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San Diego · AI & Data Consulting for Nonprofits & SMBs
Clear Assessment.
Clear Assessment.
Fast Results.
Lasting Impact.
Practical solutions that save time, reduce workload, and improve outcomes — designed for nonprofits and SMBs. Senior-led. Fixed scope. Delivered in weeks, not months.
Take the 2-minute AI Opportunity Scorecard · For Nonprofits · For SMBs
- Pilot length
- 6 weeks
- Reporting time saved
- 60%
- Marketing efficiency lift
- +23%
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How we work
Four commitments. All on the page.
Most AI consulting hides the price, dodges the timeline, and hands the work to someone you never met. We do the opposite. Click through any offering and check.
Engagements have an end date.
Six weeks for pilots. Calendar dates set at kickoff. Fixed scope, fixed price, no scope creep.
A senior principal owns delivery.
The person who scopes your work is the person who builds it. No partner-then-bench bait-and-switch.
We tell you when we're not the right fit.
Every offering page has a written list of who shouldn't hire us. We'd rather lose a deal than oversell a wrong fit.
Our framework
Three phases. One clear path forward.
Whether you start with a question or a goal, we move through the same disciplined sequence — so the work that begins with clarity ends with momentum your team can keep.
01
Phase one
Assess
Get clear on opportunities and risks.
We map your data, systems, and team readiness, then prioritize the use cases most likely to move a number — and flag the ones that won't.
- › Data & systems inventory
- › Prioritized use-case roadmap
- › Practical AI guardrails & policy
Engagements:
AI Readiness Audit →
02
Phase two
Implement
Turn ideas into practical solutions that deliver measurable results.
One use case, taken from idea to working tool in six focused weeks — integrated with the software your team already uses, with a defined ROI metric agreed at kickoff.
- › Working AI tool, in production
- › Targeted analytics for one decision
- › Documentation written for humans
03
Phase three
Manage
Keep the improvements working and growing over time.
Senior data leadership on retainer for the months after launch — strategy, vendor calls, board briefings, and a graduation plan to a full-time hire when you're ready.
- › Living data & AI strategy
- › Board, investor, or ED-level briefings
- › Coaching for your in-house data lead
Engagements:
Fractional Data Leadership →
Most clients enter at Assess or Implement. You're never required to take the next phase — every engagement stands alone.
See the full framework, with engagements
Pick your path
Where to start, by who you are.
We work with two distinct audiences and write each practice differently. Pick the one that fits and we'll meet you with copy, framing, and offerings calibrated for it.
For Nonprofits
Mission-led work for nonprofits with $1M to $50M budgets.
For the Executive Director, the COO, the board chair. Fixed-scope pilots, board-ready policy templates, and a free assessment built for nonprofit data realities.
- › Senior-led, six-week pilots
- › Board-ready AI policy template, free
- › No software to sell, ever
Working AI for high-growth companies with $2M to $50M in revenue.
For the founder, the CEO, the COO. Six-week pilots that deliver integrated tools your team uses every day, with an ROI metric your CFO can defend.
- › Working AI in production, not slides
- › Integrated with the systems you already use
- › A defined ROI metric agreed at kickoff
The menu
Four engagements, mapped to the framework.
Public pricing. Public scope. Public timelines. Each engagement maps to a phase of Assess → Implement → Manage, and each one stands alone — start anywhere, finish on a date you set at kickoff.
Start here
Assess
AI Readiness Audit
A diagnostic that gets your data ready for AI. Inventory, integration, prioritized use-case roadmap.
- Price
- $35,000 to $45,000
- Length
- 4 to 6 weeks
Most popular
Implement
Rapid AI Pilot
One AI use case from idea to working prototype. Integrated with the software your team already uses.
- Price
- $50,000 to $80,000
- Length
- 6 weeks
Targeted scope
Implement
Targeted Analytics for Growth
One specific analytical question. Customer segmentation, forecasting, churn drivers, cohort behavior.
- Price
- Varies
- Length
- 4 to 6 weeks
Read for:
SMBs →
Ongoing support
Manage
Fractional Data Leadership
Senior data leadership on retainer for organizations that need a head of data but aren't ready to hire one.
- Price
- $5,000 to $10,000 / month
- Length
- 6 to 12 months
Results
See full case studies
Outcomes our clients can defend.
+23%
Marketing efficiency improvement for a high-growth retail brand after a six-week analytics pilot.
Retail · Marketing Mix
60%
Reduction in time spent on manual reporting for a regional nonprofit, freeing program staff for mission work.
Nonprofit · Operational Data
6 wks
Idea to a working AI tool in production. Every Rapid AI Pilot, every time.
All Engagements
"The level of strategic thinking Balboa Insights brought to every stage was exceptional. The pilot delivered clear ROI in six weeks."
Honest about what we're not
What we don't do.
The fastest way to know whether a firm is a fit is what they say no to. Here's our list.
- We don't work with Fortune 500 companies. We're built to be fast and senior, not to staff a 30-person engagement. Talk to Accenture or Deloitte.
- We don't sell software. We're vendor-neutral. We use the tools you already pay for, and we have nothing to sell on the back end.
- We don't bill by the hour. Fixed scope, fixed price, no padding. You'll know the number before you sign.
- We don't run multi-year transformation programs. Engagements have a finish line. Most are six weeks; the longest is twelve months.
- We don't write 50-page strategy decks. We deliver working AI your team uses, plus the documentation a non-engineer can follow.
- We don't take work that won't actually get used. If your data isn't ready, your sponsor isn't bought in, or the use case won't move a number, we'll tell you on the scoping call.
Three ways to start.
Pick the one that matches the time you have right now.
2 minutes
Take the AI Opportunity Scorecard
Seven questions. A personalized read on what AI could do for your organization, by email.
Start the scorecard → 30 minutesBook a Strategy Call
Talk directly with a senior principal. No deck, no junior gatekeeper, no obligation.
Pick a time → 5 minutesDownload the AI Policy Template
A board-ready AI policy template for nonprofits and SMBs. Free, plain language, yours to adapt.
Get the template →