Real help for real business problems
Every business is different, so I start by listening. Most projects follow the same path: figure out what you need, build it, and make sure your team actually uses it. You can start at any step.
Tech Stack Audit
Find out what's working, what's wasted, and what's missing.
Not sure what's working, what's wasted, or what's missing? I review your tools and how your team actually uses them, then give you a clear, plain-language plan. And if you want, I'll carry it out.
You get
- A list of every tool and what it costs
- What to keep, cut or replace
- A prioritized, plain-language action plan
Process & Workflow Design
Get clear on how your business runs, then make it run better.
Before changing your tech, I map how work really moves through your business: where it gets stuck, repeated or dropped. Then I redesign it and build the tools to support it.
You get
- Clear maps of how work flows today
- Fixes for the bottlenecks
- The system changes to back them up
Setup, Integration & Automation
This is the hands-on part.
I set up and configure your systems, connect them so data flows automatically, move your existing data over, automate the repetitive work, and train your team.
Salesforce is my specialty, but I work across the everyday software small businesses run on: CRMs, accounting tools like QuickBooks, email and file-sharing suites, online forms and scheduling, and automation tools that tie them together. If your business runs on it, there's a good chance I can set it up, connect it or clean it up.
Examples
- Getting customers and jobs out of spreadsheets and into one system
- Syncing Salesforce with QuickBooks
- Online forms and portals that feed straight into your records
- Automated reminders, approvals and reports
- Cleaning up and moving old data
Salesforce, start to finish
Implementations, cleanups, automation and admin support.
New to Salesforce, stuck with a messy setup, or need an extra set of hands? I do full implementations, cleanups, custom automation, integrations and ongoing admin support. I'm a Certified Salesforce Administrator and Platform App Builder.
Popular with
- Small businesses outgrowing spreadsheets
- Nonprofits and field-service teams
- Orgs that need a part-time admin
Fractional Tech Partner
Your part-time tech lead, without the full-time cost.
I handle tool decisions and vendors, keep your systems running and improving, and make hands-on changes as your business grows, without the cost of a full-time hire.
Great for
- Businesses that want a trusted tech partner on an ongoing basis
- Teams without anyone “in charge of the tech”
- Owners tired of being the IT department
What I don't do: I don't fix laptops, printers or networks, and I don't build websites. I set up and connect the software your business runs on.
Not sure which one you need?
You don't have to be. Book a free call and we'll figure it out together.
Book a free 30-minute call