What does a tech strategy consultant actually do?

A tech strategy consultant looks at how your systems, automations, and tools actually support the business day to day, identifies where things are confusing or fragile, and creates a practical plan to clean up, simplify, and improve reliability.

How do I know if I need strategy or implementation?

If you are not sure what is wrong or where to focus, you start with strategy. If you already know what needs to be fixed or built, you move into implementation. Many projects include both, but they always begin with clarifying what is really happening in your systems.

Do I need to already have systems in place to work with you?

No. Some clients come with half-built or messy systems, others are starting from scratch. The work simply looks different: either cleaning up and reorganizing what exists, or designing and implementing a setup that fits how the business operates.

Do I have to use a specific platform like Kartra or GoHighLevel?

No. The platform is chosen based on your business model, budget, and existing tools. The priority is a reliable, maintainable system, not forcing everything into one specific platform.

Can you help with just one thing, like a broken opt-in or automation?

Yes. Smaller, clearly defined issues are usually handled in a focused implementation project or a VIP-style engagement, as long as the scope is specific and the outcome is clear.

Will I need to rebuild all of my systems to work with you?

Not necessarily. After reviewing your current setup, you will know what can stay as is, what needs to be adjusted, and what is better to rebuild. The goal is to keep what works and only rebuild where it truly saves headaches long term.

Do you help with AI automation for small businesses?

Yes, when AI actually reduces effort or improves reliability. That can look like assessments, guided decision flows, or behind-the-scenes automations that take repetitive tasks off your plate without adding extra complexity.

How technical do I need to be to work with you?

You do not need to be technical. Your role is to explain how the business works, what you are trying to achieve, and what is not working. The technical decisions, implementation, and documentation are handled for you in plain language.

Will you explain what you are doing, or just handle the tech?

Both. The implementation is handled for you, and you also get clear explanations of what was changed, why it was done that way, and how to use and maintain the new setup going forward.

Is this a one-time project or ongoing support?

You can work together on a defined project with a clear end point, set up ongoing support for as long as it is useful, or start with a project and then move into a lighter maintenance rhythm. The structure matches what your business actually needs.

How do I get started?

The first step is a short strategy call to look at your current systems and goals. From there, you will get a recommendation on whether strategy, implementation, or a focused VIP-style project makes the most sense as a next step.

Work With Me

There isn't one right way
to fix or build systems.

As a tech strategy consultant, the work starts by understanding what you already have, how your business actually runs day to day, and what would genuinely make things clearer and easier, not more complex.

Some clients come to me because something feels off and they don't want to guess. Others know exactly what needs fixing and want it handled properly.

Most clients work with me in one of the options below, depending on where they are right now.

How I Approach the Work

Before touching tools or automations, I look at the full picture. That includes how leads, clients, payments, and communication currently move through your business, what is working well enough to leave alone, and where confusion, duplication, or manual effort has quietly built up over time.

When AI or automation is part of the conversation, I assess whether it will actually reduce effort, improve reliability, or support decision-making—rather than add another layer to manage.

This approach keeps the work focused, proportional, and aligned with how your business actually operates—so you're not constantly babysitting every automation.

Services

Tech Strategy Consulting Services

01

Tech, Automation & AI Strategy

When you need clarity before making changes

This option is for business owners who sense something is off but don't want to rebuild blindly or make decisions based on assumptions. I review your current funnels, platforms, automations, and workflows and explain, in plain language, what is happening, what matters, and what can wait.

You leave with a clear direction and priorities, even if you choose not to move into implementation right away.

Review of your current tech, automations, and workflows
Assessment of where automation or AI could realistically help
Clear priorities so you know what to address now and what can wait

Good fit if you:

Inherited or outgrew your current setup
Are unsure where to focus next
Want clarity before touching anything

Book a Free Strategy Call

02

Tech, Automation & AI Setup, Cleanup & Integration

When systems exist but don't feel dependable

This is hands-on work for businesses with half-built funnels, duplicated tools, unclear automations, or systems that technically function but feel risky to touch. I clean up what's messy, fix what's breaking, connect what should be connected, and implement automation or AI only where it meaningfully reduces effort or confusion.

The goal is systems that are easier to use, easier to maintain, and easier to trust—without worrying what will break next.

Tech stack cleanup and integration
Automation setup and optimization
Practical AI workflows such as assessments, client guidance, or decision logic

Good fit if you:

Want fewer moving parts, not more
Feel unsure touching your own systems
Want things to work consistently without constant attention

Book a Free Strategy Call

03

Tech VIP Day

When something needs to be handled now

A focused day to fix issues, unblock progress, or implement a specific piece of tech, automation, or AI without stretching the work out over weeks. This is practical, contained, and outcome-driven so you see visible progress quickly.

Urgent fixes and troubleshooting
Unblocking stalled projects
Focused progress on a specific problem

Good fit if you:

Need momentum quickly
Have one clear issue to resolve
Want hands-on work with defined outcomes

Get VIP Day Details

Expert Analysis

Quick-Win Business Audits

Get expert eyes on your business and a clear action plan in just 5 days. Know exactly what to fix—no guesswork, no overwhelm.

Tech Stack Diagnostic

$97

Stop paying for tools you don't need and finally understand what's actually broken in your tech stack.

Personalized 20-30 min Loom video
"Keep, Cut, or Consolidate" plan
Identify redundancy & legacy bloat
Delivered in 5 business days
No passwords required

Get Your Diagnostic

Funnel Audit

$97

Discover exactly where prospects are dropping off and what's keeping them from buying.

Personalized 20-30 min Loom video
Decision journey map
Messaging & conversion analysis
Delivered in 5 business days
No passwords required

Get Your Audit

Other Ways to Work With Me

In addition to the core ways of working together above, there are two more ways people can work with me.

Kartra Systems & Support

For businesses that rely on Kartra for funnels, programs, or memberships and want a setup that feels dependable and easier to understand.

Deep-dive review of your current Kartra structure and automations
Cleanup and restructuring so it's easier to trust and maintain
Implementation of key funnels, offers, and workflows
Ongoing support for launches or high-stakes changes

View Kartra Services

Virtual Summit Systems Support

For virtual summits with many moving parts, including speaker onboarding, schedule coordination, registration, access, and follow-up, where the tech and timelines need to run smoothly.

Registration, access, and speaker delivery systems set up end to end
Speaker onboarding flows, deadlines, and asset collection
Attendee communication flows, reminders, and daily delivery emails
Post-summit systems for replays, upgrades, and next-step offers

View Virtual Summit Support

Not Sure Where You Fit?

That's normal.

The strategy call is where we talk through what's working, what isn't, and what makes sense next—without pressure to choose anything on the spot.

Book a Free Strategy Call

Frequently Asked Questions

A tech strategy consultant looks at how your systems work together as a whole. That includes platforms, funnels, automations, workflows, and AI tools, with the goal of bringing clarity, reducing unnecessary complexity, and making sure your systems support how the business actually operates day to day. This can include review, planning, implementation, or ongoing support depending on what you need.

If you're unsure what is wrong, what to prioritize, or whether a change is worth making, strategy is the right place to start. If you already know what needs to be fixed or built and want it handled properly, implementation makes more sense. Many clients begin with strategy and then move into implementation once things are clear.

No. Some clients come with systems that were built over time and no longer make sense, while others are starting with very little in place and want to build thoughtfully from the beginning. The approach simply adjusts based on what already exists.

No. While I work extensively with platforms like Kartra, FGFunnels, GoHighLevel, Zapier, and Systeme.io, the focus is always on fit. If a platform is not appropriate for your business model, team, or stage of growth, we discuss better options before anything is built.

That's very common. I regularly work with systems built by multiple people over time, review what you already have, explain how it works in plain language, and help you decide what to fix, simplify, or rebuild so it is easier to manage going forward.

Yes. Focused issues can often be handled through a Tech VIP Day or a short implementation project. You don't have to rebuild everything to get help.

Not usually. The goal is to keep what is working, improve what is causing friction, and only rebuild when it is clearly the simpler and more sustainable option. Any recommendation is explained before changes are made.

Yes, when it makes sense. AI is used to reduce manual effort, improve consistency, or support decision-making, and is never added just to "use AI." If it does not provide a clear benefit, it is not implemented.

You don't need to be technical. Your role is to explain what you want the business to do; my role is to translate that into systems, automations, and AI workflows that support those goals.

Both. I handle the technical work, and I also explain what was done and why, so you understand how your systems work and can make informed decisions moving forward.

Both options are available. Some clients work with me on a single project, while others continue with ongoing support to maintain systems, make adjustments, or plan the next phase of automation or AI.

The first step is a free strategy call. We talk through what's working, what isn't, and what makes sense next, then decide whether strategy, implementation, or a focused project is the right fit.

Ready to Move Forward?

Let's talk through what's working, what isn't, and what makes sense next.

Book a Free Strategy Call