What I do
Six Ways I
Build Your System.
Every engagement is custom. Every sprint is accountable. Here's exactly what each service looks like: methodology, deliverables, and timeline, so you know what you're getting before we ever talk.
Systems Analysis & Audit
Clarity on what's actually broken, and a clear path forward.
Most business problems are misdiagnosed. Owners think it's a marketing problem. Or a sales problem. Usually, it's deeper. The audit starts with you, the decision-maker, and goes straight to the core. We don't just take your word for what's broken; we reframe the problem until we find the real one.
How it works
One to two focused sessions with the founder or leadership team. We map your current operations, sales volume, team structure, tools, and customer perception. No fluff, just the right questions that surface the real gaps.
What you get
- ▸Structured breakdown of your current business gaps
- ▸Prioritized sprint proposal with clear deliverables
- ▸A pilot engagement plan: affordable, accountable, fast
- ▸Reframed problem definition your team can act on
Operations Design
Systems your team actually uses, built for how your business works.
Operations design isn't about handing you a flowchart. It's about building functional systems: custom tools, workflows, and platforms, that your team can run without you in the room. If it can't scale, it doesn't count.
How it works
We identify the operational gap, design the solution, and build it. That might be a custom application, a restructured project management system, or an integrated platform that connects your team across locations. We implement it, not just spec it out.
What you get
- ▸Custom operational systems tailored to your team size and structure
- ▸Project management infrastructure with location-level and leadership-level views
- ▸Workflow documentation and SOPs
- ▸Dashboards and analytics so leadership always has visibility
Real examples
- →Built a native iOS platform for a trampoline park portfolio: customer check-in, ticket sales, food purchase, waivers, and GM dashboards in one system
- →Designed Spry, a performance OS integrating personal and business goal management with analytics, used by high-performers daily
- →Created an AI-powered voiceover script tool for a government e-learning contractor, cutting production costs and revision cycles dramatically
Sales Process & Training
A sales team that follows a system, not instinct.
The most common sales problem isn't talent. It's no structure. No CRM. No pipeline visibility. No consistent follow-up. No accountability. We fix the system first, then train your team to run it.
How it works
We implement or restructure your CRM, build standardized pipelines, and run weekly live accountability sessions. Training is live, recorded, and scaled to your team size, whether you have 3 reps or 30.
What you get
- ▸CRM implementation or restructure (HubSpot, or best fit for your business)
- ▸Standardized sales pipeline and follow-up process
- ▸Weekly accountability sessions: live, with the CRM open
- ▸Sales training content, scripts, and presentation frameworks
- ▸Reporting visibility for leadership on lead activity and team performance
Real examples
- →Implemented HubSpot across 20+ sales reps at OpenBots with the rule: "If it's not on the CRM, it doesn't exist", scaled to $250K MRR
Marketing Architecture
A marketing engine built on strategy, not guesswork.
Marketing can't save a broken business, but the right marketing system can scale a strong one fast. We work in three layers: Strategy (what will win), Positioning (the soul of your brand), and Creative (how the market experiences you). Then we execute.
How it works
We don't hand off a plan. We run it. Ads, content, copy, video, events, social, automation: we build the machine and operate it. The goal is always the best ROI in the shortest time.
What you get
- ▸Brand strategy and positioning: differentiated, emotionally resonant, market-tested
- ▸Content engine: thought leadership, video, copy, and social
- ▸Paid advertising campaigns (Google & Meta) with tracked ROI
- ▸Email and SMS automation sequences
- ▸Analytics and reporting tied to real business outcomes, not vanity metrics
Real examples
- →Google and Meta campaigns for Altitude Trampoline Parks delivering 1,000%+ ROI
- →Built OpenBots from zero brand presence to recognized RPA authority: 150+ podcast episodes, enterprise leads, and $250K MRR
Custom Application Development
Purpose-built tools that give your business a competitive edge.
Most software gaps are identified during an audit. Clients rarely come in knowing exactly what to build. Our job is to find the gap, validate that the market needs it, then build it fast using modern AI-powered development tools at a fraction of traditional dev costs.
How it works
We start with the business case: if we build this correctly, will you have a customer? From there we design, architect, and build using React, JavaScript, and the best available AI-powered development tools. We are the architects: testing, debugging, and ensuring everything actually works.
What you get
- ▸Product requirements and architecture design
- ▸Custom web or native mobile application
- ▸Integrated dashboards, analytics, and admin controls
- ▸Testing, iteration, and handoff with training
Real examples
- →Native iOS loyalty and POS platform for a multi-location entertainment franchise (in development)
- →AI voiceover script tool for a government e-learning contractor: eliminated revision cycles and reduced talent costs
- →Spry Goals, a full-stack performance OS available on Web, iOS, and Desktop
Training
Your team owns the system. Growth continues after we're done.
Most of my clients are long-term. That's not by accident. When a new system goes in, people need support, guidance, and a partner who stays invested. Training is customized to your team size, your tools, and how your people actually learn.
How it works
We offer weekly office hours, live webinar-format sessions, and recorded content libraries your team can reference anytime. Sessions are collaborative. If a new problem surfaces, we solve it together in real time. No rigid handoff. No abandoned playbooks.
What you get
- ▸Weekly or bi-weekly live training sessions (format scaled to team size)
- ▸Recorded video library for onboarding and reference
- ▸SOPs, documentation, and process guides as needed
- ▸Ongoing strategic advisory: sales, marketing, ops, and technology
"If it can't scale, it doesn't count."
Not sure where to start?
Start with the Audit.
One conversation is usually enough to find the gap. From there, we build a sprint plan that fits your business and your budget.
Schedule a Free Strategy Call