Get Your Business Systems Set Up Right
Stop struggling with software setup. I'll configure your business tools, integrate them together, and train your team—so you can focus on running your business.
- Expert configuration without the enterprise price tag
- Connect your tools so they work together
- Training and documentation for your team
- One-time projects, not ongoing retainers
Business Software Shouldn't Be This Hard
You bought the right tools, but setting them up correctly feels impossible. You're wasting time on manual tasks that should be automated.
Setup Overwhelm
You bought CRM/accounting/marketing software but have no idea how to configure it properly.
Disconnected Tools
Your tools don't talk to each other. You're manually copying data between systems daily.
Wasted Time
Your team spends hours on manual tasks that could be automated if systems were set up right.
Systems I Can Set Up & Configure
From CRMs to project management—I'll get your business tools working for you.
CRM & Sales Tools
Customer relationship management, sales pipelines, contact management.
Accounting & Invoicing
Financial tracking, invoicing, expense management, payment processing.
Email Marketing
Email campaigns, automation, subscriber management, templates.
Project Management
Task tracking, team collaboration, workflows, deadlines.
Team Communication
Chat, video calls, file sharing, team channels.
Scheduling & Calendar
Appointment booking, calendar sync, availability management.
Plus More...
- Domain & email DNS setup
- Business email configuration
- Google Workspace / Microsoft 365
- Tool integrations (Zapier/Make)
- Workflow automation
- Custom system recommendations
- Helpdesk ticketing system setup
- Internal document & knowledge base
- HR systems setup
Don't see what you need? If I haven't used a specific tool, my enterprise systems experience means I can quickly learn it.
What's Included in Setup
Complete configuration from start to finish—customized for your business.
Discovery & Planning
Understanding your business needs, workflows, and goals before touching any software.
Complete Configuration
Account setup, user management, permissions, custom fields, and all the technical details.
Tool Integration
Connect your systems so data flows automatically—no more manual copying and pasting.
Workflow Automation
Automate repetitive tasks so your team can focus on what matters most.
Team Training
Live training sessions, video walkthroughs, and documentation so your team knows how to use everything.
Testing & Handoff
Thorough testing to make sure everything works, then a smooth handoff so you're ready to go.
Why Work With Me?
Enterprise experience, small business focus, and fair pricing.
Enterprise Experience
I work with complex systems like Oracle ERP and ServiceNow daily. Small business tools are straightforward by comparison.
Quick Learner
Even if I haven't used your specific tool, I can learn it quickly. My technical background means I understand how systems work.
Small Business Focus
I understand your budget constraints and time limitations. No enterprise consulting fees or overcomplicated solutions.
Practical Approach
I configure systems based on how you actually work, not some theoretical "best practice" that doesn't fit your business.
Clear Documentation
You'll get documentation and training materials so you're not dependent on me for every little question.
No Lock-In
One-time project-based work. No monthly retainers or ongoing commitments. Come back when you need more help.
How It Works
From consultation to configured systems in a few simple steps.
Discovery Call
We discuss what systems you need, your current pain points, and your business workflows. I'll recommend the best tools and approach for your situation.
Custom Proposal
You'll get a detailed scope of work and pricing based on your specific needs. No surprises—you'll know exactly what's included and what it costs.
Setup & Configuration
I'll configure your systems, set up integrations, and test everything thoroughly. You'll get regular updates on progress.
Training & Handoff
Your team gets training on how to use the systems, plus documentation and video walkthroughs for reference. Then you're off and running!
À La Carte Services
Only pay for what you need. No packages, no forced bundles.
Tell me what you need, and I'll provide a custom quote based on complexity and effort.
Example Requests:
- "Set up HubSpot CRM for my team"
- "Configure QuickBooks + connect to my bank"
- "Set up business email with custom domain"
- "Connect Mailchimp to my website forms"
- "Automate leads from CRM to email marketing"
What Affects Pricing:
- Number of systems to configure
- Complexity of workflows/automations
- Number of integrations needed
- Data migration requirements
- Training needs for your team
Perfect For
New Businesses
Getting your first business systems in place the right way from day one.
Growing Teams
Outgrowing spreadsheets and email—ready for proper business systems.
System Switchers
Moving from one tool to another and need help with the transition.
Small Teams
Businesses without dedicated IT staff who need expert help.
Frequently Asked Questions
Which business tools can you help me set up?
I've worked with a wide range of tools including CRMs (HubSpot, Salesforce), accounting software (QuickBooks, Xero), email marketing (Mailchimp, Constant Contact), project management (Asana, Trello, Monday), communication tools (Slack, Microsoft Teams), and more. Even if I haven't used a specific tool before, my experience with complex enterprise systems means I can quickly learn and configure most business software.
How is this different from hiring IT support?
I focus on one-time setup and configuration projects, not ongoing IT support. Think of me as the expert who gets everything configured correctly from the start, trains your team, and then hands it off to you. For ongoing technical issues or monthly support contracts, you'd need dedicated IT support.
Do you provide ongoing support after setup?
I offer one-time setups and training. If you need help down the road with additional configuration or new tools, just reach out and we can discuss a new project. I don't offer monthly retainers or on-call support, as this is a side business and I have limited availability during business hours.
Can you migrate data from our old system?
It depends on the complexity. Simple data migrations (like contacts or basic records) are usually fine. For complex enterprise data migrations, I'll assess if it's within scope or recommend a specialist. I'm upfront about what I can handle.
What if we need help with a system you haven't used?
My experience with complex enterprise systems (Oracle ERP, ServiceNow, and others) means I can quickly learn new tools. Small business software is typically much simpler. If you have a specific tool in mind, let's discuss it during our consultation.
How much does business systems setup cost?
Pricing depends on the complexity and number of systems. A simple tool setup might be a few hundred dollars, while configuring multiple integrated systems could be more. I provide custom quotes after understanding your specific needs—no hidden fees or surprise charges.
Do you help with choosing which tools to use?
Absolutely! If you're not sure which CRM, project management tool, or other software to use, I can provide recommendations based on your business needs, budget, and team size. I'll explain the pros and cons of different options.
Can you connect different tools together?
Yes! I can set up integrations between your tools using platforms like Zapier or Make (formerly Integromat), or built-in integrations. For example, automatically adding new customers from your CRM to your email marketing list.
What if something breaks after you set it up?
I thoroughly test everything before handoff and provide documentation. For minor issues within 30 days, I'm happy to help troubleshoot. For more significant changes or new requirements, we can discuss a separate project.
Do you provide training for our team?
Yes! Training is included in most projects. I'll create documentation, record video walkthroughs, and do live training sessions (if needed) so your team knows how to use the systems effectively. The goal is to make you self-sufficient.
Ready to Get Your Systems Working?
Stop struggling with software setup. Let's get your business tools configured, connected, and working for you.
