I am an organizational consultant who helps design, recruit, and train boards of directors; guides strategic and organizational planning; and facilitates the development of unique and effective client acquisition and retention plans.
I help founders of nonprofit and for-profit organizations design a functional, governance board of directors. I also assist in the design of recruitment and the recruitment of board members. Finally, I lead board member training workshops.
I have been assisting organizations since 1972 to gather and keep clients and customers.
I have written a CPE course for CPA's on Thompson Reuters, Checkpoint Learning platform on client acquisition and retention.
I help organizations [for-profit and nonprofit] to design and implement acquisition and retention programs for customers, volunteers, donors, and clients.