Purpose + Process = Progress

Strategies That Move Your Mission Forward

Your mission is to create positive change, but the way you get work done can either support that mission—or hold it back. I help mission-driven organizations like yours develop and implement processes that lead to greater progress toward your goals. Each project begins with a complimentary SWOT analysis where we explore strengths, weaknesses, opportunities, and threats.

From process improvement to budget planning, 3P Allies helps you optimize operations to achieve your vision.

Services

Process Improvement

Uncover the root causes of bottlenecks and oversights so your team spends less time fixing problems and more time moving work forward.

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Budget Analysis and Planning

Make confident financial decisions with a clear picture of where money is going and how to direct resources for greater impact.

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CRM Transitions

Select, configure, and implement software for Client Relationship Management that best fits your organization.

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Sales Operations

Build a repeatable sales process that guides client follow-up, nurtures relationships, and supports growth

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Operations Leader

About Heather Shafter

I’m a strategic operations leader with more than two decades of experience in diverse sectors including professional development, talent acquisition, government, and nonprofit.

I’ve worked in organizations with two employees all the way up to several thousand. In every role I’ve found ways to simplify complexity with the goal of making the most of available resources.

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Accomplishments

55%

Decrease in fixed expenses
by assessing current bills and renegotiating vendor contracts

$9k

Annual savings after implementing a new CRM that was even better suited to company needs

100%

Pivot from in-person delivery to virtual delivery to continue meeting client needs when the pandemic hit

No One Can Do It Alone.

Allies enable us to accomplish more, faster.

What people say about working with Heather

You are such an amazing person to work with, so efficient, effective, and intelligent.

…the vastness and depth of your knowledge and the clarity of your thoughts become so evident in how thoughtfully and artfully you speak. It is really wonderful to have a chance to work with you…

You’re doing an amazing job and we’re so lucky to have you as the boss!!!

A 60-minute SWOT Analysis can reveal what’s working, what’s getting in the way, and where to focus next.

Book Your Complimentary SWOT Session

Book Now!