Your numbers on one page
A one-page dashboard that brings your sales or booking system, payroll, and bank together in a view you can read on your phone, updated each month.
For small businesses
Automate routine tasks. Get time back for the business.
I work directly with small business owners to automate routine tasks, manage email, and put the numbers that matter on one page, using the tools you already have.
I have run a six-month federal program with a $30 million operating budget and a team of more than 400 people, so I know what it takes to keep work moving when the stakes and the volume are high.
I work with small businesses and nonprofits myself, from the first call through ongoing support.
“The return we’re seeing is many times over the investment and I highly recommend to any business owner.”
What I do for small businesses
Six ways AI can work for your business.
Start with one or combine several. We decide together on the first call which ones fit the business.
Email management
Your inbox sorted by what each message needs, important emails flagged, and replies drafted in your voice for you to approve.
Automated workflows
The jobs you do the same way every week, such as follow-ups, scheduling, and quotes, set up once and run on request instead of by hand.
Writing in your voice
Client emails, proposals, website copy, and posts that sound like you, built from a few samples of your own writing.
Finding lost revenue
Finding where revenue slips away, such as slow follow-up with leads or missed renewals, and automating the step that catches it.
Setup and support
We set up Claude together on the email, calendar, and files you already use and connect it to the services the business runs on, such as Microsoft 365, Gmail, Slack, Dropbox, Canva, and HubSpot, then meet regularly as the business changes.
Where to start
The work that fills the week.
Take back your inbox.
Start with
An inbox where the important messages get buried under everything else.
Work toward
Mail sorted by what it needs, important emails flagged, and replies drafted for you to approve.
Automate the repeat work.
Start with
The tasks you do the same way every week.
Work toward
Workflows that run on request, with your review at the points that matter.
Write in your own voice.
Start with
A few emails, proposals, or posts you’ve written.
Work toward
A voice profile Claude follows, so drafts already sound like you before you edit them.
Getting started
A conversation, then a clear plan.
A free 30-minute Zoom call
Talk through your work, current AI use, and what you’d like to learn, change, and implement. You don’t need a project brief or a chosen tool.
A tailored proposal
After we talk, I design a scope and timeline around your needs instead of handing you an off-the-shelf AI rollout. We agree on the format and cost before paid work begins.
The commitment
Private work starts with a minimum four-hour engagement.
All four hours are time we spend working together, in one session or across several. The work you don’t see, such as designing your scope, planning the timeline, and preparing for each session, happens on my own time and is not part of those four hours.
A good first step
Start with a conversation.
Bring a question, a bottleneck, or an idea for doing things differently. We’ll work out where AI can help and what kind of support makes sense.
The first call is free, on Zoom, and needs no preparation. For on-site work, I travel anywhere in North America.