Pick your type of business to see the fixes that matter most. Each fix uses software built for businesses your size: I recommend the right one, configure it and help your team adopt it. If you already have software, I start with what you have.
Show fixes for
Solo owners
Bookkeepers, designers, coaches, consultants, agents, cleaners and other one-person businesses.
Sounds familiar?
You’re the salesperson, the admin and the expert
Evenings disappear into email and invoices
Every tool promises to help, but setting it up takes time you don’t have
Trades and home services
Plumbing, HVAC, electrical, roofing, renovation, landscaping and cleaning.
Sounds familiar?
Calls missed while you’re on a job
Quotes written at the kitchen table at night
Job details scattered across texts and paper
Shops, studios and appointment businesses
Salons, spas, clinics, fitness studios, cafés and retail shops.
Sounds familiar?
Booking back-and-forth and no-shows
The same questions by phone and message all day
Happy customers who never leave a review
Professional and staffing firms
Accounting, legal, insurance, real estate, consulting and staffing.
Sounds familiar?
Client and candidate intake by email ping-pong
Chasing timesheets and documents every week
Clients asking for updates you have to dig for
Distributors and service departments
Wholesale, equipment dealers, and parts and service teams.
Sounds familiar?
Service tickets, warranty claims and parts quotes living in email
Quotes that depend on one person
Systems that don’t talk to each other
Never miss a call
The problem
Calls go to voicemail while you’re on a job or with a client, and the caller tries the next business.
The fix
An AI receptionist or automatic text-back answers when you can’t, takes the details or books the job, and sends you a summary. Callers are told they’re speaking with an assistant, and urgent calls still reach you.
Solo owners
Trades
Shops & clinics
Quotes out the same day
The problem
Quote requests wait days because writing them happens at night.
The fix
Quote templates and AI-drafted estimates from your notes or photos. You check the numbers and send.
Trades
Professional & staffing
Distributors & service
Track every job and service request
The problem
Work orders, service calls and warranty claims live in texts, email and someone’s memory, so jobs slip and customers call to ask where things stand.
The fix
One simple job board or field service tool: every request is logged once, assigned to the right person, scheduled and tracked to done, with status updates going to the customer automatically.
Trades
Distributors & service
Follow-ups that don’t rely on memory
The problem
Leads and open quotes go cold because nobody followed up.
The fix
Simple reminders and drafted follow-up messages, so every lead and quote gets a next step.
Solo owners
Shops & clinics
Professional & staffing
Distributors & service
Get paid faster
The problem
Chasing unpaid invoices at the end of the month.
The fix
Invoices go out when the work is done, with online payment and polite automatic reminders. You see who has paid at a glance.
Solo owners
Trades
Professional & staffing
End the scheduling back-and-forth
The problem
Five messages to book one appointment, and no-shows on top.
The fix
Online booking that respects your hours, plus confirmations and reminders that cut no-shows.
Solo owners
Trades
Shops & clinics
Tame the inbox
The problem
The same questions answered again and again, and important emails buried.
The fix
Saved replies, simple sorting rules and AI-drafted answers you approve before they go out.
Solo owners
Shops & clinics
Professional & staffing
More reviews, without the awkward ask
The problem
Happy customers who never get around to leaving a review.
The fix
An automatic, friendly review request after each finished job, with a direct link that makes it easy.
Trades
Shops & clinics
Find anything in seconds
The problem
Files spread across laptops, phones and email, and nobody is sure which version is right.
The fix
One organized home for documents and customer information, with sensible folders and sharing.
Professional & staffing
Smooth starts for customers and staff
The problem
Every new customer or hire gets a different experience, and the know-how lives in your head.
The fix
Simple checklists, welcome templates and short how-to guides that anyone on the team can follow.
Professional & staffing
Know your numbers
The problem
Monday starts with guesswork about how last week went.
The fix
A simple weekly snapshot of jobs, sales and cash, pulled from the tools you already use.
Distributors & service
Pick the right software
The problem
Choosing a system from demos, sales calls and a gut feeling.
The fix
A vendor-neutral comparison of the options that fit your size and budget, before you sign anything.
Distributors & service
Not sure which one you need? That is what the free intro call is for.
Free intro call
Let’s talk about your week.
Pick one thing that’s eating your week. We’ll start there.
What happens on the free call
20 minutes, by phone or video, at a time we agree by email
You tell me what’s eating your week, and ask me anything
An honest view of whether I can help, and what a first step would be. No pitch, no obligation
