Workflow & tooling

Better tools, calmer days, for non-tech teams.

You're great at your work — but the software that's supposed to help often just adds more noise. I help creative firms, wedding planners, event teams, and other small businesses get their tools working for them.

Get in touch See what's possible

Who this is for

For teams who are great
at their work — not at software

Software teams have had years to develop their tooling habits. Most non-tech businesses haven't — and the tools keep getting more complex. If you're a creative firm, a wedding planning studio, an event business, or a small service team, you probably didn't sign up to become a project management expert. I help bridge that gap: figuring out which tools are actually worth using, setting them up in a way that makes sense for how you work, and making it all stick.

This might be for you if…

  • You're juggling client work across emails, spreadsheets, sticky notes, and DMs — and something always slips
  • You've tried Asana, Notion, or something similar and it never quite clicked
  • You have a team of 2–10 people and coordination feels harder than it should
  • You're curious about AI tools but don't know where to actually start
  • You want less friction in the back-of-house so you can focus on the actual work

What I help with

  • Picking the right tools for how your team actually works — not the most popular or the most powerful
  • Setting up project and task management so nothing falls through the cracks between clients or events
  • Untangling communication — fewer channels, clearer norms, less ambient noise
  • Introducing AI tools in practical, low-overhead ways that actually save time
  • Building lightweight systems your whole team can use — no tech background required

How it works

Simple, focused,
and built around you

I don't drop in with a prescribed system. We start with how you're actually working and build from there.

1

Starting conversation

We talk through what your current setup looks like — what's working, what's annoying, what keeps falling apart. No jargon, just honest conversation about how your team operates day to day.

2

Audit & recommendations

I look at your tools, workflows, and communication patterns and give you a clear-eyed take on what's worth keeping, what to change, and what to try. You leave with an actual plan — not a list of options.

3

Setup & build

I do the actual configuration work — setting up the structure, templates, and automations — so your team doesn't have to figure it out mid-project. Built for how you work, not for how a template assumes you do.

4

Handoff & support

A short walkthrough for your team so everyone's comfortable, plus a bit of follow-up support while it all settles in. The goal is a system you can actually maintain without me.

This is a focused, standalone engagement — it doesn't need to be tied to anything else. If you've been meaning to get your tools sorted, this is a good place to start.

Get in touch

Tell me what's
feeling messy.

No pitch, no proposal until it makes sense. Just tell me a bit about your team and what's getting in the way — and we'll figure out if I can help.

  • What kind of business do you run, and how big is your team?
  • What tools are you using right now, and what's not working about them?
  • Is there a specific pain point you keep running into — something that costs you time or causes stress?
  • Are you curious about AI tools, or is this more about getting the basics in order first?