Funding Systems and Grant Process Optimization

We help organizations strengthen both internal systems and external relationships to position you for long-term funding growth. Instead of chasing opportunities without a plan, we design strategies and tools that make revenue more predictable and sustainable.

Our services include:

  • Business development process design & systematization – Create right-sized, efficient processes to identify and pursue opportunities.

  • Partnership strategy and cultivation – Build and maintain strong relationships with funders, collaborators, and stakeholders.

  • Pipeline development and management – Track, prioritize, and manage opportunities with clarity.

  • CRM implementation and management – Put systems in place to track communications, manage funder data, and strengthen reporting.

The result: A more resilient funding strategy that allows your organization to grow with confidence and maintain meaningful funder relationships over time.

"We couldn’t have gotten through our re-organization without Rachel’s help. She kept us organized and implemented so many useful tools to use in our next chapter."

—Client, CRM and Business Development Systems