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Working Together

Before we talk tools or tech, I want to get to know how your business really works—what's going well, what's getting in the way, and what kind of support would actually be helpful. This phase gives us space to explore what you need, map out next steps, and see if we're a good fit to keep working together.

The investment is typically $2,500 and includes a personalized Business Software Strategy: a detailed document with clear recommendations on the software, automations, or systems that can support your business—plus guidance on data structure, workflow priorities, and whether any custom development is necessary.

It's a collaborative, values-led process that gives you clarity, saves time, and sets you up to make software decisions with confidence.

I'm Ready to Start

Avoid Costly Mistakes

I'll identify potential pitfalls before they become expensive problems—saving you from rework, overspending, or investing in the wrong tools.

Gain Strategic Clarity

You'll walk away with a personalized roadmap that outlines the best-fit software, automations, and workflows for your unique business.

Save Time and Energy

No more trial and error or researching tools late at night. The planning phase cuts through the noise so you can move forward with confidence and ease.

Stay in Control of Your Software

I center your goals, your working style, and your autonomy—so you are never dependent on a developer or boxed into a system that doesn't fit.

Wondering what to expect?

Frequently Asked Questions

Whether you've worked with tech folks before or this is all new, it's totally okay to have questions. I've answered the ones that come up most often—but if you don't see yours here, feel free to reach out.

Absolutely! My goal is to make tech feel approachable and accessible. I'll walk you through each phase step by step, so you feel confident moving forward—without overwhelming jargon.

Typically, the planning process takes between 2-4 weeks, depending on the complexity of your business operations. I'll keep you informed every step of the way to ensure we're aligned with your goals and timeline.

Not at all—you're never locked in. The strategy is yours to keep, and you're welcome to take it to any developer or team you trust. That said, if the strategy feels aligned and you'd like to partner in bringing it to life, I'd be excited to keep working together and support the implementation.

That's exactly why my Software Strategy exists. I'll analyze your current workflows, identify gaps, and recommend whether automation, off-the-shelf tools, or custom development is the right path for you.

Yes! Whether you're looking to integrate new tools with your current setup or optimize what's already in place, I'll analyze your existing systems and provide recommendations to enhance them.

The investment varies depending on what your business needs—whether that's setting up automations, tailoring existing tools, or developing custom software. After your Software Strategy is complete, you'll receive a detailed quote that reflects the specific scope of work.

Most projects range from $5,000 to $15,000, though the final cost depends on complexity, features, and integrations. We'll always walk through your priorities together so the scope (and budget) aligns with your goals.