Services
Six areas of work. Most clients need three or four of them, in roughly this order. Every one of them ends with documentation you own, in plain language, so you're never dependent on me to understand your own business.
Systems and CRM
Most coaching businesses don't have a tool problem. They have a setup problem. The CRM was configured in an afternoon. The course platform was chosen because a friend used it. The two have never met, and every new client gets typed into both by hand.
I start by looking at what you have and what you're paying for. Then I fix the setup, connect the pieces, and write down how it works.
What this includes
Typical projects
CRM selection and setup: two to four weeks
Migration from one CRM to another: three to six weeks, depending on how messy the data is
Stack cleanup and consolidation: one to two weeks
Good fit if
You have client information living in more than two places, or you've said the words "I think that's in the old spreadsheet" this month.
Tools I've administered
Zoho · HubSpot · Salesforce · monday.com · Notion · Airtable · Google Workspace · Microsoft 365 · SharePoint
Coaching and course platforms
Kajabi · GoHighLevel · Thinkific · Teachable · Circle · Mighty Networks · Practice · Paperbell · Trainual · Calendly · Acuity · Stripe · Kit (ConvertKit) · ActiveCampaign · Mailchimp
Automation
An automation is a decision you make one time instead of four hundred times.
Someone books a discovery call. They get a confirmation, a prep questionnaire, a reminder the day before, and a record in your CRM. You get their answers in your inbox an hour before the call, with a note about which program they're probably a fit for. That's six steps. You should be doing zero of them.
I build these with Make, Zapier and native integrations where they're good enough, and with webhooks, direct API work and a bit of Python where they're not. Then I write down what each one does, what breaks it, and how to fix it.
What I build
Good fit if
You or a VA are copying information from one tool into another every week. That's the tell. If it happens every week, it should happen by itself.
A rule I work by
I build what you'd build if you had the time, and I document it so that it's yours. If I disappeared tomorrow, your automations would keep running and your next person could read how.
AI, applied
Everyone is telling coaches to "use AI." Almost nobody is telling them for what. Here's what actually works in a coaching business right now, and what I'd build first.
What works
What I won't do
Put your clients' private conversations into a tool with data terms neither of us has read.
Automate something that should have your judgment in it.
Ship an AI feature because it's fashionable this quarter.
What you get
An AI opportunities review: the three to five things in your business worth automating, in order, with an honest note on the ones that aren't.
The build, with fallbacks, so a model having a bad day doesn't break your onboarding.
A one-page policy for you and your team on what goes into AI tools and what never does.
Good fit if
You've tried ChatGPT, found it useful, and have no idea how to make it part of how the business runs rather than a tab you sometimes open.
Data and dashboards
You probably know your revenue. Do you know your revenue by program? Your show-up rate for discovery calls? How many active clients you can take before the calendar breaks? Most coaches run on a feeling and a Stripe balance.
I've defined KPIs and built executive dashboards for a collection of startups, and reported return on investment to a CEO and a board. Your version is smaller. The discipline is the same: pick the numbers that change decisions, connect the sources, and stop building spreadsheets by hand on Sunday night.
What this includes
Numbers I usually end up tracking
Leads by source · Discovery call booked and show-up rates · Close rate by program · Revenue by program · Active clients and capacity · Renewals and churn · Failed payments · Time from lead to first session
Good fit if
You make pricing, hiring or launch decisions more than twice a year and you'd like them to be based on something.
Fractional IT
Who has the password to your domain registrar? What happens to your client files if your laptop is stolen tonight? Why are your emails landing in spam? These aren't interesting questions. They're expensive ones, and in a business of one to five people, nobody's job is to ask them.
I'm not a 24/7 helpdesk and I don't pretend to be one. I'm the person who sets things up so you rarely need one, and who knows who to call when you do.
What I handle
Good fit if
You've ever lost access to something important, or you're not sure you'd know if you had.
Product, launch and team ops
Coaches have product ideas. A membership. An app. A certification program. A group program with a workbook and a portal. The gap between the idea and the launch is where most of them die, usually in a conversation with a developer who quoted $60,000 for something that should have cost $8,000, or $8,000 for something that was going to need $60,000.
I've run product development end to end, from requirements to launch, and I've managed the developers, the vendors and the timelines. I'll do the same for yours, at the size it actually is.
What this includes
Good fit if
You've got a product idea you've been carrying around for more than six months, or a team of two or more who each do things a slightly different way.
How we'd work together
Every engagement starts with a systems check, which is free. After that, it's a monthly tier, a fixed-price project, or something bigger we scope together.
For a lean stack that needs an owner: the fixes, the small builds, and the questions you'd otherwise search for at 10pm.
$1,650 a month
Keep them running, and keep building. This is what most coaching businesses need and almost none of them can hire for.
$3,000 a month
For a growing business with a team, several programs, and more data than anyone is reading.
$4,200 a month
Projects
A CRM migration, an onboarding automation, a dashboard. Scoped in writing, fixed price, half up front and half on delivery.
From $1,500
More than 30 hours, or full time
When the work needs more than thirty hours a month, or me full time for a stretch, we scope it together and price it to fit.
Let's talk
How the tiers work
Monthly prices are exact. Projects and anything over thirty hours are quoted after the systems check, and the quote is the price.
What the first month looks like
Week 1
I get into your tools, read what's there, and talk to whoever else touches the stack. You do very little except answer questions.
Week 2
You get a one-page map of what you have, what's broken, what's costing you money for nothing, and what I'd do in what order. We agree the order.
Weeks 3 and 4
Usually the most annoying manual process and the most fragile thing. Shipped, tested, documented.
After that
A short monthly list, a short monthly check-in, and a stack that stops being something you think about.
Questions people actually ask
No. We set up a password manager (if you don't already have one) and you share access to the specific tools I need through it. You can revoke any of it in one click, and we do exactly that when an engagement ends. I'll never ask you to email me a password.
Your client conversations are the most sensitive thing in your business, and I treat them that way. Nothing goes into an AI tool without your explicit decision, a look at that tool's data terms, and client consent where it's needed. Part of the AI work is writing a short policy so your team knows the rules too. If you're in a regulated corner of coaching or education, we build to that standard.
Probably, and your VA will be happier for it. VAs execute processes. I build the processes and the systems they run on. Most of what I automate is the work your VA finds least interesting, which frees them for the things that actually need a human.
Not as a main service. I'll set up, connect and fix the tools behind a website (forms, CRM, payments, booking, email), and I'll manage a web developer for you if you need one built. If you need a site designed from scratch, I'll point you to people who do that well.
You keep everything. Every automation, dashboard and setup comes with documentation written for a person who has never seen it. We do a handoff call. Your access to me gets revoked. If something breaks six months later and you want help, you book a project.
The list on this page, plus most things with an API. If you're on something I haven't used, I'll say so and tell you how long it'll take me to learn it. It's usually a day or two, because these tools are more alike than their marketing suggests.
Yes, if the work needs it. Full time is a different arrangement from the monthly hours, so it's priced separately and we'd scope it together on a call first.
Yes. Tutoring companies, small training providers, course creators, certification bodies. Same tools, same problems, same fixes. If you deliver teaching to paying clients and you're too small for a tech department, this is for you.
Book the systems check anyway. If you're not there yet, I'll tell you, and I'll tell you what to do yourself in the meantime. You'll remember who told you.
Scottsdale, Arizona. Remote by default. I'll come on site for an embedded engagement or a launch if it's useful and you cover travel.
Thirty minutes. I'll tell you what I'd fix first, what I'd leave alone, and whether you need me at all.