Tools and Frameworks I Use

Every engagement is different. The tools below support analysis, execution, and system stability- they are not the deliverables.

Analysis & Mapping

  • Process Mapping & Workflow Tools

  • Capacity & Handoff Analysis

  • Diagnostic Scorecards

Payments & Financial Systems

  • Square

  • Shopify

  • Stripe

  • Quickbooks

Website & Intake Systems

  • Website & Form Builders

  • Scheduling & Booking

  • Payment Integrations

Operations & Execution

  • Project Management Platforms

  • Documentation & SOP Tools

Collaboration & Delivery

Microsoft 365

  • Secure File Sharing & Docs


Tools are selected based on fit, not preference. The outcome is a stable execution system-never just specific platform

Ready for Clarity?

Let's talk about what's happening in your business and whether a Diagnostic makes sense.