I help owner-run training and ed-tech businesses replace manual reporting and follow-ups with automations their own team can run, freeing 20+ hours a week.
Three ways to get the busywork off your desk and onto a system, in the order that actually works: find what's worth automating, build it, then hand it over.
Real engagements are scoped around your own numbers. These walk through the same process using an illustrative training-business scenario, so you can see exactly what you'd get before you approve anything.
If your cohorts, students, or client accounts have grown past what one person can track from memory, this is built for you. If nothing has grown yet, it isn't.
Every engagement follows the same order: audit first, plan second, build third. Nothing gets automated before you've approved it.
A short call to walk through how work moves through your team today, before anything is assumed to need fixing.
Three to five days spent reviewing how your reports, follow-ups, and handoffs actually happen, not how the org chart says they should.
A ranked list of the automations that buy back the most hours fastest, in an order you can sign off on in five minutes.
Three to four weeks with a check-in every week, so you always know what's shipped and what's next, not just what's been promised.
A full walkthrough of every automation, with the safety checks and review points built in, before anything touches your real numbers.
A review of the hours actually freed up against what was promised, with the plan tuned or extended from there.
Every engagement starts at the audit. The build and the partnership are only quoted once you've seen the plan and approved it.
If my automations don't free up the hours I promise within 60 days, I keep working free until they do.
Your team already knows what's broken. The work is building the system that stops it from breaking the same way every month.
Most training and cohort-based businesses hit the same wall. Growth adds more students, more mentors, more handoffs, and none of it was ever designed to run on its own. The schedule lives in someone's spreadsheet, the monthly numbers get typed into a message thread, and a renewal or a follow-up slips through because the person who was supposed to remember it was busy that week. None of this shows up as one big failure. It shows up as a hundred small ones, every month, until the person running the business is the only thing holding it together.
The fix isn't new software or a bigger team. It's mapping exactly where the manual work sits, deciding which of it is actually worth automating first, and building that on top of the process you already run instead of a new one you have to learn. The audit comes before anything gets built, so nothing gets automated on a guess. What comes out the other side is the same business, minus the hours it was quietly losing to copy-paste and things nobody had time to chase.
Every automation ships with a human check built into it and full documentation behind it: the same discipline used for years reviewing contracts and compliance filings for a business where a missed clause or a missed deadline was never an acceptable outcome. Nothing here is a black box that only makes sense to the person who built it.
Each of these reflects the kind of outcome the audit-to-handover process is built to produce for an owner-run training or ed-tech business. Real client quotes will replace them as engagements complete.
"I'd felt for years that we were losing time somewhere in the business, I just couldn't point to where. The audit mapped every manual step our team was doing and handed me a plan I could approve in five minutes. First time I've had a clear view of what to fix first, and in what order."
"The person who used to spend the better part of a month buried in reports now spends that time with our mentors instead. The numbers just show up now, and they're numbers I actually trust when I open the dashboard."
"We found overdue invoices we'd genuinely lost track of within the first two weeks. Renewal dates that used to catch us off guard now show up automatically, well before they turn into a problem."
The questions every owner asks before handing over a look at how their business actually runs.
The audit is the lowest-risk way to find out what's actually worth automating in your business.
"Tell me what's eating your team's week, and I'll tell you honestly whether automating it is worth your money."