We come in, clean it up, and make it run like it should
Two ways to work together. One to figure out what's broken. One to fix it.
The Mini Audit
A 60-minute live walkthrough of your backend, plus a one-page action plan you can use immediately.
Credited toward any project booked within 30 days.
You don’t need a full engagement to figure out what’s broken. Sometimes you just need someone who knows what they’re doing to look at your business for an hour and tell you the truth.
We hop on Zoom and you share your screen. I walk through your CRM, your inbox, your file storage, your booking process, whatever’s most chaotic, and tell you exactly what I see. No prep work on your end. No homework. Just a real conversation about what’s working, what isn’t, and what to do about it.
Within 48 hours, you get a one-page written summary. Your top 3 priorities, what each one is costing you, and what to fix first.
WHAT’S INCLUDED
FEEDBACK
Honest assessment. What's working, what's wasting your time, what to do first.
Written Roadmap
One-page action plan. Top 3 priorities, ranked, with the fix for each.
60–Min Strategy Call
60-minute live walkthrough. I see your actual backend, not a description of it.
Credit Toward Next Project
Credit toward core backend build. Applies to any engagement booked within 30 days.
THIS IS RIGHT FOR YOU IF
- You met me at a networking event and want to see how I think before committing
- You know something is off but you can't pinpoint what
- You want a second set of expert eyes before investing in a bigger project
- You're not sure if your CRM, inbox, or storage is the actual problem
The Core Backend Build
One messy system, fully built and running in 4 to 6 weeks.
Payment plan available.
You pick the area causing the most chaos right now. Your CRM, your client booking flow, your inbox, or your document storage. We go all in on that one system. I learn how your business actually runs, design the workflows and templates around how you work (not a generic template), build it out in your tool of choice, test it, and stay close while you go live.
This isn’t a hand-it-off-and-disappear engagement. You get Loom video support, troubleshooting, and direct access throughout the build and after go-live, until the system is genuinely yours.
Choose your focus
CRM Build
Full setup or rebuild of Dubsado, HoneyBook, or another CRM.
Booking & Inquiry Flow
Inquiry to signed contract, automated and seamless.
Inbox & Communication
Folders, templates, response workflows so your inbox stops running you.
Document Storage
Google Drive or cloud storage restructured so you and your team can find things.
Team Communication
Clear channels, norms, and processes so your team stops asking you the same questions.
THIS IS RIGHT FOR YOU IF
- You have one specific area that's costing you hours every week
- You're switching CRMs or finally setting one up the right way
- You want a custom build, not a template. Something designed around how your business actually works.
- You need someone who'll stay with you through go-live, not disappear after handoff