Services

How I help

Some clients need an ongoing operations partner. Others need one system built right. Either way, I do the work, not just advise on it.

Every partnership is scoped to your business. We'll define it together after your consultation.

Ongoing, monthly

Fractional COO partnership

Your part-time, hands-on operations lead. I take ownership of the day-to-day systems and follow-through, so you can get out of the weeds.

Best for: owners who are growing and still carrying every detail themselves.

Weekly priorities, deadlines, and follow-up across your team
Managing and improving your CRM, pipeline, and automations
SOPs and training, so work gets done the same way every time
Regular check-ins and a clear view of what's moving and what's stuck
Marketing operations support, plus a second set of eyes on what's working

Book a consultation

Fixed scope

Systems projects

Need one system built right? Fixed-scope projects are a great way to start working together. One problem, solved and documented, then handed back to your team.

Best for: businesses with one clear bottleneck they want fixed.

CRM setup, cleanup, or migration

Organized contacts, pipelines your team actually uses, and clean data.

Lead and estimate follow-up

I build the automations, follow-up sequences, and CRM workflows behind your marketing, and coordinate with trusted partners when you need pages or funnels designed.

Client journey mapping

From first call to signed contract to final walkthrough and review request, every step defined and automated where it makes sense.

SOPs and process documentation

Written procedures and checklists for the work that lives in someone's head today.

How every engagement works

The FLOW Method

It starts with a 30-minute consultation. From there, every partnership and project follows the same four steps.

Find the leaks
Where leads, estimates, and handoffs are slipping through the cracks.
Lay out the process
We agree on how each step should work, from first call to final review.
Organize the systems
I build your CRM, automations, and SOPs to match how you work.
Work it every week
I run the systems with your team, so they keep working and keep improving.
Ongoing

Not sure which fits?

Book a consultation and we'll figure it out together.