Because You Don't Know What's Actually Possible
because you didn't know they could all flow into
one place.
because you didn't know they could all flow into one place.
because you didn't know that you could have filters do that manually, so you only see the emails you need to.
because you didn't know Google Workspace has an e-signature feature built in.
because you didn't know they could talk to each other.
You're busy running a business. You don't have time to deep-dive every tool's features menu or Google "is there a better way to do this?"
the tools that could talk to each other but aren't
the 20-minute task that could take 2
So you can spend less time in the weeds and more time doing the work that actually grows your business.
the subscriptions you don't need or features you're not using
What you're using, what you're actually paying for vs. using, and where you're overpaying or under-utilizing features.
The stuff already built into your tools that you didn't know existed - filters, automations, integrations, and time-savers.
Subscriptions to cancel or downgrade, free alternatives, and redundant tools. (Typical savings: $50-150/month)
Manual tasks that could be faster or automated, with step-by-step setup guides rated by difficulty (easy/medium/hard).
What to do this week (quick wins), this month (medium projects), and this quarter (long-term).
What you're using, what you're actually paying for vs. using, and where you're overpaying or under-utilizing features.
The stuff already built into your tools that you didn't know existed - filters, automations, integrations, and time-savers.
Subscriptions to cancel or downgrade, free alternatives, and redundant tools. (Typical savings: $50-150/month)
Manual tasks that could be faster or automated, with step-by-step setup guides rated by difficulty (easy/medium/hard).
What to do this week (quick wins), this month (medium projects), and this quarter (long-term).
✓ Two 60-minute calls with someone who's seen every version of "I'm working too hard"
✓ 1-2 weeks of deep analysis and research into YOUR specific setup
✓ 15-25 page custom audit report (not a template)
✓ Step-by-step implementation guides with screenshots
✓ Prioritized action plan you can actually follow
✓ Cost savings that typically cover the audit fee within 3-4 months
✓ Workflow improvements that give you back hours every week
✓ Two 60-minute calls with someone who's seen every version of
"I'm working too hard"
✓ 1-2 weeks of deep analysis and research into YOUR specific setup
✓ 15-25 page custom audit report (not a template)
✓ Step-by-step implementation guides with screenshots
✓ Prioritized action plan you can actually follow
✓ Cost savings that typically cover the audit fee within 3-4 months
✓ Workflow improvements that give you back hours every week
Nope! I work with whatever you've got. Notion, ClickUp, Asana, Trello, Monday, Airtable, Google Workspace, Flodesk, Mailchimp, Dubsado, HoneyBook, whatever. The audit optimizes YOUR tools. I'm not here to force you into my favorite software.
(Though if you're using something that's genuinely holding you back, I'll suggest better options.)
That's exactly why everything is rated by complexity!
Easy stuff: "Click this button, turn on this feature" (you can do this today)
Medium stuff: "Follow this 10-step guide with screenshots" (you can do this with a little focus)
Hard stuff: "This requires technical setup - hire me or an ops specialist to handle it"
My job is to meet you where you are, not give you homework that requires a computer science degree.
Google gives you generic advice about what works for other people.
I give you specific recommendations for your business with your tools and your workflows.
Generic: "You should use a CRM!"
Specific: "You're already using Notion as a CRM but not utilizing the relations feature - here's how to set that up to stop manually updating 3 places."
Only if there's a really good reason (like you're paying $50/month for something that has a $10 alternative that does the same job).
Most of the time? Your tools are fine.
You're just not using them to their full potential. Or you're using 3 tools when 1 would work better.
I'm here to optimize what you have, not sell you on shiny new software.
Nope! I work with whatever you've got. Notion, ClickUp, Asana, Trello, Monday, Airtable, Google Workspace, Flodesk, Mailchimp, Dubsado, HoneyBook, whatever. The audit optimizes your tools. I'm not here to force you into my favorite software.
(Though if you're using something that's genuinely holding you back, I'll suggest better options.)
That's exactly why everything is rated by complexity!
Easy stuff: "Click this button, turn on this feature" (you can do this today)
Medium stuff: "Follow this 10-step guide with screenshots" (you can do this with a little focus)
Hard stuff: "This requires technical setup - hire me or another expert to handle it"
My job is to meet you where you are, not give you homework that requires a computer science degree.
Google gives you generic advice about what works for other people.
I give you specific recommendations for your business with your tools and your workflows.
Generic: "You should use a CRM!"
Specific: "You're already using Notion as a CRM but not utilizing the relations feature - here's how to set that up to stop manually updating 3 places."
Only if there's a really good reason (like you're paying $50/month for something that has a $10 alternative that does the same job).
Most of the time? Your tools are fine.
You're just not using them to their full potential. Or you're using 3 tools when 1 would work better.
I'm here to optimize what you have, not sell you on shiny new software.
Not because you're bad at what you do - you're obviously good enough to be making money doing it.
But because you're drowning in tools you don't fully understand, manual tasks that eat your time, and a nagging feeling that "there has to be a better way to do this."