Optimize Your Operations, Elevate Your Business
Streamline workflows, implement smarter systems, and scale your small business with confidence.
Break Free from Spreadsheets
Discovery & Audit
Identify workflow gaps, tool inefficiencies and growth blockers.
System Design & Implementation
Tool implementation for Sales, Marketing, Operations or Post Sales Enablement, workflows set up tailored to your business and team.
Training & Adoption
Hands-on team training, tutorials and self-service resources.
Ongoing Optimization
Monthly reviews, analytics, and continuous improvement.
Feedback
Your feedback is crucial. We listen and adapt to make sure you're on the right track.
Maintenance
As your business grows, your systems will grow with you.
Meet Anna
It all started as an inside joke.
After being asked one too many times “Anna, help make sense” of messy spreadsheets, disorganized notes, and chaotic workflows, my team started saying, “Can you Annatize this?”
Before long, #annatizeit became a dedicated Slack channel — a cross-functional hub where scattered systems turned into streamlined processes. What started as a quick fix for internal teams became a repeatable approach to organization, clarity, and growth.
Today, I bring that same systems strategy to small businesses ready to work smarter. I help business owners simplify operations, implement scalable tools, and optimize how their teams work — turning chaos into clarity one process at a time.
With nearly 10 years of experience in SaaS startups, I know how to make systems work for you, not against you. Because when your tools, teams, and time are aligned — growth becomes effortless.
Optimization Packages
Sample of packages and services provided. Can be customized as needed based on the business.
Starter
From spreadsheets to systems,
let's get organized.
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1 tech tool
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custom set up
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1-2 workflows/automations
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quickstart dashboard & walkthrough
Starting at $450
Scale
Automate and streamline
cross-functional workflows.
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full CRM & workflow build
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up to 3 automations or integrations (email, forms, client tracking)
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custom dashboard & analytics
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live training for team
Starting at $950
Grow
Continuous improvement and
ongoing system support.
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monthly system review & optimization
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new automation builds or updates
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reporting dashboard refresh
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ongoing training and team support
Starting at $1,200/month
Testimonials
"From a standing start, Anna has done a sensational job pulling us together cross functionally.
Now, amidst the bigger project & increased complexity, she's finding new tools, communicating crisply, giving us space to hash out the complexity & yet keeping us on task/target."
Inflection, 2024 & 2025
"She came onto the team with gusto and curiosity. She challenged me to think out of the box and I am grateful for what she taught me in our time of working together! She is strategic, works well across teams, and adds so much value from the get go! Her follow through is impeccable!"
Faithlife, 2023
"She has a very pragmatic approach to streamlining processes and programs and the EQ to hold folks accountable while driving positive change in all the right ways."
Greenlight Guru, 2023
"Anna's a curious person who's enthusiastic about getting to the bottom of issues. She's focused on improving systems and processes — not just adding another bandaid — and her presence made our entire team more streamlined and empowered.
Anna's dedication to education and enablement makes her a valuable addition to any team and I’d recommend her without qualification."
Chili Piper, 2022