Ways We Can Work Together
Choose the kind of support that matches where your business is right now and where you’re headed next.
CRM Audit
Investment: $997 (one-time)
Before you fix anything, you need to know what's actually broken. This is a full look under the hood of your business your systems, your processes, and the tools you're using so you stop guessing and start knowing.
What's Included
+ Full review of your current CRM setup and usage
+ Process and workflow assessment
+ Tool stack evaluation (what's working, what's not, what's redundant)
+ Documented audit report with findings
+ Prioritized action plan
How it Works
You fill out an intake form, we hop on a kickoff call, and then I go in. I spend time inside your systems, map out what I find, and come back to you with a full breakdown and a clear plan of what needs to happen next.
Who it's for
You've been in business for a while, things are moving, but something feels off. You're adding tools, hiring people, and nothing quite connects. You need someone to come in, look at the whole picture, and tell you the truth.
Your Collaborative Committment
You've been in business for a while, things are moving, but something feels off. You're adding tools, hiring people, and nothing quite connects. You need someone to come in, look at the whole picture, and tell you the truth.
You'll Walk Away With
+ A custom audit report across all four pillars of your business: Systems, Finance, Positioning, and Experience
+ An AI Opportunity Map — every gap we find gets matched to a specific AI solution, prioritized by impact
+ Clear, prioritized recommendations: what to fix first, what can wait, and why
+ Optional implementation support if you want help executing what the audit reveals
CRM Custom Setup
Investment: starting at $3000.00
This is a full buildout, done right, so your CRM actually works the way your business works.
What's Included
+ CRM platform setup or rebuild (HubSpot, HighLevel, or Attio)
+ Pipeline and stage configuration
+ Custom fields, tags, and contact organization
+ Workflow and automation setup
+ Integration with your existing tools
+ SOPs and documentation so nothing lives in someone's head
+ Handoff call and walkthrough
How it Works
We start with a strategy session to map out how your business actually moves. Then I build. You're not handed a generic setup — everything is built around your specific process, your team, and how you sell.
Who it's for
You're either starting fresh and want it done right the first time, or you've had a CRM sitting there half-built and half-used and you're done pretending it's working.
Your Collaborative Committment
Come to the strategy session ready to talk about your actual sales and client process. The more real you are with me, the better the build.
You'll Walk Away With
+ A fully configured CRM built around how your business actually operates — not a default template someone else touched
+ Custom pipelines, contact properties, and stages mapped to your real sales and client journey
Automations set up so leads, follow-ups, and handoffs happen without you manually touching them
+ A system documentation guide so you (or anyone you hire) knows exactly how it's built and why
+ A short loom walkthrough of your setup so you're not guessing what anything does on day one
+ 30 days of post-setup support for questions, tweaks, and anything that needs adjusting once you're live in it
Operator Retainer
Investment: $3000 per month
For the business owner who wants a partner managing operations and AI long-term.
Building AI into your business is one thing. Keeping it running, optimizing it as you grow, and making sure your team and processes stay aligned — that’s another conversation entirely.
The Operator Retainer is how we work together on an ongoing basis. I manage your operations, your AI systems, and your team structure so things don’t break down as your business scales.
AI changes fast. Your business changes fast. The retainer means you always have someone in your corner who understands both — and keeps everything working together.
You get a real operator in your corner. Not a consultant who disappears after the project.
"...She's been a tremendous asset to my business and life..."
KANISHIA
CEO OF THE KANI HAIR GROUP
WHAT'S INCLUDED:
Systems, workflows, and priorities that stay aligned as you scale
Ongoing management of your AI systems — updates, optimization, and fixes as things change
Team and process oversight to keep execution consistent
Regular strategy sessions to evolve your systems as the business grows
Direct access to troubleshoot, optimize, and adjust as needed
Operator Retainer
Investment: $3000 per month
For the business owner who wants a partner managing operations and AI long-term.
Building AI into your business is one thing. Keeping it running, optimizing it as you grow, and making sure your team and processes stay aligned—that's another conversation entirely.
The Operator Retainer is how we work together on an ongoing basis. I manage your operations, your AI systems, and your team structure so things don't break down as your business scales.
You get a real operator in your corner. Not a consultant who disappears after the project.
WHAT'S INCLUDED:
Systems, workflows, and priorities that stay aligned as you scale
Team and process oversight to keep execution consistent
Regular strategy sessions to evolve your systems as the business grows
Direct access to troubleshoot, optimize, and adjust as needed
Who is this for? This is for you if you're scaling and need someone who understands both your operations and your AI infrastructure—and can manage both without you having to stay in the weeds.
SCHEDULE A CALL +
"...She's been a tremendous asset to my business and life..."
KANISHIA
CEO OF THE KANI HAIR GROUP
Helping online businesses build AI-powered ops so your processes, systems and tools stay intact no matter who's on your team.
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