Three stages, and you can stop after any of them

01

Clarity Audit

Best first step

A focused 1–2 week look at how your organization runs. I talk with your team, map the tools and workarounds, and you leave with a prioritized plan. If you need a new tool, I weigh the options against your team's skills and budget first.

Starting at $1,200 · 1–2 weeks
02

Build & Launch

I build the simplest thing that works, then hand it off so it sticks. Depending on the audit, that can include:

  • Websites: a clear site on a platform you can edit yourself.
  • Brand systems: colors, type and templates your team can apply without a designer.
  • Accounts & tools setup: Google Workspace, shared calendars, domains, and file cleanup, in your name.
  • Template systems: Canva templates and a weekly routine, so your team can post without a designer.
  • Operations documentation: staff guides with short numbered steps, plus the reasons behind each setting.
  • Search & AI visibility: an SEO audit, and a setup that helps assistants like ChatGPT and Claude describe you correctly.
  • AI & workflow automation: removing the recurring tasks that eat your week.
  • Historical research: the story of your building or organization, researched and written up for your website, signage, or events.
See it in practice: Charlie O's Bar & Grill → Priced by piece · see starting prices →
03

Ongoing Partner

I can stay on: routine updates to hours, menus and events, new tools as you grow, fractional operations support. A few weeks to an ongoing retainer.

Monthly plans from $250 · see plans →

AI implementation

AI is useful when it sits inside a process you already understand. So I start with the work your team actually does, then look for the places a model genuinely helps. Where it doesn't help, I'll tell you that instead of selling it to you.

Everything runs in your accounts, and a person reviews anything that goes out under your name. Before we build, I tell you which tools, including any AI tools, will handle your data and why.

Drafts a person approves

First versions of the routine messages and reports that eat your week. Someone on your team reads and approves every one before it goes anywhere.

Sense out of messy information

Sorting, categorizing, and summarizing what piles up: submissions, listings, notes, records. The same approach behind the enrichment pipeline in the Rhinebeck Community Connector.

Being described correctly

Assistants like ChatGPT and Claude increasingly answer questions about your business. An AI-visibility setup makes sure what they say is accurate.

Starting prices for this work →

Workflow automation

Most organizations have at least one task that repeats forever: the same posts, the same report, the same copying between two tools that don't talk. It works because someone remembers to do it, which is exactly the problem.

I map the task once, build it so it runs on its own, and write down how it works in plain language, including what to do if it stops. It runs in your accounts, so it keeps working whether or not I'm involved.

One update, everywhere it belongs

A weekly flyer becomes a website post and a calendar entry without anyone retyping it, the way the Monday-to-Thursday routine works at Charlie O's.

Spreadsheets into something sturdier

When a pile of spreadsheets has become the system of record, one simple database usually replaces it, without a platform migration.

Nothing that depends on memory

Reminders, handoffs, and follow-ups that happen on schedule, so the work doesn't rest on one person noticing it's Tuesday.

Workflow automation starts at $1,200 →

Starting prices

These are starting points, not quotes. Every project starts with a conversation, and I send a flat price in writing before any work begins. If none of these fit, tell me your budget and what matters most, and I'll put together a package that works, or tell you honestly if I'm not the right fit.

Plan

Clarity Audit

Starting at $1,200

A focused look at how your organization actually runs, and a plan you can act on.

Starting scope includes

Up to three conversations with you and your team, a map of your current tools and workarounds, and a written, prioritized plan.

Your public presence

Website

Starting at $3,000

A clear site on a platform you can edit yourself, built in your name.

Starting scope includes

Up to 5 pages on Squarespace, built from content you provide, mobile checks, launch, and a short guide for making your own updates.

Website copywriting

Starting at $600

Headlines and page copy written in your voice, so the site sounds like you.

Starting scope includes

Up to 5 pages, one round of revisions.

Brand system

Starting at $1,800

Colors, type, and simple rules your team can apply without a designer.

Starting scope includes

Color palette, type choices, a short guidelines document, and a Canva brand kit.

Logo artwork isn't included. I'll work alongside your designer or help you find one.

Search & AI visibility

Starting at $600

Make sure Google and AI assistants describe your business correctly.

Starting scope includes

Search audit, Google Business Profile review, Google Search Console setup, an AI-visibility file (llms.txt), and a fix list.

Menu redesign

Starting at $1,000

A printed menu that's easy to read and matches what's actually in your POS.

Starting scope includes

Layout, rewritten descriptions, one round of revisions, and a print-ready file.

Your tools and accounts

Google Workspace setup

Starting at $1,200

Professional email, shared drives, and calendars, all owned by you.

Starting scope includes

Domain verification, up to 5 users or group addresses, one shared drive, two admin accounts held by you, and email deliverability setup.

Account cleanup & ownership record

Starting at $600

Find out who owns every account, move ownership to you, and write it down.

Starting scope includes

Inventory of your key accounts (domain, email, website, social, Google Business Profile), ownership moved to you, old access removed, and a written ownership record.

Custom website features

Starting at $400 each

Small additions that keep your site current without extra work, like an events calendar that updates from Google Calendar.

Starting scope includes

One feature, tested on desktop and mobile, with a short how-it-works note.

Online ordering / POS setup

Starting at $900

Get your menu, modifiers, and order alerts set up so guests and your kitchen both see the right thing.

Starting scope includes

Menu and modifier setup in your existing POS, a test run, and a staff cheat sheet.

Running it yourself

Canva template system

Starting at $800

Templates for your regular posts, plus a simple weekly routine to use them.

Starting scope includes

Up to 4 templates, a written weekly routine, and one hands-on training session.

Staff guides & operations binder

Starting at $1,000

Short, numbered how-to guides your team can actually follow, kept where they can update them.

Starting scope includes

Up to 8 guides in Google Docs, with a printable version.

Research & automation

Workflow automation

Starting at $1,200

Take a task your team repeats every week and make it happen on its own, or close to it.

Starting scope includes

One recurring workflow mapped, built, and tested, plus a plain-language guide covering how it works and what to do if it stops.

For example: turning a weekly flyer into a website post and a calendar entry; replacing a pile of spreadsheets with one simple database; AI-drafted first versions of routine messages or reports, which a person reviews before anything goes out.

Automations run in your accounts, not mine. Before anything is built, I'll tell you which tools, including any AI tools, will handle your data and why.

Historical research

Starting at $2,000

The story of your building, your organization, or your place, traced through deeds, newspapers, and local archives.

Starting scope includes

Up to 20 hours of research, a written summary with sources, and a timeline you can use on your website or in your space.

This is historical research, not a legal title search. For anything involving property ownership or a sale, you'll still need an attorney or title company.

See it in practice: the building history behind Charlie O's →

Software subscriptions (Squarespace, Google Workspace, Canva, and so on) are billed to you directly, in your name. They aren't part of my fee, and I never mark them up.

Monthly plans

Once things are running, I can stay on to keep them that way. Each plan is a flat monthly fee with a set amount of my time, so you always know what you're paying.

Keep It Running

$250/month

A business whose site and tools are set up and just need to stay current.

  • Up to 2 hours of my time each month
  • Routine updates: hours, menus, specials, events, staff changes
  • A monthly check that your website, domain, and accounts are working and renewing
  • Reply within 2 business days
  • Requests by email; no standing meeting

Fractional Operations

$1,800/month

Owners and directors who need an operations partner, not just a technician.

  • Up to 16 hours of my time each month
  • Everything in Steady Partner
  • A weekly check-in
  • Working through the operational problems that cost you money, time, or sleep
  • Setting priorities with you and keeping work moving from discussion to done
  • A thought partner for owners and managers when decisions get stuck
  • Reply within 1 business day

Not sure which fits? Most people start with a Clarity Audit or a single project, and we decide together whether a plan makes sense afterward. Plans can be mixed with project work, and if none of the three is right, I'll build one around what you actually need.

How pricing works

Why "starting at"?

Every organization is different. The starting price covers the scope listed on each card. After we talk, I send a flat price in writing, and it doesn't change unless you ask for something new.

Do you charge by the hour?

For projects, no. I quote a flat price. For small one-off requests outside a plan, I bill $125 an hour in half-hour steps, and I tell you the estimate before starting.

What if this is more than I can spend?

Say so early and I'll be straight with you. Often we can phase the work, start with the piece that saves the most time, or narrow the scope so it fits. I'd rather build something useful within your budget than talk you into something you'll regret.

What if the project grows?

I'll tell you as soon as I see it, explain why, and give you a price for the extra work. Nothing is added without your OK.

How do the monthly plans work?

Plans run month to month after a 3-month start, with 30 days' notice to cancel. Unused hours don't roll over. If you need more time in a given month, I'll quote it first.

Is design work included in the plans?

Small design updates are. Larger creative projects, like a new menu or a rebrand, are quoted separately with a set number of revision rounds, so nobody is surprised.

Who owns what you build?

You do. Every account, domain, and file is in your name, and I'm added as a collaborator you can remove. If you ever stop working with me, nothing breaks.

Do you work with nonprofits and schools?

Yes. Ask me about project pricing for mission-driven organizations.

Click any group to see what the work looks like, and where I've done it.

The situation

The website is hard to update, so the menu and hours are always a little out of date.

What I'd build: a site you can edit yourself, with events and specials your staff update directly.

Where I've done this

The Charlie O's Squarespace site, with a "What's On" events widget connected to Google Calendar and four specials widgets the staff update.

Build & Launch
The situation

Weekly specials and event posts depend on someone finding time to design them.

What I'd build: Canva templates for your regular nights and a short weekly routine that takes a post from idea to live.

Where I've done this

The Charlie O's flyer workflow. A Monday reminder leads to updated templates, and posts are live by Thursday.

Build & Launch
The situation

Private bookings, deliveries, and events are spread across personal calendars and texts.

What I'd build: shared calendars organized by purpose, with clear sharing rules.

Where I've done this

The Charlie O's shared calendars for events, private bookings, and deliveries.

Build & Launch
The situation

Your accounts are spread across old vendors and former staff, and nobody's sure who owns what.

What I'd build: a clean setup in the owner's name, old access removed, and a written record of who owns what.

Where I've done this

The Charlie O's domain move, new Google Workspace, removal of old staff access, and transfer of Google Business Profile ownership to the owner.

Clarity Audit
The situation

Files are everywhere, and new staff learn everything by asking.

What I'd build: one organized shared drive and a training binder the team can add to.

Where I've done this

928 Charlie O's files gathered into one shared Drive, plus an operations and training binder for the kitchen and bar.

Build & Launch
The situation

People search for you and find old hours, or AI assistants get your details wrong.

What I'd build: an SEO audit and fixes, plus an AI-visibility setup.

Where I've done this

The Charlie O's SEO audit and llms.txt setup.

Build & Launch
Read the Charlie O's case study →
The situation

Funder reports take days to pull together — every single quarter

Program data lives in a dozen spreadsheets, compiled by hand before every board meeting. Accurate, but slow, and one wrong formula throws it off.

What I'd build: I map where your data lives and build a lightweight system that compiles your key metrics automatically.

You walk away with
  • A dashboard that updates itself as you log program activity
  • 5–10 hours back before every board meeting or funder deadline
Build & Launch
The situation

When someone leaves, their knowledge walks out the door with them

New staff take months to feel confident, because everything important lives in someone's head or an unsorted Drive. Onboarding is "just ask someone", and that someone is always slammed.

What I'd build: I interview your team about what they know, then build a knowledge base in a tool you already use, with an onboarding sequence new staff can follow alone.

You walk away with
  • A knowledge base your team actually uses and updates
  • New staff up to speed faster, without pulling everyone else off their work
Where I've done this

A knowledge management redesign for a growing DEI consulting firm.

Clarity Audit
The situation

Donor thank-yous go out late. Renewal reminders keep getting pushed.

Donor communication matters, but it slips. Thank-yous get written one at a time, and year-end appeals are always rushed.

What I'd build: I map the donor journey, work out which touchpoints need a person and which can be automated, and build the workflows in your CRM.

You walk away with
  • Automated acknowledgment and renewal sequences that run without you
  • Every donor heard from on time, every time
Build & Launch
The situation

A process keeps generating complaints, and staff are buried answering the same questions.

What I'd build: find the real cause first, then fix the process and how it's explained.

Where I've done this

The student stipend process redesign, where about 80% of complaints turned out to be confusion rather than errors.

Clarity Audit
The situation

Scheduling or registration still runs on paper, spreadsheets, and a few people's memory.

What I'd build: a registration and scheduling process with clear rules written down, an online system students and families can use themselves, and staff trained to run it without me.

Where I've done this

The master schedule redesign and online course registration system (2,100+ students), still in use years later.

Build & Launch
The situation

We bought a new platform, and adoption is stalling.

What I'd build: a rollout plan built around the people using the platform, with short visual guides, training at the moment people need it, and a simple way to see who's stuck.

Where I've done this

Implementation program management for a national ed-tech platform serving 650+ districts, plus pandemic-era visual guides for teachers.

Ongoing Partner
The situation

Policies and safety procedures exist, but nobody reads them.

What I'd build: procedures rewritten so staff can find and follow them quickly, plus training that makes them stick.

Where I've done this

The safety procedures and staff training redesign.

Clarity Audit

Don't see your situation here?

These are examples, not a menu. If your situation doesn't fit one of them, that's usually the interesting kind.

Start a conversation →