WHAT CAN I DO FOR YOU?

Let’s Talk

Whether you're stuck on a specific issue or navigating a complex ConnectWise implementation, I offer flexible, focused consulting services tailored to your exact needs. No fluff. No filler. Just direct expertise to solve problems and improve your systems.

Hourly Consulting

Ideal for: Quick, targeted problem-solving

Need fast help? Book an hourly session for real-time troubleshooting. I’ll hop on a video call, dive into your environment, and work with you to fix the issue on the spot. No drawn-out introductions—just immediate action.

  • Minimum booking: 1 hour

  • Bonus: If we wrap up early, I’ll walk you through how the issue might be tied to deeper root causes and suggest longer-term solutions.

Training Engagements

Ideal for: Teams building or refining internal processes

Need to standardize how your team uses ConnectWise? Choose from flexible training options based on how much hands-on guidance you want:

  1. DIY Training Package

    • A pre-built, customizable slide deck

  2. Trainer-Led Process Design

    • The deck + a 1-hour session where I walk you through how the process should work in your environment

  3. Full Team Enablement

    • Everything in Option 2

    • Plus a 1-hour live team training session

    • Plus an additional hour: use it to further customize the training or hold an office-hours session post-training

Project-Based Consulting

Ideal for: Struggling implementations or second opinions

If your ConnectWise implementation has stalled or taken a wrong turn, I can step in to get it back on track. Whether you're:

  • Starting fresh

  • Re-implementing

  • Running out of hours with another consultant and need a second set of eyes

I’ll assess your current state, help realign your goals, and drive the project forward with structure and clarity.

Accelerator Programs

(Procurement & Project Management Focus)

Ideal for: Teams needing deep process overhauls and full enablement

These accelerators go beyond consulting—they’re transformation programs. I’ll help you:

  • Uncover and solve root-cause issues

  • Clean up your configurations

  • Establish real process clarity

You’ll get:

  • Personalized 1-on-1 sessions

  • A full library of best practices and how-to videos

  • Team-wide access to recorded training

  • A private portal where your team can ask follow-up questions