Systems, automation and the steady support behind them.
Three ways we can work together, each built around the same idea: I don't take tasks off your plate, I build the system that makes the task disappear. Every engagement is 1:1 with me, from audit to handoff.
Systems & Automation Consulting
This is where I spend most of my time — and where clients see the fastest return. If a process eats your week every single week, this is how we fix it for good.
I work inside the tools you already pay for. For most of my clients that means the Microsoft 365 ecosystem: Power Automate, SharePoint Lists, Planner, Forms, Outlook and Teams. When your business runs on other apps, I build with Zapier to connect them, and I use AI-assisted steps where they genuinely help, like summarizing intake notes or drafting a first-pass reply, with a human always in the loop.
Every build is documented in plain language, so you understand what it does, why it does it, and what to do if something changes.
Services & starting prices
Automation Sprints
Starting at $1,200
Power Automate workflow builds for repetitive manual tasks.
Bulk Calendar Build-Outs
Starting at $900
Quarterly task and reminder loads, fully automated.
Planner Board Auto-Builds
Starting at $1,300
Form-triggered project board generation, no manual setup.
Lead Intake & Follow-Up Automation
Starting at $1,900
Routing, logging, and follow-up triggers so no lead falls through.
SharePoint Organization & List Architecture
Starting at $1,400
Structured, scalable systems built around how you actually work.
Data Extraction Automation
Starting at $950
Pull data from PDFs or images and export it into clean, structured spreadsheets.
Workflow Audits
Starting at $500
Process mapping to find exactly where your time is leaking.
Curious what this actually looks like?
See a real buildWho it's for
- Owners who are the bottleneck because the process lives in their head
- Teams already paying for Microsoft 365 and using a fraction of it
- Businesses juggling leads, requests or projects across email, spreadsheets and sticky notes
- Anyone who has said "there has to be a better way to do this" more than twice this month
What it can look like
- Leads captured from every channel into one list, with status you can act on
- Recurring deadlines and tasks that appear on the calendar without anyone typing them
- New projects that spin up their own Planner board with owners assigned
- A clear map of your workflows, and where the hours are really going
Marketing Operations Support
I automate the operational side of marketing — the scheduling, tracking, and reporting that eats hours without moving the needle. This isn't strategy work; it's the infrastructure underneath it.
That means the pipeline, the content calendar, the approval flow and the reporting: the parts that keep a marketing team moving, built so they keep working when the calendar gets full.
Services & starting prices
CRM/Pipeline Setup & Management
Starting at $1,300
A pipeline structure your team will actually keep up to date.
Content Calendar Systems & Scheduling Automation
Starting at $950
Dates, owners and reminders that run themselves.
Email Marketing Workflow Automation
Starting at $950
Automated sends and follow-up workflows that keep communication moving.
Reporting Dashboards & KPI Tracking Setup
Starting at $1,100
Numbers pulled together in one place instead of rebuilt every month.
Who it's for
- Small marketing teams or solo marketers drowning in coordination
- Owners whose CRM became a graveyard of half-entered contacts
- Teams rebuilding the same report by hand every month
What it can look like
- A content calendar that creates its own tasks and reminders
- A pipeline with clear stages and automatic follow-up triggers
- A reporting view that updates without a copy-paste marathon
Ongoing Support & Administration
This tier supports the work above — it doesn't lead it. If you need consistent, reliable help running the day-to-day so nothing slips, this is where we start.
Foundations
~6 hrs/week · 24 hrs/month
$1,200 / month
Includes
- Inbox triage & management
- Calendar scheduling & coordination
- Light document/file organization
Momentum
~12 hrs/week · 48 hrs/month
$2,400 / month
Includes
- Everything in Foundations
- Meeting coordination & prep
- Recurring admin support (invoicing, data entry)
- Document/file system maintenance
Partner
~20 hrs/week · 80 hrs/month
$4,000 / month
Includes
- Everything in Momentum
- Light project coordination
- Monthly ops check-in call
- Priority same-day response
All retainers are billed at a flat $50/hour — more hours just means more capacity, not a different rate.
How We'll Work Together
- 01
Audit
We start with a real conversation about where your time is going. I map your process, not a template.
- 02
Build
I build your system, checking in with you along the way — this isn't a black box, it's a partnership.
- 03
Handoff or Retainer
You get a system you understand, fully documented. If you want me to stay on and keep building, I'm here.
Built in the tools you already own.
Most small businesses are paying for Microsoft 365 and using a sliver of it. I start there. Where your work lives elsewhere, Zapier connects it, and AI-assisted steps handle the tedious parts, with a person always reviewing what matters.
- 01
Power Automate
- 02
SharePoint
- 03
Microsoft Planner
- 04
Microsoft Forms
- 05
Outlook & Teams
- 06
Microsoft 365
- 07
Zapier
- 08
AI-assisted workflows