01 / Find the prioritiesOperations assessment
Find what is slowing work down and decide what to address first.
A consultation and written action plan.
View scope & pricing on UpworkScope & delivery
- 60-minute consultation
- Up to three agreed business functions and five supporting documents
- Up to three priority gaps, with recommended actions, suggested owners, and priorities
Seven-day delivery after requirements are received. Implementation is separate. Confirm current terms and availability on Upwork.
02 / Move the work forwardTeam alignment & delivery
When teams approach the same goal with different priorities, progress can stall. I help connect those perspectives, resolve dependencies, and turn decisions into clear responsibilities and next steps.
Shared priorities, clear ownership, and consistent follow-through.
Discuss your projectWhat we can work on
Process documentation, CRM requirements and data organization, stakeholder coordination, implementation planning, and team training. We agree on scope and fees before starting.
03 / Make everyday work easierPractical AI coaching
Learn to use generative AI (ChatGPT, Claude, Gemini) to think through problems, explore options, and simplify everyday work. We start with what you want to achieve, then practice asking better questions, challenging assumptions, and checking the results.
Build your judgment alongside your confidence with the tools.
Ask about AI coachingWhat to expect
We use non-sensitive examples, practice checking results, and identify repeatable steps that may suit automation. Available in English or Spanish. Tool subscriptions, custom software, and complex integrations are not included.