Before we dive into solutions, every engagement begins with a comprehensive business audit — the foundation for everything we do. During the audit, I evaluate your current systems, workflows, and tools to identify gaps, inefficiencies, and opportunities for growth. You’ll receive a clear, actionable report outlining where things stand and recommendations to move forward. From there, you decide whether to implement the suggested fixes, focus only on select areas, or keep me on for ongoing support and training to ensure your systems continue to run smoothly as you grow.

Here are just some of the areas I can support you in:

Organize & Simplify

• Inbox organization — clean up chaotic email folders, set up filters, and automate prioritization

• File management — create intuitive folder structures so your team can always find what they need

• Shared drives — set up secure, team-friendly storage in Google Drive, Dropbox, or OneDrive

• Template creation — reusable invoices, proposals, onboarding docs, and more to save time

Tools & Systems Setup

• Project management — implement tools like Trello, Asana, ClickUp, or Google Sheets for clear task tracking

• Scheduling systems — sync calendars, automate appointment booking, and simplify meeting coordination

• Communication tools — organize Slack, Teams, or other messaging platforms to reduce noise and confusion

• Password management — set up secure systems like LastPass or 1Password for team-wide safety

Automation & Integrations

• Workflow automation — eliminate repetitive tasks with tools like Zapier or native app integrations

• Multi-platform syncing — connect invoicing, scheduling, and communication tools so everything “talks” to each other

• Data migration — safely move information between tools without losing important records

• Form creation — build custom intake forms for clients, employees, or project requests

Documentation & Process Design

• Standard Operating Procedures (SOPs) — create step-by-step guides so your team works consistently

• Training materials — develop guides, walkthroughs, or video tutorials tailored to your team

• Policy documentation — ensure everyone’s aligned on processes, standards, and expectations

• Onboarding resources — get new hires up to speed quickly without draining your time

Scalability & Strategic Support

• Audit existing systems — identify inefficiencies and opportunities for improvement

• Tool selection — unbiased recommendations to get the best and often cheapest tools for your business

• Growth planning — set up workflows and tools that will scale with your business

• KPI dashboards — create simple, automated reports to track what matters most

After implementation, I offer flexible packages for ongoing support:

• Continued training for you and your team

• Troubleshooting and tech adjustments

• On-call help when you need it most