Contact 1-on-1 Consulting
Your tools should work as hard as you do. I audit your tech stack, build a systems roadmap, and guide you through implementation.
For firms over 5 employees or enterprise engagements, book a call to discuss custom consulting packages.
Sound familiar?
You picked your CRM because someone on Instagram recommended it. Your email platform is whatever you signed up for three years ago. You've got a scheduling tool, a project management app, maybe a few other things you're paying for monthly that you barely touch. You set it all up yourself and it technically works, but you have no idea if it's the right setup for where your business is now.
You know you're probably paying for tools you don't need. You suspect there are better options. And every time you think about fixing it, you don't even know where to start because you don't know what you don't know.
You don't need someone to build it for you. You need someone who's spent 15 years in this world to look at everything, tell you what to keep, what to drop, and what's missing, and then walk you through setting it up the right way.
Phase 1
Three sessions. You walk away with a complete systems and technology roadmap for your business.
01
Session 1
I learn everything. What tools you use, how you use them, what's manual, what's disconnected, what you're paying for that you don't need, where data lives in silos, where the bottlenecks are. I map your current state from the moment a lead finds you to the moment a client is delivered and offboarded.
02
Session 2
I come back with your systems roadmap already built. We walk through it together. What stays, what goes, what gets added, what connects to what, what gets automated, and in what order. We prioritize based on your reality, your budget, and your capacity to implement.
03
Session 3
I translate the roadmap into a step-by-step execution plan you can take and do on your own. What to set up first, how to configure it, what to test, what comes next. This is the handoff point. The audit is complete. You have everything you need.
If you want expert guidance through the execution, that's Phase 2.
The deliverable
A systems and technology document: what tools stay, what tools go, what gets integrated, what gets automated, in what order, and a step-by-step implementation plan you can execute independently.
A recent client came in with five disconnected tools, manual follow-ups for hundreds of contacts, and no automation anywhere in her business. Her roadmap included a complete tech stack overhaul with tool recommendations, integration mapping between her CRM, email, scheduling, and project management platforms, automation sequences for lead follow-up and client onboarding, and a phased implementation plan she could execute over 90 days.
That's what $3,500 gets you.
A document you can hand to any contractor, any team member, or yourself, and know exactly what to do.
Phase 2 (Optional)
Add-On
Sometimes you hit a build on the roadmap that would take multiple monthly sessions to work through piece by piece. A complex automation, a full platform migration, an integration that has a lot of moving parts.
A VIP Build Session is a concentrated block of dedicated working time (4 to 8 hours) where we sit together and build the whole thing in one push. You and me, screen-shared, getting it done start to finish in a single session.
One of my clients used a VIP session to build her entire LinkedIn outreach automation end to end. She still uses monthly sessions for everything else on her roadmap, but that one system needed focused, uninterrupted time to get right.
Custom scoped based on the build. We'll talk about it when we get there.
Who it's for
You're a service-based business owner with revenue coming in. The business works but the operations are held together by manual processes, disconnected tools, and one person remembering how everything runs.
You know things need to be connected and automated. You're capable of doing the work yourself with the right guidance. You want to understand and own your systems, not hand them off to someone else and hope nothing breaks.
If you want someone to build it all for you without your involvement, that's a different service. Check out AI Consulting →
What we can build together
You've been meaning to "get consistent" on social media for months. Maybe years. You know visibility matters but every time you try to post regularly, client work takes over and the content falls off. I walk you through building your entire content system from scratch: strategy, recording workflow, editing pipeline, scheduling, and posting. You set it all up with my guidance so you understand every piece and can run it yourself.
Someone inquires about your services and then what happens?? If the answer involves you personally remembering to follow up, manually sending a proposal, and hoping they respond, you're losing people at every step. I walk you through setting up the tech so every inquiry gets a response, every lead gets nurtured, and every proposal has a clear path to payment without you chasing anyone.
You set up your email platform two years ago and never really did anything with it. Maybe you send a newsletter when you remember. Maybe you have a welcome email that says "thanks for signing up" and nothing after that. I guide you through building the sequences that nurture your leads, onboard your clients, and keep your audience warm so when they're ready to buy, you're the first person they think of.
The way a client feels in the first 48 hours after paying you sets the tone for the entire relationship. And the way they feel when the project ends determines whether they come back and refer. Most service providers wing both of these. Together we design the systems that make your first impression feel like a VIP experience and your goodbye turn every client into a referral source.
Your team is doing the same manual tasks every day that should have been automated a long time ago. Sending reminders, updating spreadsheets, moving information from one tool to another by hand. Together we map out how your business actually runs, identify where the repetition is, and set up the automations that give you those hours back every week.
You picked your CRM because someone recommended it and you've been making it work ever since, even though you're only using about 20% of what it can do. Or maybe you're not sure if it's even the right one for your business anymore. I help you evaluate what you have, figure out what actually fits, and walk you through configuring it properly and connecting it to everything else so your client data stops living in five different places.
Testimonials
By far the best experience I've had with a coach. This is the best systems audit I have ever received in my life. Your attention, your care, your content is just so solid.
The thing that really stuck with me is this idea of creating a system. Once I understood that outbound and inbound marketing are two completely different strategies, I buckled down on what I wanted both to look like.
Desiree Hernandez Operations Consultant
The level of clarity that I now have for my business is astounding. Tee helped me create a legit system and I now know what my business is going to look like a year from now.
Aycee Brown Human Design Coach
Questions
CRMs, email marketing platforms, project management tools, scheduling software, automation platforms, payment processors, client portals, form builders, analytics tools. If it's part of your tech stack, I'll look at it. I'm not locked into one platform. I recommend what fits YOUR business.
That's literally what the audit is for. Most of my clients come in knowing something is off but not knowing exactly what needs to change. The discovery session maps everything out and the roadmap tells you what stays, what goes, and what's missing.
After the audit, you have everything you need to execute independently. If you want me in the room guiding you through it, that's Phase 2. If you want me to build it all for you, that's AI Consulting. Your call.
Typically 2 to 3 weeks from your first session to receiving the final roadmap and implementation plan.
It depends on the size of the roadmap. Some clients are done in 2 to 3 months. Some stay for 6 months or longer because they keep finding more systems to improve as they build momentum. Cancel anytime.
Technology consulting for service-based businesses is guided implementation. You learn, you build, you own it. AI Consulting is done-for-you. I build and deploy AI automations into your business for you. If you want to understand your systems and maintain them yourself, you're in the right place. If you want someone to build it all and hand you the keys, check out AI Consulting →.
Start here
I need to understand your business before I can tell you what you need. Book 30 minutes and tell me what's going on. If this is the right fit, I'll walk you through exactly how we'd work together.
$3,500 tech audit · $1,497/month guided implementation
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