Tech~Assistant Services
1 Hour Session
Inside these 1 hour sessions:
Come in with questions, leave with real solutions.
You’ll get a focused hour where we:
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Walk through the platform or tool you're stuck in
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Troubleshoot problems or tech bugs
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Learn tips and tricks for systems you’re already using
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Explore new tools that may simplify your workflow
Perfect for:
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Quick guidance on tech you’re trying to figure out
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Small edits or support with newsletters, website, schedulers, etc.
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Brainstorming how to organize what you already have
2 Hour Session
Why 2 hours?
Hour 1:
We’ll talk through your current systems, what you’re trying to build or fix, and what’s not working.
You’ll learn the “how” behind your tools, not just where to click.
Hour 2:
We’ll apply what we discussed. Whether we’re building together or I’m building it for you in real time, you’ll leave with progress and understanding.
Great for:
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Creating systems or templates
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Setting up schedulers, forms, POS, newsletters, or course platforms
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Learning how to use the tech you already pay for
Project~Based
Tech~Solution Packages
Project Structure:
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1-Hour Planning Call
→ We'll discuss what you're building, your style, and your needs.
→ You'll leave with a clear build plan, shared folder, and next steps.
→ Client Onboarding
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Behind-the-Scenes Work Time
→ This is when I log in and do the work — from websites to graphics to system setups. -
30-Min Touch-Up Session
→ We meet to review, make edits, and clarify final tweaks. -
30-Min Completion Meeting
→ Final walk-through, next steps, and training if needed (e.g. “How to edit your own site,” “Where to access your files,” etc.)
Website Builds & Updates
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Website & Social Media Account Audit
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Landing Page Design
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Website Edits & Touch-Ups
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Add-Ons (Booking, Forms, Pop-Ups, etc.)
Email & Communication Setup
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Email Account Creation & Setup
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Newsletter Template Creation –
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Email Marketing Platform Setup (Mailchimp, Flodesk, etc.)
Systems & Scheduling
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Virtual Office or Personal Scheduling Setup
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Google Calendar + Task Workflow Buildout
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Online Booking System Integration (e.g., Calendly)
Social Media & Content Coordination
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Social Media Strategy Sessions
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Monthly Content Calendar Build (Content provided)
Documentation & SOPs
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Standard Operating Procedure Creation (SOP) –
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Internal How-To Guides (with screenshots or video)
Tools, Tech & Troubleshooting
Walkthroughs + Strategy Sessions
System Setup + Integration
Platforms may include:
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Google Workspace(Docs, Forms, Sheets, etc.)
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Microsoft 365
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Slack
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Trello / Asana / ClickUp
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Zapier/ Airtable
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Canva/Gimp
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Vcita/Honeybook/tidy-cal/Calandly
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Metricool/Buffer/Hootsuite
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StreamYard/Streaming services
POS or Menu System Build/Integration
Operational Reboot
60~Day Program
If your business feels overwhelmed by outdated systems, misaligned teams, or constant chaos
— or if you’re just starting up and need the right foundation — it’s time for an Operational Reboot.
This 60-day, hands-on program dives deep into every department to rebuild or build processes, streamline communication, and implement tools that actually work for your unique needs. Whether you're cleaning up or starting fresh, you'll walk away with structure, systems, and clarity that last. Ready to make your business run smoother? Click below to learn more.
Pre-Reboot Planning
Before stepping into your business, we get aligned with your vision and goals:
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Owner Strategy Session – One-on-one with the owner to clarify goals, pain points, and vision
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Leadership Alignment Meeting – Joint session with department heads and owner to ensure shared direction
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1-on-1 Department Interviews – Private check-ins with each department lead to understanding their current workflow, frustrations, and ideas
Week 1: Discovery & Leadership Alignment
Immersion and observation to fully understand your operations:
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Shadow each department for a full week to observe tools, tasks, and team flow
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Identify gaps in communication, system breakdowns, and where support is lacking
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Begin mapping the current workflow and outlining what needs rebuilding or refining
Department Deep Dives & Hands-On Support
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Each week is dedicated to one or more departments, with live and behind-the-scenes work:
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2-Hour Sessions (2x/Week) – Deep dive into department needs, workflow, and system breakdowns
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Behind-the-Scenes Implementation – I design, build, and refine tools, systems, and documentation
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Focus Areas may include:
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Task and project management
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Staff accountability tools
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SOP creation or updates
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Menu, product, or service system flows,
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POS system set up
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Including online transaction systems
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Communication and scheduling tools
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Inventory management systems
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In-store money tracking and reporting
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ServSafe-aligned food safety and handling policies
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Business-Specific Solutions
Tailored deliverables based on your business type:
Restaurants & Food Service
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POS setup
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Menu board design
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Vendor tracking sheets
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Training guides and shift protocols
Offices & Retail
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Organizational charts
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Digital filing systems
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Scheduling templates
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Customer communication flow
Tangible Outcomes
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Clarity on what’s working and what needs to go
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Real tools, documents, and systems that improve daily operations
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A smoother business that works better for your team and customers
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Less chaos, more confidence in your next steps