.png)
DIGITAL TOOLS IMPLEMENTATION
Tools built for how your business actually runs
Every small business and entrepreneur has their own blind spots: a project managed by email, a paper form that never gets filed, a scattered contact list. Here's how I can help.
One more tool doesn't fix anything if it doesn't connect with the rest. I've implemented several of these systems over my 15 years in the corporate world, so I know how to recognize what will actually save you time, not just what looks impressive. This offer, additional to your website and entirely optional, guides you through an audit of your current tools, the selection and implementation of the right ones, then training so you become self-sufficient. After implementation, you get 3 email or text exchanges over 30 days for your questions.
Project Management
A tool so your team always knows where projects stand, without lost emails or forgotten follow-ups.
Software examples:
Monday, ClickUp, Asana, Trello, Planner, etc.
Forms
Your forms send information straight where you need it, instead of getting lost in an inbox.
Software examples:
Zoho Forms, Microsoft Forms, Google Forms, etc.
Billing & Payments
Invoices that go out fast and payment tracking that no longer slips through the cracks.
Software examples:
Quickbooks, Square, etc.
Surveys & Client Feedback
A simple way to actually know what your clients think, instead of guessing.
Software examples:
SurveyMonkey, Typeform, etc.
Design & Creation
Consistent templates matching your brand, so you can create visual content quickly without starting from scratch every time.
Software examples:
Canva
Email Marketing
A well-segmented list and simple automations that work for you while you focus on other things.
Software examples:
Flodesk, MailerLite, Mailchimp, etc.
Electronic Signature
Contracts and quotes signed in a few clicks, instead of waiting on a paper signature or a lost attachment.
Software examples:
DocuSign
File Storage & Sharing
A clear structure so everyone finds the right document, without depending on one person to know where things are.
Software examples:
Microsoft SharePoint, Google Drive, etc.
Frequently asked questions
Is this service required with my website?
No, it's an additional, optional offer. It adds on to your website if you need it, but it's never required.
How does it work?
We start with an audit of your current tools, then I select and implement the ones that truly fit your needs, and finally train you so you become self-sufficient day to day.
Do I need to already know which tools I need?
Not at all. A big part of the work is identifying what will actually save you time, not just what looks impressive.
How much does the audit cost?
The audit of your current tools, with my recommendations on what's worth implementing, is $500. It's a complete audit that serves as the foundation for all your future tool projects, not just one. The audit doesn't include implementation: once your needs are identified, I'll give you a clear price for implementing the chosen tool before we start. After each implementation, you get 3 exchanges for your questions over 30 days.
Do I need to redo an audit for every new tool?
No. The initial audit covers your overall situation and serves as a reference for every tool we implement afterward, one at a time, based on your priorities.
What happens after the implementation?
You get 3 email or text exchanges over 30 days for your questions, to make sure everything is running smoothly on your end.