What does a digital presence and systems consultant actually do?

I make sure the digital side of your business actually works — your website, your CRM, your tools, and the automations that tie them together. Depending on who I’m working with, that looks like designing and maintaining a site that converts, untangling a messy tech stack, building a HubSpot setup that finally makes sense, or creating workflows and AI agents that quietly handle the busywork. Either way the goal is the same: turn the chaos into systems that run without you babysitting them.

Who do you typically work with?

Two kinds of people. Small business owners who are great at their craft but stuck wrestling with the tech — local service companies, boutiques, and healthcare practices that need a site that looks the part and simple systems to handle the busywork. And growing agencies that need a systems partner in the back to manage their CRM, tighten workflows, and build AI agents that fill the gaps. If your business runs on its website and tools, you’re my kind of client.

Do you only work with HubSpot, or other CRMs too?

HubSpot is where I go deepest — I’ve taken a 100+ step sales process down to under 10 — but I’m not locked into it. I work across the CRMs small businesses and agencies actually use, and if you’re not sure what fits, I’ll help you pick one that matches how you work instead of forcing you into mine.

What's included in a free consultation?

A real conversation — no jargon, no bloated proposal. We’ll talk through what’s working, what’s driving you crazy, and where your site or systems are leaking time. You’ll walk away with a clear sense of what would actually move the needle, whether or not we end up working together.

How do you price your work?

It depends on scope, but it’s always transparent — no surprise line items. I offer one-time projects, ongoing support retainers, and fractional/contract ops arrangements for agencies. The quickest way to get a ballpark is the Quote Builder on my pricing page, or we can scope it together on a call.

Do you build websites, or just consult on them?

Both. I build strategic, growth-minded sites from scratch, and I take over existing ones that no longer match the quality of your work — then keep them healthy with ongoing maintenance, updates, and troubleshooting long after launch.

I'm an agency, can you work as a contractor on client projects?

Absolutely — that’s the whole second lane. I step in as a fractional, contract operations partner: managing your CRM, tightening your workflows, and building AI agents and integrations to fill the gaps. You get a dedicated systems lead keeping the engine running — without the salary, payroll taxes, benefits, or PTO of a full-time hire — and I’m happy to work white-label behind your brand.

How quickly can you start?

It depends on my current workload, but I move fast and I’ll be straight with you about timing on our first call. Smaller fixes and audits can often start within a week; larger builds and ongoing partnerships we’ll schedule around a start date that works for both of us. The quickest first step is booking a free consultation.

How to Build a Business Health Dashboard in 20 Minutes (No Coding Required)

Stop logging into 6 different tools and paying $200 a month just to figure out whether your business is doing okay.

That whole Sunday night ritual? Opening one tab for website traffic, another for social, another for sales, another for expenses, another for your CRM, another for your inbox… then trying to mentally stitch it all together before Monday hits? Exhausting. And expensive. Most small business owners are not missing data. They are drowning in logins, subscriptions, and disconnected dashboards.

When you are the bottleneck, scattered data turns into low grade panic. You think leads are steady, but your CRM says one thing and your website says another. You think revenue looked decent this month, but expenses are sitting in a different tool and your social effort is living somewhere else entirely. So you keep paying for software that does not talk to each other, and you still do not get a clear picture.

The fix is one hub. One screen. One place to check the pulse of the business without opening half the internet. A Business Health Dashboard gives you that single source of truth. You do not need custom software or a five figure setup. You need 20 minutes, Google Sheets, Looker Studio, and a little structure.

Step 0: The Tech Stack Audit

Before you start dragging charts around, you need to know where your data actually lives. If your lead info is in HubSpot, your project costs are in a random Google Sheet, and your invoicing is in Bonsai, you have a fragmented stack.

Running a Tech Stack Audit is your first move. It helps you identify the gaps in your systems and ensures your tools actually talk to each other. It is the same kind of thinking I covered in The Tool Diet – sometimes the problem is not that you need more software, but that the tools you already have are not connected.
If your foundation is cracked, your dashboard will just show you very pretty, very wrong data. Once you know your tools are aligned, you can move on to the build.

Step 1: Build the Hub in Google Sheets

Google Sheets is the holding tank for the numbers you are tired of hunting down across 6 platforms. It is not glamorous. Perfect. You are not building a showpiece. You are building the one place all the core business data can land so you stop paying with your time every time you need clarity.

Open a new sheet and set up your columns. Keep one row per event or update so the data stays usable.

Create headers for the metrics you keep checking in separate apps:

Date
Lead Source
Deal Value
Status (Won, Lost, Pending)
Expenses
Project Hours

Keep it clean. No merged cells. No random formatting. No creative spreadsheet chaos. Looker Studio needs predictable data if you want one dashboard that actually works.

If you want to stop copying and pasting forever, push data into the sheet automatically with Zapier or your CRM integrations. That is how you reduce logins over time. If your lead data is still trapped in too many places, CRM Launchpad is built for exactly this. We clean up the flow so your data goes where it should without you babysitting it. For now, paste in the last month of data manually and get the hub working.

Step 2: Turn the Sheet Into One Screen With Looker Studio

Now turn that raw sheet into the one screen you will actually use. Looker Studio is free, which is helpful when you are already tired of bleeding money into subscriptions.

Open Looker Studio and click "Blank Report." When it asks for a data source, choose "Google Sheets" and connect the file you just built. Click "Add."

You will get a blank canvas and a default table. Delete it. You are not here to build another cluttered report. You are building the one dashboard that replaces constant tab hopping.

Step 3: Add the Numbers You Usually Chase Across 6 Dashboards

In Looker Studio, use the "Add a chart" dropdown and start with Scorecards. These give you the big, immediate numbers that usually send you bouncing between tools.

Place three scorecards at the top:

Total Revenue: Set the metric to your "Deal Value" or "Income" column.
Lead Count: Set the metric to a count of your "Lead Name" or "Date" column.
Profit Margin: If you have revenue and expenses in your sheet, create a "Calculated Field" to show the percentage.

This is the point of the whole setup. Stop opening one app for leads and another for money and another for performance. Put the vital signs on one screen. If the numbers look solid, move on with your day. If they do not, you know where to dig without wandering through 6 subscriptions first.

Step 4: Show the Patterns So You Stop Guessing

A single hub is not just about totals. It is about seeing what is actually happening without checking each platform one by one. Add a Time Series Chart with "Date" as the Dimension and "Revenue" as the Metric.

Now you can spot the peaks and dips fast. That matters because one good dashboard should answer questions before you go digging through more software. Massive spike every March? Plan around it. Dip every August? Expect it and stop treating it like a mystery.

Next, add a Pie Chart for "Lead Source." This shows where your best opportunities are coming from. If 80% of your revenue traces back to LinkedIn referrals but you are still paying for tools and spending hours on channels that are not producing, your dashboard is doing its job. It is helping you cut noise, cut wasted effort, and cut unnecessary subscriptions.

Moving From Founder to Systems-Led Growth

The moment you can check your business health on one screen, your role changes. You stop being the person manually stitching together answers from 6 platforms and start being the person who can make decisions quickly.

That is the real shift from founder as bottleneck to systems-led growth. When the systems collect and organize the data, you stop wasting brainpower on scavenger hunts. You can finally look at the business instead of crawling around inside the backend trying to decode it.

This is the same shift I wrote about in $100k Mistake. The goal is not to keep doing everything yourself a little more efficiently. The goal is to own a system that gives you clean visibility without requiring your constant attention.

If your website and backend still feel like a tangle of tools that do not connect, a Strategic Redesign or a full Digital Foundation can help. Clean up the structure. Connect the moving parts. Make the dashboard reliable so one screen can actually replace the pile of logins.

Keeping the Hub Useful

A dashboard only saves you from login fatigue if the data stays fresh. Otherwise, it is just one more stale screen. Set up your sheet to update automatically where you can, or block five minutes every Friday for a quick manual sync.

This matters because the whole point is to stop drowning in disconnected tools. If the hub is current, you stop chasing answers all week. If it is stale, you are right back to opening everything individually.

For many of my clients, this is where the System Sanity Retainer comes in. I handle monthly website checks, platform updates, and troubleshooting so the systems behind the dashboard stay healthy. You get a monthly summary of what was updated, and your reporting setup keeps working without you turning into part-time IT support. If you want to go deeper on that side of things, read Does Proactive Website Management Really Matter in 2026?

Think of it as protecting the one hub so it keeps replacing the pile of tabs.

Your Friday Routine

Next Friday, do not open 6 dashboards. Open one Looker Studio link.

Check the scorecards. Review the trends. See what changed. If the numbers look good, close the laptop and enjoy your weekend. If something looks off, you already have the answer path in front of you. No scavenger hunt required.

That is the win here. Fewer logins. Fewer subscriptions doing duplicate work. Less Sunday night dread. One hub that gives you a real picture of the business.

If you want someone to take the "how do I connect these tools" part off your plate entirely, let's chat. We can simplify the stack, get your systems talking, and make the whole thing easier to run.