Services for businesses who want to work smarter, not harder

Stop losing time to manual work. Get proven systems that actually work.

Productized Services: Ready-to-go solutions with clear pricing, timelines, and deliverables.

Referral Management System

Stop letting valuable networking connections fall through the cracks. Get a proven system that captures every conversation, organizes your referral partners, and automates follow-up with potential clients.

Quick Setup

$125

Timeline: 30 minutes

Whats Included
  • Referral Partners + Client Pipeline databases configured
  • Claude AI conversation capture set up
  • Test run with your first contact
  • Walk away with a working system
Perfect For
  • Getting started fast
  • DIY types who want the foundation
  • Testing before going all-in
  • Walk away with a working system
Requirements

Claude Pro Account, Free Notion Account

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Client Nurture Automation

$625

Timeline: 7-10 days

Whats Included
  • Strategy session to map your nurture story arc
  • 8 custom emails written in your voice
  • Email tool setup, your choice
  • Automation connected and tested
Perfect For
  • Staying top of mind without being pushy
  • Professionals with some existing content
  • Automating follow-up sequences
Requirements

Email Tool Account

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CRM Integration

$250

Timeline: 1-2 days

Whats IncludeD
  • Connect to your existing CRM
  • API configuration and webhook setup
  • Data routing configured
  • Full testing to ensure it works
Perfect For
  • Professionals already using a CRM
  • Want referral system connected to existing tools
  • Need everything in one place
Requirements

CRM Account

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Reccomended

Best Value

Complete System

$900

Timeline: 10 days

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Whats Included
  • Everything from Quick Setup
  • Everything from Nurture Automation
  • Everything from CRM Integration
  • Full end-to-end automation
Perfect For
  • Professionals serious about never losing referrals
  • Want it done right, done once
  • Best value per dollar
Requirements

Claude Pro Account, Free Notion Account, Email and/or CRM Account, Free Zapier Account

Research Services

Need answers before making a big decision? I'll do the homework so you don't have to.

I can help you figure out:

How are others in my field doing this? What's working, what's not, and what you can learn from people who've already tried it.

Which tool is actually right for me?  Not the one with the best marketing, but the one that fits your budget, works with what you already use, and won't punish you for growing.

What questions should I even be asking?  I'll dig into your current setup, your comfort level with new tech, and find options that give you real value without the overwhelm.

Just give it to me straight  You'll get clear options laid out side by side, with honest trade-offs, so you can decide what matters most to you. No jargon, no 50-page reports.

Research Service

$97

Timeline: 1 day

Whats Included

A clear, easy-to-digest research summary

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Let's Figure It Out Together

You don't need to know exactly what you need. A conversation is a great place to start.

Maybe you know something's broken but can't pinpoint what. Maybe you've been Googling "do I need a CRM" at midnight. Maybe someone told you "you need AI" and you're not sure what that even means for your business.That's fine. Start here.

What the discovery call looks like: We talk for 30 minutes — no pitch, no pressure. I'll ask about what's eating your time, what tools you're already using, and where things feel stuck. Then I'll tell you honestly what I think you need. Sometimes it's one of my productized services. Sometimes it's custom work. Sometimes it's a free tool you didn't know existed.

This is a good fit if you:

Know something's inefficient but aren't sure what to fix first

Have been quoted $20K for an app and want a sanity check

Are growing and your systems aren't keeping up

Just want someone technical to talk to who won't make you feel dumb

Schedule Free 30 Minute Discovery Call