These results didn't happen by accident. They're what's possible when mission-driven organizations stop patching together disconnected tools and start building strategic marketing and operations systems that scale.
Do you feel like your 9-5 is a constant scramble?
You're doing incredible work. But right now, your business systems probably feel like a constant scramble.
Social posts thrown together at the last minute, emails that sit in drafts for weeks, people tracked in spreadsheets, payments processed manually, and a nagging feeling that you're missing opportunities because nothing talks to each other.
It doesn't have to be this way. In 90 days, we can transform your scattered tools and manual processes into strategic marketing and operations systems that work together seamlessly.
No more guessing what works. No more starting from scratch every campaign. No more switching between five different platforms to get one thing done.
Let's make it happen...
When you work with me:
You’ll see which systems are working and what’s missing.
You'll get a roadmap that’s simple, clear, and doable.
You’ll walk away with a setup that helps you grow, without burning out.
Introducing the R.O.O.T method
In the first month, we'll look at what’s working, what’s not, and where the gaps are.
In the second month, we'll make a simple plan that fits your goals and team capacity.
In the third month, we'll build or improve your tools, messaging, and systems.
After the 90 days, you'll confidently run and grow your systems independently.
"This method keeps things simple, focused, and doable"
“It’s easy to get overwhelmed with too many options and not a clear direction. I created the R.O.O.T. Method to keep things simple, focused, and doable, so you can make progress without burning out.” — Hailey Walker, Principal Consultant, Echoroot
You want to feel like a strategic leader instead of someone just keeping their head above water and the bottleneck that everything runs through
You're done being reactive and want systems that give you space to breathe, think, and focus on your mission's real impact
You're exhausted from spending nights and weekends on tasks that should be automated, and ready to get back to the work that inspired you
You started this work to help the people and causes you care about, not to become a part-time marketing manager juggling endless platforms
Let's turn your overwhelming, disconnected systems into strategic marketing and operations that work seamlessly together so you can finally feel like the strategic leader you are.
Here’s a list of all the things I can help you with:
Turn your big idea into a clear, compelling brand that attracts supporters and builds trust.
Many organizations struggle with inconsistent messaging—your website says one thing, your social media says another, and people aren't sure what you actually do or why they should care. This creates confusion and missed opportunities.
What You Get
- Strategic brand or program naming that resonates with your audience
- Brand voice and positioning that sets you apart from similar organizations
- Key messaging that works consistently across all your communications
- Visual direction guidelines so everything looks cohesive
- Complete brand voice guide your team can actually follow
Why This Matters
When your brand is clear and consistent, people immediately understand what you do and why it matters. They trust you faster and are more likely to support your work. You'll spend less time explaining yourself because your messaging is already clear.
Perfect if: You're launching something new, your messaging feels all over the place, or people often ask "so what exactly do you do?"
Never lose track of interested people again—from first contact to becoming a supporter.
Right now, you probably have interested people scattered across email, social media, spreadsheets, and sticky notes. Some get followed up with, others fall through the cracks. You're not sure who's most engaged or what the next step should be with each person.
What You Get
- One central system that tracks all your contacts and their interactions with you
- Help transferring all your existing contacts from spreadsheets, old systems, and sticky notes.
- Visual pipeline showing exactly where each person is in your process
- Automated follow-up reminders so no one gets forgotten
- Task assignments for your team with clear next steps
- Integration with your email, website, and social media
Why This Matters
When you can see exactly who's interested and where they are in your process, you can respond faster and more personally. Fewer people slip through the cracks, more turn into supporters, and you stop worrying about who you forgot to follow up with.
Perfect if: You're tracking contacts in spreadsheets, forgetting to follow up with people, or losing potential supporters because your process isn't organized.
Turn your website into a clear, compelling representation of your work that actually converts visitors into supporters.
Your current website probably feels "good enough" but doesn't really capture what you do or inspire people to take action. People leave confused about your value, your messaging feels generic, and you're not sure if your website is helping or hurting your growth.
What You Get
- Complete audit of your current website and all marketing messages
- Strategic recommendations for improving copy, SEO, site and page structure
- Rewritten website copy that clearly explains what you do and why it matters
- Messaging guidance that works across all your marketing materials
- Optimization for search engines so more people can find you
- Help connecting Google Analytics so you can track what's actually working
Why This Matters
When your website clearly communicates your value and makes it easy for people to understand what you offer, more visitors become supporters. You'll stop losing potential donors, volunteers, or clients because they couldn't figure out what you actually do.
Perfect if: Your website feels outdated, people seem confused about what you offer, or you're not getting the results you want from your online presence.
Turn your email list into your most powerful tool for building relationships and growing support.
Right now, you probably send occasional newsletters but aren't sure if anyone's reading them. You don't have a plan for new subscribers, your open rates are disappointing, and writing emails feels like another overwhelming task on your to-do list.
What You Get
- Email strategy that maps to how people actually engage with your work
- Automated welcome sequence for new subscribers that builds connection immediately
- Nurture campaigns that keep supporters engaged between big announcements
- Re-engagement campaigns to win back people who've gone quiet
- Training on using AI tools to write better emails faster
- Segmentation strategy so different groups get relevant messages
Why This Matters
When your email marketing is strategic and automated, you stay top-of-mind with supporters without constantly scrambling to write content. People feel more connected to your work, respond more often, and are more likely to support you when you ask.
Perfect if: Your email list isn't growing, people aren't opening your emails, or you're sending random newsletters without a clear strategy.
Stop scrambling for post ideas and start building a consistent social media presence that actually grows your support.
You probably post sporadically when you remember, spend too much time staring at blank screens wondering what to share, and have definitely said "ughhh I have to post on Instagram" more than once. It feels like busywork instead of meaningful engagement, and you aren't sure if your social media is helping your organization at all.
What You Get
- Social media strategy based on your specific goals and audience
- Content pillars that give you endless post ideas aligned with your mission
- 4 weeks of ready-to-post content to get you started
- Post templates you can reuse for different types of content
- Training on AI tools to help you create content faster
- Guidance on which platforms actually matter for your work
Why This Matters
When you have a clear content strategy and ready-made templates, posting becomes quick and easy instead of stressful. Your followers see consistent, valuable content that builds trust, and you actually see growth instead of posting into the void.
Perfect if: You're posting randomly when you remember, spending too much time creating content, not-so-secretly dreading having to post, or wondering if social media is worth the effort for your organization.
Turn your expertise into valuable content that attracts the right people and establishes you as a trusted resource.
You know you should be blogging or creating content to attract supporters, but you're not sure what to write about, how often to post, or if anyone's actually reading what you publish. Writing feels time-consuming and you question whether it's worth the effort.
What You Get
- Content strategy based on what your audience actually wants to know
- Editorial calendar with specific post ideas mapped to your expertise
- Blog setup and integration directly on your website
- Blog post templates that make writing faster and easier
- SEO guidance so people can actually find your content
- Publishing tools and website integration for seamless updates
- Repurposing strategy to turn one piece of content into multiple formats
Why This Matters
When you consistently share valuable content about topics you know well, people start seeing you as the go-to expert in your field. More of the right people find you, trust builds faster, and opportunities come to you instead of you chasing them.
Perfect if: You want to blog but don't know what to write about, you're not seeing results from your current content, or you want to be known as an expert in your field.
Connect with supporters through text messages that feel personal and get immediate attention.
You've probably noticed that people check text messages way more than emails, but you're not sure when it's appropriate to text supporters, what to say, or how to set it up without being annoying. The idea of texting feels too pushy or complicated to figure out.
What You Get
- SMS strategy that outlines exactly when and why to text people
- Message templates for reminders, event updates, and urgent communications
- Automation setup so texts go out at the right time without you remembering
- Compliance guidance to keep you legally protected
- Integration with your existing contact system
- Training on keeping messages personal and helpful, not spammy
Why This Matters
Text messages get opened within minutes, not hours or days like emails. When used thoughtfully, SMS helps you reach people instantly for time-sensitive information, improves event attendance, and creates a more personal connection with your supporters.
Perfect if: Your emails aren't getting opened, you need to reach people quickly for events or urgent updates, or you want a more immediate way to connect with supporters.
Stop the endless back-and-forth emails trying to find a time that works for everyone.
Right now, scheduling meetings probably involves multiple emails asking "when works for you?" followed by calendar checking, rescheduling, and people showing up late or not at all. It's frustrating and eats up way more time than the actual meetings.
What You Get
- Custom booking links that show your real availability automatically
- Team booking options so people can schedule directly with specific team members
- Different booking options for different types of meetings
- Automated confirmations and reminders that reduce no-shows
- Integration with your calendar so everything syncs perfectly
- Integration with multiple calendars so everyone's availability stays in sync
- Branded booking pages that look professional and match your organization
- Buffer time setup so you're not double-booked or rushing between meetings
Why This Matters
When people can see your availability and book directly, scheduling becomes instant instead of a week-long email chain. You get fewer no-shows, less stress, and more time for actual work instead of calendar coordination.
Perfect if: You're tired of scheduling back-and-forth, people frequently no-show to meetings, or you want to make it easier for supporters to book time with you.
Capture the right information from website visitors and turn interest into action.
You probably have a basic contact form on your website, but you're not sure if it's working well or what else you should be asking people. You might be missing opportunities to learn more about supporters or guide them to the right next steps based on their interests.
What You Get
- Strategic forms designed to capture the information you actually need
- Survey and quiz options that engage people while gathering useful data
- Smart follow-up automation based on how people respond
- Integration with your contact system so information flows automatically
- User journey mapping so forms appear at the right time and place
- A/B testing guidance to improve response rates over time
Why This Matters
When your forms are strategic and connected to your other systems, you learn more about supporters, can personalize their experience, and automatically guide them toward the most relevant next steps. More people engage, and you spend less time manually organizing responses.
Perfect if: You only have a basic contact form, you want to learn more about your supporters' interests, or you're manually managing form responses and follow-up.
Get powerful testimonials from happy supporters without having to ask awkwardly or chase people down.
You know testimonials would help build trust, but asking for them feels uncomfortable and pushy. When you do ask, people say yes but then never follow through, or you get generic responses that don't really help your cause. Managing the whole process feels overwhelming.
What You Get
- Strategy for who to ask, when to ask, and exactly what to say so it feels natural
- Automated requests that go out at the perfect moment (like right after a successful event)
- Simple forms that make it easy for people to respond with detailed, useful testimonials
- Google review requests and integration to build your online reputation
- Follow-up sequences for people who don't respond the first time
- Guidance on how to showcase testimonials on your website, social media, and marketing materials
- Templates for different types of testimonials (donors, program participants, volunteers, etc.)
Why This Matters
When testimonials are collected automatically and systematically, you'll have a steady stream of social proof without having to remember to ask or feel awkward about it. More people will trust your work because they see real stories from real supporters.
Perfect if: You rarely ask for testimonials because it feels awkward, people promise testimonials but don't follow through, or you want more social proof but don't have a system for collecting it.
Finally understand what's working in your marketing so you can make smart decisions instead of guessing.
Right now, you probably have Google Analytics installed but have no idea what the numbers mean or which ones actually matter for your organization. You're making marketing decisions based on gut feeling instead of real data, and you're not sure if your efforts are paying off.
What You Get
- Custom dashboard that shows only the metrics that matter for your specific goals
- Analytics setup and integration across your website, social media, and email
- Training on what each number means and why it's important
- Monthly reporting templates that make sense to you and your team
- Guidance on how to use data to improve your marketing decisions
Why This Matters
When you can see which marketing efforts are actually bringing in supporters, donations, or program participants, you can do more of what works and stop wasting time on what doesn't. Your decisions become strategic instead of random.
Perfect if: You have analytics installed but don't understand the data, you're making marketing decisions based on guesswork, or you want to prove which efforts are worth your time and budget.
Make it easy and secure for people to donate, pay for events, or purchase from you online.
Right now, you probably collect payments through multiple different methods - maybe PayPal for some things, checks for others, and cash at events. It's confusing for supporters and a headache for you to track everything. You might be losing donations or sales because your payment process is complicated or doesn't look professional.
What You Get
- Streamlined payment system that handles donations, event fees, and product sales all in one place
- Professional-looking checkout pages that match your brand
- Setup of secure payment processing (Stripe or PayPal) with all compliance handled
- Automated confirmation emails and receipts for every transaction
- Integration with your contact system so you know who paid for what
- Recurring donation options for supporters who want to give monthly
- Mobile-friendly payment pages that work on any device
Why This Matters
When your payment process is simple and professional, more people complete their transactions instead of abandoning them halfway through. You'll get more donations, sell more event tickets, and spend less time tracking payments manually.
Perfect if: You're using multiple payment methods that don't connect, your checkout process feels clunky, or you want to offer recurring donations but don't know how to set it up.
Here's what makes all these services possible:
The foundation that makes your complete business transformation possible.
Remember that vision of systems that run themselves while you focus on your mission?
The Echo Growth Engine is what makes that happen.
Right now, you're probably managing your contacts in spreadsheets, sending emails from one platform, scheduling meetings through another, processing payments somewhere else, and tracking everything manually.
When someone shows interest, you're scrambling between multiple systems just to follow up properly.
This scattered approach is exactly why you feel like you're constantly playing catch-up instead of being strategic.
The Echo Growth Engine connects everything together in one system.
When we build your lead tracking, email campaigns, website forms, payment processing, and scheduling, they all work together seamlessly. Information flows automatically between each piece, so nothing falls through the cracks and you're not constantly switching between platforms.
Starting at just $50/month, it replaces all those separate tools you're paying for (or thinking you should be using) while actually making them work together.
Here's what becomes possible when everything is connected...
From 112% donor growth to $22M in funding delivered. See how mission-driven organizations have transformed their operations with strategic systems. These stories show what becomes possible when you stop patching things together.
Strategic marketing and operations systems that scale with you, from targeted projects to complete business transformation.
Each package includes thoughtful strategy, seamless system integration, and hands-on implementation. Choose the level that fits your goals and capacity right now. We'll figure out the best fit during a free discovery call and design a plan that works for your goals, timeline, and budget.
$5,000/month for 3 – 6 months
+ $300/month for unlimited Echo Growth Engine access
(most popular)
This is your all-in-one package where we build your complete strategic marketing and operations infrastructure. No matter how complex your organization, we'll set up everything you need to run smoothly and grow strategically.
We'll audit what's working, then build and set up everything you need from our entire service list, including brand strategy, website optimization, email campaigns, lead tracking, social media, testimonials, analytics, payment processing, and more. All integrated and working together seamlessly.
The transformation typically takes 3 months, but may extend up to 6 months.
This isn't just about solving today's problems - it's about building the strategic foundation that enables all your future growth, scaling, and impact.
Strategic audit of your customer journey, lead flow, and system gaps
Setup of any and all services from our list based on your specific needs
Complete Echo Growth Engine setup with every feature (normally $450/month value, yours for $300/month)
Bi-weekly consulting sessions for strategic guidance and optimization
AI tools training and hands-on implementation support for 90 days
Everything connected and working together from day one
Perfect if you rushed to get your organization off the ground and now you're growing but seeing cracks in the foundation. We'll rebuild your systems strategically so they can handle your growth instead of holding it back.
$2,500 – $5,000
+ optional $50/month Echo Growth Engine access for your chosen feature(s)
Instead of juggling multiple platforms that don't talk to each other, you'll get strategic systems built specifically for your needs and integrated with our all-in-one platform. Whether it's one comprehensive system or multiple connected pieces, we'll work together to determine which combination of services from our list above best fits your specific goals and budget.
Popular combinations include:
Brand strategy + website messaging refresh
Email campaigns + lead tracking setup
Social media strategy + content planning
Communications planning + campaign development
Whether it's email automation, brand messaging, a lead magnet, or website content, we'll include:
1-2 strategy workshops
Full system development and integration with Echo Growth Engine
Access to the specific Echo Growth Engine feature(s)
Complete setup and configuration
Training for your team
Launch-ready system with ongoing platform access
Ideal if you're ready to build one strategic marketing or operations system that actually works with your other tools and grows with your organization.
Most projects average:
$300 – $1,200
This is your starting point for projects that don’t need a full system but still deserve clarity, strategy, and intention.
Perfect for organizations who need something like a:
Live audit call to review your current marketing and get strategic feedback
Single advertisements or promotional materials designed strategically
Custom strategy documents for specific challenges not covered in our main services
Quick wins that move your organization forward without a full system overhaul
Whether you’re applying for funding, promoting an event, or showing up in print, we’ll help you say the right thing, in the right way, to the right people.
How to get started
Review our three packages above and identify which level fits your current needs and budget.
We'll discuss your goals, challenges, and determine the best approach for your organization.
We'll send you a custom proposal and contract. Then we'll officially begin your transformation!
Build the foundation your impact deserves
You started this work to help the people and causes you care about, not to become a part-time marketing manager juggling endless platforms.
It's time to get back to what inspired you.
In our discovery call, we'll explore exactly where your systems are breaking down and map out the strategic marketing and operations transformation that will give you your time, energy, and focus back.
We'll discuss:
Which systems are holding back your growth right now
How strategic integration can eliminate the platform juggling
The transformation approach that fits your goals and timeline
Next steps to build infrastructure that actually supports your mission
Planning your growth strategy for the rest of 2025? I only take on 6 complete transformation clients per quarter to ensure each organization gets the focused attention they deserve. I currently have limited spots available for Q3 & Q4 start dates.
Choose a time below that works for you. I'd love to learn about your goals and explore how we can help you build the strategic foundation your mission deserves.
Reach out to [email protected] if you have any questions or concerns that are not listed below.
If your marketing and operations feel scattered across multiple platforms, you're constantly switching between different tools that don't talk to each other, or you're spending evenings and weekends on tasks that should be automated, those are clear signs it's time for strategic support.
Maybe you started this work to help people and causes you care about, but now you feel like a part-time marketing manager instead of a strategic leader. Or your website doesn't reflect the quality of work you actually do, and you're losing potential supporters because your systems aren't organized.
You don't have to have everything figured out. The discovery call is designed to help you get clarity on which systems need attention first, whether you're ready to start now or planning ahead. I can also recommend smaller next steps if a complete transformation isn't the right fit yet.
Simply schedule a free discovery call using the calendar above. We'll discuss your current challenges, goals, and which systems are holding back your growth right now. From there, I'll recommend which package fits your needs and timeline - whether that's a Quick Win project, building a Strategic Foundation, or a Complete Transformation.
Once you're ready to move forward, I'll send you a custom proposal and contract, then we'll begin building your strategic marketing and operations systems using the proven R.O.O.T Method.
We do the heavy lifting for you. Your time investment depends on which package you choose:
Quick Wins: 2-3 hours total for strategy calls and feedback
Strategic Foundation: 5-8 hours over 1-2 months for workshops and training
Complete Transformation: 10-15 hours over 3-6 months for bi-weekly strategy sessions
Most meetings are 60 minutes, with light prep work (10-30 minutes) beforehand. Once your systems are built and running, managing them takes minimal time, giving you more hours back to focus on your mission.
It's the all-in-one platform that makes your complete marketing and operations transformation possible.
Built on proven enterprise software used by millions of businesses worldwide, I customize and configure it specifically for mission-driven organizations. Instead of juggling separate platforms for email marketing, lead tracking, scheduling, payment processing, forms, social media, and analytics, everything works together seamlessly. When someone fills out a form on your website, they're automatically added to your CRM, entered into the right email sequence, and you get notified - all without you lifting a finger.
The value is in the strategic setup, customization, and training I provide for your specific needs. You get a fully configured system that's ready to run your business, plus ongoing support - not complex software you have to learn and configure yourself.
It's what enables you to stop being a part-time marketing manager and start being the strategic leader your mission needs.
The Echo Growth Engine is billed monthly with no long-term contract. You can cancel at any time with 30 days notice, though most of our clients stick around once they see how much time and stress it saves.
No problem. I'll review what you're currently using and either help you optimize it or recommend systems that better fit your needs. It's not about the specific tools - it's about creating strategic marketing and operations systems that actually work together. We can absolutely work together even if you want to keep your existing CRM, email platform, or scheduling tools. I'll integrate the strategy into your current setup and help connect everything properly.
If you do decide the Echo Growth Engine would work better for your needs, I'll handle the entire migration - importing contacts, recreating automations, and transferring email sequences from tools like Mailchimp, ConvertKit, or HubSpot. The transition will feel smooth, not overwhelming.
Either way, you'll end up with strategic systems that support your mission instead of creating more work.
Don't worry - you don't need to be technical at all! I handle all the complex setup, configuration, and automation building for you. You'll get a system that's already working when I hand it over.
During our training sessions, I'll show you exactly how to use your new systems in simple, everyday language. No technical jargon or overwhelming tutorials. Plus, you'll get documented walkthroughs and short videos tailored specifically to your setup. If you ever get stuck after launch, you have ongoing email support (Monday-Friday, 9-5 MT) and I'm always available to help troubleshoot or make adjustments.
My goal is for you to feel confident and in control, not overwhelmed by technology.
Those tools are excellent at what they do, but they each handle just one piece of your marketing and operations puzzle. With separate platforms, you end up manually copying contact information between systems, missing follow-ups, and spending time switching between different logins and interfaces.
The Echo Growth Engine brings everything together so your systems actually talk to each other. When someone books a meeting, they're automatically added to your email sequence. When they make a donation, it triggers a thank-you series. No manual work, no missed steps. Plus, instead of paying for 5+ separate subscriptions that don't integrate well, you get one connected system with strategic setup and ongoing support included.
You're not just buying software - you're getting a complete marketing and operations transformation.
While mission-driven organizations are my specialty, the R.O.O.T Method and strategic marketing and operations systems work well for any team that values authentic growth over aggressive sales tactics.
I've worked with consultants, coaches, educators, creative businesses, and service providers who want smart systems without the tech overwhelm. What matters most is that our values align and you're ready to build strategic systems that support sustainable growth.
If you're curious whether we'd be a good fit, the discovery call is the perfect place to explore that together.
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