How I Work

Audit. Plan. Build. In that order.

Every engagement starts the same way — a clear picture of how your business actually runs, before anything gets touched. No isolated pieces, no guessing at what to fix first.

Let’s Talk See the offers

The suite

Three offers. One connected process.

Audit diagnoses, Planning directs, Implementation builds. The Audit is the front door — it produces the roadmap that scopes everything after it.

The front door

Audit

$5,000

A clear picture of how your business actually runs, and a prioritized plan to fix it.

Current-state operations map
Every finding tagged: automate, outsource, eliminate, or keep
Savings estimate, plus a prioritized roadmap
Live findings walkthrough

Identification and planning only — building happens in Implementation.

Start with the Audit

Planning

$9,500annual, or $3,000/quarter

Clear goals and the system-and-project plan to reach them.

Documented goals for the season ahead
A project roadmap tied to those goals
A sequenced annual or 90-day plan
Regular check-ins to course-correct

Direction and design only — what gets planned here is built in Implementation.

See Planning

Implementation

$7,500–$25,000by complexity, set by your Audit roadmap

The system — searched, designed, built, connected, and running without you.

The system built, connected, and tested
An integration map — one visual of how it all connects
SOPs and video walkthroughs
Full handoff and training

Ends at handoff — I build it and leave it running, I don’t operate it day to day.

See Implementation

What I don’t do

Four rules that make the “yes” unmistakable.

This isn’t vague strategy. It’s a method — and knowing what’s out of scope is part of it.

01

I don’t do isolated pieces.

Not a website fix, not one tool swapped out. The work is how everything connects.

02

I’m the architect, not the operator.

I design it and build it, then hand it off. I’m not your daily admin, and I don’t run your business for you.

03

I connect money and legal systems. I don’t operate inside them.

I’ll integrate your QuickBooks with your CRM. I won’t be your bookkeeper, and I won’t do your taxes.

04

I don’t touch your personal life.

I’ll help you figure out what to outsource and to whom. I won’t be the one doing it.

Good to know

How the pieces fit together.

Your Audit fee counts twice.

If you move into Implementation within 60 days of your Audit, the $5,000 Audit fee credits toward it.

Audit comes first.

Implementation isn’t sold without a completed Audit and roadmap — except for a known, simple single-system migration, which can proceed with a scoping call instead.