Three ways to work together.
Audit, build, or embed. Most engagements start with the smallest one and earn the next step — I’d rather diagnose a real problem honestly than sell you a build that doesn’t solve it.
Operations Audit
Paid diagnostic — the entry engagement
Two weeks. I map your actual processes (not the org-chart version), inventory your stack, and find the leverage. You get a written audit, a prioritized list of what's worth building or fixing, and a recording of the walkthrough. This is its own deliverable — if we don't work together after, you keep everything.
Operator-Led Build
Custom internal tool, integration system, or AI workflow
Fixed-scope build of the system the audit (or a clear pain point) pointed to. I handle process design, data architecture, application development, integrations, and rollout — end to end. You get an app, dashboard, or integration backbone your team owns, plus the documentation to maintain it.
Embedded Operations
Monthly retainer — operator + builder
When the work isn't one project but an ongoing operating partnership. I act as your fractional ops architect: weekly executive cadence, continuous iteration on systems, vendor and tool management, dashboarding, and incremental builds as the business changes. Most useful for founder-led SMBs without a true COO yet.
What an Operator-Led Build looks like
Pattern examples by vertical. Most engagements start with one of these and grow from there.
Real estate operators
Tenant & Vendor Operations Cockpit
Inbound email/form/SMS → AI classification → routed work order → SLA tracking → owner reporting. One app that replaces the spreadsheet-plus-12-Zaps mess that property managers usually live in.
Construction subs & specialty contractors
Bid-to-Billing Control System
Intake bid invites, track estimator workload, generate proposals, hand off won work to project admin, collect COIs/W-9s/change orders, push billing milestones, expose margin and status dashboards.
Law firms (transactional practices)
AI Intake & Matter Launch
Website intake → conflict-check prep → document-request automation → matter setup → key-date extraction → task generation → client status updates. Built for high-volume transactional practices.
Any operator with document chaos
AI Document Processing Layer
Extract, classify, and route information from contracts, invoices, leases, and forms using AI. Integrated directly into the systems your team already uses.
Multi-tool SMBs
Operations Dashboard & Source-of-Truth
When AppFolio, Procore, QuickBooks, Airtable, and email are all telling you different stories, I build the dashboard and data layer that makes them agree.
Anyone outgrowing spreadsheets
Airtable Base + Custom Interfaces
When a structured database is the right answer (not a custom app), I design and build the Airtable base, the automations on top of it, and the custom interfaces your team uses every day.
How an engagement actually runs
The same four steps whether we’re at $2,500 or $50,000. The only thing that changes is the scope of what we build.
- Discovery — process and stack walk-through
- Design — what we’ll build, what we won’t, and why
- Build — software, integrations, dashboards, documentation
- Rollout & support — training, monitoring, iteration
