Enterprises are
adopting AI rapidly.
I help small businesses
punch above their weight.
1
Finding new customers + leads
Knowing where to find new leads or customers can be confusing and expensive. I use tools and research to pull in lists of new leads ranked by match so you don't have to guess.
+ Optional add-on: customized + automated outreach messaging
2
CRM + platform set-up, clean-up, and training
Tools are constantly changing, and the learning curve to set them up and make them useful is steep. You can bring me in to set up new/existing tools, clean up your databases, and/or automate and train you so you can steer the ship.
3
Custom internal
knowledge bases
You have a wealth of knowledge. I can help you upload documents in a secure way to build a custom internal knowledge base. Give your team access to get answers, messaging for Marketing + Sales, or guidance at the touch of a button, freeing up your time.
4
Maintenance &
support
Whether it's a monthly retainer to make sure things are running smoothly or a bi-annual audit of 1 or more platform, I can be there as a helping hand when you need some extra support.
What's offered
So you can grow and maintain your business with ease.
The person behind the screen
Helping small businesses stay human with AI tools.
[Hi, I'm Kate!]
AI is being adopted by enterprise-level businesses quickly. Small businesses without the budget for extensive tools or additional personnel are falling behind.
I've worked at early-stage companies and non-profits for the past few years learning how to make small, quick, cost-effective changes that make a measurable difference.
I'm passionate about supporting local, small businesses so they can keep up with the AI boom, all while staying within their budget. If you don't have the bandwidth to hire or train someone to implement and run your existing platforms & new tools for you, I am a resource to set things up, automate them, and teach you how to comfortably navigate it on your own.
If you have a need that's not listed on my site, reach out. I take a "learn-on-the-go" approach for my projects. If there is a new tool or skill I haven't tried yet, I'm up for it.
See the work in action
Finding new customers for a
biking trip & rental shop
This project included finding new lead lists for a local bike trip business based on identified customer characteristics. The final product included the spreadsheet of leads with contact information.
*Please note all work product images are mockups to protect data privacy of clients.
CRM clean-up for a non-profit
This project included cleaning up HubSpot contacts and properties, reducing HubSpot spend, automating three workflows, and training the team on HubSpot usage.
*Please note all work product images are mockups to protect data privacy of clients.
Prospecting for sales leads
This project included pulling in multiple data sources to identify high-value prospects for sales representatives. The final deliverable included a spreadsheet of sales leads with ready-to-go personalized email templates.
*Please note all work product images are mockups to protect data privacy of clients.
Tool stack
BY THE NUMBERS
Data-Driven Success, Quantified
15
Years of Experience
4K
Satisfied Clients
250
Completed Projects
420
Talented Developers
The philosophy behind the work
I believe in equipping small businesses with the resources and tools to keep up with the AI wave. Whether you're looking to clean up your platforms or implement new tools, my role is to help you do what you do better, faster, and quicker.
Start the conversation
Let's talk! Fill out the contact form to below share what you have in mind.