Services
Foundations for Founders
Starting fresh or juggling a million tasks? I’ve been there. I’m here to help you build a solid foundation.
Get Started with AI
AI isn’t just for tech companies, it’s for every small business that wants to work smarter.
Additional Areas of Expertise
From operations to experiences to AI — I’ve done a bit of everything. Check out my additional offerings & expertise.
Foundations for Founders
Are you just starting your business or are you already deep in a trenches with a laundry list of operational tasks that you should complete? As an experienced founder and operator I know the importance of a good foundation, and I can provide you with the support that you need.
I’ve put together the following offerings to help founders tackle important (yet tedious) tasks. Whether you need help with one thing, or ALL the things, I am here for it.
Expand each offering to see what’s included & cost:
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Navigate the complexities of business formation. Included in this service:
Business setup checklist
Delaware incorporation execution
Operating agreement or bylaws
Equity pool creation
Incorporation document package
Registered agent and EIN formation
Legal team recommendations
COST: $500
* Filing and registration fees not included
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Create clarity and consistency for your employees and consultants with a customized team handbook that includes:
New hire onboarding checklist
Team directory
General company info including company overview, social codes, password expectations, confidentiality, benefits, pay schedule and leaving the company
Remote work policy or office rules and expectations
Distributed work profiles
Communication expectations
Time off policy
Expense policy
Other general policies (incl: standards of conduct, discrimination and harassment etc).
COST: $1500
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Map out and optimize every touchpoint of the customer journey to ensure an exceptional experience. Includes refining onboarding processes, customer success SOPs, and feedback collection systems.
Review of your existing customer journey
Build a visual map of your customer journey
Provide detailed recommendation for areas to optimize
Customer support system selection and setup
Customer success SOPs and training materials
Reviews and/or feedback collection plan
COST: $3000
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Maximize the potential of your advisory board with a clear framework for engagement.
Engagement structure recommendations
Advisor agreement template
Guidance on advisor equity
Advisory board management templates
COST: $500
* For an additional fee: advisor position descriptions, search and interviewing support
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Ensure seamless collaboration with a customized setup of Standard Operating Procedures (SOPs) and communication systems.
Review of current state of your businesses internal comms and systems
Project management tool setup
Internal wiki tool setup & populate with existing materials
Internal messaging platform setup (typically Slack) with recommended channels
Video messaging and meeting recording system recommendations and setup
For remote companies: development of distributed work profiles
If needed: Gsuite setup support
Training manual to include structure of communication systems, expectations and processes for usage
COST: $2500
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Making the decision to close your business is not easy; when it’s time, do it with confidence and compliance partnering with a founder who has been through it.
Customized plan based on your business
Dissolution checklist
Templates and trackers across the entire process
Wind down cost estimates
Timing outline
Guidance on board and shareholder communications
Templates for communication with vendors, employees, customers, creditors
Referral to partner legal and final tax return specialists
Weekly check in call
COST: $5000
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Set your org up for success with Optimize operations with curated vendor and system recommendations based on experienced usage. Implementation services also available.
Collaboration: Monday, Asana, Trello, Wrike
Communication & Coordination: Slack, Teams, Zoom, Loom, Fireflies
Documentation: Notion, Google Workspace
CRMs & Sales: Salesforce, Monday,
Email: Klaviyo, Braze, Mailchimp
Customer Support: Front, Zendesk, Chatbots
SMS: Attentive, Postscript, Community
Website & E-Commerce: Shopify, Squarespace
Automation: Zapier, Run Alloy
Accounting and finance teams and systems
Legal teams and Law Firms
COST: VARIES BY PROJECT / SYSTEM
Smart (AI) Systems for Small Business
AI isn’t just for tech companies — it’s for every small business that wants to work smarter.
This one-on-one strategy service helps you discover exactly where and how AI can support your daily operations, marketing, and customer experience — so you can save time, cut costs, and focus on what really matters.
$450
AI Starter*
Perfect for: Small business owners curious how AI can make their day-to-day easier.
You’ll discover where AI fits into your business and walk away with a clear, actionable strategy.
Onboarding questionnaire
45-Minute Strategy Session
Personalized Recommendations (2-3 tools, automations, and workflows)
NEW!
$950
AI Growth
Perfect for: Businesses ready to integrate AI into daily operations.
We’ll map out how to automate repetitive tasks, boost marketing efficiency, and improve customer experience.
Everything in AI Starter
Custom Workflow Design & Implementation Support (up to 3 tools)
Basic Team Training Guide
Get Started with AI
* Implementation support available as an add-on.
Explore Additional Offerings
Let’s chat about how I can support.
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Designed for CEOs and business owners focused on developing their business from a strategic standpoint. Allocate 2-4 hours for in-depth discussions on strategic planning and operational improvements.
Receive a comprehensive follow up outlining a step-by-step roadmap, and strategies to transform your vision into reality. Take action.
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Do you feel somewhat in control of your business but are uncertain about how to enhance efficiency or reclaim more of your time?
We will delve deep into your current systems, internal processes, and team structure. This includes a dedicated one-on-one call to discuss my observations and insights.
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An end-to-end solution for the implementation of new system(s), ensuring a smooth, white-glove experience.
We’ll talk through your needs and then I’ll handle all aspects of implementation. Once completed, all you need to do is log in and begin your work effortlessly.
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Let’s chat. I specialize in crafting comprehensive go-to-market strategies or supporting you on specific projects. I’m an expert at experiential planning for major live events.
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Is there a part of your business that's got you scratching your head, needing a bit of fine-tuning, or maybe you just don't feel like tackling it alone?
Why don't we have a friendly chat and see if I can lend a hand? 😊👍
Areas of Expertise
strategy & operations
Business formation guidance
Brainstorming partner
Action planning
Operational infrastructure
Financial modeling
Distress financial models/wind-down planning E-commerce operations
Best practices
Process & SOP development/improvement Knowledge base
Hiring process design
Team training/handbook development
Team structure
Something else bogging you down? I can help in many different areas.
marketing
Project management
Marketing technology stack evaluation
Market & competitive research
SMS marketing
Experiential Large scale events
Go-to-market planning
Surveys & User Studies
Onboarding Audits
Website building
+design resource available
systems
Organization Systems
Internal Team Management
Email Platforms
CRM
Sales Pipeline & Tracking
SMS Ops & Messaging
E-commerce
Automation
Applicant Tracking (ATS)
OpenAI
+more… and happy to learn new systems!
“A jack of all trades is a master of none, but oftentimes better than a master of one.”
- William Shakespeare