SAVVY SMALL BUSINESS

The SUPPORT and SYSTEMS new founders and established businesses need to grow SUSTAINABLY and PROFITABLY.

Support for when you’re FEELING STUCK or don’t know where to START.

Whether you're launching a new venture or running an established business, you want to focus on what you love while building something profitable and sustainable. The problem? You're either drowning in setup decisions or spinning your wheels in processes that worked five years ago but are killing your efficiency now.

What you actually want:

  • The right foundation to align with your vision.

  • Someone to keep you accountable and on track through the inevitable challenges

  • Clear visibility into your numbers, cash flow, and growth potential

  • Systems and processes that scale with you as you grow

  • More time on revenue-generating activities, less on admin chaos

  • A business that can run smoothly whether you're there every minute or not

What's actually happening:

  • New businesses: You're overwhelmed by all the setup decisions—tech stack, customer journey, pricing models—and don't know where to start or what order to tackle things

  • Established businesses: You're trapped in inefficient processes because you've been too busy with the day to day operations to fix the underlying systems

  • Your current "systems" are a patchwork of tools that don't talk to each other

  • Customer inquiries, emails, and texts come in at all hours with no organized way to handle them

  • You have great ideas for new offerings or improvements but no bandwidth or clear plan to execute them

  • Marketing and social media feel like chores you're always behind on

  • You're focusing on low-ROI tasks that keeps your wheels spinning because you don't have clarity on what actually moves the needle

Sound familiar? This is exactly where I come in.

Your business is unique so your systems and ecosystem should reflect that.

YOUR FIRST STEP TO SAVVY IS RIGHT HERE

We keep things simple, streamlined & systems focused.

My Approach: See the Big Picture When You Can't

I'm a business advisor with 30 years of business experience in a variety of roles from management to development. I've worked across industries from construction to travel, and I've seen what happens when businesses get the right systems at the right time—and what goes wrong when they don't.

Here's what I've learned: when you're in it every day, it’s really hard to zoom out and see the big picture. That's my forte. I love seeing the full interconnectedness of all your moving parts and identifying exactly where to adapt, create opportunity, and get your P&L in a position you're actually happy about.

I've come in many times as a "fixer" to businesses, so I know what can go awry. But I'd rather work with you before you hit that wall, not after.

My approach is straightforward: set up the right foundation, create accountability systems that actually work, and build processes that grow with you. I'm direct about what needs to change and will celebrate what you're already doing right. No BS, just practical solutions and ongoing support to keep you on track.

I take a holistic approach too, so we'll look at some lifestyle goals as well to make sure everything is cohesive and reflects what you actually want your business to do for your life.

For promising businesses with a “startup” attitude, I occasionally offer investment opportunities. I also have a wide network of specialists - from social media experts to IT support - that I can recommend and pull from when your business needs expertise beyond what I provide.

Book in a Free Mini Ecosystem Audit

How We Work Together

Step 1: Business Mapping Session We'll spend about 3 hours mapping out your entire business ecosystem together—from your current tech stack to your customer journey, pricing models, and operational workflows. I'll identify inefficiencies, bottlenecks, missed opportunities, and what's actually working well that we should build on.

Step 2: Strategic Recommendations & Custom Plan You'll get a comprehensive business mapping report with my specific recommendations for your situation. Whether you're starting from scratch or overhauling existing systems, your solution will be tailored to your unique business, budget, and goals.

Step 3: Implementation & Ongoing Accountability This is where the support really starts to happens. I stay invested in your success with regular mentor calls, implementation support, ongoing research and recommendations, and the kind of between-sessions support where the magic and big questions actually happen. Think of me as your business accountability partner.

Investment Options

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Investment Options *

Note: All packages are customized to your specific needs and situation. We might start with intensive work then move to quarterly maintenance, or begin with the full package then scale to what works for your business and budget.

  • Perfect for businesses ready for comprehensive transformation and new businesses.

    What's included:

    • 3-hour onboarding session and strategic business mapping report with recommendations

    • 90-minute weekly mentor calls (or cadence that works for your business)

    • Research and recommendations for your systems, marketing, and opportunities.

    • HR recommendations when needed

    • Customer journey mapping

    • Ongoing text/voice note support during "office hours" (this is where the magic happens)

    • In-person visits if you're local

    • Comprehensive reporting at the end of the quarter

  • Available after completing the initial Savvy package. I recommend this for the rest of your first year working together so we see a complete cycle and establish protocols for all seasons.

    What's included:

    • 6- 1 hr sessions per month plus ongoing access to me between sessions during “office hours” (or we choose a cadence that works for you and your business)

    • Continued implementation support so you don't get lost after our initial container ends

    • In-person visits if local to me

    • Quarterly reporting and ongoing recommendations in a shared file

    • The accountability piece that keeps you moving forward consistently

  • Only available after completing the initial ecosystem mapping. These sessions are used within 6 months on an agreed schedule.

    Perfect for:

    • Regular check-ins and course corrections

    • Implementation support where needed

    • Ongoing mentorship and strategic recommendations

    • Focused work on specific challenges or opportunities

    • Businesses that have completed the Savvy package and want continued support

    All work happens in a shared document where our ongoing strategy lives, plus notes from all our calls and meetings.

This isn’t just an investment in your business, it’s in yourself as well. Peace of mind is PRICELESS.

Whether you're starting fresh or ready to overhaul what isn't working, your business deserves the right systems and ongoing support. So do you.

This isn't just an investment in your business—it's an investment in yourself and your peace of mind. Your business is your lifeline and passion, and it deserves this level of support.

I take a no-BS approach to my work, so I'll always be empathetic but also direct about what needs to change. I've been a trusted confidante to founders and entrepreneurs for many years, and honestly? I love this work a little too much. You want an advisor who's a bit obsessed with your success, right?

Hire me before you hit the wall, not after.

THIS IS YOUR FIRST STEP

Your Savvy era IS HERE.

P.S. I have a solid referral program if you know someone ready for this kind of transformation too.

LET'S BEGIN

Any questions?

Send me a note and get in touch.