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Workflow design

Calmer coordination for small teams.

You're great at your work, but the systems around it are creating friction. I help small teams figure out which tools to use, set them up right, and build ways of working that the whole team can actually maintain.

Get in touch See what's possible

Who this is for

For small teams where coordination
is getting in the way

Most small teams aren't struggling because the work is bad; they're struggling because the systems around the work are improvised. Things live in too many places. Handoffs are unclear. Tools were adopted out of convenience, not design. I help untangle that: figuring out what's worth keeping, what to let go, and how to build something your whole team will actually use.

This might be for you if…

  • Client work is tracked across emails, spreadsheets, and DMs, and things keep slipping
  • You've tried Notion, Asana, or something similar and it never quite stuck
  • Your team is 2–15 people and coordination takes more effort than it should
  • You want less friction in the back-of-house so you can focus on the actual work

What I help with

  • Choosing the right tools for how you actually work, not the most powerful option but the most fitting
  • Setting up project and client tracking so nothing falls between the cracks
  • Untangling communication: fewer channels, clearer norms, less ambient noise
  • Introducing lightweight automation and AI tools that save time without adding complexity
  • Building systems your whole team can maintain without a technical background

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.

Work together

Tell me what's
feeling messy.

The first conversation is just a conversation. Tell me a bit about your team and what's getting in the way, and we'll figure out if I can help.

  • What's the situation: team size, how you work, what keeps breaking down?
  • What tools are you using now, and what's not clicking about them?
  • What would feel different if the systems were working well?

I typically respond within two business days.