I create clear, professional documents that keep your jobs and projects on track. From detailed proposals to easy-to-read invoices and accurate estimates, I’ll make sure your paperwork works for you — not against you.
Examples:
Job proposal templates
Internal invoices
Estimate forms
Service contracts
Branded document packages
Your business should run like clockwork — and I can help make that happen. I design workflows built around your team’s needs, so responsibilities are clear, deadlines are met, and nothing slips through the cracks.
How I Help:
Create Standard Operating Procedures (SOPs)
Set up job tracking tools
Build project timelines and checklists
Organize recurring tasks
Identify bottlenecks and remove them
No tech overwhelm here — I’ll set up and customize Microsoft tools so they actually make your life easier. You’ll get practical shortcuts that save time and prevent headaches.
Tools We Specialize In:
Microsoft Teams (channels, chat, meetings)
Microsoft Lists (custom tracking systems)
Power Automate (automated workflows)
Excel (dashboards, formulas, and reports)
Great teams aren’t born — they’re built. I coach teams on better communication, creating a healthy culture, and running meetings people actually look forward to.
Coaching Focus Areas:
Communication skills
Team culture development
Building accountability and trust
Meeting facilitation that gets results
Tier-leveled packages available with customization options to map your best fit
Paclages
Starter Package - $1,000
Small Team Package - $2,500
Large Team Package - $5,000
Customization Options: additional Microsoft Tool setup, business documentation pack, extra coaching sessions, additional check-in, full team workshops, and more!