Own It

Don’t Just Live in Your Instance,

"We couldn't even think about innovating because we were focused on just making it through the day."

— Overheard at Slate Summit

You don’t need another consultant. You need someone who gets it — the long nights, the endless requests, the feeling that your Slate instance is running you instead of the other way around.

We’re coaches,

We don’t just check boxes or hand you cookie-cutter “best practices.” We roll up our sleeves beside you, helping you rebuild what’s broken and rethink what’s possible. Our mission is simple: to help you finally own your instance — with confidence, clarity, and the freedom to build the system you’ve always dreamed of, not just survive another day in it.

Not consultants

Flexible Support for Your Slate Journey

We offer a range of work and pricing options, so you can get exactly the support you need.

Dark green background with light yellow eye icon and beige text that reads 'Vision Casting Package'.

  • Ideal for institutions ready to chart a path toward optimization. We'll review your instance and deliver a customized Maximization Roadmap.

  • One time payment of $1,500

Green background with light yellow icon of a stopwatch and the text 'Hands-On Coaching Package' in beige.

  • Focused solely on building your team's capacity? Get 1:1 support, roadmap planning, and best-practice guidance. (Requires Vision Casting Package).

  • Hour-by-Hour — $350/hr

    10-Hour Package — $300/hr

    20-Hour Package — $250/hr

Green background with a calendar icon and text that reads 'Monthly Retainer Support Package'.

  • For teams seeking consistent guidance, quicker response times, and ongoing strategic alignment.

    • Annual Vision Casting refresh

    • 2 coaching hours/month

    • Priority email/chat response

  • $500/month

A La Carte Deliverables

Customize your Slate for Advancement experience with strategic builds and tools.

  • Dataset Dashboard

    Modern, dynamic dashboards with quick access to key insights and data points.

    Query Library Buildout

    Fully built query library with commonly used filters and exports.

  • Giving Form Template

    Donor-optimized form template with setup instructions.

    Phonathon Script Form

    Merge-field driven form to support live student calling.

    Letter of Intent/Commitment — $1,500

    Digital signature and portal process with internal training.

    Mission Trip Management — $5,000

    Full solution for managing student fundraising and trip records in Slate.

  • Engagement Scoring

    Custom engagement formula tailored to your advancement goals.

    Basic Giving Reports

    Core giving reports for actionable insights.

    Retention Management Package — $2,000

    Donor retention dashboard, reports, and drip email campaigns.

    Prospect Management Package — $2,500

    A custom series of entities and dashboards to power major gift fundraising.

Meet the Team

  • A smiling man with glasses and a beard, wearing a navy blue suit and white shirt, standing outdoors with a blurred background of trees and a brick building.

    Jonathan Lyons

    CO-FOUNDER

  • A young man with short brown hair, wearing a light blue collared shirt and a gray plaid blazer, smiling outdoors in front of a modern glass building.

    Nate Scott

    CO-FOUNDER

  • A young man with short brown hair, glasses, and a friendly smile, wearing a dark blazer over a light collared shirt, standing outdoors in front of a modern glass building.

    Jonny Gartner

    CO-FOUNDER

About Us

It all began after our institution launched Slate for Advancement. We didn’t hire consultants or wait for someone else to tell us what was possible. Instead, we dove in, learned everything we could, and built an instance that truly fit our needs. Along the way, we discovered everyone can own their instance. You don’t need a big-name consultant to create something incredible. With curiosity, teamwork, and a proper roadmap, any team can build the Slate experience they’ve dreamed of — and we’re here to help you get started!

Ready to Own Your Instance?

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!