Custom systems and expansion strategy for businesses growing faster than they can keep up.

FOR NONPROFITS, STARTUPS, AND SMALL BUSINESSES

You're great at what you do, but so busy that you risk missing out on opportunities. You need to get organized, but you can’t just drop everything to figure it out.Clarity Advisory designs systems that free you from your biggest time sinks, and helps you grow through smarter positioning and marketing.

Sound familiar?

  • You're busy all the time, but most of that work isn't moving the business forward.

  • You have more good ideas than infrastructure to carry them out.

  • You're growing, but your systems are held together with sticky notes, memory, and one overloaded inbox.

Nobody starts their business because they like spreadsheets.

...but even if you're not organized, your business can be.

Hi, I'm Claire, founder of Clarity Advisory.

People have told me that I’m “the most organized person they’ve ever met.”My systems are approved by people who describe themselves as “super busy,” “Type B,” “ADHD,” and “naturally disorganized.”Most organizational systems force you to suddenly become someone who is organized enough to stick to them. But you just don’t see the point in burying yourself in tedious details when you have the big picture to manage.It doesn’t have to be that way. I design the system around you instead of expecting you to change to fit the system. I create systems that are more convenient to stick to than not to.

My Approach

1. Investigate

I learn:

  • What’s already working for you

  • What your biggest time sinks are

  • What’s important to you

  • Where you want your business to go

2. Offload

I create a system for each time sink.

I design what the ideal process would look like (with your input). Then I build the tech to support that design so your ideal process can be your reality.

3. Grow

I help you turn your focus towards higher-value opportunities (instead of grinding through lots of small ones).

This can include:

  • Strategic marketing to reach the customers who haven't found you yet

  • Branding and positioning

  • Offer design and pricing

  • A smoother customer journey between first hearing about you and buying

Client
Case Study

Jenna had a vision for what a raptor center could look like at its full potential.

She wanted the freedom to make strategic decisions, like training her birds for high-ticket opportunities instead of putting their wellbeing at risk by grinding out hundreds of low-paying bookings. She wanted to expand enough to provide training for other organizations and improve the care of raptors across the entire industry.When I met Jenna, she was extremely busy, juggling many obligations as she worked to get her nonprofit's income streams off the ground. She needed enough income to leave her part-time job and work on growing her nonprofit full time.

Here's what we built (all mobile-friendly):

Raptor Care Tracking System

Makes it easy to ensure that the most important thing is always taken care of.

Private Event Booking System

Eliminates time-consuming communication with customers and empowers her to book more events in less time. See case study →

Public Event Management System

Keeps all her details in one place and allows her to publish events to her website and social media with a single click.

Polished Website

Shares her high-quality services with the world, and is structured to encourage visitors to book private events or buy tickets to public events.

Strategic Positioning

With her time reclaimed, we turned towards improving her marketing and customer outreach. We focused on building out higher-margin opportunities such as corporate events and private sessions for professional wildlife photographers.

Now Jenna has systems in place to serve as the foundation for the rest of her business. She’s no longer forced to use all her energy just treading water, and can actually start growing.

Jenna always had the talent and potential to realize her vision.

All we had to do was redirect her energy so she could do more with less effort.

What is a system?

A system is a defined process + the container to support and sustain that process.

Each system is made up of these 8 components.

The Process

We design your ideal process around what already works for you, accounting for every detail and every mistake that could go wrong. We map out the process from start to finish in all scenarios.

The Interface

The way you interact with your data is designed to fit you, so it’s easy to use and maintain. You're not digging through spreadsheets to find and update information.

The Automations

Predictable steps are handled by automations so the process keeps moving forward without you having to remember to take action for every step.

The Failsafes

Built-in reminders that notify you when you need to take action—so you don't need to pay attention until the system flags you.

The Data

Interconnected spreadsheets that give all of your information a place to live. Once your information is structured and organized, we can use it to make the rest of the system work.

The Communications

Forms, automated emails, and templatized interactions that set expectations, collect information, and guide people through the process without your involvement.

The Guidelines

Instructions and checklists are built in to both your end and the external-facing ends of the process, making it easy to follow on autopilot.

The Funnels

Public-facing communications that attract people to enter the process in the first place. Strategic positioning and outreach to your ideal audience (such as customers, donors, or collab partners).

The result: your process runs reliably every time, without depending on you to hold it all together. Every piece of information has a place to live and a path to travel, so you always know what's going on, and what you need shows up when you need it.

You used to think the only way to get more done was more hours in the day. Now your tasks just take less time.

What can be systematized?

Almost any process that currently lives in your head, a spreadsheet, and a pile of email threads. If it has moving parts, deadlines, handoffs, or details that change from client to client, it can probably run smoother.

Some examples:

Custom orders and production
Bakery cake orders, custom clothing or bridal, t-shirt and print jobs, furniture or woodworking commissions, wedding floralsBookings and scheduling
Event bookings, class and private-lesson scheduling for a studio, venue or space rentals, field trips and group visits, tutoring sessionsRecurring tasks and upkeep
Gym equipment maintenance, property maintenance requests, safety inspections, daily care logs (animals, plants, facilities)Handoffs between people and teams
Passing a new client from sales to delivery, requests that bounce between departments, information that lives in one person's inbox, and anywhere things fall through the cracks between roles

Relationships and follow-up
Donor and sponsor tracking, wholesale accounts, volunteer coordination, following up on leads so none slip throughProjects with many moving parts
Book publishing timelines, events with many stakeholders, renovation or contractor jobs, grant applications with multiple contributors and deadlinesIntake and onboarding
New client onboarding, volunteer or new-hire onboarding, application or intake forms that feed straight into a workflowInventory and resources
Supply tracking, rental gear check-in and check-out, lending libraries, materials for classes or programs

Don't see your scenario? That's normal.

The best builds are often for processes too specific for off-the-shelf software. Book a discovery call and tell me what's eating your time.

System
Case Study

Private event bookings for a wildlife education nonprofit

Jenna’s nonprofit’s mission is to educate the public on raptors and advocate for their conservation through live educational presentations.Since Jenna doesn’t have her own facilities yet, she needs to book private offsite events. She needs to book more events so she can make more income and leave her day job.Interested customers are reaching out, but each new booking means sinking hours of work into event coordination.

She doesn’t have enough hours in the day to grow at this rate.

Goal:

Create a system that allows Jenna to book many events with very little effort.

What's already working for Jenna, to keep:

  • Calling customers to confirm details and make sure they're a good fit before proceeding

  • Receiving payments through Zeffy, a free payment platform for nonprofits

  • Having customers sign a contract confirming they understand the booking policies

  • Receiving payment and contract signatures before making bookings official

  • Checking in with customers one week before the event to touch base, remind them of requirements, and catch potential issues

Time wasters to eliminate:

  • Explaining program offerings, policies, and venue requirements to each new customer

  • Long back-and-forth communications chasing down event details, payment, and contract signatures from customers

  • Searching for information scattered between disparate notes and emails

  • Manually remembering what needs to be done for each booking in progress

  • Potential customer disputes over policies and agreements (reputational and income risk)

Tools:

  • Airtable Team tier, $12/month with nonprofit discount (website and mobile app)

  • Slack, free tier (mobile app)

  • Zeffy payment processing, free & already using

  • Make, free tier, one automation

  • Squarespace website, already using

TOTAL COST: $12/month

Results:

Before, each booking was a multi-day email exchange, around two days even when customers replied quickly, and Jenna had to keep track of every open thread in her head.Now booking an event consists of a 20-minute phone call and two button presses when prompted. The whole system runs for $12 a month, and Jenna owns it outright, with no licensing fees or ongoing payments to me.With this new system in place, Jenna can commit to more bookings without increasing her risk of making a mistake. She can afford to say “yes” to more opportunities.

The new workflow:

Testimonial goes here

Services

What working together looks like

Every build starts with a free discovery call to see if we're a good fit. From there, I send a written scope and agreement so we're aligned on what's included before any work begins.Once we're underway, we start with a 60–90 minute deep dive into how your business runs today: what's working, where your time goes, and where you want to go. Then I design and build your system. When it's ready, I walk you through it, and we make small adjustments to further tailor it to you. I make sure you're comfortable with the system before we end our engagement.After you've had time to use it, we follow up to make refinements and make sure everything is working smoothly according to our original scope.If any large changes or additions to the original scope are needed, those are scoped and priced separately.

Questions?
Contact [email protected]

Advisory session, 60 mins · $250/session

A focused, one-on-one conversation to talk through a problem or decision about how your business runs or grows. (No build included.) Good for when:

  • You're building something yourself and want help making sure it holds up in every scenario

  • Your organization has cobbled together tools over time, and you need to find where things are breaking down

  • You're about to implement a solution and want a second opinion before you proceed

  • You want a fresh perspective on how you can get your customers to discover you

  • You want ideas for turning what you already do into more income, with less effort

If you decide to book a build within 30 days, your session fee is credited toward it.

Event booking system build · starting at $7,500

For organizations that book events, workshops, or programs and are buried in the back-and-forth. Existing tools cover pieces of the process, but none of them fit the way you actually book events. I set up a complete booking workflow around what your organization actually needs.Most builds take about a month, depending on complexity. The timeline for each build is set during scoping.See case study →

Custom system build · starting at $7,500

You have a process that eats your time, or several. I design a system around how you actually work, build it, and hand it over ready to use, with a check-in after you've had time to live with it.Most builds take about a month, depending on complexity. The timeline for each build is set during scoping.

Ongoing partnership · $9,500/month (3-month minimum)

For organizations that are still figuring out what needs to be built as they go, and need a partner in their operations and growth. I'm here to be a thinking partner, build your core operations, and be hands-on to help you keep moving forward.Each month starts with a planning session where we set priorities together, followed by a second deep-dive and regular check-ins. I focus my time on the work with the most leverage for your organization.

Growth strategy projects · starting at $3,000

Need a better website, stronger marketing materials, or a smoother path from first contact to purchase? Want to find high-margin opportunities that make your work go further? Have something else in mind? Tell me what you're trying to accomplish, and we'll scope out a plan.

FAQ

For other questions contact [email protected] or book a free discovery call: book a call →

Is this a fit?

What kinds of organizations do you work with?

Small and mid-size businesses and nonprofits, solopreneurs, and startups. I'm the best fit for organizations that don’t want another short-term solution, but want to fix problems for good. I specialize in organizations that aren't served by typical enterprise-level software, and those with niche or complex processes, especially involving the public.

If you're another type of organization and curious about my services, please inquire anyway. I’d be happy to hear from you!

I'm not organized or tech-savvy. Will I be able to use the system you make for me?

Yes - you’re exactly who I design for.

During our deep dive, I learn about you and how you already work. This helps me know how to make the system as easy as possible for you to use. I teach you how to use the system, make sure you’re comfortable using it, then give you some time to use it in real life. We follow up to make refinements and make sure everything is working smoothly according to our original scope.

If needed, I can also provide written or video instructions, or training for your staff for an additional fee. I’m here for troubleshooting if something breaks. If you find you need a change to the original system, I can continue to modify it to evolve with your business, scoped and priced as an additional project.

The process I need organized involves my staff. I don’t know all the details about how they work. Can we still work together?

Yes. I come from a background of unifying multi-departmental processes, and I’m experienced with interviewing many people to investigate and get the full picture of a process across departments.

For processes that span multiple staff members or teams, I ask to speak with them directly so I can find out exactly what they need from the system too. I’m interested in creating well-designed systems that multiply the capacity of your organization, and that includes making things easy and efficient for everyone involved.

My entire approach hinges on getting the most accurate picture of the reality of a process before I start any work on a system. This means involving everyone who touches a process in the design from the beginning. This also gives the added benefit of easy buy-in and adoption of the new system from your staff, because they helped design it.

What if my process involves members of the public, who might not act like we predict?

When working with the public, each interaction brings someone with a different context, different expectations, and different knowledge about how you do things at your organization – and a lot of time is spent explaining and re-explaining.

When I create any system, we work together to identify every piece of information that needs to be communicated in order for the process to successfully complete. By finding out what information you need, we also find out what information your customers need. We can then create a system that walks your customers through the process without you being involved in every step.

Customers appreciate having clear communication of what you offer, what they should expect, and what you need from them. Having a system in place is an opportunity to make a process that’s as easy for your customers to follow as it is for you to use. A system isn’t just the software or tools you use, but also the design of the entire client interaction from start to finish.

How is this different?

How could you possibly make a system that works in every scenario?

By finding out what the reality of the process is before I start working, I can build a system around an accurate picture. This is different from how most people approach building systems, which is to assume how things might work and build a system around that.

When I work with you, we start by digging deep into your process. We find out everything you need from your process, even the things you might not have considered yet. We find out what information needs to be communicated and when in order for the process to be completed successfully. As we do this, we naturally uncover a map of your process from start to finish.

Imagine a flowchart: when we map out what we expect to happen, we also find out what it looks like when those things don’t happen, allowing us to plan ahead for those scenarios as well. This is what allows us to make a system that plans ahead for both the predictable cases and the outliers.

A lot of time is freed up just from having a process that accounts for the majority of predictable cases. Then when you do come across an outlier that needs more time, you’ll have more bandwidth to address it.

Why not just hire an assistant?

When things get busy, most people wish they had more hours in the day to keep up with the demand. The first instinct is to hire assistants. However, most busy people are too busy to train their assistants on what to do in every scenario. When that’s the case, adding more people just means creating more opportunity for miscommunication and mistakes, where simple errors could cause hours of damage control.

Instead of hiring more people to work more hours to keep up with all the work, my approach is to create a system that makes the same work take less time to do.

And if you do hire, having a system ensures that new hires can be easily onboarded and trained. A well-designed system continues to multiply the capacity of the entire organization by taking time-wasting tasks off everyone’s plate.

Why not just buy pre-existing software?

Lots of software is effective for what it’s designed for, but what it’s designed for might not fit exactly what you need. Even if you do find something that works for part of your process, not a single tool can manage the space between each tool and the next. These constraints force you to change to fit what the software asks of you, when your software is supposed to be the one serving you.

A system that’s fully customized to you has everything you need and nothing you don’t, and accounts for every step of your process, including the handoffs between one tool and the next, or between tools and stakeholders. This approach ensures that tools actually take work off your plate instead of adding more complexity to manage.

Part of what I offer is advising you on what you need and carrying that out for you, so you don’t have to sink time and money into researching and testing out different software yourself. I also work within the constraints of your budget and preferences when choosing which tools to recommend.

At its core, what I do is process design. I prefer to use tools to make this as efficient as possible, but I could build you a fully analog process if that’s what you’d prefer. The service I’m offering isn’t just to get you set up with software, but to bring my process design knowledge to make your entire process more easy, effective, and efficient.

Why not just use an AI tool?

Most AI tools marketed to solve the problems I work on tend to treat disorganization as a given. This is the opposite of my approach, which is to root out the original sources of chaos to rebuild a clean and reliable structure.

When you run AI over unstructured or incomplete information, it can make mistakes. Why not just use good process design to create a system that keeps information organized as you go, shows you what you need when you need it, and handles repetitive steps with automations that follow clear rules?

Most problems just need to be addressed through intentional process design before adding tools on top. So far, I haven’t come across a need to incorporate AI tools into any of my systems. But if you do want to incorporate AI, working with me to create structure and order makes using AI tools more reliable.

Are you selling a template or premade software?

No - I'm not trying to get you to adopt a premade template or software.

What I do is work with you to learn about your business, advise you on how to make your processes more efficient, and build a system to support that. We agree upon what the system should look like before I start building, including what tools to use. The system might include premade or custom software, but they’re suited to your preferences, and tailored to fit you.

Cost, support & ownership

Do I need to buy new software? What does it cost?

Maybe, it depends on what you already use and what you need. Most builds use Airtable which is relatively inexpensive. I let you know what tools I recommend for your build and their cost during the scoping phase. I work within the constraints and preferences you have, and if budget is tight, I take that into account.

The core of my work is process design, and a well-designed process alone makes a world of difference. That’s why I can build fully functional systems using such low-cost tools. The system in this case study costs my solo founder client just $12/month for an Airtable subscription.

Do I need to pay to keep using the system you make for me?

You might need to pay subscription fees to any tools used - I let you know what tools I recommend for your build and their cost during the scoping phase, so nothing will be a surprise to you. But you will not need to pay any ongoing costs or subscription fees to me in order to keep using your system. Everything is built in accounts you own, so you have full access to your own system.

What if my business changes or I outgrow the system you made for me?

I can update your system to grow and evolve with your business. Just reach out and we can scope it as a new project.

As with any project, I start by investigating exactly what it is you need from your system. My objective is to leave you with a system that fits your business like a glove and is comfortable to use. I’m not interested in leaving you hanging with a system that only half-works. When your business changes, your system should reflect that so it can continue to support you.

What if something breaks and I need troubleshooting support?

Every build includes a support period after handoff, where I'm here to troubleshoot and make sure everything works as intended according to the scope we agreed upon. The details are outlined in our contract, which we go over before any work begins.

Who owns the system you make for me?

You can use and modify the system I build for you permanently. You will not need to pay any ongoing costs or subscription fees to me in order to keep using your system. All of your data is yours, and I never share your sensitive business information with anyone else.

I keep ownership of the design as my intellectual property, along with any industry knowledge I might develop from working with you. I may use any work I do for you, in whole or in part, for other client work or other products I might sell in the future (without sharing your data or private information, of course).

Your system is built for your use only, so you may not copy or duplicate it for anyone else. (Though you’re welcome to show it off and tell people about it!)

The full details are spelled out in our agreement before any work begins.

My Story

I studied international development at Michigan State University, where I kept noticing the same pattern: band-aid solutions get chosen over lasting ones, not because they work better, but because they're easier to explain when everyone is deep in the daily weeds. As a result, complex problems remained unsolved even when lots of resources were put towards them.Later, I saw the same thing inside organizations. At a large public library system, I coordinated events and operations for a system running 30 to 60 events a week, and built Airtable systems and processes across departments, like a standardized festival planning process that closed communication gaps between six departments. I found that every recurring problem came down to one thing: information getting lost somewhere along the way. I learned that no matter how chaotic things looked on the surface, those gaps could be found and fixed for good.These experiences inform the approach I bring to my work today. I start by seeking a thorough understanding of how your business works, so I'm not working from assumptions. Then create solutions that not only solve your problems in the short-term, but provide a stable foundation for your business to grow and thrive.I love what I do, and I'm passionate about helping businesses reach their full potential.

Selected Works

Lorem ipsum

Custom systems and strategy for organizations growing faster than they can keep up.

OPERATIONS & GROWTH STRATEGY CONSULTING

© 2026 Clarity Advisory. All rights reserved.