Our organization went through identity development with Waterstone, which included an excellent use of interactive exercises, and a facilitator who was very attentive to the needs of the group! Sara is insightful, professional, and a great listener, all of which combined to make this a wonderful experience. The session led to our undergoing an overall rebrand. We’re excited about the process and thankful!
— Nonprofit Client



Visioning refines or creates anew the following components of you or your organization - the core of your brand identity.

  1. Core purpose

  2. Core values

  3. Mission statement

  4. Vision statement

Strategic Planning

Strategic planning provides a framework for big ideas and activities over a defined period of time (usually three years). Our interactive process involves:

  1. Stakeholder survey

  2. Goals and objectives

  3. Strategies mapped to a tracking timeline


Technology Systems Integration

The most well-intended plans can fall flat without integrated systems to back them up.  Integrate your website, database, email marketing, file management and social media platforms to maximize effectiveness and synchronize your team.  We can make recommendations related to:

  1. Website development and forms

  2. Survey tools

  3. CRM and database tools

  4. Email marketing and list management

  5. File sharing and document management systems

  6. Social media

  7. Google products and services

Sara was by my side from start to finish. I felt motivated and confident through her encouragement and support of my writing. Definitely recommend!
— Small Business Client

Website Design


Squarespace offers beautiful designs, great functionality and impressive customer service. As a Squarespace Circle Member, we can offer you an extended free trial period and 20% off your first year of hosting.

Websites Samples


Professional Organizing

An organized business is a fruitful business. From online to offline, home office to professional office, let's get you organized!

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