What We Do
Stop managing your business manually. I'll help you figure out what you need and set it up.
A lot of times, all a business owner needs is a list. A list of customers. A list of vendors. A list of jobs with statuses. The problem is that list lives in their head, or on a piece of paper, or spread across three different apps that don't talk to each other.
I help you figure out what you need and I set it up. Sometimes that's a Google Sheet. Sometimes it's a full CRM like Monday.com or ActiveCampaign. Sometimes it's a scheduling tool or automated email follow-ups. It depends entirely on your business and what makes sense for your budget and comfort level.
Pricing depends on the project. A simple spreadsheet setup is very different from a full CRM migration. Let's talk about what you need and I'll give you a clear number.
Here are the five areas I work in most often, though every project is different.
Getting the information out of your head and into something you can access from your laptop and your phone. We start by taking stock of what data you have, where it lives, and what format makes the most sense. Sometimes that's a structured spreadsheet. Sometimes it's a database with custom fields, filters, and views.
A CRM is just a system for tracking your customers and what's happening with each one. Who they are, what they bought, when you last talked to them, and what needs to happen next. If you're currently managing this in your head, in a notebook, or in your email inbox, we can do better. I set up CRMs that match the way you actually work, not the way software companies want you to work.
If people book time with you (appointments, consultations, service calls), online booking saves you hours of back-and-forth every week. Clients pick a time, it lands on your calendar, and both of you get a confirmation. No more phone tag.
The emails you send every time a new client books, every time a job is done, every time an appointment is coming up: these can all go out automatically. I set up sequences that feel personal but run themselves. Welcome emails, follow-up sequences, review requests, reminders. You write them once, I wire them up, and they go out forever.
Your website, your CRM, your email platform, your calendar, your invoicing software: each one is its own island unless you build bridges between them. As a certified Zapier Solutions Partner, I specialize in building those bridges. When a contact form is submitted, a new client record gets created. When a job is marked done, an invoice goes out. When a review request bounces back, a task gets created to follow up manually.
Certified Zapier Solutions Partner
Most businesses use half a dozen different tools and they all live in separate silos. Your website doesn't know about your CRM. Your CRM doesn't know about your calendar. Your calendar doesn't know about your invoicing software.
Zapier is the glue that connects them. As a certified Zapier Solutions Partner, I specialize in designing and building automation workflows that eliminate the manual steps between your tools.
That's the most common situation. We'll start with a free call, talk through what's slowing you down, and I'll give you a clear recommendation and a price. No commitment required.
Common Questions
No. I'll recommend the right tool for your needs and budget, not the most expensive one. Sometimes the right answer really is a well-organized Google Sheet. We start with what makes sense for where you are right now.
Simple setups like a CRM with basic contacts and pipelines can be done in a week or two. More complex projects (migrating existing data, building automations, connecting multiple tools) typically take two to four weeks.
That's fine. Most of my clients aren't. I build systems that are easy to use and I train you on how to use them. You shouldn't need to understand how something is built to use it every day.
Zapier is a tool that connects different apps so they can share information automatically. For example: when someone fills out a form on your website, Zapier can automatically add them to your CRM, send you a text, and queue up a welcome email, all without you touching anything. As a certified Zapier Solutions Partner, I specialize in building these kinds of automated workflows.
