Explore Our Services
Practical strategy, systems, and support for small businesses and nonprofits—helping small teams build clearer plans, stronger systems, and sustainable growth.
What We Offer
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Find out what’s getting in your way.
If your organization feels like it runs on memory, sticky notes, and “just ask me,” you’re not alone.
A Systems Tune-Up is a focused review of how work actually gets done. We identify what’s slowing you down, where work gets stuck, and what is creating unnecessary stress.
You’ll walk away with:
A clear picture of your current workflow
3–5 practical improvements you can implement immediately
Simple documentation tools
A prioritized action plan
Ideal for small teams that know they need more structure but don’t need a complicated overhaul.
Starting at $750
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Big ideas stall when there’s no structure behind them.
Whether you’re launching a new service, restructuring a team, planning an event, or finally tackling a long-delayed initiative, Project Clarity gives your team a practical roadmap from idea to implementation.
Includes:
Project scope and priorities
Timeline and milestones
Role clarity and accountability
Risk identification
Workflow design
A simple project tracking system
Hands-on project support without unnecessary corporate bureaucracy.
$900–$2,500
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Use AI to save time—not create another technology project.
You don’t need to become an AI company. You need tools that make everyday work easier.
We help teams identify practical, responsible ways to use AI for tasks like:
Drafting emails and communications
Creating policies and procedures
Developing templates
Organizing internal information
Brainstorming content
Streamlining repetitive work
No coding. No massive software overhaul. Just useful tools your team can actually use.
Workshops starting at $450
Implementation support starting at $900 -
Ongoing Advisory Support
Experienced support without another full-time hire.
For organizations that need ongoing guidance with operations, projects, systems, or implementation.
Support may include:
Monthly strategy and systems check-ins
Project troubleshooting
Workflow improvement
Accountability and implementation support
AI adoption
Process documentation
Operational problem-solving
Flexible support can be structured hourly or as a monthly engagement.
$125–$150/hour
Retainer packages available
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You don’t always need another staff member. Sometimes you need a better plan.
Small nonprofits are often doing ambitious work with limited staff, limited development capacity, and systems that evolved one emergency at a time.
Summit West Strategies combines organizational operations and project strategy with nonprofit development expertise so that fundraising plans, donor communications, programs, and internal systems actually support one another.
Our nonprofit engagements are collaborative and practical: we help you identify what matters most, build what your team needs, and leave you with tools you can continue using after the engagement ends.
Pricing is scaled based on organizational size, operating budget, and project scope.
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Find out what’s getting in the way—and what to fix first.
Your organization has grown. Your workload has grown. Your systems may not have.
We take a focused look at both the operational and development sides of your organization to identify the places where limited time and capacity are being lost.
Depending on your priorities, we may examine areas such as:
Roles and responsibilities
Workflow and project management
Internal communication
Documentation and processes
Fundraising infrastructure
Donor stewardship
Development calendars
CRM and donor data practices
Grant processes
Communications
Technology and AI opportunities
You’ll receive
A focused organizational assessment
Recommendations in two priority areas
Five practical workflow improvements
A prioritized 90-day action plan
Additional implementation support can be added based on your organization’s needs.
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Turn a good idea into a fundable, executable plan.
You have a program, expansion, community initiative, or major project in mind.
Now you need to figure out what it will take to actually make it happen.
We help move projects from:
Idea → Plan → Budget → Funding → Implementation
Depending on the project, support may include:
Project scope
Timeline and milestones
Roles and responsibilities
Implementation planning
Risk assessment
Program narrative
Case for support
Funding strategy
Grant research or application support
Donor and stakeholder communications
Impact measures
Ideal for:
New nonprofit programs
Program expansion
New locations
Community initiatives
Capital projects
Major grants
New services
Instead of handing you a strategy document and walking away, we build the funding and implementation pieces together so the plan is designed to be executed.
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Build a fundraising system your small team can actually maintain.
Fundraising challenges are often systems challenges.
Donor stewardship falls through the cracks. Grant deadlines sneak up. Communications happen reactively. Information lives in multiple spreadsheets. Nobody is completely sure who owns what.
We help turn scattered fundraising activity into a practical, repeatable development system.
Support may include:
Fundraising strategy
Donor journey and stewardship
Donor segmentation
Annual giving
Campaign planning
Appeals and donor communications
Grant strategy
Development calendar
CRM processes
Roles and responsibilities
Workflow and documentation
Automation opportunities
Implementation tracking
The goal isn’t to give your organization a complicated development system.
It’s to build one your actual team has the capacity to use.
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Additional Nonprofit Development Support
Some organizations don’t need a full engagement. Targeted nonprofit development projects are also available, including:
Annual appeal writing
Campaign messaging
Donor communications
Donor journey development
Case for support development
Development calendars
Grant strategy
Grant research and application support
CRM process development
Fundraising workflow design
Project implementation support
Need something that doesn’t fit neatly into a package? Contact us. We can scope a focused project around your organization’s priorities.
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Leadership Support
For business and nonprofit leaders navigating ADHD, autism, executive-functioning differences, or simply trying to build more sustainable ways of working.
Support may include:
Executive-functioning strategies
Systems tailored to how you work
Delegation and role clarity
Sustainable workflow design
Prioritization
Ongoing accountability
$600–$800
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For small teams that need clearer expectations, stronger communication, and systems that work for different working styles.
Includes:
Confidential team interviews
Communication pattern analysis
Workflow assessment
Role and expectation alignment
Structured facilitation
Written alignment roadmap
$1,000–$4,500 depending on team size
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Workplace Neurodiversity Workshop
Practical education and tools for organizations supporting neurodivergent and neurotypical employees.
Topics may include:
ADHD and autism in professional settings
Executive-functioning differences
Communication-style mismatches
Burnout prevention
Practical accommodations
Building more accessible workflows
$750 / 2-hour workshop
Let’s Work Together!
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within two business days.