Work Management Consulting and Training | Solopreneurs and Small Teams

What we help with 🧭

Whether you're looking for a basic setup or a deep systems overhaul, we’ll meet you where you are.

Feeling stuck?

You're stuck between too many tool options and unsure what to commit to.

Work too chaotic?

You're drowning in disorganized docs, to-do lists, or siloed team tools that make work feel chaotic.

Not sure where to start?

You're launching a new business and want a clear system from day one.

Too much to learn at once?

You selected a new tool, but the learning curve is too steep for you or your team to adopt alone.

We'll help you realize your greatest potential 🚀

You’re not just looking for another app. You’re looking for clarity, focus, and momentum. Our consulting isn’t about tossing tools at you and walking away. We help you design a workflow that actually fits your business, your brain, and your bandwidth.

Tool recommendations that actually make sense

No laundry lists. No “it depends.” Just a focused, personalized stack that fits your work style, budget, and goals. We’ll guide you to tools you’ll actually use and ditch the ones slowing you down.

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Workflow & tool audits that uncover bottlenecks

Let’s unpack your current setup and figure out what’s helping and what’s just in the way. We’ll review your tools, systems, and habits, then spot the gaps and opportunities you might not even see yet.

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Custom system design & setup catered to how you work

This is where it comes together. We’ll help you build a clean, connected workflow that supports your daily grind and your bigger goals. Whether it’s project tracking, or client ops, we’ll walk you through it.

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Custom onboarding & systems training

Need help onboarding your team? Want a walkthrough that doesn’t feel like a webinar from 2008? We’ve got you. You’ll get engaging live training sessions, async support, and easy-to-follow guidance.

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Internal SOPs & Knowledge Base Creation

We'll turn your processes into repeatable playbooks. We’ll help you build a clean, internal knowledge hub so you can scale with structure and stop answering the same questions over and over.

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Ongoing systems & workflow coaching

Once your systems are up and running, the real work begins: refining and scaling. With ongoing coaching, you get regular check-ins and a go-to sounding board for tool updates and workflow tweaks.

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FAQS

Frequently asked questions

You've got questions. We have answers.

What kind of businesses do you work with?

I work with solopreneurs, freelancers, startup teams, and small businesses. Pretty much anyone who’s building something and needs a system that actually works. Whether you're running client projects, launching a product, or scaling a service, I help you stay organized and move forward with clarity.

Is this tech support or more like business coaching?

It’s somewhere in between. I help you choose and set up tools, yes—but the bigger value is in how those tools are used to support your goals. It’s strategy + systems + hands-on guidance. Less “reset your password,” more “let’s map out your client onboarding flow.”

Do you offer team training?

Do we ever! As a seasoned technical trainer, I specialist in offering live training (or async video walkthroughs) to get you or your team up to speed on new systems. It’s especially useful when onboarding to a new platform or rolling out a process across multiple people.

How much does it cost?

Pricing depends on the scope. Whether it's a one-time setup, a multi-session system build, or ongoing coaching. After the free discovery call, I’ll send over a proposal based on what you need (no surprise invoices, no hidden costs).

How does billing work?

After your free discovery call, I’ll send over a proposal with a flat-rate quote based on the scope of work. For most projects, I charge a fixed fee so you know exactly what you're paying for—no hourly surprises, no creeping costs. For ongoing coaching or support, we can set up a monthly retainer or flexible check-in plan that fits your pace. Payment is handled securely online, and we’ll always agree on everything up front before any work begins.

What tools do you specialize in?

I'm certified in tools like ClickUp, monday.com, Asana, Google Workspace, Microsoft 365, Canva, Notion, and others designed to support lean, modern operations. That's because I've tested them extensively, and believe in their impact. But I’m not married to any single platform. It’s all about what works best for your workflow, not what’s trending. If you are already working with a tool, I can still work with you to provide insights to help you get ahead.

Do you do full tool setups or just offer advice?

Both. Some clients want strategic direction and can handle the setup themselves. Others want me to roll up my sleeves and build it with them (or for them). We’ll figure out what works best for you during the discovery call.

How do I know if I need this?

If have no idea where to start in your hunt for a new tool, you’re constantly switching tools, recreating the same processes, or spending more time managing work than doing it, this is for you. I help you get organized, focused, and confident in your systems so you can actually grow.

What if I just need a second opinion on my current setup?

Totally fair. I offer one-off workflow audits where I review your tools, spot gaps, and offer quick wins. No long-term commitment required, just a transparent flat and affordable fee, and you're on your way to doing your thing with confidence.

What if I am just getting started and don't have starting capital?

Trust me, I totally get it—I’ve been there myself. I know what it’s like to have the motivation and vision, but not the budget to hire full-on support. That’s exactly why I started SaaS Quest in the first place: to help people like you work smarter with the tools that are already out there, many of which have powerful free plans. If 1:1 consulting isn’t the right fit for you yet, let's hop on a free discovery call so I can at least give you some preliminary advice. Then, you’ll find a ton of free resources across the site, including use cases, tool recommendations, templates, and guides that help you move forward without the guesswork. When you're ready for more hands-on help, I’ll be here. The goal is to support your growth, no matter where you're starting from.

Ready to get started?

Have a question that's not covered? Get in touch or book a free discovery call and let’s figure out what’s working, what’s not, and how to get you moving forward with clarity.

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