Our Services
Ready to take the next step towards success? Book an appointment with us today for a personalized consultation, where we listen to your unique needs and guide you on the path to achieving your goals.
The eXperience Audit
Get Clear, Actionable Insights in Just Weeks
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A high-impact, short-form engagement designed to diagnose the health of your supporter or customer experience—and give you a roadmap of quick wins and strategic opportunities.
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Small or growing nonprofits and purpose-driven organizations
Teams launching a new program or CRM system
Leaders seeking an unbiased, expert view on current processes
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Discovery Session
A 60–90 minute kick-off with your core team to understand your goals, challenges, and existing touchpoints.
Experience Review
A deep dive into your supporter journeys, frontline workflows, communications, and technology.
Health Check & Benchmarking
Analysis against best-practice standards in retention, engagement, and operational efficiency.
Audit Report & Presentation
A concise, prioritized report that highlights:
Quick Wins (improvements you can implement this week)
Strategic Opportunities (deeper projects for long-term impact)
30-Day Follow-Up
A 30-minute call to clarify recommendations, adjust plans, or answer questionstion
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Fast, Clear Insights: Stop guessing where to focus—get a targeted view of your biggest gaps and opportunities.
Cost-Effective: A lower-investment way to tap into expert guidance before committing to larger projects.
Action-Oriented: Walk away with concrete next steps that your team can implement immediately
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Timeline: 1–2 weeks
Format: Fully remote (with optional on-site session)
Starting From: $3,000 (ex GST)
Compliance & Policy Alignment
Make Doing the Right Thing Easy for Your Team
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A practical service that helps you translate complex compliance obligations into clear, workable processes your team can follow confidently—without losing the heart of your mission.
From fundraising and privacy to supporter data and contact centre scripts, we’ll align your experience with best practice and policy requirements, and give your people the tools to stay on track.
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Nonprofits navigating ACNC, FIA or fundraising compliance
Teams updating their scripts, comms, or procedures
Organisations that want supporter experience to stay safe and human
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Review of your existing policies, scripts, and procedures
Risk mapping of key supporter or customer touchpoints
Updated documents or scripts that balance clarity, compliance, and care
Optional team training or walkthrough
Final Compliance Summary + Checklist for ongoing use
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TBA
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Format: Project-based or add-on to another package
Timeline: 2–4 weeks
Pricing: From $4,000 (ex GST)
eXperience & Strategy Support
Design Better Experiences from the Inside Out
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A guided, collaborative project designed to help you rethink and rework how your supporters, customers, or teams experience your organisation—whether you’re navigating change, scaling impact, or simply ready for something better.
This is your opportunity to step back, realign, and rebuild with intention.
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Mid-sized nonprofits or purpose-driven teams with a service or supporter base
Leaders navigating transition (e.g. CRM rollout, team restructure, rapid growth)
Organisations looking to increase donor or customer retention and satisfaction
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Every project is tailored—but typical inclusions are:
Discovery & Planning
A deep dive into your goals, barriers, data, and current experience delivery across key journeys (supporter, customer, team).
Journey Mapping or Lifecycle Review
Co-designed visual maps of your current experience—pinpointing where things fall through or need to evolve.
Experience Strategy Development
A practical, aligned plan focused on:
Supporter engagement & retention
Contact centre/service uplift
Team experience & coaching culture
Communication & comms rhythm redesign
CX-informed CRM transitions
Workshops or Coaching Sessions
Delivered for your team or leadership group to embed ideas, coach confidence, and co-design solutions.
Final Strategy Pack + Implementation Toolkit
A clear strategy document with priorities, action steps, and quick-start tools to move forward.
30-Day Post-Project Check-In
A debrief or coaching call to support implementation, troubleshoot roadblocks, or plan what’s next
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Unite Teams: Align your people around a shared vision of what good experience looks and feels like.
Build What Lasts: Design systems, comms and rhythms that scale with clarity and care.
Move from Fixing to Leading: Don’t just patch problems—lead a meaningful shift in how you engage and support
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Timeline: 3–6 weeks (depending on scope)
Format: Hybrid or remote delivery
Starting From: $8,00 ex GST)
Culture & Development Support
Shape the Team Experience Behind the Supporter Experience
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If supporter experience is the outcome, team culture is the engine. This service helps you strengthen the mindset, language, and rhythms that shape how your people show up—especially in care-focused roles like contact centres and supporter services.
We’ll work with you to intentionally build a culture that supports wellbeing, clarity, and a deep connection to purpose.
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Teams navigating change, burnout, or low confidence
New or growing teams needing leadership alignment
Organisations wanting to invest in the long-term health of their service experience
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Culture discovery & team feedback review
Workshop or coaching series (tailored to your team’s needs)
Tools to embed vision, values and care into daily operations
Team Experience Snapshot (with insights and recommendations)
Optional leadership coaching add-on
Popular Focus Areas
Values-in-action training
Coaching uplift & confident frontline leadership
Wellbeing in service teams
“Back to Basics” experience resets post-change
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TBA
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Format: One-off workshop series or 6–12 week sprint
Delivery: Remote or hybrid
Pricing: From $4,000 (ex GST)
eXperience Partner (Retainer)
Ongoing Support for Teams Who Care
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Your on-call strategist, coach, and thought partner. This flexible retainer gives your team ongoing access to trusted experience guidance—without the commitment of a full-time hire.
Whether you need help building capacity, refining strategy, or supporting your leaders and frontline teams, this partnership is designed to meet you where you are and walk with you as you grow.
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Leaders who want continuity in experience strategy, coaching, or transformation
Teams who’ve completed an audit or project and want longer-term support
Organisations without internal CX or supporter engagement leadership capacity
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A customised monthly support plan, which may include:
1. Monthly Strategy Sessions
Focused time to review progress, troubleshoot roadblocks, or plan forward motion.
2. Coaching & Supporter Team Uplift
Ongoing mentoring or workshops for team leads, frontline staff, or peer learning groups.
3. Advisory on Projects & Comms
Light-touch support for journey reviews, donor or supporter comms, and service adjustments.
4. Access to Tools & Templates
Exclusive access to pre-built toolkits, coaching guides, workshop templates, and comms frameworks developed through our work together.
5. Priority Access to New Offers
Be the first to access any group workshops, digital products, or service launches.
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Consistency with Flexibility: Keep momentum going—without needing to re-explain your goals every time you need help.
Tailored to Your Capacity: Support that adapts to your team’s size, pace, and rhythms.
Trust, Built Over Time: A relationship-focused approach grounded in understanding, alignment, and shared purpose.
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Format: Monthly retainer (remote or hybrid)
Term: 3-month minimum commitment
Pricing: From $1,500/month (ex GST) based on contact hours and scope
Other Services
There is always something for everyone
Strategy Workshop Facilitation (Onsite or Remote)
30-day post-project coaching session
Custom toolkits or training packs
Mentoring for upcoming CX leaders
other project or engagement work
Contact us
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