Services

Choose the engagement that fits.

Retainer for ongoing ops partnership, a sprint for fast traction, or an AI audit for practical adoption.

Primary Offer
Fractional COO

Strategic Ops Partner

Ongoing partnership with hands-on systems shipping

For established service businesses where operations are the bottleneck. I work alongside you as a fractional COO—building systems, shipping automations, and creating operating cadence that scales.

Best for: $500K–$5M service businesses ready for ongoing support

What you get:

  • Operating cadence: priorities, owners, KPIs, monthly reviews
  • Hands-on delivery: workflows, automations, dashboards, internal tools
  • Documentation + training so the system survives after we ship it

Typical focus areas:

Lead handling + speed-to-responseScheduling + dispatch handoffsQuote/invoice workflowsKPI dashboards + data hygieneAutomation + integrations
Book a Free Systems Audit
Quick Start

2-Week Systems Sprint

Clarity + momentum fast

A focused engagement to diagnose the bottleneck, ship 1–2 high-leverage fixes, and give you a clear roadmap for the next 60–90 days.

Best for: Smaller teams, a fast reset, or a "try before retainer" start

What you get:

  • Workflow map + bottleneck diagnosis
  • Ship 1–2 high-leverage fixes
  • Roadmap for the next 60–90 days
  • Documentation for what we build
Book a Free Systems Audit
AI Enablement

AI Audit & Team Training

Practical AI adoption that saves time this quarter

Identify the best AI opportunities for your business (not random tools), train your team on workflows that matter, and implement 1–2 automations.

Best for: Teams ready to leverage AI but unsure where to start

What you get:

  • Identify best AI opportunities (not random tools)
  • Train your team on workflows that matter
  • Implement 1–2 automations and document them
  • Ongoing support to ensure adoption
Book a Free Systems Audit

Off-the-shelf when it fits. Custom when it's smarter.

I'm tool-agnostic. The goal is solving your problem—not selling you on a particular platform.

Off-the-shelf tools

Fast start, good defaults. Google Workspace, Airtable, Zoho, Salesforce—whatever makes sense for your situation.

Automation layer

Zapier, Make, n8n, or custom glue code. Connect your tools so data flows without manual copy-paste.

Lightweight custom app

When reliability and cost matter. AI coding agents have dramatically reduced build time—sometimes a custom tool costs less than ongoing SaaS sprawl.

Services FAQ

Do you replace our existing tools?
Sometimes. Often we simplify first, then decide. I prefer to work with what you have unless there's a clear reason to switch.
Do you do custom software?
Yes, when it's the right fit—usually lightweight internal tools, integrations, or dashboards. AI coding agents have dramatically reduced build time, so in many cases a small custom tool costs less than ongoing SaaS sprawl.
What's the time commitment?
Retainer is ongoing; sprint is 2 weeks; AI audit is typically 1–2 sessions plus implementation. We'll find a cadence that works for your schedule.
Do you work with Zoho/Airtable/Salesforce?
Yes. I've worked with Zoho, Airtable, Salesforce, Google Workspace, custom CRMs, and more. Tool-agnostic means I can meet you where you are.
Will this require my team to learn new tools?
Only when it's worth it. Otherwise we build around what you have. The goal is adoption, not tool sprawl.
What's step one?
Book a free Systems Audit Call. I'll map the bottleneck and recommend the right path—no pressure.

Not sure which option fits?

Book a free Systems Audit Call and I'll recommend the right path. No pressure, no pitch—just clarity on what's breaking and how to fix it.

Book a Free Systems Audit