Three services and a rescue valve.
Most small business owners I meet are paying for five or six tools and only half of them are connected or fully used. I do a Sync Audit to show you what you already have, what's overlapping, and what small changes would save real time. The goal isn't to sell you new software — it's to make the tech you already have stop being a headache.
The Sync Audit
One week. A clear picture of your whole stack.
How it works
- Discovery call (60 min) — we walk through your current tools, daily workflow, and frustrations.
- Review week — I dig into the setup and find where your time is leaking.
- Report + walkthrough (45 min) — you get the written report plus a call to discuss it.
What's included
- 1-hour discovery call
- Review of up to 6 tools / platforms
- Written Sync Audit Report (10–15 pages, plain language)
- 45-minute walkthrough call
- 7 days of email follow-up
The Cleanup Project
Done-for-you implementation. I do the actual work.
How it works
- Agree on specific scope (from a Sync Audit or a fresh discovery call).
- Work delivered over 1–3 weeks with check-ins.
- Loom walkthrough video so you know how everything runs.
- 2 weeks of email support after delivery.
Typical projects
- Connecting payment system to accounting (stop double-entering)
- Email automations — welcome, abandoned cart, follow-ups
- Cleaning up the website and making it capture leads
- Customer database from scattered sources
- Booking / scheduling integration
The AI Setup
One AI workflow that saves real time on something you do every week.
What's included
- Discovery call to identify the right workflow
- One fully built and tested workflow
- 45-minute training session
- Written "how to use this" guide (3–5 pages, plain language)
- 2 weeks of support
Examples
- Email drafts for common customer questions
- Content repurposing (one blog → a week of social posts)
- Customer intake summarization and categorization
- Voice memos turned into structured meeting notes
- AI-drafted review responses (you approve before sending)
Quick Consult · $125
A 60-minute call to tackle one specific question on the spot. No audit, no implementation — just a focused conversation. Good for owners who have one thing bugging them and want a second opinion.
Book a Quick Consult →Frequently asked
Do I need to know anything about tech to work with you? +
No. That's the whole point. I translate tech into plain language, and you make decisions about your business.
Will you try to sell me new software? +
No. I work with what you already have. If something new is genuinely needed, I'll tell you — and I don't take kickbacks from any software company.
What if I don't know what tools I have? +
That's fine — we figure that out together in the discovery call. Most clients underestimate how many tools they're paying for.
Do you work with businesses outside Colorado? +
Yes. Most of the work is remote, with calls over Zoom.
What if I just want a one-time favor, not a whole project? +
Happy to help. I offer Quick Consults — 60-minute calls for $125 where we tackle one specific question.