Monthly Packages
Each package comes with standard offerings, which can be customized with add-ons. Organizations can even transition up or down between levels, as needs change.
LAUNCH POINT
$1,500
per month
(discounts for annual commitments)
Designed for
up to 300 members and minimal admin needs
Dedicated point of contact for all services
Updated website or basic starter website
Core technology suite (video conf, office software, etc)
Virtual event and video conference hosting
Membership renewal, including forms and payment processing
DIY templates for newsletters, social media posts, etc
Responses to common questions and inquiries
Centralized, organized documents and files
Timely reminders for compliance tasks (e.g. Form 990)
E-signature and document management for waivers, etc.
Standard integrations between your key systems
Onboarding Fee
$3,000 - $5,000
PATHFINDER
$4,500
per month
(discounts for annual commitments)
Designed for
up to 1,000 members and moderate admin needs
Includes Launch Point, plus:
Board support (agendas, meeting packages, records)
Monthly email newsletter (writing and sending)
Monthly or bi-weekly social media posts
Members-only website content and resources
Quarterly business meetings with reports and metrics
Sponsor engagement and handling
Volunteer signups setup (online) and waiver tracking
Annual contact database cleanup
Coordination with Third Parties re: Compliance
Onboarding Fee
$4,000 - $6,000
TRAILBLAZER
Starting at $10,000
per month
(discounts for annual commitments)
Designed for
2,000+ members and complex admin needs
Includes Pathfinder, plus:
Executive Director-level Support (fractional)
Custom KPIs and Reporting
Quarterly Press Releases
Coordination around Continuing Education Credits
Annual Member/Volunteer Satisfaction Survey
Online Community, Courses, and/or E-Commerce Site
Annual Review of Processes and Efficiencies
Onboarding Fee
Starting at $7,000
Onboarding Details
Each package has a one-time onboarding fee.
Here’s what that might involve.
​​Existing Organizations
​
For existing orgs, onboarding may look like:
​
-
Updating your website, configuring it so we can maintain it
​
-
Import, regularize, and organize member data (no cleanup)
​
-
Centralize and organize folders and files
​
-
Setup and confirm online payment processing is working
​
-
Check or set up basic templates for email newsletters, flyers, etc.
​
-
Check and update social media profiles
​
-
Set up account access for your designated users
​
-
Ensure continuity of operations during transition
​
-
Establish expectations and how we want to work together
​
-
Provide recommendations, if requested
Startup Organizations
​
For startups, onboarding may look like:
​
-
A simple, functional first website
​
-
Basic logo and brand standards
​
-
Membership or contact us forms
​
-
Basic templates for email newsletters, blogs, etc.
​
-
Creating a LinkedIn, Instagram, and YouTube org profile page
​
-
Set up account access for designated users
​
-
Provide recommendations, if requested
In-Person Events
In-person events (meetings, conferences, fundraiser, retreats, etc.) are only available in the following areas:
California
Greater Sacramento Area
Napa and Sonoma Counties
San Francisco Bay Area
Silicon Valley
Greater Los Angeles Area
Orange County
San Diego
Colorado
Denver Metropolitan Area
Connecticut
Tri-state Region (New York, New Jersey, Connecticut)
New Jersey
Tri-state Region (New York, New Jersey, Connecticut)
New York
Tri-state Region (New York, New Jersey, Connecticut)
Core Tech Stack
Every client can rely on access to:
-
Website URL provider (DNS) and host
-
Office software (documents, spreadsheets, presentations)
-
File structure and management
-
Team password manager
-
Event registration apps
-
Video conference/virtual meeting hosting
-
CRM (contact) database
The following are not considered core, but are available to higher levels:
-
Design tools
-
Advanced office, file management, and other apps
-
Generative AI tools
-
Reporting, dashboards, and custom KPIs
-
E-signature apps
-
Community and e-commerce apps
Add-ons
Customize your package with add-on services.
Starting at $500
In-Person Event Management
Includes site selection, contract coordination, registration website, name tags, on-site setup and breakdown, and table staffing during event.
​
Varies
Additional Emails, Social Posts, Press Releases
If your organization's needs exceed our usual packages, we can easily discuss and add on additional support.
Starting at $1,000
New Branding
We can create a new logo, update your website layout and imagery, and create new templates.
Varies
Retreats, Workshops, Meeting Facilitation
We can help you put together virtual or in-person meetings, retreats, workshops and more.
​
Varies
Custom Signage and Assets
We can work with you to create table displays, custom signage, and other physical assets to support your mission.
Starting at $1,000
Database Cleanup
Databases are famous for acquiring inconsistencies and irrelevant information. We can centralize, normalize, and check your contact information for completeness and syntax.