Operations · AI training · South Florida + remote
Unmess your business.
I find what's slowing your business down, fix it, and stay on as your fractional COO if you need one. AI and the right systems come in once the process makes sense.
Things get messy when a business grows.
The systems that worked at one stage tend to stop working at the next. Usually nothing broke all at once. It just quietly stopped fitting.
Everything still runs through you.
You hired people so you could get out of the weeds. Somehow, you're still in all of them.
Your systems don't talk to each other.
Information lives in email, spreadsheets, your CRM and someone's head.
You're managing by instinct.
You have plenty of data, just not the information you need to make the call.
AI sounds useful. Now what?
You don't need 47 AI tools. You need to know where it actually saves time, improves decisions or creates capacity.
I ran operations at scale before I started doing this for smaller businesses.
- $225M
- 90+ locations run through COVID, #1 national scorecard
- $13.5M
- incremental revenue in 2 years from a channel I built
- 8,000+
- new accounts from store-sourced leads
- 275 hrs
- a year saved. 90+ reports a month, automated for 70 recipients
3 ways to work with me
Most people don't know which one they need. That's what the call is for.
Clarity Sprint
Find out what to fix first.
2 to 3 weeks. Interviews, systems review, a prioritized 90-day plan.
From $2,500
Fractional COO
An experienced operator in the business, part time.
Advisor, Operating Partner or Embedded. 3-month minimum, same invoice every month.
From $4,000/month
Projects
One thing built or fixed, start to finish.
CRM cleanup, dashboards, automation, process redesign. Fixed scope, fixed price.
From $4,000
Also: hands-on AI training for your team. Workshops, team training and 1:1 coaching. See AI training →
Compare all 3 →I'm an operations person who actually likes the tech stuff.
I don't believe technology fixes bad operations. But once the process makes sense, the right technology makes a business dramatically easier to run.
I've spent years building CRM infrastructure, dashboards, reporting logic, workflows and automation, first inside large multi-unit operations, then across teams and sales functions I built from scratch. Now I use AI to build tools and solve problems that used to take far more time and technical help.
I bring that to smaller businesses, where the right operational change can have an outsized impact.
Salesforce Certified Administrator
So, what's not working?
Tell me what's going on and we'll figure out the rest together.
Free, 30 minutes. You tell me what's not working. I tell you what I'd look at first and whether a Clarity Sprint, fractional COO or a project fits.
Not ready to talk yet? The 10 signs is a quick read on whether your systems have outgrown the business.