N. ii. Services · Chapter two
Three ways
to move forward.
Diagnose what is actually costing you. Implement the smallest useful fix. Keep senior judgment close when the decisions continue. Every engagement produces something you own, and the audit is the front door when the right answer is unclear.
Find the constraint first.
A fixed-scope audit follows the work from first inquiry to final invoice and turns the friction into a ranked, written plan.
Start with the audit →Fix the workflow that is leaking.
Lead intake, follow-up, task routing, visibility, documentation, websites, and the tools underneath them—designed as one operating system.
See implementation work →Keep senior judgment close.
Fractional technology counsel for vendor decisions, roadmap tradeoffs, security questions, and changes that are expensive to undo.
Explore ongoing counsel →Specific engagements.
These are the pieces of work I scope most often. They are not six unrelated offers; they are the practical ways diagnosis, implementation, and ongoing counsel show up.
Business Technology Audit
I follow the critical workflow from first inquiry through delivery — who touches it, where it waits, what gets re-typed, and where ownership disappears. You receive a prioritized roadmap, a defined first implementation scope, and a findings walkthrough. Yours to keep whether you hire me or not.
Website Design & Build
A site that books clients, explains your offer clearly, and does not need an agency on retainer to keep running. From blank domain to live — design, copy structure, SEO, and deployment. You can update it yourself afterwards.
Full Tech Stack Setup
I pick and configure your technology foundation from scratch: email, storage, CRM, calendars, security, backups. You end the engagement with a system that runs without an IT department, documented clearly enough that your next hire can use it on day one.
Subscription Cleanup
I read every software invoice you have paid in the last 12 months, find the duplication and the dormant seats, and write you a keep / cancel / switch memo with real numbers attached.
AI, Used Carefully
Real AI implementation for small teams — not demos, not chatbots. We identify the two or three workflows where it actually saves time, configure it properly, and train the people who will use it. No hype. No new tools abandoned in six months.
Fractional CTO
A few hours a month of senior technology judgment, on retainer. For owners who need someone to call when a vendor says something suspicious, or when they are making a decision they cannot un-make.
Also. Sometimes —
A few other things.
Specific workflow solutions and additional services. Usually these come up partway through a larger piece of work, but any of them can stand alone.
- i.Lead Intake & Follow-Up. Most service businesses lose a third of their leads to slow replies. Automated intake and follow-up that catches those leads using tools you already pay for.
- ii.Task Routing. Most service businesses run on founder memory and Slack pings. A system your team can actually run, so tasks move without anyone waiting on you for direction.
- iii.Pipeline Visibility. One view that tells you what is actually happening in your business — metrics that matter, not a vanity wall — built from the tools you already use.
- iv.SOPs & Documentation. Most small businesses run on what is in the owner's head. I write the things down, in plain English, and make them findable so every new hire starts from the same place.
- v.Vellum — art-directed personal sites. A separate studio line: twelve editorial templates, typeset with your content and delivered in five business days for a flat $997. For consultants, physicians, and academics who need one very good page rather than a whole stack.
- vi.Data migrations & custom integrations. Moving records between systems, or connecting two tools that need to talk. Tedious, important, easy to get wrong in a hurry.
Aside. ON PRICING
I'd rather quote you than list prices.
The audit is $3,000, listed above and credited against whatever follows. Everything else is quoted flat once I have seen the work — what a fix is worth depends entirely on what it is costing you, and I would rather find that out than guess at it here.
Every engagement is scoped in writing before any work begins. No hourly billing, no invoices that surprise you, no emails asking to extend scope.
N. iii. By industry
Working in a specific field? See how this applies to your practice.
N. iv. Next step
Start with the thing that makes the rest easier.
The audit is the fastest path through any of this — one hour, a written plan you keep regardless of what happens next. If you already know what you need, skip it and book a call directly.