Our Services

Corporate-level systems and strategy—built for small business execution.

Business Consulting

  • Strategic planning sessions (virtual or in-person)
  • Business model development
  • Offer refinement & monetization strategy
  • Operational audits & performance reviews

CRM Setup & Automation

  • CRM implementation (Boomerang, HubSpot, etc.)
  • Custom workflow & pipeline setup
  • Email automation & client intake systems
  • Onboarding & offboarding flows

Digital Presence & Branding

  • Website creation, audits, & structure planning
  • Landing page creation (lead gen or sales-focused)
  • Social media profile optimization
  • Brand messaging & positioning guidance

Form & Funnel Creation

  • Custom Jotform builds (intake, booking, lead capture)
  • Calendly setup with automated follow-ups
  • Payment & scheduling flows
  • Mini-funnel builds for service-based businesses

Fundraising Strategy (Nonprofits)

  • Campaign setup & donor flow mapping
  • Call scripts + outreach systems
  • Donor database setup & tracking
  • Certificate/decal fulfillment workflows

Tech & Systems Support

  • System cleanup & optimization
  • SOP (Standard Operating Procedure) documentation
  • Email setup, DNS, domain linking
  • Tech stack recommendations based on budget & goals

Training & Team Support

  • Virtual assistant onboarding support
  • Process documentation for delegation
  • Internal training materials & guides
  • 1-on-1 or group coaching for systems literacy