We'll Be Your Strategic Partner
We give you the strategy, systems, and templates you need to scale with impact.
How We'll Transform Your Organization
We completely transform your marketing & client management system by giving you the strategy, tools, and templates you need to grow.
Before
Trying to Do Everything Manually Yourself
Scattered client information across spreadsheets and platforms
Manual proposal follow-up that falls through cracks
Manual email follow-up and chasing clients to book calls
Business development and networking with no consistency
Creating marketing content from scratch each time
Client communication scattered across team members
Inconsistent messaging across different platforms
Hours spent on admin tasks that should be automated
No clear process for new team member training
Constant platform switching and information gaps
After
Everything Automatically Working Together
Complete client relationship management setup with automated workflows
Business development and lead generation systems that run themselves
Marketing automation and thought leadership infrastructure requiring minimal oversight
Brand strategy and competitive positioning ensuring consistent communication
Comprehensive documentation and processes that survive staff changes
Everything automated for seamless operations
What We Build For You
As your growth partner, we build everything and give you the tools to keep growing:
We Set Up All Your Systems In One Place
Connected Marketing & Operations Platform
Marketing Systems
Client/Donor Management
Communication Systems
We Create Your
Strategies & Processes
Brand Strategy
Marketing Strategy
Workflow Automation
Step-by-Step Processes
Performance Tracking
We Give You Ready-to-Use Tools & Templates
Content Templates
Marketing Materials
Process Templates
Communication Templates
How-To Guides
How We'll Build Your Growth System
We'll follow our R.O.O.T method to transform disconnected systems into strategic infrastructure. This isn't just strategy—it's a complete transformation that gives you the clarity, systems, and support you need to scale.
Review
Look at what's working, what's not, and where the gaps are
Organize
Make a simple plan that fits your goals and team capacity
Optimize
Build and improve your tools, messaging, and systems
Thrive
Run and grow your systems independently with confidence
112%
INCREASE IN DONOR GROWTH
56%
increase in donations
30%
email click-through rates
50+
marketing campaigns
"I think every conservation district needs this. What you created looks great and clean and it's in line with who we are. There's tremendous possibility with what you've given us already." - Dani Hamilton, Missaukee Conservation District
Real Results from Real Organizations
These stories show what becomes possible when you stop patching things together.
Nonprofits
112% increase in new donors through strategic cultivation
56% increase in total donations via automated marketing
40% reduction in volunteer coordination overhead
30% average email click-through rates (2x industry standard)
Consulting Firms
35% increase in billable hour capacity
60% reduction in administrative coordination time
45% improvement in client communication response times
25% increase in proposal win rates through systematic follow-up
INTRODUCING
$100k+ Marketing Audits Mega File
Over the past 4 years, I’ve audited 75+ marketing systems - websites, CRMs, automations, content workflows - you name it.
Now you get the exact toolkit I built to run the highest ROI audits of my career.
Here's what's inside:
The 5-Minute Marketing Systems Audit
Scorecard & Bottleneck Map
5 Deep-Dive Fixes (Funnels, CRM, Automations, Website, Content)
Plug-and-play Automation Library
How to get started
ONE
Schedule a Discovery Call
We'll discuss your goals, challenges, and determine the best approach for your organization.
TWO
Let's Get Started
We'll send you a custom proposal and contract. Then we'll officially begin your transformation!
Frequently Asked Questions
Reach out to [email protected] if you have any questions or concerns that are not listed below.
How do I get started?
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.
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.
How much time will I need to invest in the process?
We do the heavy lifting for you. Your time investment will be minimal. Once your systems are built and running, managing them takes minimal time, giving you more hours back to focus on your mission.
What if I don’t have a lot of experience with automation? What if I'm not tech-savvy?
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.
Do you only work with nonprofits or environmental businesses and organizations?
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.
NEWSLETTER
ECHOROOT
LEGAL
ACKNOWLEDGEMENT
Echoroot Growth Consulting is primarily located on the territory of the Néhiyaw (Cree), Niitsitapi (Blackfoot), Métis, Nakoda (Stoney), Dene, Haudenosaunee (Iroquois) and Anishinaabe (Ojibway/Saulteaux), lands that are now known as part of Treaties 6, 7 and 8 and homeland of the Métis. We respect the sovereignty, lands, histories, languages, knowledge systems and cultures of all First Nations, Métis and Inuit nations.
© Copyright 2025. Echoroot. All Rights Reserved.