Systems for growing businesses
Trellis & Thread
Notion, Airtable, and CRM setups for small businesses.
I set up the tools small businesses run on, including client tracking, project management, and reporting, so your information lives in one place and your team knows where to find it.
Sound familiar?
Signs it's time
Client details are spread across several apps, your inbox, and a spreadsheet.
Your processes aren't written down, so questions come to you.
Getting a clear view of your numbers takes hours.
New clients or new hires add confusion instead of capacity.
Systems services
Where to start
Most clients start with the Diagnostic, so we both know what's worth building before you spend more.
i.
The Diagnostic
$450 · FLAT
I review how your business runs day to day: the tools you use, the workarounds your team relies on, and where work gets lost or delayed.
- A 60-minute kickoff call
- A look inside your current tools
- Written recommendations: what to keep, what to change, and which tools fit
If you move forward with a Build, the $450 is credited toward it.
ii.
The Build
FROM $2,500 · 2–3 WEEKS
I set up your system based on the Diagnostic.
- One place for clients and projects
- Your processes written down where your team can find them
- A dashboard with the numbers you check most
- Automations for repetitive tasks
- A recorded walkthrough and two weeks of email questions
Final price depends on scope. You'll know it before we start.
Tools I build in
Tools I work in
NotionAirtableGoogle WorkspaceHubSpotSalesforceZapier
If you use something else or are considering a new tool, the Diagnostic covers that too.
How it works