Hands-on Coaching and Support to help you cut through the chaos and Move Forward with Intention.
Are you ready to level up?
At Boss Level Engaged, I offer hands-on coaching and support for small business owners and nonprofit leaders who are ready to level up—without burning out or overcomplicating everything. My work includes individual coaching, leader-led group coaching with accountability, focused Clarity Resets to untangle what’s stuck, project-based support through Organize for Freedom, and structured Boss Days designed to help you work on your business—not just in it. Every service is built to meet you where you are, help you make confident, intentional decisions, and move you forward in a way that actually feels doable.
I’m direct, I ask hard questions, and I curse. If honest conversations and real talk, are what you are seeking, we’ll get along great! I work with people whose values align with mine (you can check those out on my About page), because trust, respect, and shared expectations matter.
When we work together, you don’t just get a coach—you get a partner. I show up prepared, with notes from every conversation, a clear understanding of where you’re headed, and a focus on what actually needs to happen next. I hold you accountable, help you cut through the noise, and keep things moving forward with intention.
I’ll hold up the mirror so you can see yourself, your business, and your leadership clearly—without judgment, but definitely without sugarcoating. I ask the hard questions because honesty (and sometimes a well-placed swear word) is how we get to the heart of what you want and how to achieve it.
This work is hands-on and collaborative. Sometimes that looks like strategy and decision-making. Sometimes it means me doing some of the behind-the-scenes work—drafting documents, organizing ideas, or creating first versions you can build from. And sometimes it means being your behind-the-scenes cheerleader, sounding board, and steady support as you take the next step.
I don’t coach from a single framework, rely on personality assessments to give me all the answers, or hand you a list of ideas and wish you luck. I meet you where you are and walk the path with you—supporting clear thinking, intentional decisions, and meaningful progress.
I’m not for everyone—and that’s intentional.
How We Can Work Together
Leading With Intention Coaching
Business and nonprofit coaching with accountability, clarity, and follow-through.
Leading With Intention Coaching is an ongoing business and nonprofit coaching relationship designed to support leaders as they navigate decisions, growth, and complexity. This is not personal life coaching—it is strategic support focused on how your organization is led, structured, and moving forward.
This work helps leaders move out of constant reaction and lead with intention, clarity, and confidence.
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This is hands-on business and nonprofit coaching with built-in accountability and preparation.
Together, we:
Create space to think clearly and strategically
Work through decisions as they arise
Address leadership challenges in real time
Refocus priorities when needed
Ensure follow-through so decisions turn into action
Mindset work is part of the process, but always in service of stronger leadership and better organizational decisions.
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Leading With Intention Coaching includes more than just meeting time.
You are getting:
A strategic accountability partner who comes prepared to each session
Agenda-driven, focused conversations
Support navigating real-time business or nonprofit challenges
Clear next steps and commitments after each session
Thoughtful follow-through to keep momentum moving
After each session, I spend up to one hour working on items discussed in our meeting to help move decisions forward and reduce your mental load.
This may include:
Drafting or updating job descriptions
Creating or revising role responsibilities
Preparing board resolutions or governance language
Clarifying delegation or accountability structures
Documenting process or workflow changes
Outlining implementation steps tied to decisions
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As part of your Leading With Intention Coaching engagement, you receive access to Boss Days at no additional cost.
This includes:
Complimentary registration for scheduled Boss Days
Structured time to implement decisions made in coaching
Protected space to work on priorities between sessions
Optional idea testing and perspective from peers
Clear next steps to maintain momentum
Boss Days support follow-through and execution—so progress doesn’t stall between coaching sessions.Item description
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Monthly Coaching
One 90-minute session per month
Best for leaders who want steady support, thoughtful strategy, and accountability without frequent meetings
Bi-Monthly Coaching
Two 60-minute sessions per month
Best for leaders who want consistent momentum and regular check-ins
Weekly Coaching
One 60-minute session per week
Best for leaders navigating growth, transition, or complexity who want close, ongoing support
All options require a minimum three-month commitment to allow time for meaningful progress.
The Clarity Reset
A structured evaluation to help you see what’s really happening—and decide what to do next.
The Clarity Reset is a focused, two-part evaluation designed to help business owners and nonprofit leaders step out of overwhelm and gain a clear, grounded understanding of what’s working, what’s not, and where attention is truly needed.
This experience creates space to slow down, assess, and move forward intentionally—without pressure to fix everything at once.
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Two 60-minute sessions
Thoughtful review of information shared
Evaluation of systems, workflows, and leadership patterns
Clear priorities and recommended next steps
A written summary you can refer back to
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Depending on your needs, the Clarity Reset may include:
Sales or intake processes
Client, donor, or volunteer onboarding
Program or service delivery
Internal communication and handoffs
Delegation and role clarity
Leadership workload and decision flow
For nonprofits, this can also include:
Board roles and documentation
Donor stewardship and engagement
Event execution and follow-up
Grant tracking or reporting workflows
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Investment
$1,200
Optional follow-up support is available if needed, but never required.
The Clarity Reset exists to answer one question:
“What’s actually going on—and what should I do next?”
Project & Team Retreat Help
Project-based support to bring structure, clarity, and breathing room to your business or nonprofit.
Organize for Freedom is focused, project-based support for business owners and nonprofit leaders who know what needs attention—but don’t have the time, space, or clarity to tackle it alone. This work is about creating structure so your organization can function more smoothly, with less stress and less dependence on you.
This is not ongoing coaching. It’s intentional, hands-on project work with a clear scope and outcome.
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Organize for Freedom is strategic, project-based support designed to help you clean up, clarify, and organize a specific area of your business or nonprofit.
This work often follows a Clarity Reset or coaching engagement, once priorities are clear and it’s time to act.
Together, we focus on creating systems, documentation, and structure that:
reduce confusion
support consistency
improve decision-making
free up your time and energy
The goal is not perfection—it’s sustainability.
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Each Organize for Freedom project is customized, but common focus areas include:
For Businesses
Clarifying roles and responsibilities
Creating or updating job descriptions
Documenting workflows and processes
Improving onboarding or offboarding
Cleaning up internal systems and handoffs
Preparing for delegation or growth
For Nonprofits
Governance documentation and policies
Board roles, expectations, and resolutions
Staff or volunteer onboarding systems
Donor stewardship workflows
Event execution and follow-up processes
Grant tracking or reporting systems
Projects are scoped intentionally so the work stays focused and achievable.
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Investment
Project-based pricing
Most projects range from $2,500–$6,000, depending on scope
A clear proposal is provided before work begins so expectations are aligned.
At Its Core
Organize for Freedom exists to answer one question:
“What needs structure so this can feel easier?”
And to help you build it—thoughtfully and intentionally.
The first step is simple: we talk through what you need and what support makes sense.
Boss Days
Dedicated time to work on your business—with structure, accountability, and support.
Boss Days are structured virtual work sessions designed to help business owners and nonprofit leaders step out of the day-to-day and focus on the work that actually moves their organization forward. This is protected time to work on your business or nonprofit, not in it—held with intention, structure, and light accountability.
This is not coworking. It’s purposeful, leader-led space.
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Boss Days are leader-led, focused work sessions that provide structure without pressure. These are typically for 4 hours each.
I hold the container so you can:
set clear intentions
stay focused on meaningful work
test ideas in real time
make tangible progress
leave with next steps already identified
You bring the work. I provide the structure and accountability to help you follow through.
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Boss Days are flexible and participant-driven. Common focus areas include:
Strategic planning or re-prioritizing
Working through a stuck decision
Cleaning up systems or documentation
Preparing for a board meeting or presentation
Mapping out next steps for a project
Making progress on work that keeps getting pushed aside
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Investment
Public Registration: $175 per Boss Day
1:1 Coaching Clients: Included at no additional cost
Intentional Growth Collective Members: $75 per Boss Day
At Its Core
Boss Days exist to provide:
Intentional space, clear structure, and accountability—so leaders can actually get the work done.
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"In just 18 minutes on our coaching call, Wendy helped me gain crystal-clear clarity on the direction of my business. Her insight and guidance cut straight to the heart of what I needed to move forward on with confidence."
Hannah McGinty, Modern Memoir Films
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“Wendy added valuable expertise that strengthened and refined our nonprofit work. Her guidance helped sharpen our operations, ensure alignment with best practices, and thoughtfully expand our community initiatives. Because of her support, we’re more focused, more aligned, and better positioned to serve our community with care, purpose and integrity.”
Andrea Day, Boomerang Cares
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"Wendy keeps me sane. I have three different businesses and she helps me focus on the details so I can focus on the big picture."
Rod Baker, DFW Parties | DFW Neon | The Social Circle
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"Wendy starts by listening not lecturing. She wants to know what YOU need and the creates a plan to help you move forward in your career. She has truly been a gift to me!"
Shannon White, Grace to Change
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"Wendy is an awesome sounding board! I know I can always count on her to give me an honest and objective opinion when it comes to making business decisions. She helps me to see things from a different perspective. I truly value her foresight and professional guidance!"
Sarah Halterman, Realtor
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"Without Wendy, we’d be back where we were last year, overworked trying to figure out the right ways of managing our process and finding new ways every other month that didn’t make sense."
Andrew Leavitt, Ironic Reports
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"Before I started my very successful wedding business, I knew she was the one to contact, because she had the professional experience and expertise I needed. For 10 years, Wendy has been the first person I have called for any type of wedding advice from brides to weddings to customers to employees. She has been an invaluable source of information!"
Debi Ladd, Avalon Legacy Ranch
FAQs
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You don’t have to figure that out on your own. The first step is a conversation where we talk through what’s going on, what you’re trying to accomplish, and what kind of support would be most helpful right now. From there, I’ll recommend the option that makes the most sense—or tell you honestly if something else would be a better fit.
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The first call is a real conversation, not a sales pitch. We’ll talk about what’s feeling heavy or unclear, what you want to change, and what success would look like for you. I’ll ask thoughtful questions, offer perspective where it’s helpful, and we’ll decide together if working together makes sense and what that could look like.
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Very. I come prepared to every session, keep notes from our conversations, and stay focused on forward movement. In addition to coaching and strategy, I often help with behind-the-scenes work like drafting documents, organizing ideas, or creating first versions you can build from. This is active, collaborative support—not just talking things through.
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No. I don’t offer virtual assistant services or task-based support. My work is focused on coaching, strategy, clarity, and intentional progress. That said, I do roll up my sleeves and help with certain pieces when it supports the bigger picture—we just do it together and with purpose.
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I work with small business owners and nonprofit leaders who are passionate about what they do and ready to grow with intention. They’re open to honest conversations, value clarity and structure, and want a true partner to help them think, decide, and move forward—not just someone to hand them ideas.
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Nope. I don’t rely on one coaching philosophy, framework, or personality assessment to give me all the answers. Every person, business, and organization is different, and my approach adapts to you. We focus on what actually works in your real world—not what’s supposed to work on paper.
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That’s okay—and it’s something we’ll be honest about. I’m not for everyone, and I don’t try to be. If it becomes clear that working together isn’t the right fit, I’ll tell you directly and, when possible, help point you in a better direction. Fit matters for this work to be effective.
