1-on-1 Virtual Consulting

Solution Sessions: Fix the Business Processes Holding You Back

Every business has that one process that should be simple but isn't. Maybe it's tracking receipts across three different apps. Maybe it's managing leads in a spreadsheet that outgrew its purpose months ago. Solution Sessions are focused, virtual, 1-on-1 engagements where we take your specific pain point and turn it into a system that actually works — built around how you operate, not the other way around.

Need a bigger build? Explore Collaborative Development. Want ongoing strategic guidance? See Business Butler, or book a free technology assessment.

Focused on your specific business challenge
Virtual sessions — work from anywhere
Walk away with a working, custom solution
Built so you can maintain and grow it yourself
View Packages Book a Free Intro Call
Virtual consulting session — solving business workflow challenges one-on-one
The Challenge

Your Business Runs on Processes. Some of Them Are Holding You Back.

You know the feeling. There's a task you do every week — maybe every day — that takes way longer than it should. You've tried apps, spreadsheets, maybe even sticky notes. Nothing fits quite right because nothing was built for how your business actually works.

Time Drains

Manual processes eating hours every week — data entry, tracking, follow-ups, and reconciliation that could be streamlined or automated.

Scattered Systems

Information living in five different places — some in email, some in spreadsheets, some in your head. No single source of truth.

Outgrown Tools

The spreadsheet that worked with 10 clients now buckles under 100. The process that was fine with two employees breaks with ten.

Off-the-Shelf Doesn't Fit

You've tried the popular tools, but they want you to change how you work to fit their system. You need something that fits you.

How It Works

Four Steps to a Solution That Works

Every Solution Session follows a proven approach. We don't just jump into building — we make sure we understand the real problem first, then design and build something that fits.

1

Diagnose

You walk me through how things work today — the good, the frustrating, and the "I can't believe we still do it this way." We identify exactly where the friction is and what's costing you the most time, money, or sanity.

What Happens:
  • Screen share walkthrough of your current process
  • Pain point mapping and priority identification
  • Scope definition for the session
2

Design

Together, we map out what the ideal workflow looks like for your business specifically. Not a generic template — a system shaped around your team, your tools, and the way you actually work.

What Happens:
  • Workflow mapping for your ideal process
  • Tool selection based on your needs and budget
  • System architecture tailored to your operation
3

Build

I build the solution while you're on the call, explaining every decision along the way. You'll see it take shape in real time and have input at every step — so the result is exactly what you need.

What Happens:
  • Live system creation with real-time screen sharing
  • Configuration and customization to your specs
  • Testing with your actual data and scenarios
4

Handoff

You walk away with a working solution, clear documentation, and the confidence to use and maintain it yourself. No mystery boxes, no dependency on me to keep it running.

What Happens:
  • Solution documentation and setup guide
  • Training walkthrough so you're confident
  • Follow-up support window for questions
Perfect For

Who Solution Sessions Are Built For

Small Business Owners

You're wearing every hat and don't have time to waste on processes that should be simple. You need something that works now and grows with you later.

Teams That Outgrew Spreadsheets

Your tracking system started as a simple spreadsheet and now it's a monster. You need a real solution, but enterprise software is overkill and overpriced.

Anyone Drowning in Manual Work

If you spend hours every week on tasks that feel like they should be automated — data entry, report generation, follow-up tracking — a Solution Session can give you that time back.

Businesses with Unique Workflows

Your business does things a specific way for good reasons. You don't want to change how you work to fit someone else's software — you want a system that fits you.

Real Solutions

The Kind of Problems We Solve

Every business is different, so every solution is different. Here are examples of what a Solution Session can look like in practice.

Receipt & Expense Management

The problem: Receipts piling up in shoeboxes and email inboxes, hours spent at tax time trying to categorize everything, no clear picture of where money is going.

The solution: A streamlined digital system for capturing, categorizing, and tracking receipts in real time — customized to your expense categories and reporting needs.

Lead & Client Management

The problem: Leads tracked in scattered spreadsheets and sticky notes, follow-ups falling through the cracks, no visibility into your sales pipeline.

The solution: A custom lead tracking system that matches your sales process — from first contact through close — with reminders, status tracking, and reporting built in.

Appointment & Scheduling

The problem: Booking appointments over email and phone, double-bookings, no-shows without reminders, no central calendar for the team.

The solution: An online booking system tailored to your service types, availability rules, and confirmation workflow — so clients book themselves and you stay organized.

Inventory & Order Tracking

The problem: No clear picture of what's in stock, orders tracked manually, reorder points missed, fulfillment bottlenecks slowing everything down.

The solution: A tracking system built around your specific products and fulfillment process — with real-time visibility, alerts, and reporting.

Reporting & Dashboards

The problem: Pulling numbers from five different sources to build a weekly report. No quick way to see how the business is performing without digging through data.

The solution: A custom dashboard that pulls your key metrics into one view — updated automatically, designed around the numbers that matter most to your business.

Document & Workflow Automation

The problem: Creating the same types of documents over and over — proposals, invoices, contracts — with manual copy-paste and constant formatting headaches.

The solution: Automated document generation that pulls in client details, calculates totals, and produces polished output in seconds — customized to your templates and branding.

Don't see your situation listed? These are just examples. If you have a process that's not working the way it should, there's a good chance we can build something better. Tell us about your challenge

Pricing

Solution Session Packages

Choose the package that fits your challenge. Every session includes a working solution, documentation, and follow-up support so you're never left hanging.

Single Session

$500

3-hour focused session

Perfect for a contained problem that needs a targeted fix

  • 3-hour virtual session
  • Problem diagnosis & workflow mapping
  • Custom solution built live
  • Documentation & setup guide
  • 1 week email follow-up support
Book Session

Solution Sprint

$1,200

3 sessions over 2 weeks

For challenges that need more depth — diagnose, build, and refine

  • 3 focused sessions (9 hours total)
  • Session 1: Deep diagnosis & design
  • Session 2: Build & test with real data
  • Session 3: Refine, train & handoff
  • Comprehensive documentation
  • 2 weeks email follow-up support
Book Sprint

Ongoing Sessions

$800 /month

2 sessions per month

Continuous improvement — tackle new challenges as your business evolves

  • 2 sessions per month (6 hours total)
  • Tackle new problems as they arise
  • Iterate and improve existing solutions
  • Priority scheduling
  • Ongoing email support
  • Monthly progress review
Get Started

Not sure which package fits? Book a free 30-minute intro call. Tell me what's frustrating you, and I'll recommend the right approach — no obligation. Schedule your intro call

Frequently Asked Questions

Ready to Fix the Process That's Been Bugging You?

Book a free 30-minute intro call. Tell me what's not working, and I'll tell you exactly how we can make it better — no jargon, no pressure, no obligation.

Book Free Intro Call Call Now