a 12-person engineering team — both achieved without adding headcount.

Investment

$2,000 – $4,000

Flat project fee. Scoped based on number of workflows and team size.

Engagements are typically completed within 60–90 days. We work around your team's schedule and design implementation to minimize disruption to daily operations.

Clarity on where you are. A plan for where you need to go.

Most organizations don't have a strategy problem. They have a visibility problem. Leadership knows things aren't running as smoothly as they could be, but without a structured assessment, it's hard to know which problems are symptoms and which ones are causes.

The Operations Audit is where we start. Over the course of our engagement, we take a clear-eyed look at how your organization actually operates and identify the specific gaps, bottlenecks, and inefficiencies that are costing you time, money, and capacity.

You don't walk away with a vague report. You walk away with a prioritized, actionable 90-day roadmap that tells you exactly what to fix, in what order, and why so your team knows what to do next without wasting energy on the wrong things.

This engagement is right for you if:

•       Your team is working hard but still falling behind and you're not sure why

•       You've grown quickly and your internal processes haven't kept up

•       You're preparing for a new phase of growth, a funding cycle, or a leadership transition

•       You've tried fixing pieces of the operation but haven't seen lasting change

•       You need an outside perspective from someone who has run operations at scale

What the engagement includes:

•       A comprehensive assessment of your current workflows, tools, team structure, and operational gaps

•       Process mapping across your key functional areas

•       A written findings report identifying your top operational inefficiencies and their downstream impact

•       A prioritized 90-day action plan with clear recommendations, ownership suggestions, and sequencing

•       A 30-minute debrief session to walk through findings and answer leadership questions

•       30 days of follow-up support via email for questions as you begin implementation

What you walk away with:

Written Report

Full findings document

90-Day Plan

Prioritized action roadmap

Debrief Call

Live walkthrough session

30-Day Support

Email follow-up access

Most clients complete this engagement and implement the roadmap themselves. Others choose to continue with us for implementation support — that decision is always yours to make.

Investment

$1,500 – $3,000

Flat project fee. Scoped based on organization size and complexity.

Not sure if the audit is what you need? Fill out our contact form and we’ll work with you to determine your needs.

Executive-level thinking, when and where your organization needs it most.

There are decisions that can't wait for a board meeting, problems that are too complex for a template, and moments when your organization needs someone in the room who has been there before: someone who can think clearly, ask the right questions, and help you move forward with confidence.

That's what Strategic Advisory is.

This service is for leaders navigating inflection points, a period of rapid growth, an operational restructure, a new funding opportunity, a shift in strategy, or a challenge that sits at the intersection of people, process, and mission. It's not a fixed-scope project with a defined deliverable. It's an ongoing strategic relationship with an advisor who brings deep operational experience across healthcare, biotech, nonprofit, and faith-based environments.

Ashley Loubeau has managed $5 million budgets, directed system-wide implementations, led cross-functional teams through complex transitions, and advised small business clients on competitive strategy and growth. She brings that same level of thinking to every advisory engagement without the overhead of a large consulting firm.

This engagement is right for you if:

•       You're a founder, executive director, or senior leader who needs a thought partner

•       Your organization is at a critical juncture: scaling, restructuring, pivoting, or preparing for a new phase

•       You're making decisions that will shape your organization's next 12–36 months and you want an experienced outside perspective

•       You have internal capacity to execute but need strategic clarity on what to prioritize and why

•       You've worked with consultants before who gave you reports but not real counsel and you need something different

•       You're navigating a challenge that doesn't fit neatly into a single service category — it touches operations, people, finances, and mission all at once

What strategic advisory can look like:

•       Monthly or biweekly working sessions with Ashley to think through your most pressing organizational challenges

•       Landscape analysis and growth strategy development for organizations entering new markets or programs

•       Operational assessments that go beyond process addressing culture, capacity, leadership structure, and sustainability

•       Change management planning for organizations implementing new systems, leadership transitions, or restructures

•       Budget and resource planning support, KPI design, and performance tracking frameworks

•       Ad hoc strategic counsel between sessions because decisions don't wait for scheduled calls

No two advisory engagements look the same. The scope, cadence, and focus areas are defined together based on what your organization actually needs and is not a preset package.

What makes this different from traditional consulting:

Most consulting engagements are transactional. You hire someone for a defined scope, they deliver a report, and they leave. The value is in the document.

Advisory is different. The value is in the relationship. In having someone who understands your organization deeply enough to give you a straight answer when you need one, challenge your assumptions before you act on them, and help you think through second- and third-order consequences that aren't obvious when you're inside the work.

Ashley operates as an extension of your leadership, not an outsider who shows up once a quarter with a slide deck. Her background spans biotech operations, hospital systems, faith-based nonprofits, and software development, which means she can meet your organization where it is regardless of sector.

Engagement formats:

Monthly retainer

Ongoing strategic relationship

Project-based

Defined challenge or decision

As-needed

Flexible access for existing clients

Retainer engagements include a set number of working sessions per month, asynchronous access between sessions, and written summaries of key decisions and next steps after each call. Project-based engagements are scoped based on the specific challenge and timeline.

Investment

$2,000 – $5,000 / mo

Retainer. Project-based pricing available. Scoped in discovery call.

Advisory engagements begin with a 30-minute discovery call to understand your organization's current situation, where you're headed, and whether there's a strong fit. There is no obligation to continue after that conversation.gins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.