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Hire me to fix what's slowing your business down.

Most of my work starts with one stubborn problem: a handoff that keeps failing, a report that takes all weekend, a system nobody trusts. Here's what you can hire me for, and how we start.

Book a free 20-minute call

Start here: Find it. Fix it. Flick it.

Every engagement runs the same three steps. You can stop after the first one.

Step zero: a free 20-minute call

A real conversation, not a sales demo. We'll talk through one recurring problem, the tools you use today and who'd own the fix. You'll get my honest take on whether a project makes sense, or whether a settings change, your software vendor's support team or a different specialist is a better bet.

Book a free 20-minute call

  1. Find it

    Workflow Review (fixed fee, credited toward the fix)

    A focused look at one process and the tools involved (up to two). We'll do an interview and a screen-share, and look at a small sample of real data where it's safe and authorized. Then I rank what's worth fixing. You get a concise written report:

    • What's actually happening, and the likely cause
    • What your current tools can already do (often more than you think)
    • A prioritized plan of practical recommendations
    • A scoped quote for the fix, if a build makes sense

  2. Fix it

    a clearly scoped project

    If the Review finds a fix worth building, I quote it as one clearly scoped project, with acceptance tests we agree on before I start. It's usually one of the common fixes or systems work below. I build it, usually in the tools you already pay for, and test it before it touches your live system.

  3. Flick it

    handoff

    Switched on, handed over, off your plate. I train the people who'll use it, document how it works, and make sure someone on your side owns it. For 14 days after launch, I fix anything that doesn't work as agreed.

Common fixes

Inquiry-to-first-visit follow-up

Stop losing new clients between "hello" and the first appointment.

I map what happens to an inquiry from the moment it arrives: who sees it, who owns it, how fast a useful reply goes out, and where people drop off before booking. Then I fix the gaps with clear ownership, routing, reminders and follow-up inside the tools you already use. We measure the before and after with your own numbers, not industry averages.

Good fit if: inquiries come from several places, your team shares intake, or you're not sure how many inquiries actually become first visits.

Curious about AI-drafted replies? We can pilot replies written in your business's voice, with a human approving every message before it goes out.

Payment exception cleanup

Know what's actually been collected and what needs attention.

Failed charges, outstanding balances and unmatched payments get flagged, assigned to someone and followed up on a routine. I configure the reminders and retries your payment tools support, then hand your team a simple recovery process. (Your team stays in charge of collection policy and talking to customers. This is systems work, not debt collection.)

Good fit if: you have memberships, packages or recurring billing, and "Successful" in one report doesn't always match the bank.

Owner reporting & staff-pay reconciliation

See your numbers without the spreadsheet weekend.

I pull the reports you rely on into one owner view, calculate staff pay from your approved rules, and reconcile it before anyone gets paid. Think revenue by practitioner or coach, retention, referral sources, sessions against targets. If your current software already does some of this, we use it.

Good fit if: pay depends on session type, rates or splits, or you make big decisions without numbers you trust.

(I prepare and reconcile the numbers; I don't run payroll.)

Systems work

CRM setup, cleanup & rescue

A CRM should run your day, not sit there as a contact list. I set up new CRMs, clean up duplicates and dead fields, rebuild pipelines that don't match how you really work, and fix automations that quietly stopped working. Already on Zoho? This is my deepest specialty. I rescue underused setups without starting over.

Automations & integrations

Connect the tools that should be talking to each other: website forms to your CRM, bookings to invoices, scheduling data to reports. I build in error alerts and a manual fallback, so a hiccup doesn't silently break your process.

Custom business apps & dashboards

When off-the-shelf software doesn't fit, I build focused internal tools: staff directories, payroll submissions with approvals, performance dashboards, review queues. They're sized to your team, with role-based access so people see what they should.

Ongoing support

After Flick it, I offer a small monthly support plan for clients who want someone keeping an eye on things: monitoring, small changes, troubleshooting and a regular check-in. It has a clear scope and no surprise invoices.

What every project includes

Fix it

  • A written scope with clear acceptance tests, so we agree on what "done" means
  • Testing with safe sample data before anything touches your live system
  • The Review fee credited toward the project

Flick it

  • Documentation and a training session for the people who'll use it
  • A 14-day correction window after launch for anything that doesn't work as agreed
  • You keep ownership of your accounts, data and logins

“They delivered exactly what they promised!”

Jacob Rodriguez, [[Owner]], Hideout Fitness

Platforms I know well

I'm platform-agnostic. The right tool is the one that fits your business, and very often it's one you already have. Zoho is my deepest toolkit (CRM, Creator, Analytics, Books, Desk, Flow, Forms, Bookings and more). I've also worked with tools like QuickBooks Online, Trainerize, Mailchimp, Zapier, Shopify, Google Workspace and RingCentral.

What I don't do (so you can find the right person)

Clinical, coding or insurance-billing advice · debt collection · running payroll · 24/7 emergency support. If you need one of these, I'm happy to point you somewhere useful.

Questions owners ask

Do I have to switch to Zoho?

No. I'll work with what you have whenever it can do the job. Zoho is a strength of mine, not a sales target.

How much does this cost?

You get a fixed quote before any paid work starts. Find it (the Workflow Review) has a set fee, which I'll share on our call, and it's credited toward the Fix it project if you go ahead. No hourly meter running in the background.

What if Find it shows I don't need a build?

Then we stop there. You keep the report and save yourself the money and the headache. If the honest answer is "you don't need a build," that's still a win.

We handle sensitive client or health information. Can you help?

Yes, carefully. Before I touch any protected data, we put the right agreements in place (like a Business Associate Agreement where required) and set up access controls. I'll never ask you to send client records over email or a website form.

Do you work with businesses outside health & wellness?

Absolutely: coffee shops, professional services, wholesale, trades and more. If the problem involves processes and software, I'm interested.

Who actually does the work?

I do. You'll work directly with me from the first call to the handoff.

Do you work remotely?

Yes, everything can be done over video and screen-share. [[If true: I'm based in Orange County and happy to meet in person locally.]]

What do you need from me?

An hour or two of your time for the Review, access to the tools involved, and someone on your team who'll own the process afterward.

Not sure which of these you need?

That's what the free call is for. Bring the problem; we'll figure out the label later.

Book a free 20-minute call