For local businesses
Technology help for Carmel and Indianapolis businesses.
One person for your website, Salesforce, automation and the tools your team uses every day. Former CDO at Crown Haven Wealth Advisors and co-founder of Pinecone, a Salesforce ISV partner, working with small businesses across Hamilton County since 2010.
What I do for businesses
Websites
Design, hosting and upkeep. 100+ websites over 15 years, from Crown Haven Wealth Advisors to Chicago nonprofits.
Salesforce administration
Users, reports, dashboards and flows. Certified since 2016, with implementations across wealth management, nonprofits and fintech.
Automation and AI
Zapier, Make and n8n workflows, custom chatbots trained on your business, and AI agents for intake, follow-up and internal tasks.
Technology strategy
Not sure what you need? I review your current tools, find the gaps, and build a plan sized to your team and budget.
Team training
Workshops and 1:1 coaching so your team actually uses the tools you pay for, from Mac basics to AI-assisted work.
Drone and video
FAA Part 107 licensed. Real estate aerials, indoor FPV office tours and promotional video, filmed and edited by one person.
How it works
- 01
Free 15-minute call
Tell me what's slowing your team down. Honest advice, no sales pitch.
- 02
A clear quote
You get the scope and price in writing before any work starts.
- 03
Done start to finish
One person builds it, sets it up and trains your team.
- 04
Ongoing support
Stay on a monthly retainer, or call when something new comes up.
For AI work: AI Concierge, 2 working sessions a month
In person across Indianapolis & Carmel (Fishers, Westfield, Noblesville and Zionsville too), on visits to Chicago and St. Joseph, MI, and remotely anywhere in the US.
Questions from business owners
Do you work with small businesses in Carmel and Indianapolis?
Yes. I work with offices and small teams across Indianapolis and Hamilton County, including Carmel, Fishers, Westfield, Noblesville and Zionsville. Websites, Salesforce, automation and AI work can also be done remotely for businesses anywhere in the US.
Can you come to our office?
Yes, anywhere in the Indianapolis and Carmel area. Some work is best done on site, like setting up devices or training your team in person, and the rest happens remotely.
When are you available?
Evenings and weekends: Monday to Friday 6–9 pm and Saturday and Sunday 9 am–6 pm Eastern. I also work a full-time job, but I can usually fit in a quick call at lunch, and after-hours work means less disruption to your team.
Do you offer ongoing support or a monthly retainer?
Yes. Monthly retainer packages include a set number of hours at a discounted rate plus priority scheduling, which suits businesses that want someone to call when something comes up. For AI work there is AI Concierge: 2 working sessions a month to turn routine processes into AI skills and teammates, plus help between sessions.
How do pricing and billing work?
It starts with a free 15-minute call, then you get a quote before any work begins. Projects are typically 50% up front and 50% on completion, larger projects can be billed by milestone, and regular clients can be invoiced through QuickBooks.
Do we have to replace the tools we already use?
No. The first step is understanding your current setup, then improving it. I only recommend replacing something when it is clearly holding you back.