What I Can Build & Set Up

Four key areas I can actually build or set up for you — plus a referral network for the rest.

What you'll need depends on your business. The categories below are examples, not a fixed menu.

People & Hiring

The systems around bringing people in and keeping them — done right and documented.

  • Job postings and candidate screening
  • Employee handbook and onboarding documents
  • Compensation and bonus structure design
  • Performance review templates and tracking

Sales & Marketing

The infrastructure that turns interest into customers and customers into repeat customers.

  • Showing up on Google and managing your reviews
  • Capturing new customer inquiries, scheduling appointments, and automatic follow-ups
  • Sales pipeline management
  • Custom Quote/Estimate and invoice templates

Operations, Systems & AI

The tools, training, and software that keep your business running day-to-day.

  • Setup of your day-to-day tools (web, email, CRM, files, team communication)
  • Software and AI training for your team
  • Integrations between the tools you already use
  • Security and custom solutions to fit your exact needs

Finance & Numbers

Seeing your business clearly — what's working, what's not, and what to fix.

  • Forecasting where the business is headed and a plan to get there
  • Profitability tracking by service or customer
  • Data analysis and reporting
  • Dashboard creation

Trusted Referral Network

For specialized work I can't or shouldn't do myself, I'll introduce you directly to vetted partners — no kickbacks, no markup:

  • Financial advisors (retirement & personal planning)
  • Life & disability insurance brokers
  • Health insurance brokers
  • CPAs and tax strategists
  • Business attorneys (LLC/S-corp, contracts, trademarks)
  • Bookkeepers, marketing freelancers, web designers

How implementation is priced

Most implementation work is scoped after your audit and quoted flat-fee. Hourly projects are available for one-offs or unknown scope.

Flat-Fee Project Custom Quote Scoped per item after audit
Hourly $150 / hr One-offs & unknown scope

Let's Talk

Got a list of things you wish someone would just handle?

Book a free 20-minute call. We'll figure out which items are highest-leverage and what the project might look like.