A focused, two-week look at how your business actually runs and where adjustments can be made to increase revenue.

You're not sure where the friction is, just that it's costing you time or money. The Systems Snapshot pulls your existing data and workflows apart, finds the 3–5 things actually holding you back, and hands you a plain-language plan to fix them.

What you get: one focused audit of your operations and data · a one-page findings summary with 3 recommended actions · a 30-minute walkthrough call
Starting at $1500 · 2-week turnaround · final scope confirmed on your discovery call

Increase revenue with a live dashboard that answers your questions in real time.

The Live Dashboard is a custom-built, live, automatic dashboard tied to your business metrics such as retention, revenue, utilization, and/or any metrics you're currently tracking in a spreadsheet.

What you get: one live dashboard (Looker Studio, Power BI, or Tableau) · built around 3-7 of your key metrics · a 30-minute training session so your team can actually use it.
Starting at $1000 · 1–2 week build · final scope confirmed on your discovery call

A systems and data partner in your corner, every month without a full time hire.

This is for teams who want someone continuously watching what's working, what's not, and what to automate next. You get ongoing monitoring, monthly reporting, and a partner who flags problems before they cost you money.

What you get: monthly systems + data review · ongoing monitoring, with flags before problems arise · a monthly report on what changed and what to do about it · priority access between sessions
Starting at $2,000/month · 3-month minimum · final scope confirmed on your discovery call

Find out where you're losing time and money, in one call.

For small businesses, small service teams, and solo operators who need a fast, affordable read on what's broken such as scheduling gaps, no-shows, revenue leaks without a full engagement.

What you get: a review of 1-3 operational areas (scheduling, revenue, utilization, etc) · a one-page summary with 3 fixes you can act on this week
Starting at $750 · delivered in 3–5 business days

Data chaos costs small business owners hours of unbillable time every week. The Total Digital Declutter is a comprehensive, 48 hour overhaul designed to centralize your customer data and structural files. We eliminate the friction in your daily operations by merging scattered client lists into a single source of truth and organizing your digital storage from the ground up. Stop digging for files and start scaling your business.

What's Included:

• Complete Master Customer Database creation and deduplication.

• Full multi-tier Google Drive, OneDrive, or Dropbox file restructuring.

• Creation of a standardized, color coded folder hierarchy tailored to your industry.

• Archive setup for legacy files to keep your active workspace completely clear.

• A live, 20-minute operational hand-off and training session.

If your customer records are scattered across notebooks, square payments, phone contacts, and random Excel sheets, you are missing out on repeat business. We ingest all your historical data sources, scrub them for spelling errors and formatting inconsistencies, eliminate duplicate entries, and deliver a pristine, sortable Master Google Sheet. Your customer database becomes an asset you can actually use for summer marketing campaigns and outreach.

• What's Included:

  • Consolidation of up to 4 disparate data sources (text files, emails, sheets, etc).

  • Standardization of phone numbers, emails, and address formatting.

  • Removal of duplicate profiles to ensure accurate client metrics.

  • CRM data alignment and import prep.