Services

Implement or maximize technology systems

You want to keep track of each customer, follow up on each task... on time, and serve your customers with great professionalism.

But without a system, your professionalism (and income!) suffers by missed deadlines, overlooked tasks, and disappointed customers.

A CRM (Customer Relationship Management) system moves your customer relationship tasks out of your head and into an easy-to-use system.

Manage leads in one simple system and one convenient location (no more searching your office for that "certain" yellow sticky note with the phone number)
Know you're on task every time with every project and every client
Automate processes to confidently manage your customers with increased professionalism, customer satisfaction, and customer retention (that means more sales!)

CRM Selection Overwhelmed by options? We'll assess your business needs, research the best-fit platforms, and deliver a clear recommendation report so you can move forward with confidence. Starting at $600
CRM Implementation We don't just set up software—we customize your CRM to match your actual workflows, migrate your data, and train your team so you hit the ground running. Packages from 10-40 hours
CRM Optimization Already have a CRM but not using it to its full potential? We'll audit your setup, eliminate bottlenecks, and unlock automation you didn't know was possible.
Business Process Improvement Before the tech comes the strategy. We document and refine your workflows, so your systems actually support how you work—not the other way around.
Technology Consulting From email management to project management tools, we help you build a streamlined, integrated tech stack that saves time and reduces overwhelm.
Organizing Team Systems Strategy Growing a team? We design scalable systems that keep everyone aligned, from client handoffs to internal communication and task management.

Discovery Session We start with a 1-hour Discovery Session ($200) to understand your business, assess your current systems, and identify your biggest pain points.
Customized Plan You'll receive a clear roadmap and package recommendation tailored to your needs and timeline.

Implementation & Training We work together to build, customize, and optimize your systems—then train you and your team so you're confident moving forward.