Work

What was happening, and what we made.

What exists now

  1. 01Program plan
  2. 02Growth model
  3. 03Three-year budget
  4. 04Fundraising plan
  5. 05Donor pipeline

Strategy · Program design · Fundraising · Leadership

SafeSpace

What was happening

Ten years of experience, but the next version of the program, the fundraising story, the budget, and the operating plan were not yet tied together.

What we made

A redesigned program plan, a clear growth model, a three-year budget, a fundraising plan and donor pipeline, and updated materials, with direct work alongside leadership.

What changed

The program, the budget, and the fundraising plan now line up.

BloomOS fundraising screen: goal, raised so far, and the next move for each relationship

Our own product · Operations · Custom platform

BloomOS

What was happening

Small nonprofit teams run their week across donor tools, spreadsheets, budgets, and program records that never talk to each other.

What we made

BloomOS: one place for the week, donors, grants, programs, finances, board work, and reporting. It started as the system we built to run our own nonprofit.

What changed

Now a product for nonprofit teams of 1 to 10, at bloomos.org.

Team Esface coach view

Strategy · Custom platform

Team Esface

What was happening

Coaches, athletes, parents, and staff each had their own thread of texts and spreadsheets.

What we made

One platform with a view for each role: admin, coaches, parents, and athletes.

What changed

Schedules, development plans, and communication live in one place.

Wild Wanderers owner view

Strategy · Coaching · Operations · Platform

Wild Wanderers

What was happening

The owner was running clients, programs, the schedule, and the business side from memory and a stack of apps.

What we made

Pricing and offer work, regular owner coaching, a weekly operating rhythm, and a platform to run it.

What changed

The program, the week, and the business run from one place.

Beyond Veneer website

Strategy · Website

Beyond Veneer

What was happening

A growing business needed a front door that matched the quality of the work.

What we made

Positioning, a new website, and booking the owner can edit.

What changed

Clients can find, understand, and book without the back-and-forth.

Trellis family dashboard

Our own products · Custom platform

Trellis and Roots and Wings

What was happening

Our own household, with school, sports, meals, money, and homeschool spread across too many apps.

What we made

Trellis, a family operating system, and Roots and Wings, a homeschool system.

What changed

Two products we build, run, and support ourselves.

Have something you're trying to figure out?

Tell us what isn't working. A few sentences is enough. We read every note ourselves and reply with what we'd do next.