Book a Strategy Call | Funnels, Automation & CRM Help

Ready to Simplify Your Systems & Elevate Your Business? Let's Chat!

Let’s uncover the bottlenecks, map out your customer journey, and create a clear, streamlined path that works for you — not the other way around.

Let’s See If We’re a Good Fit to Work Together

I specialize in done-for-you systems and project-based consulting for purpose-driven founders, educators, and service-based business owners who are ready to streamline, delegate, and grow. This short form will help me learn more about your business, your goals, and where support is needed most. I only offer strategy calls to those actively hiring for a project or ready to take action — this ensures your time (and mine) is well spent. If it looks like we’re a match, you’ll be redirected to book your Project Strategy Call on the next page.

First Name *

Last Name *

Email *

What best describes your current role in your business? *

Which of the following best describes the support you need right now? *

Where are you in the decision-making process for this project? *

Do you have a budget allocated for this project?

What’s the #1 outcome you want from working with me? *

How soon are you hoping to start this project?

What is your website and/or social handle?

Anything else I should know before we connect?

FAQS

What types of businesses do you typically work with?

I work with purpose-driven founders, educators, and service-based entrepreneurs — from school directors and nonprofit leaders to coaches, consultants, and brick-and-mortar owners. If you're running a business that’s growing and needs better systems, I’m here for it.

I’m not sure what I need — can you help me figure it out?

Absolutely! Many of my clients come to me with a general sense that “something’s not working,” but they’re not quite sure what. That’s where I come in. I love helping map out the big picture, identify the bottlenecks, and design a plan that fits your goals and bandwidth.

Do you offer ongoing support or just one-time projects?

Both! I offer one-time strategy sessions and builds (like setting up a funnel or CRM system), but I also partner with a limited number of clients on an ongoing basis to support implementation, optimization, and long-term system growth.

What platforms do you work with?

I’m fluent in tools like Kajabi, ClickFunnels, ConvertKit, Infusionsoft/Keap, Zapier, FG Funnels, GoHighLevel, and more. But don’t worry — if you’re not sure what tech stack you need, I can help you choose the right-fit tools based on your business model.

How do we get started?

Easy! You can head over to my Project Packages on my Upwork catalog to get started quickly or book a call if you'd like to chat through your project. I’d love to hear more about what you’re building and how I can help!