My team and I assist clients with EveryAction migrations, customizations, training, and change management to help these organizations optimize workflows, streamline processes, and guide data governance.Caitlin Lee Consulting’s bespoke consulting services and library of 100 Click-Through-Guides provide clients the skills and strategies they need in order to increase the impact of their programs. CLC empowers clients to deepen their existing connections, grow their base, and streamline fundraising efforts. CLC’s process is designed to build durable institutional knowledge and culture around data for increasingly efficient and successful campaigns into the future.

I run a consultancy focused on activating research and public policy solutions. The collaborative projects I produce take many forms, from report generation for non-profits to communications plans for candidates running for public office. Additionally, I work with small businesses on brand and website development as well as data management and reporting solutions. Below are a handful of projects I've worked on over the years: • Developed digital engagement strategy to boost volunteer base and voter turnout for a city-wide mayoral campaign• Designed pop-up booths, arts curriculum, and equity-focused activity workbook for 3rd-grade students; Workbook distributed to tens of thousands of St. Louis students• Developed fundraising campaign outreach strategy to raise emergency funds with South African farm workers union• Facilitated partner meetings and collaborative communications in line with clients’ strategic priorities• Designed brands and developed websites (online stores, portfolios, program homepages, marketing funnel sites, etc.) for political candidates, consulting firms, creatives, small businesses, and non-profit organizations• Executed budgeting and minute-level invoicing

Continuing and expanding upon database customization projects I led as a consultant with WEPOWER, in this role I...• Lead the database change management initiative by building team capacity and growing a culture of accountability to implement new tech workflows.• Manage the data collection, analysis, and reporting process to drive programmatic efficiency and effectiveness.• Manage the communications between WEPOWER, their members, and the broader community as it pertains to key programmatic initiatives.• Train new hire in EveryAction workflows and administration to ensure a smooth transition.• Build out an intranet for team use.

• Developed rapport quickly with a wide variety of residents during COVID shutdown and an election year• Communicated value of participation in the program in accessible and convincing language• Interviewed hundreds of residents at their doors across multiple counties for the 2020 census• Generated low refusal rate and high attempt, contact, and conversion rates

• Strategized and launched startup’s org-wide communications programs and brand to build recognition as local thought leader based in resident-led health and education policy initiatives• Directed creation and implementation of resident-led policy campaign communications; Coordinate among research staff and participants in publicizing data-informed policy initiatives• Initiated, structured, and coordinated the use of CRM database to scale communications and track impact metrics towards programmatic strategic goals based on consultations with multiple teams;• Developed a workflow to integrate and update donor portfolio with CRM; Supported new hire onboarding to ensure successful adoption and sustained use• Liaised between three program and application build-outs (a Black and Latinx founder investment portfolio and accelerator, community organizing training cohorts, and a public leadership fellowship)• Directed canvassing data analysis and tools along with door-to-door canvas and phonebank teams and staff• Hired and directed storytelling team of contractors to interview, edit and publish participant stories; Track invoicing and deliverables• Constructed and adhered to project timelines using Asana; Coordinate with staff, contractors, and member base to meet deadlines; Construct agendas and facilitate meetings

• Reported on local use of Housing Choice Vouchers and development incentives to fill gaps in coverage and to make changes in national and regional policy relatable to local and national audiences• Assembled evidence from various public datasets including the American Community Survey and Assessor data using Excel; Visualised and analyzed geographic data through the development of interactive digital maps using Carto; Metrics featured in published reports and presentations• Presented findings at public forums, constituent meetings, university courses and panels, and presentation series• Winner of ArchCity Defenders’ Excellence in Poverty Journalism award; Publication in Belt Publishing’s St. Louis Anthology

• Collaborated on quantitative analysis and visualization of national trends in lost revenue due to Tax Increment Financing using GSAB 77 data sources• Conducted power-analysis of regional development projects, developers, city officials, and lawyers; Analyzed policy reform initiatives and chronicled public documents; Featured in Journal of Urban Affairs• Formulated narrative and outreach strategies around elections, city budget, and reform of city and state-level development incentives

• Wrote, applied for, and secured $101,000 in grant funding for programming• Developed relationships with 130+ key regional and national partners; Broadened local membership base• Facilitated strategy meetings between organizers; negotiated with administration; Coordinated non-violent direct actions • Managed leadership and project development with three interns and 15-30 volunteer members• Authored communications, including email blasts, reports, earned media, logo development, press releases and narrative strategy• Led trainings related to research, direct action, campaign strategy, power-mapping, facilitation, messaging, media communications, phone banking and art builds• Built cross-regional campaign; Facilitated actions related to Peabody Energy’s bankruptcy • Launched campaign, website content, and actions within the Power Behind the Police framework

• Built budget, wrote proposals, and allocated grant funds for four exhibition projects• Organized, designed, and managed the installation of multiple temporary public works, workshops, and exchange network; Exhibited as part of "Marfa Dialogues / St. Louis and URBANISM(S): Sustainable Cities for One Planet"• Connected artists and researchers with regional environmental justice initiatives