Phase II: Scalability

Lead With Control. Expand With Intention.

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Signs You Built the Practice or Program, But the Systems Can’t Withstand the Growth

• Is your team busy, but you lack visibility into what’s actually driving results?
• Are your systems functional, but you need them to handle more?
• Are your case management or donor systems functional, but buckling under volume?
• Are you making pricing decisions based on instinct instead of data?
• Are you making growth decisions without clear insight into performance or capacity?
• Are you still doing things manually that your platform could automate?
• Have you built a solid operation, but you're still the bottleneck?
• Were your workflows designed for where you were, not where you’re going?
• Is your team at capacity, and you’re unsure whether to hire, restructure, or optimize?

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Here's What We Solve

• We streamline operations to handle higher volume and reduce pressure on you and your team.
• We build the data systems that give you visibility into profitability or funding, pricing, capacity, and performance.
• We design platform and automation strategies to fully leverage your tools and eliminate inefficiencies.
• We implement scalable workflows and reduce reliance on heroic staff effort, so your business environment can handle growth without breaking your team.
• We align your team and resources around what growth actually requires through resource reallocation and role clarity.

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The Result

• You stop operating on instinct and start making informed decisions with real data.
• Your systems and workflows scale with your business instead of slowing it down.
• Your team executes with less oversight, and tools carry more of the weight.
• Your business becomes scalable, profitable, and operationally intelligent.

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What This Gives You

• Visibility into profitability, pricing, performance, and capacity
• Use scenario forecasting and real data to drive pricing, hiring, and growth strategies
• Real-time dashboards that support smarter, faster decisions
• Automation that reduces manual work and frees up your team
• Scalable workflows built to evolve with your services and volume
• Tools that are fully utilized and connected instead of scattered and underused
• Confidence to restructure or expand your team based on real workload data
• Role clarity that supports delegation, not micromanagement
• A team aligned to growth, not just survival
• A business that runs at a higher level with less oversight
• Systems that adapt as you grow instead of breaking under pressure
• Infrastructure that keeps you out of the weeds and focused on strategy
• Resource strategies to help you reinvest time and talent freed up by operational efficiency

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What's Included In Phase II

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Data Systems

• Profitability modeling and pricing strategy
• Scenario forecasting and P&L development
• Build advanced dashboards that drive real-time decision-making across performance, profitability, and capacity

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Platform and Process Optimization

• Expand platform automation, clean up platform logic, and fully leverage tool capabilities
• Expanded automations and field logic to enhance reporting
• Integrated tool cleanup and restructuring for scale-readiness
• Deep workflow audits and redesigns to align with growth, scale, and new service lines
• Refine, standardize, and centralize SOPs to scale training and enable delegation across roles
• System process documentation for repeatability and transferability

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Resource Allocation Strategy

• Team structure evaluation and role clarity
• Capacity mapping tied to process maturity and automation
• Hiring or outsourcing guidance supported by workload analysis

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Scalable Operational Design

• Competitor Analysis
• Forecasting tools to support pricing, hiring, and expansion
• Growth-ready infrastructure that supports increased volume
• Delegation systems aligned to business capacity and team strength
• Operational workflows built to evolve with scale

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*You receive a customized scalability plan that defines your priorities and maps the work to your firm’s or nonprofit's structure.

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Not sure if you’re in Phase I or II? That’s normal. We’ll help you figure out where to start.