Coaching offers

Each offer is a hands-on coaching project. We build the workflow together, and you learn to run it yourself.

Automated Proposals & Quotes

Learn to turn rough job notes into a polished, on-brand proposal in minutes.

Fixed-price setup

1
It knows your business

Your past proposals, price list, terms and brand are built in from day one.
2
You add the details

Client name, what they need, and any call notes. Rough is fine.
3
It drafts the proposal

In your template, your voice and your prices, with a cover email to send with it.
4
You review and send

Check any missing details it points out, make your edits, and it's ready to go.

Learn to get receipts sorted for your books and overdue invoice reminders drafted for you.

Fixed-price setup

1
It knows your setup

Your expense categories, payment terms and the tone you want for reminders.
2
Paperwork comes in

Drop receipts in one folder. Unpaid invoices are checked periodically.
3
It does the sorting

Receipts categorized and ready for your books, plus reminder emails drafted in your voice.
4
You review and approve

Check the few items it highlighted and send the reminders you're happy with.

Learn to draft your recurring client reports in a fraction of the time.

Fixed-price setup

1
It knows your clients

Your past reports, your template, and what each client cares about most.
2
You drop in the data

Data from your tool of choice, plus notes on what happened.
3
It drafts each report

Key numbers, what changed and what's next, in the format your clients know.
4
You review and send

Unusual numbers and missing data are called out, so you know where to look.

I also build custom setups for other repetitive work in your business. Tell me about it on a free call.

Book a free 20-minute call. We'll look at your week and pick the task worth automating first. No commitment.