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.

Pricing

My pricing is tailored to your specific needs. No one-size-fits-all packages here. Build your custom quote below ◡̈

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What Goes Into the Cost?

Pricing here isn’t a one-size-fits-all sticker, it scales with the scope, integrations, and care your project actually needs. Here’s a transparent look at what each service includes and the specific things that can shift the final number. Use this alongside the Quote Calculator to see exactly how it all comes together.

For Small Business Owners

What’s included

Strategic sitemap and content structure mapped around how your customers actually move through the site.
Mobile-friendly design built on your existing brand direction.
Basic on-page SEO setup so search engines can find and understand your site.
Core lead form setup connected to your inbox or CRM.
Launch prep, testing, and go-live support so nothing breaks the moment you publish.

What can adjust the price

Page count: 1–5 pages included · 6–8 pages +$500 · 9+ pages +$1,200
Content help: You have it ready (included) · Light copy support +$400 · Full copywriting +$1,000

Best fit for a business that needs a strong website foundation built right the first time.

What’s included

CRM platform setup and initial configuration so the foundation is clean from day one.
Lead form creation, plus connection to the CRM and your inbox.
Automated notifications so you know the moment a new lead comes in.
Foundational workflow rules to keep leads from slipping through the cracks.
Walkthrough at handoff so you actually know how to use the system afterward.

What can adjust the price

Automation level: Basic (included) · Moderate, more triggers and conditions +$350 · Advanced, multi-step nurture and deeper logic +$750

Best fit for business owners who want a cleaner lead process and less manual follow-up.

What’s included

2 reserved hours every month, roughly 1 hour for updates and 1 flexible hour for whatever pops up.
Security updates and routine site maintenance.
Troubleshooting, small fixes, and minor content edits.
A reliable point of contact instead of scrambling for help when something breaks.
Predictable monthly support so tech doesn’t become a recurring fire drill.

What can adjust the price

Reserved hours: 2 hr/month (minimum) · 3 hr +$150 · 4 hr +$300 · 5+ hr +$500
Priority support: Standard (included) · Priority response +$150

Best fit for business owners who’d rather have a dependable monthly support block than wait for tech problems to pile up.

For Growing Agencies

What’s included

Workflow audits to find where time and money are leaking out of your operation.
SOP documentation for repeatable agency processes.
Ongoing tech stack oversight and integration management.
Regular check-ins and strategic support for systems decisions.
A direct line for ops questions instead of figuring it out alone.

What can adjust the price

Team size: 1–10 members (included) · 11+ members +$1,000/month

Best fit for agencies that need an embedded ops/systems lead without hiring a full-time COO.

What’s included

Custom snapshot design for repeatable deployment across clients.
API and webhook trigger configuration for cross-tool automation.
Multi-client logic and segmentation structure built for scale.
Advanced automation flows tailored to your service model.
Documentation handed off so your team can confidently maintain it.

What can adjust the price

Extras: None (included) · Data migration +$800 · Team training +$400 · Both +$1,200

Best fit for agencies building scalable, repeatable CRM systems they can roll out across clients.

What’s included

Project-based development support sized to your client work.
QA testing across browsers, devices, and edge cases.
Technical documentation handed off to you for clean client delivery.
Behind-the-scenes execution while you stay client-facing.
Custom scoping for each project so pricing matches the actual effort.

What can adjust the price

This is a project-based floor, final pricing is custom-scoped per engagement based on complexity, integrations, timeline, and deliverables.

Best fit for agencies that need a reliable behind-the-scenes technical partner to deliver client work.

What’s included

Monthly maintenance hours for your live ops or CRM systems.
System tweaks and optimizations as your agency evolves.
Automation troubleshooting and quick fixes when something breaks.
Regular optimization reviews to keep your stack sharp.
A consistent hand on the wheel for the systems you’ve already built.

What can adjust the price

Focus area: CRM only or Ops only (included) · Both CRM + ops +$300/month
Hours per month: 2 hr (included) · 4 hr +$300 · 6+ hr +$700
Priority/rush support: Standard (included) · Priority response +$200/month

Best fit for agencies that need a reliable monthly hand on the wheel for their CRM and ops systems.

These breakdowns reflect the standard scope of each service. Final pricing may still vary based on scope, functionality, content readiness, timeline, integrations, and overall project complexity. Use the Quote Calculator above for a ballpark, then submit for a real, tailored proposal, every project is custom-scoped so the number you see at the end actually reflects your work.

Pricing

What Goes Into the Cost?

Frequently Asked Questions

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