Every engagement starts
with clarity.
The audit is the recommended entry point to more complex needs. I don't build on assumptions. We find out what's actually happening in your business first, then decide what to do about it.
Book a free 30-minute discovery call. We'll talk about where you're stuck and whether an audit makes sense for you.
Diagnostics
Business Systems Audit
A focused 60-minute call that maps your current workflow, identifies what's broken or manual, and gives you a prioritized picture of exactly where your foundation needs work. You receive a custom pre-audit document before the call and a full post-audit report with recommendations afterward.
The Deep Dive
A comprehensive 90-minute session for businesses with multiple workflows, a growing team, or complex tool environments. Goes deeper on process mapping, team operations, data flow, and integration gaps. Includes the same pre and post-audit deliverables with expanded recommendations and implementation options.
AI Tool Setup
Claude Chat + Cowork Setup
A done-for-you Claude environment configured for how you and your team actually work. Includes Claude.ai setup, custom projects built for your specific workflows, prompt structure, and Cowork configuration for team collaboration. Scope determines price within range.
Team Operations
Adding someone to your team?
If you've completed an audit and you're bringing in a VA, assistant, or new hire, these builds give them everything they need to operate from day one. No onboarding chaos. No repeating yourself. Your process, your voice, and your decisions extracted and installed somewhere your team can actually use them.
Complete Deep Dive Audit first for best resultsThe Download
A structured founder interview that extracts your voice, decisions, preferences, and processes and builds them into a custom Claude project your team can actually use. Delivered with a guide. The starting point for any team operating without the founder in every conversation. ***Audit exception only for teams with documented processes/procedures.
The Transfer
Everything in The Download plus full SOP documentation, workflow mapping, tools configured, and automations built in Make. Your team gets a complete operating manual and the systems to run it. When someone new joins, everything is already waiting for them. ***Deep Dive Audit recommended if high complexity
The Install
The full operating infrastructure. Everything in The Transfer plus agent architecture, deploy pipelines, Claude projects built for specific workflows, and custom integrations determined by the audit. Built to run without you. Handed off with full documentation and video walkthroughs.
Live dashboards, automated reporting, and data pipelines built from your existing tools. Pairs with The Transfer or The Install.