Systems that transform how your business operates
Every engagement starts with understanding where you are today. Here is what I offer and what you can expect to invest.
Base pricing shown for each service. Final cost varies depending on the scope, complexity, and specific needs of your project. Every engagement begins with a free consultation to determine the right fit and provide an exact quote.
How to Get Started
Not sure where to begin? Most clients start here and move through a natural progression:
Start Here: Workflow Audit → Operations Blueprint → Automation Blueprint → Implementation
You do not have to commit to all four. Many clients start with an audit, see the value, and decide what to tackle next. The audit is your front door — it tells us exactly where the biggest problems are.
Step 1: Assess
Understand where you are today before changing anything.
Workflow Audit
A full operational assessment of one department or business unit. I interview key staff, map current workflows, and deliver a detailed report identifying bottlenecks, redundancies, and quick wins.
Starting at $2,500
Duration: 1-2 weeks. Final price varies based on team size and number of workflows reviewed.
Client Journey Review
Map and optimize how clients move through your business, from first contact to long-term relationship. Identify gaps, friction points, and missed opportunities in your customer experience.
Starting at $2,500
Duration: 2-3 weeks. Final price varies based on number of touchpoints and depth of analysis.
Step 2: Design
Build the blueprint for how your operation should work.
Operations Blueprint
Full-process documentation and system design for your entire operation. You get a complete operations manual covering every critical workflow, role, and procedure, tailored to your business.
Starting at $5,000
Duration: 3-5 weeks. Final price varies based on organizational complexity and number of departments covered.
Automation Blueprint
A detailed assessment and implementation plan for automating your most painful manual workflows. Includes tool recommendations, integration design, and a phased rollout roadmap.
Starting at $3,500
Duration: 2-3 weeks. Final price varies based on number of processes and integration complexity.
Step 3: Implement
Deploy the tools and systems your blueprint calls for.
Automation Implementation
Hands-on deployment of the automation tools and integrations identified in your blueprint. I handle setup, testing, and team training so your staff can operate the new systems confidently.
Starting at $150/hour or $3,000 per project
Duration varies. Project pricing depends on scope, number of integrations, and level of customization required.
AI Assistant Package
Custom AI tools trained on your business workflows, documentation, and customer interactions. Includes setup, training, and ongoing support to ensure your AI assistant delivers real value.
Starting at $3,000 setup + $500/month
Setup cost varies based on complexity of training data and number of use cases. Monthly covers maintenance and updates.
Operations Dashboard
A custom dashboard giving you real-time visibility into metrics, workflow status, and team performance. Stop guessing and start managing with data.
Starting at $2,000 setup + $300/month
Setup cost varies based on number of data sources and dashboard complexity. Monthly covers hosting and maintenance.
The Full Engagement
For businesses ready for a complete operational transformation. The Full Engagement combines a workflow audit, operations blueprint, automation implementation, and dashboard setup into one comprehensive project. I work closely with your team from assessment through deployment.
Starting at $15,000
Duration: 8-16 weeks. Final price depends on organizational size, scope of automation, and number of departments involved.
Not the Right Fit?
If you are not sure which service you need, that is exactly what the free consultation is for. Book a call and I will help you figure out whether any of these are the right solution for your situation. If they are not, I will tell you honestly.
These services are designed for businesses with 5-100 employees in law, insurance, medical, accounting, property management, nonprofits, logistics, and churches. If you are outside that range, reach out anyway. We can talk about whether a custom arrangement makes sense.