Automations, CRM cleanup, lead capture, website, dashboards, everything you need to run your business without chaos.

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CRM Setup & Cleanup

Build or clean your CRM

Create a simple pipeline

Add custom fields

Set up tasks & follow-ups

Organize contacts the right way her

Google Workspace Setup

Organize your Google Drive

Create a clean folder structure

Set up shared drives and permissions

Streamline email and calendar workflows

Remove clutter and create a simple system that works

Automation

Automate repeat tasks

Connect your tools together

Build simple workflows that save time

Reduce manual errors

Make your business run smoother every day

Dashboard & Reporting

Build simple dashboards to track leads and customers

Visualize your pipeline and workload

Monthly lead tracking and performance metrics

See what’s working (and what isn’t)

Make decisions with clear, easy-to-read data

Website + Lead Capture

Set up or improve your website

Add clean lead forms that feed into your CRM

Connect everything to your follow-up process

Make it easy for customers to contact you

Track where every lead comes fromiption goes here

Systems Planning & Setup

Map out how your business should flow

Identify gaps, bottlenecks, and inefficiencies

Build a simple system that’s easy to follow

Connect tools so everything works together

Create a clear plan you can run every day

Tools I Work With

CRMs
HubSpot, Pipedrive, Monday CRM, Airtable, Notion

Forms & Scheduling
Tally, JotForm, Google Forms, Calendly, Acuity

Automation Platforms
Make, Zapier, n8n

Project & Task Tools
Asana, Trello, ClickUp, Monday

File Storage
Google Drive, Dropbox, OneDrive, SharePoint

Communication
Gmail, Outlook, Slack, Teams, SMS

Web & Marketing
Squarespace, Wix, WordPress, Google Business, Facebook/Instagram, LinkedIn

Payments / Accounting
Stripe, Square, QuickBooks, Wave

How it Works

  • Tell Me What's Not Working

    Describe your biggest pain points in plain language.
    No technical terms, no prep needed.
    Just tell me where things are messy or slowing you down.

  • I Map Your System

    I outline exactly how your business should flow — leads, tasks, files, communication, everything.
    You get a simple, clear plan for how all your tools and processes connect.

  • I Build It for You

    I set everything up — your CRM, automations, forms, files, dashboards, and workflows.
    You get a clean, working system you can run every day without confusion.