🗓️ 1. Schedule Your Discovery Call
Start by booking your free 30-minute discovery call. You’ll answer a few quick questions to help me understand what tools you’re using, what’s working (or not), and which package you think might be a fit.
Not sure? That’s totally fine—we’ll figure it out together.
đź’¬ 2. We Chat & Plan
During our call, we’ll talk through your goals, pain points, and any tech frustrations you’re dealing with. I’ll help you identify what you need, recommend the right package (or create a custom one), and outline how I can help.
đź“„ 3. Statement of Work & Contract
After the call, I’ll send you a detailed Statement of Work (SoW) that outlines the scope of your project, what’s included, and a timeline. You’ll receive this along with a work contract for review and signature—so everything is clear from the start.
🧠4. I Build. You Breathe.
Once the paperwork is signed, I’ll get started on your setup. Whether it’s organizing files, creating automations, or building a custom spreadsheet, I’ll keep you updated and check in as needed along the way.
🧾 5. Walkthrough & Support
When your setup is complete, we’ll schedule a live walkthrough so you can see how everything works and ask questions. You’ll also get follow-up support after delivery—so you’re never left guessing.