How I Work

Building systems that last by starting where the real problems live.

Many business owners worry about bringing in a consultant who becomes a bottleneck — the only one who knows how things work. My approach is different. I get into the weeds temporarily so I can see what’s really going on, then I build systems and train your team to run them without me.

The result: a business that runs smoothly, without depending on me or on you.

My Three-Phase Process

Phase 1: Investigation (In the Weeds)

I start on the ground level — observing processes, reviewing checklists, asking your team to walk me through daily work. This is the fastest way to uncover what’s really causing the breakdowns.
Typical findings at this stage:

  • Someone is hiding mistakes or avoiding accountability.

  • A system is broken and no one knows how to fix it.

  • Communication gaps mean leaders don’t have the right information to make decisions.

By seeing the work as it actually happens, I get the clarity needed to build solutions that stick.

Phase 2: Systems Building

Next, I take what I’ve learned and start fixing and creating systems.

  • I build SOPs, checklists, and workflows to address the most costly issues.

  • I collaborate with your team so they learn while we build together.

  • I identify who on your staff has the aptitude to take on systems and process work long-term.

This ensures the solutions fit your business and have ownership inside your team.

Phase 3: Delegation & Training

Finally, I roll out the systems and oversee implementation.

  • I train your team to use and maintain the systems.

  • I delegate ownership so your people are accountable, not me.

  • I step back into a coaching role — ensuring things run smoothly, not running them myself.

The Bottom Line

I go deep at first so I can be unnecessary later. My goal is always the same: a team that runs independently, supported by strong systems, while you’re freed up to focus on growth.

Let’s level up

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