Customer inquiry and quote intake
Capture the right details up front and keep every opportunity moving.
Brantford-based · Available locally and remotely
Practical software & automation help for small businesses
I help small businesses simplify repetitive administrative and operational work using software, automation, and lightweight custom development.
Common problems I can help with
Small operational fixes can create a lot of breathing room.
You do not need a massive digital transformation. Often, the best place to start is one frustrating process your team deals with every day.
Follow-up reminders and lead tracking
Know who needs a response, what happens next, and when to follow up.
Internal task and ticketing workflows
Give requests a clear owner, status, and path to completion.
Forms, approvals and document handling
Move information and decisions forward without chasing email threads.
Spreadsheet replacement or cleanup
Turn fragile, duplicated spreadsheets into a dependable source of truth.
Connected website forms
Send website inquiries directly to email, your CRM, or internal systems.
Basic customer support automation
Answer common questions faster while keeping a human in the loop.
Reporting dashboards and recurring reports
See the numbers that matter without rebuilding the same report each week.
Software maintenance and improvements
Fix friction in the tools you already rely on and keep them working well.
How I usually work
Start focused. Improve what matters.
Sometimes the solution is automation using your existing tools. Sometimes it is a better form, CRM setup, dashboard, ticketing process, or a small custom software improvement.
The goal is not to add complexity.
The goal is to remove repetitive work and make your business easier to operate.
- 01
Understand one workflow
We start with a focused conversation about the process that is costing your team time or creating confusion.
- 02
Find the friction
I identify where information, time, hand-offs, or follow-ups are being lost and recommend a practical improvement.
- 03
Make it simpler
I implement the right-sized solution, test it with your team, and make sure it is easy to own and operate.
Based in Brantford · Serving businesses locally and remotely
Have a process that feels manual, repetitive, or hard to keep track of?
I’d be happy to have a short, no-pressure conversation about what is slowing you down and whether there is a practical way to improve it.