Professional Service Catalogue

Services & Solutions

I help businesses get organized, look professional, save time, improve their client experience, and use technology and AI more effectively.

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WHO I HELP

Who I Help

These businesses tend to benefit most from connected, organized systems.

Small businesses

Need affordable, connected systems without an in-house tech team.

New entrepreneurs

Starting from zero and need a professional, organized foundation.

Tax professionals

Benefit from coaching and organized intake and client tracking.

Service-based businesses

Live and die by appointments, follow-up, and repeat clients.

Coaches & consultants

Need clean intake, scheduling, and nurture to grow a client base.

Real estate professionals

Rely on fast lead follow-up and consistent client communication.

Beauty professionals

Need effortless booking and reminders to fill their chairs.

Healthcare & wellness

Benefit from smooth scheduling and gentle, consistent follow-up.

Home-service businesses

Need booking, reminders, and follow-up that run without them.

Professional service providers

Need to look credible online and stay organized behind the scenes.

Businesses with small teams

Need shared, organized systems so everyone collaborates smoothly.

WHY CLIENTS HIRE ME

Why Clients Hire Me

I connect the pieces of your business — not just one isolated task.

I connect the pieces of your business instead of fixing one isolated task.

I build the full client journey — from website to form to CRM to calendar to follow-up — as one connected system.

I make technology simple and usable, not overwhelming.

I help you look professional, stay organized, and save time — all at once.

One connected client journey

WebsiteFormCRMCalendarAutomated Follow-UpClient Communication

PROBLEMS I SOLVE

Problems I Solve

Described from your perspective — not the technology behind it.

You keep losing track of leads.

You forget to follow up with interested clients.

You spend too much time doing repetitive admin work by hand.

Your customer information is scattered across notes, phones, and inboxes.

Your clients have to work too hard just to book an appointment.

Your online presence is outdated — or doesn't exist.

Your team has no organized system for sharing documents.

You're not sure what information to collect from customers.

You don't know how to use AI to make your business run better.

You spend hours sending the same messages and reminders manually.

SERVICE CATALOGUE

What I Do

Eight categories of services, each with specific, marketable offerings.

Tax Education & Coaching

Build confidence, one return at a time.

Positioned as education and coaching. I teach the foundations of tax preparation so you can grow your own skill, rather than simply handing the task off.

Tax Foundations 1:1 Coaching

Coaching

Private coaching sessions that walk beginners through the fundamentals of preparing taxes — what the forms mean, how to read a return, and how to build comfort with the process step by step.

What's included

Foundational tax concept walkthroughs
Step-by-step guidance on the preparation process
Q&A and confidence-building practice
Guidance paced to how you learn best

Best for:Aspiring tax preparers, new professionals, and individuals who want to understand tax preparation for themselves.

Solves:You want to learn how to prepare taxes but feel overwhelmed by the forms, terminology, and process.

Outcome:A clear understanding of how tax preparation works and the confidence to navigate it on your own.

Delivered as: Coaching

Tax Concept Clarity Sessions

Coaching

Short, focused sessions to untangle a specific tax concept or question you're stuck on.

What's included

Topic-specific deep dives
Plain-language explanations
Review of the concept or form blocking you

Best for:Learners who already have some exposure but need help with a specific area.

Solves:One particular concept or form keeps blocking your progress.

Outcome:A clear, simple explanation you can actually apply.

Delivered as: Consulting

CRM Setup & Consulting

One organized home for every customer relationship.

A CRM is a central system that holds all of your customer relationships, contacts, and communications in one organized place. I set it up, structure it, and make it work for you.

CRM Foundations Setup

Setup

I set up and organize your CRM so contacts, details, and history live in one clean, searchable place — including connecting your domain and phone number.

What's included

Initial CRM account structure
Contact import and organization
Domain and phone number connection
Basic settings and a guided walkthrough

Best for:Small businesses and service providers whose customer info is scattered across notes, phones, and inboxes.

Solves:Customer information is everywhere and you can never find what you need.

Outcome:Every customer's details in one organized, searchable place.

Delivered as: Setup

CRM Workflow & Automation Build

Done-for-you

I build the automated workflows inside your CRM — the behind-the-scenes rules that move information and trigger actions — and bring in AI features to help you work smarter.

What's included

Custom workflow build
Automated task and message triggers
AI feature setup where it genuinely helps
A walkthrough so you understand how it runs

Best for:Businesses ready to move beyond manual tracking into automated systems.

Solves:You're doing everything by hand and important steps get missed.

Outcome:Repeatable systems that run consistently without you watching them.

Delivered as: Done-for-you

Forms & Surveys Setup

Setup

I build intake forms and surveys inside your CRM that collect exactly the right information and drop it straight into your organized customer system.

What's included

Form and survey design
Field selection guidance
Connection to your CRM
Customer info organized automatically

Best for:Businesses that collect info by hand or through messy, disconnected forms.

Solves:You're not collecting the right info, or it isn't going anywhere useful.

Outcome:Clean intake that feeds straight into your organized system.

Delivered as: Setup

Automation & Business Systems

Stop doing the same tasks by hand.

Automation means setting up software to repeat a task for you so you don't have to do it by hand every time. I build the systems that save you hours.

Follow-Up Automation System

Done-for-you

I build automated follow-up systems so every lead and client receives the right message at the right time — without you having to remember to send it.

What's included

Follow-up message sequences
Trigger rules (when messages send)
Connection to your CRM or forms
Review of messaging tone

Best for:Businesses that lose leads because follow-up is inconsistent or forgotten.

Solves:Leads slip through the cracks when you forget to follow up.

Outcome:Every lead followed up with automatically and consistently.

Delivered as: Done-for-you

Lead Nurture & Client Retention System

Advanced

I build longer-term systems that keep new leads warm and bring existing clients back, through timed, thoughtful communication.

What's included

Nurture sequence design
Retention touchpoints
Re-engagement flows for past clients
Integration with your CRM

Best for:Service businesses that want repeat clients, not just one-time jobs.

Solves:Clients disappear after the first job and you never hear from them again.

Outcome:A steady stream of repeat and referred business.

Delivered as: Done-for-you

Communication Automation

Setup

I automate routine messages and reminders — confirmations, reminders, check-ins — through chat, forms, or your CRM.

What's included

Automated reminders and confirmations
Chat or form-based messaging setup
Connection to scheduling and CRM
Reusable message templates

Best for:Businesses that spend hours sending the same messages manually.

Solves:You spend too much time sending the same reminders and messages by hand.

Outcome:Hours returned each week and consistently professional communication.

Delivered as: Setup

Appointment Scheduling & Calendars

Make booking effortless for your clients.

I build booking calendars inside your CRM so clients can schedule themselves, and connect scheduling to your forms, follow-up, and communications.

Booking Calendar Setup

Setup

I set up a booking calendar inside your CRM so clients can self-schedule without the back-and-forth.

What's included

Calendar configuration
Availability and buffer rules
Booking page setup
Confirmation messaging

Best for:Any business that books appointments by hand over text or email.

Solves:Booking takes too many messages and too much of your time.

Outcome:Clients book themselves, anytime, without you in the middle.

Delivered as: Setup

End-to-End Appointment System

Done-for-you

I connect scheduling with your forms, CRM, and automated follow-up so the whole experience — from booking through follow-up — runs on its own.

What's included

Booking calendar setup
Intake form connection
CRM logging of every appointment
Automated follow-up after the visit

Best for:Service businesses that want a seamless client experience from first click to follow-up.

Solves:Booking, intake, and follow-up are all disconnected.

Outcome:One smooth experience for the client and one clean system for you.

Delivered as: Done-for-you

Website Creation

A professional online presence, simply.

An accessible option for small businesses that need a professional web presence without the cost and complexity of a custom build.

Starter Business Website

Starter

I build a clean, professional website using AI-assisted tools so small businesses can establish an online presence without a complicated custom build.

What's included

Simple multi-page website
Mobile-friendly design
Basic content layout
Guidance on what to include

Best for:Small businesses and solo professionals with no website or an outdated one.

Solves:You have no web presence, or the one you have looks unprofessional.

Outcome:A credible online home clients can find and trust.

Built with AI-assisted tools.

Delivered as: Done-for-you

AI Business Content & Visual Branding

Look the part, with AI-assisted visuals.

I help businesses build a more professional-looking visual presence using AI-generated imagery and video. This is an emerging area of my services and I'm transparent about that.

AI Headshots & Profile Imagery

Starter

I create polished, AI-generated headshots and profile images so you look consistent and credible across your website, social media, and profiles.

What's included

AI headshot generation
Profile image selection
Consistent styling guidance
Files formatted for web and social

Best for:Professionals and business owners without the budget for a photoshoot.

Solves:You look inconsistent or unprofessional in your photos across platforms.

Outcome:A cohesive, professional look everywhere you appear online.

AI-assisted; an emerging area of my services.

Delivered as: Done-for-you

AI Business Video Content

Advanced

I create AI-assisted short videos to help your business communicate visually — an emerging service I'm actively developing.

What's included

AI-assisted short video creation
Basic messaging guidance
Formatting for social platforms

Best for:Businesses wanting simple visual content without a full production team.

Solves:You want video content but have no equipment or experience.

Outcome:Simple, shareable videos to strengthen your presence.

Emerging service — capability is growing.

Delivered as: Done-for-you

Google Workspace & Business Organization

Bring order to your documents and team.

I organize your Google Workspace — Drive, Docs, Forms, and shared tools — so information is structured, findable, and not scattered.

Google Workspace Setup & Organization

Setup

I set up and organize your Google Workspace so information is structured, findable, and not scattered across personal accounts.

What's included

Drive folder structure
Google Forms creation
Docs and template setup
Workspace tool connection

Best for:Small businesses and teams whose documents live in a messy Drive or across personal accounts.

Solves:Files are scattered, duplicated, and impossible to find.

Outcome:A clean, shared system where everyone knows where things are.

Delivered as: Setup

Team Document & Collaboration System

Setup

I help small teams organize and share documents efficiently and build simple systems that make working together easier.

What's included

Shared folder and permission setup
Collaboration workflow design
Template standardization
Guidance for your team

Best for:Businesses with a few employees who struggle to share and collaborate.

Solves:Your small team can't find shared files or collaborate smoothly.

Outcome:A shared system that makes teamwork effortless.

Delivered as: Done-for-you

Forms, Surveys & Information Collection

Collect the right info, the right way.

I don't just make forms. I help you think through what information you need, how to collect it, and how it flows into a useful, organized system.

Intake Strategy & Form Design

Consulting

I help you figure out what information you actually need from customers, then design forms and surveys to collect it cleanly.

What's included

Discovery of what to collect and why
Form and survey design
Plain-language field guidance
Handoff into your system

Best for:Businesses unsure what to ask customers, or collecting the wrong things.

Solves:You don't know what information to collect from customers.

Outcome:Clarity on what to ask and forms that collect it well.

Delivered as: Consulting

Information Organization & Flow

Setup

I make sure the information you collect flows into a useful, organized system instead of piling up unused.

What's included

Mapping where information goes
Connecting forms to CRM or Workspace
Organizing collected data
Simple review process setup

Best for:Businesses collecting data that never gets organized or used.

Solves:Information comes in but goes nowhere useful.

Outcome:Customer information that's organized and actually usable.

Delivered as: Setup

SERVICE PACKAGES

Service Packages

Bundles that combine related services into complete solutions.

Launchpad Start Package

Basic

For: New entrepreneurs and small businesses starting from scratch.

Starter business website
Intake form setup
Basic booking calendar
Google Workspace essentials

Solves:You're starting from zero with no online presence or systems.

Benefit:A professional, functional foundation you can grow from.

CRM Foundations Package

Standard

For: Businesses ready to organize their customer relationships.

CRM setup & contact organization
Forms & surveys setup
Booking calendar setup
Basic follow-up automation

Solves:Customer info is scattered and follow-up is manual.

Benefit:Every customer and conversation in one organized place.

Client Follow-Up Engine

Standard

For: Businesses losing leads to inconsistent follow-up.

Follow-up automation system
Communication automation
CRM connection
Appointment reminder setup

Solves:Leads slip away because no one follows up.

Benefit:Consistent, automatic follow-up that turns leads into clients.

Digital Organization Package

Standard

For: Teams drowning in disorganized files.

Google Workspace setup
Drive & folder organization
Team collaboration system
Forms for internal collection

Solves:Documents and team info are scattered and hard to share.

Benefit:A shared, organized system the whole team can rely on.

Client Experience Suite

Premium

For: Businesses that want a seamless client journey from first click to follow-up.

Starter website
Intake forms & surveys
CRM setup
Booking calendar
Automated follow-up
Communication automation

Solves:Your tools don't talk to each other and clients feel the friction.

Benefit:One connected client journey that feels effortless to your clients.

Small Business Digital Transformation

Premium

For: Businesses ready to modernize everything at once.

Everything in the Client Experience Suite
Team collaboration system
AI headshots & profile imagery
Lead nurture & retention system
Ongoing support setup

Solves:Your whole operation runs on manual work and disconnected tools.

Benefit:A fully organized, automated business that runs smoothly.

COMBINED SOLUTIONS

Bigger Solutions

Where several services combine into one larger consulting solution.

First Impression → Follow-Up

WebsiteIntake FormCRMBooking CalendarAutomated Follow-UpClient Communication

The complete client journey — a client finds you online, fills a form, lands in your CRM, books themselves, and gets followed up with automatically.

Organized Team

Google WorkspaceGoogle FormsGoogle DriveTeam Organization

Bring your team's documents, collection, and collaboration into one organized system.

Smart Follow-Up

CRMAI FeaturesAutomated Follow-UpAppointment Scheduling

Use AI and automation inside your CRM to follow up and book without lifting a finger.

Clean Intake

FormsSurveysCRMContact Organization

Collect the right information and watch it organize itself.

HOW IT WORKS

The Client Journey

Start with one small service and grow into a complete system.

Consultation

We talk through your business and where things feel stuck.

Business & System Audit

I review how information and tasks flow in your business today.

Setup

I build the foundation — CRM, forms, calendar, website.

Automation

I connect the pieces so routine tasks run on their own.

Optimization

I refine the system so it runs smoother over time.

Ongoing Support

I stay available to maintain and improve it as you grow.

Ready to begin?

ONGOING SUPPORT

Recurring Services

Monthly support options that keep your systems running smoothly.

CRM Management & Optimization

Keep your customer system clean, current, and improving over time.

Automation Maintenance

Monitor and refine automations so they keep running smoothly.

Google Workspace Support

Ongoing help organizing documents and supporting your team.

Website Updates

Keep your site current with new content, hours, and offerings.

AI Content Support

Regular AI-assisted visuals and content to keep your presence fresh.

System Optimization

Periodic reviews to find friction and make your systems faster.

Technical & Business Support

A trusted point of contact for the tech questions that come up.

AT A GLANCE

Service Menu

A compact reference, organized by how each service is delivered.

Coaching

•Tax Foundations 1:1 Coaching
•Tax Concept Clarity Sessions

Setup

•CRM Foundations Setup
•Forms & Surveys Setup
•Booking Calendar Setup
•Google Workspace Setup
•Team Document System

Done-for-you

•CRM Workflow & Automation Build
•End-to-End Appointment System
•Follow-Up Automation System
•Communication Automation
•Starter Business Website
•AI Headshots & Imagery

Advanced

•Lead Nurture & Retention System
•AI Business Video Content

Consulting

•Intake Strategy & Form Design

POSITIONING

Business Taglines

"Organization. Automation. Clarity."

"Helping small businesses work smarter, not harder."

"Technology that gets out of your way."

"From scattered to systematic."

"Your business, organized and automated."

"Look professional. Stay organized. Save time."

"The connected business, simplified."

"Where technology meets a better client experience."

"One system. Every customer. Total clarity."

"Efficiency you can see. Clarity you can feel."

"We connect the tools so you can connect with clients."

"Less manual work. More meaningful work."

IN ONE SENTENCE

How I Describe My Business

Professional

I help small businesses streamline their operations by connecting their websites, forms, CRM systems, scheduling, communication, and automation into one organized client experience.

Modern / Tech-focused

I connect your website, CRM, scheduling, and automation into one smart, AI-assisted system that largely runs itself.

Friendly

I help your business get organized, look great, and save time — without the tech headache.

Premium

I design organized, automated client experiences that make small businesses feel effortless and elite.

Simple

I help businesses get organized and save time using simple, connected technology.

Let's get your business organized

Book a consultation and we'll map out the systems that save you time and elevate your client experience.

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