Stop being the person your business waits on.
Hand off one recurring job that only you seem able to do: the Monday numbers, the overdue invoices, the quotes that sit.
I set it up to run in the tools you already use. Nothing reaches a customer until your team approves it.
Quotes wait two days because you’re the only one who can price them.
Friday afternoon goes to chasing who still owes you money.
Monday’s numbers cost you Sunday night, pulling reports out of four tools.
Most of that work doesn’t need you. It just ends up with you.
Start with the Monday brief.
One short email at 7 every Monday, pulled from the tools you already use: what sold, what’s stuck, what’s overdue and what needs you. If collections or quotes cost you more, we start there.
Sent: Mon 7:00 am
Subject: Your week, Oct 5–9
- Sales were $184,200, up 6% on the week before.
- 3 quotes have waited more than two days: Delgado Supply, Brightline Dental and Ortiz & Sons.
- 7 invoices are past 30 days, $41,300 in total. 2 need a call from you.
- Nothing else needs you this week.
How I work
- Watch it onceYou show me the job on a screen share, the way it’s done today.
- Build it in your toolsI set it up where your team already works: a scheduled report, a rule between two apps, or an AI step where the job needs judgment.
- You approveYou see it work before it goes live. Nothing reaches a customer until someone on your team says yes.
- I look after itI check it every week and change it as your business changes.
If I don’t think it’ll work, I’ll tell you on the call.
Once the first job runs without you, we can pick the next. Each one gets its own setup quote, and the monthly fee stays the same.
You work with me directly.
I’ve spent 18 years across customer success, partnerships and product, most recently in digital advertising, making software do what the customer paid for. Based in Los Angeles.
I run this practice alongside a full-time job. That only works because routine work doesn’t need me: I built myself a system that sent a short note each morning with what I’d promised and what needed me, and nothing on a quiet day. I take on three businesses at a time, and you deal with me, not an account manager.
Price and terms
Show me the job you’d hand off first.
30 minutes. You’ll leave knowing what this job costs you now and what it would cost to hand off, whether or not we work together.