// Project-Based Consulting
When you know exactlywhat you need built.
1:1 consulting for producing agents and small teams. CRM rebuilds, automation pipelines, lead funnel architecture, custom AI tools, dashboard implementations. If you're the buyer, you already know what you need.
// Who this is for
The buyers.
Tighter buyer profile than the other engagements. If one of these describes you, this is the right product.
01
Producing Agents
You're doing volume and your tech stack is held together with duct tape. You don't want a workshop. You want someone to fix it.
02
Small Teams
You have 3 to 15 agents and your systems weren't built for that size. The CRM, the lead routing, the reporting — none of it scales without intervention.
// What I build
The deliverables.
01
CRM Setup & Optimization
KW Command, Follow Up Boss, Sierra Interactive, others. Rebuild what's broken. Automate what's manual.
02
Automation Pipelines
Zapier, n8n, Make. Lead routing, drip campaigns, post-close workflows, vendor coordination.
03
Lead Funnel Architecture
From source through nurture through conversion. Built to measure.
04
Custom AI Tools
Claude- and ChatGPT-powered tools specific to your business. Listing description generators, market report builders, buyer matching scripts.
05
Dashboard Implementation
Looker Studio, Google Sheets, KPI tracking. See your business in one place.
06
Open House Tech
Lead capture, follow-up automation, social media tie-ins.
// How it works
The shape of an engagement.
From discovery to handoff. No black box.
01 · Free · 15–30 min
Discovery Call
- Tell me what's broken and what good looks like.
- I'll flag what's in scope and what isn't before any commitment.
02 · Within a week
Scope & Proposal
- I draft scope, timeline, and investment.
- You decide. No pressure, no boilerplate retainer.
03 · 2–8 weeks
Build & Iterate
- Weekly check-ins, async between.
- Most projects ship in two to eight weeks.
04 · After delivery
Handoff & Support
- Documentation, training, and optional ongoing support.
- You leave with the keys, not a dependency.
// Pricing
Plain numbers. No grid.
Project pricing varies by scope. Small builds typically start at $2,500. Larger systems range $5K–$25K depending on complexity. Discovery calls are free and I won't quote until I understand what you're actually trying to solve.