What We Offer
Services
My starting point with every client is the same: five specific improvements to your tools or processes, scoped to your business. I work backwards from your goals with no bias toward any particular software. If the correct tool isn't AI at all, that's what I'll tell you, and you'd be surprised how often the correct tool costs nothing.
Operations & Technology Assessment
Most business owners aren't short on effort. They're losing time to clunky workflows, tools they're paying for but not using, and processes that grew by accident. This assessment finds those leaks and shows you what to fix first.
I review your current tools, workflows, and pain points in a 45-minute discovery call. You receive a written report and a 30-minute review call with five prioritized improvements: specific tools, specific steps, no filler.
- 45-minute discovery call
- Analysis of your current tools and workflows
- Written report with specific tool recommendations
- Five prioritized improvements scoped to your business
- 30-minute report review call
Good fit if:
- You know your operation could run smoother but aren't sure where to start
- You want an expert's read before spending money on new tools or software
- You're looking for a clear, practical plan, not a generic list of apps
AI Search Visibility Assessment
When someone asks ChatGPT, Google, or Perplexity to recommend a business like yours, what happens? This assessment tells you exactly where you stand, and what to do about it.
You receive a comprehensive written report covering your current visibility, what's working, what's missing, and a clear 30-day action plan. I walk you through the findings on a call so nothing gets lost in translation.
- Full visibility analysis across major AI systems
- Written findings report with prioritized recommendations
- 30-day action plan with specific steps
- 60-minute walkthrough call
Good fit if:
- You want to understand your AI search presence before investing in changes
- You've heard about AI search but aren't sure how it applies to your business
- You want a clear starting point and a plan you can execute yourself
Process & Workflow Improvement
I build it, and I make sure you understand it. Every implementation ends with a real handoff: you know what was built, how it works, and how to run it yourself. The goal is capability, not dependency.
Every implementation starts with an assessment so I know exactly what to build and why. Scope and price are agreed on before any work begins. No surprises.
- Scope definition and fixed-price proposal
- Full technical build and configuration
- Hands-on training so you can run it yourself
- Testing and handoff with your team
- 60-day follow-up check-in
Good fit if:
- You've done an assessment and want someone to build it with you
- You have a specific workflow you want to automate
- You want it built right, and you want to understand how it works when it's done
Quarterly Advisory
Tools, systems, and best practices change fast. What's current today may be outdated in six months, not because you did anything wrong, but because the landscape shifted. A quarterly check-in keeps you educated and ahead of it.
This isn't hand-holding. It's a focused check-in: here's what changed, here's what it means for your business, here's what to do next. You stay sharp without having to track the industry yourself.
- Quarterly tools and workflow review
- Workflow and tools re-assessment
- Updated findings with what's changed since last review
- Priority action list for the next quarter
- 30-minute review call each quarter
Good fit if:
- You've completed an assessment and want to stay current as things evolve
- You'd rather spend 30 minutes a quarter than track the tech landscape yourself
- You operate in a competitive market where staying current matters
Not sure where to start?
A free 15-minute call is enough to figure out which service fits your situation.
Book a Free Consultation