Clear, independent technology advice for growing businesses.

I work with business owners who need help making sense of their systems, their options, and their next move. My job is to help you make the right call, not to sell you anything.

CoastalOps Consulting

Three ways to work together

Most clients start with a Reality Check and move forward from there. Each offer is self-contained - you can stop at any point.

Technology Reality Check

A fixed-scope diagnostic for businesses facing a technology decision - new ERP, AI adoption pressure, SaaS consolidation, or a vendor pitch. You get an honest, written assessment of what's actually going on and what to do about it.

Fix & Execute

Bounded project work to act on a defined scope - fixing fragile integrations, executing on prior recommendations, or resolving a specific systems problem.

Ongoing Advisory

A monthly retainer for businesses that want an independent technical advisor available on an ongoing basis - for vendor decisions, contract reviews, project oversight, and the questions that come up between big decisions.

Technology Reality Check

Fixed price. You know what it costs before we start.

What makes this different from a standard audit

A standard audit tells you what you have. I'll tell you what's actually going on - and what to do about it. No referral fee riding on the answer, no upsell hiding in the findings. Just a straight, clear-eyed assessment.

What's included

A current systems map, an honest assessment of vendor claims vs. operational reality, risk identification, and a prioritized recommendation - proceed, modify, defer, or reject - with the reasoning behind it.

What you get

A written decision briefing you can act on, plus a follow-up call. Not a 40-page report nobody reads - a clear answer to the question you're actually trying to answer.

Typical timeline

Standard engagements complete in one to two weeks. Complex multi-system evaluations take two to three weeks. Urgent decisions can be turned around in five to seven business days.

Technology Reality Check - Pricing

Fixed-fee engagements scoped to your situation. All tiers include a written deliverable and one follow-up call.

Standard

1–2 systems, clear scope

$ 3500
fixed fee
  • Current systems map
  • Vendor / proposal assessment
  • Written recommendation briefing
  • One follow-up call included
  • Typical timeline: 1–2 weeks
most common

Complex

Multi-system or vendor evaluation

$ 5500
fixed fee
  • Everything in Standard
  • Multi-system integration mapping
  • Comparative vendor assessment
  • Risk analysis across systems
  • Typical timeline: 2–3 weeks

Expedited

Urgent decision timeline

$ 6500
fixed fee
  • Everything in Complex
  • Prioritized for fast turnaround
  • Interim findings provided early
  • Direct availability throughout
  • Timeline: 5–7 business days

Fix & Execute

Defined scope. Confirmed budget. No open-ended meter running.

Acting on the findings

Fix & Execute is where the actual work happens - remediating fragile integrations, building what was scoped, and making sure the next person who touches the system understands what they're looking at. Some of this work starts with a Reality Check. Some comes through referral or a direct engagement where the scope is already clear. Either way, you get a defined budget and a defined outcome before anything starts.

What's in scope

Integration remediation, implementation work, pipeline mapping and documentation, monitoring setup, and handoff documentation. Out of scope: open-ended development with no fixed budget or deliverable, and new systems selection without a defined scope.

How it's priced

Block hours, not open-ended hourly. You approve a fixed budget upfront - not individual hours as they go by. Blocks expire so scope stays honest. Most engagements run 20–40 hours depending on complexity.

Fix & Execute - Block Pricing

Prepaid hour blocks at a fixed rate. You know your budget before work starts. Blocks expire to keep scope honest.

20-Hour Block

For well-scoped, shorter engagements

$ 3500
fixed fee
  • 20 hours of implementation work
  • Expires in 60 days
  • Progress updates throughout
  • Handoff documentation included
most common

40-Hour Block

For most Fix & Execute engagements

$ 6400
fixed fee
  • 40 hours of implementation work
  • Expires in 90 days
  • Weekly progress check-ins
  • Handoff documentation included

60-Hour Block

For complex, multi-system work

$ 9000
fixed fee
  • 60 hours of implementation work
  • Expires in 90 days
  • Weekly progress check-ins
  • Handoff documentation included

Ongoing Advisory

A small monthly retainer for businesses that want consistent access to an independent technical advisor.

An independent voice in your corner

Technology decisions come up constantly. Having someone available who knows your systems, isn't paid by referral or commission, and will give you a straight answer is worth a lot - especially when there's pressure to move fast.

Vendor and contract support

Evaluating new software? About to sign a statement of work? I help you ask the right questions, spot what's missing, and go into negotiations with an informed position - rather than taking the vendor's framing at face value.

Project oversight

If you're running a technology implementation, I can help you stay in control - keeping vendors accountable, flagging scope creep early, and making sure the project delivers what was actually promised.

3-month minimum, then month-to-month

Advisory relationships need a bit of runway to deliver real value. After the initial term, it's 30 days notice to cancel. I'd rather earn your business every month than lock you into a contract.

Ongoing Advisory - Retainer Pricing

Monthly retainers with a 3-month minimum, then month-to-month with 30 days notice. You're paying for committed availability - unused time doesn't roll over.

Advisory

½ day per week

$ 3500
per month
  • Monthly strategy call
  • Async Q&A and email support
  • Vendor proposal reviews
  • 3-month minimum, then monthly
most common

Systems Partner

1 day per week

$ 6000
per month
  • Weekly touchpoint call
  • Priority access between calls
  • Architecture and integration review
  • Vendor and contract oversight
  • 3-month minimum, then monthly

Technical Oversight

2 days per week

$ 10500
per month
  • Full implementation oversight
  • Active vendor management
  • Technology roadmap planning
  • Team and process advisory
  • 3-month minimum, then monthly

Not sure which service is right for you?

Start with the discovery call. It's free, there's no obligation, and you'll leave with a clearer picture of what you need and what it would cost.