Booking November 2026 · 2 slots open Orlando, FL · remote-friendly

Business operations leadership, on call.

For the calls you don't want to make alone, bring in someone who's made them before.

Over a decade running the systems a business actually runs on: the software you buy, the platforms that have to talk to each other, and the processes sitting on top of both. I'm the person you bring in when the stack has outgrown the plan, the implementation is stalling, the vendor is dodging, or the decision is yours alone. Not a tool. Not an agency. A peer.

Jenna, founder of Casually Digital
Recently called in for
10+ Years leading systems and operations
120+ Projects led
40+ Full end-to-end software implementations
24h Response. No layers, no juniors.
$1M+ Annual licensing eliminated by replacing rented software with owned
01 · Selected work

Situations I've been called in for.

02 · What I do

Four places I get brought in.
Each one runs as a project or a retainer.

Best for founders, executive teams, and operators without a technical operations lead to call.

Service 01 · Diagnostic

You know the stack needs to change. The question is what to change first.

I map what you’re running now: every tool, what it costs, who inside the business is responsible for it, and the places two systems do the same job. You get a written recommendation at the end. What to keep, what to cut, what to replace, and the order to do it in. Most of what I find isn’t a software problem. It’s a process shaped by a tool that made sense when it was chosen, and doesn’t now.

Stack audit Process mapping Cost & redundancy Written roadmap
The full picture on this one
03 · How we'd work

A simple four-step engagement.

  1. i.

    Intro call

    30 minutes. We talk through what's going sideways and whether I'm the right person to help. If I'm not, I'll say so.

  2. ii.

    Scoped proposal

    A written scope, deliverables, and pricing you can hold me to. Every engagement takes one of two shapes: a fixed-fee project, or a defined-term retainer. Which one depends on the work, not on which service you came in through, and we settle it here in writing. Nothing open-ended.

  3. iii.

    We work

    Weekly async, one 30-min sync per week, shared doc. You see progress without managing me. I work in whatever your team already uses, Jira, Linear, Monday, or a spreadsheet, and however you already run, Agile or stage-gate. The cadence is mine; the tooling is yours.

  4. iv.

    Handoff

    Written doc and a standing offer to be the person you call when the next thing breaks.

Stack & certifications

The tools I actually work in.

Certified
HubSpot Software & Marketing
Architecture, migrations, workflows, automations, emails, custom fields
Specialty
Custom software, CMS & CRM
Custom CRM builds, system architecture, scoping, vendor direction, delivery oversight
10+ years
CMS & commerce platforms
WordPress (custom plugins and Gutenberg blocks, ACF, multisite, headless and REST API builds), plus Drupal on Acquia, Squarespace, Webflow, and Finalsite. Headless through Contentful and Strapi. Commerce on Shopify and Shopify Plus, WooCommerce, Magento, and Bloomreach
Comfortable
Analytics, CRM & automation
GA4, GTM, Search Console, Salesforce, Pardot, Marketo
Daily
Project management
Jira, Linear, Trello, Basecamp, Notion
Fluent
Integrations & automation
Amilia, Daxko, Quattro (now Daxko), TractionRec: clean embed through full custom API. WooCommerce, Authorize.net, Zapier, Gravity Forms, Mailchimp, SendGrid, Brevo
Ready when you are

Whatever you're trying to ship, let's talk.

What to expect

A 30-minute call. No deck, no pitch.

  1. i. You walk me through the project, timeline, and where you're stuck.
  2. ii. I'll tell you straight if I'm the right fit.
  3. iii. If yes, you get a written scope & fixed quote.
30 min Zoom or phone Free NDA on request

Book a 30-min intro

No pitch, no slides. Tell me what you're trying to ship and I'll tell you honestly if I can help.

Thanks for reaching out.

I'll respond in 24–48 hours. Looking forward to chatting soon!