Services
Ongoing Support (Monthly / Retainer)
When you want someone in your corner to keep things running, handle the overflow, and maintain the systems we build together.
- Calendar scheduling & appointment confirmations
- Inbox monitoring, cleanup, and simple email systems/templates
- Client follow-up & communication tracking
- Light bookkeeping support (QuickBooks entry, receipt organization, expense tracking)
- File organization (digital or physical) + standard naming conventions
- Process documentation and upkeep (keeping SOPs current)
Best fit if you want: steady support, someone to “own” follow-ups, and maintenance without hiring an employee.
Quick Wins (One-Time Builds)
These are contained projects that eliminate friction fast: a cleaner spreadsheet, a better intake process, a fillable form, or a simple automation that saves hours every month.
- Google Forms / JotForm intake + auto-fed master spreadsheet
- Spreadsheet cleanup, formatting, dashboards, and filter views
- PDF fillable forms (applications, checklists, HR docs, internal templates)
- Payment tracking workflows (checkboxes/statuses, reminders, simple reporting)
- Email templates + labels/filters to keep communication organized
- Lightweight “one screen” trackers (jobs, leads, follow-ups, accountability)
Example (what this can look like): a Google Form connected to a master sheet with built-in formulas + payment status, plus email templates/automations and a PandaDoc workflow for waivers.
Operations Builds (Systems + Implementation Projects)
This is the bigger work: clarifying roles, tightening workflows, and building the accountability systems that stop things from slipping through the cracks.
- Workflow mapping
- Role clarity + “who owns what” (scorecards, reporting flow, approvals)
- Checklists + required documentation standards
- Dashboards + leadership cadence
- Performance management basics
- SOP creation + fillable standardized documents
- Implementation support