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Services

What I actually work on.

Business analysis first. Then the systems, tools, and training that make the fix stick.

Where it usually starts

Business analysis

Understanding how the business operates, where work gets stuck, and what the information is telling us.

Before I recommend a tool or build anything, I figure out what's actually going on.

  • Mapping how work really moves across teams
  • Finding where time, information, and decisions get lost
  • Turning messy needs into clear requirements and a plan
  • Getting to reporting leadership can actually trust

Process mapping · Requirements · Reporting

Asana & project management

Structuring work so it's actually trackable. Portfolio views, custom fields, automations, dashboards your exec team might actually open.

Notion architecture

Setting up workspaces that make sense once you're inside them. Databases, SOP libraries, internal wikis that people use without being told to.

Airtable & data systems

Launch schedules, product data, and the connective layer between tools. The part where everything finally starts to talk to each other.

Reporting & dashboards

The dashboards leadership actually checks. Built once, updated automatically. Not something someone has to rebuild every week.

Tool migrations

Onboarding a project management tool for the first time, upgrading what you have, or switching from something that's no longer working. Not glamorous, but usually the thing that gets everything else moving.

Team training & SOPs

Documenting how your team actually works. So it holds through turnover, growth, and whoever shows up next month.

The order matters

AI can't work on broken systems.

Fix the system first. Then AI has something worth building on.

Sometimes the answer is AI. Sometimes it's a better workflow, a cleaner system, or simply getting the right people on the same page.

The goal isn't more technology. It's a business that works better.

  1. 1
    Find where the work breaksHandoffs, workarounds, and the spreadsheet nobody admits to.
  2. 2
    Fix the process and the dataClear owners, one source of truth, information people trust.
  3. 3
    Connect what you already haveTools that talk to each other before anything new gets added.
  4. 4
    Then add automation or AIWhere it actually saves time, and your team will use it.
How we work together

Three ways in. One way of working.

Pick the engagement that fits where you are. The work underneath stays the same.

01

Projects

Single engagement. Clear scope.

You know what you need. You just need someone to actually do it.

What this looks like

  • "Rebuild our Asana so we can actually use it."
  • "We have Notion but we're not using it to its full potential."
  • "Get work out of Slack and into something we can track."
  • "Build an Airtable interface we can share with partners."
  • "Migrate us off Jira without losing the history."

What you get

  • A discovery phase that starts with your team, not your tools
  • A build phase that turns the messy reality into a system that fits
  • A handoff that includes training, documentation, and a 30-day check-in
  • SOPs and dashboards that survive after I leave
Best fit Teams of 10 to 80 people who've outgrown their original setup and need someone to come in, fix one specific thing, and leave the team running better than they were.

Investment: Project-based, scoped after a free 30-minute call. Most projects land between four and twelve weeks.

See a few past projects

02

Ongoing Partnership

A systems thinker in the room as you scale.

Foundational systems work takes time. This is for teams that want a real ops partner in the room, not a one-off engagement.

What this looks like

  • A standing weekly or biweekly working session with leadership
  • Building and maintaining the systems that hold your operation together
  • Stepping in on tool migrations, team transitions, and process design as they come up
  • Acting as the connective tissue between your departments while you grow

What you get

  • Monthly retainer with a defined scope and clear deliverables
  • Direct access between sessions for the questions that can't wait
  • Quarterly systems reviews so nothing stagnates
  • Documentation that compounds over time instead of starting from scratch every quarter
Best fit Companies between 25 and 100 people in a growth phase. Founders or COOs who need an ops brain in the room but aren't ready for a full-time hire. Usually a six-month minimum commitment.

Investment: Monthly retainer, sized to the scope. Discussed on the intro call.

03

Training & Advice

One or two hours. On demand.

Sometimes you don't need a project. You need an hour with someone who's already done the thing.

What this looks like

  • Live training sessions for your team in Asana, Notion, or Airtable
  • One-off advisory calls on a tool decision, a workflow design, or a migration plan
  • SOP reviews and feedback before you roll something out
  • A second set of eyes on a workspace before you commit

What you get

  • Booked in one or two hour blocks
  • A short written follow-up with the recommendations and next steps
  • No follow-on commitment, unless you want one
Best fit Teams that just need an expert in the room for an hour. Or anyone trying to figure out if a bigger engagement makes sense before they commit.

Investment: Hourly. Sent over after we confirm the scope.

More questions? Read the FAQ

Not sure which one fits?

That's what the intro call is for.

Book a free 30-min consultation