RE: RE: FWD: status?invoice_scan_v3.pdfTracker_FINAL_v7.xlsx@ops, did this go out?approved… see threadre-typed into the CRMwaiting on sign-offdue yesterdaysticky note: call vendor backchecked… probably
Business consultingMissoula, MT / local & remote
Grow your business.Make work easier.
Want to bring in more business, get your marketing moving or make everyday work easier? I help local business owners figure out the next step and get it done. A fresh set of eyes and an extra hand, for one project or occasional support, without hiring someone full-time.
Start with a free conversation about what you want to improve. Before paid work begins, we agree on the result, timing and a fixed price.
Bring a goal or something that needs attention: reaching more customers, clearer marketing, missed follow-ups or work getting stuck. We’ll agree on a useful result and the help you need.
Business Consulting
Find the next step. Put it in motion.
When this helps
You want more business, but marketing keeps getting pushed aside or customer follow-ups get missed. Or you need someone to untangle a problem and keep a project moving.
What we do
We look at your goal and what happens today, then choose a manageable next step. I can help clarify your offer, plan your marketing, improve how inquiries are handled, compare options or organize a project.
What you get
Depending on the project we agree on:
A clear recommendation tied to your goal and what we find
The agreed work: a marketing plan, clearer message, follow-up routine, comparison or project plan
Help putting the change into use and checking it, when that’s part of the plan
Possible project: make your service page clearer, agree who follows up on quote requests, and review inquiries and bookings after a small trial.
You want more from software you already use, or help trying AI or an agent for a specific task. Your team needs a useful setup and clear instructions.
What we do
We start with one task and what you already use. I help with the agreed setup and show your team how to use it. An AI agent might prepare drafts or help with routine work, with clear checks and someone responsible. A simple checklist may be enough.
What you get
Depending on the project we agree on:
The agreed setup or template, tried with realistic examples
Simple instructions and reusable templates for the task
Hands-on practice, including what to do when something goes wrong
Possible project: try an assistant that drafts replies from approved information for your team to check, then practice what to do when details are missing.
Agree the work. Know the price. The first conversation is free. Investigation, practical project help, setup and training are paid work. Before you decide, you receive a written plan with what’s included, what you’ll get, timing, a fixed price and how we’ll check the result.
A useful answer can be the whole project. You can also get help putting an agreed change into practice. Occasional support is available by agreement, with clear tasks, time and price.
Less chasing. A clearer process.
TriggerRequest arrives by emailClear steps
CopyingDetails typed into the job listTools may help
WaitSits unnoticed in an inboxClear steps
DecisionManager approves the exceptionYour team decides
SystemJob list updated by handClear steps
ChaseAsk the customer for missing detailsTools may help
CopyRe-copied into a report sheetClear steps
Judgment“Can we take this job?” Someone decidesYour team decides
Clear stepsTools may helpYour team decides
A potential customer asks for a quote. Their details pass between an inbox, a job list and your team. Looking at those steps helps us spot missed opportunities and unclear responsibilities.
The fix might be a shared checklist, a named person to follow up or better use of a tool you have. Software and AI are options when useful. This fictional example shows one clearer handoff.
See one improvement in action.
Try a complete quote request, then one with a missing phone number. See how the request reaches the job list, or pauses for your team to fill in the missing detail before moving on.
A scripted illustration, not a live customer system. No real customer information is used.
Illustrated workflow · fictional customer request
EmailCustomer asks for a quote
Office taskOrganize the request details
Agreed stepCheck name and contact detailsMissing phone number
Team check if neededYour team checks what’s missingNot needed, details are complete
Agreed stepAdd the request to your job list
Next stepReady for your team to follow up
Choose an example to see what happens.
A clear next step. A team that knows what to do.
The aim is to give each request a clear next step and someone responsible for it. For a project like this, we test complete and incomplete requests with your team. You keep the agreed process map, setup and instructions, with a named person to look after it.
Here’s how we work together.
We talk through what you need, agree on a manageable piece of work, and get it done together. Sometimes that means a useful answer. Sometimes it means helping your team make a change.
01
Talk it through
Tell me what you want to grow, improve or get done. We use a free conversation to decide whether I can help.
02
Agree the work and price
You receive a written plan: the work, what you’ll get, timing, what I need from your team, a fixed price and how we’ll check the result.
03
Do the work and check it
I do the agreed work, keep you informed and involve the people who will use the result. We check that it does what we agreed and deal with any gaps.
04
Explain it and hand it over
You receive the results and materials we agreed on, with an explanation of how to use them. Training and follow-up are included when they’re part of your plan.
Business first. Practical by nature.
I’m Dylan LaValley, based in Missoula, with a business finance degree from the University of Montana. My work has included financial analysis, operational reporting, vendor management and process improvement.
I’ve also run a small event and wedding video-production business in Montana. You work directly with me. I bring a fresh perspective and hands-on help, whether you need to untangle a problem, weigh your options or get an overdue project moving.
Bring a question like:
“How can we reach more of the right customers?”
“Can you help us get our marketing moving?”
“Who can help keep this project moving?”
“How do we stop missing follow-ups?”
“Could an AI agent help with this task?”
You don’t need to know what’s causing the problem or which solution to buy. A description of what happens today and what you want to improve is enough to start.
The first conversation is free. For paid work, you receive a written plan and fixed quote. You’ll know what’s included, what you’ll get, timing and price before deciding. Extra work is agreed and priced separately.
Do we have to know exactly what needs fixing?
No. Describe the question or task that’s giving you trouble. The free conversation helps us decide where to start. Detailed investigation is paid work and can finish with an answer and practical recommendations.
Do we need new software or AI?
No. We start with what you already use. Clearer instructions or a feature you haven’t used may be enough. If a new tool would help, we discuss its price and who will maintain it before choosing it. If we use AI, we include how to check its answers.
How will we know the work helped?
Before we start, we agree on what should improve and how to check it. That might mean a usable marketing plan, more inquiries being followed up, a report answering a question, or staff completing a task on their own. For growth work, we agree what to track and when to review it. Bookings and revenue aren’t guaranteed.
Can I get help with just one thing?
Yes. We can agree on one project, one decision or one recurring task. Occasional support is also possible when we agree on the tasks and time involved. Your written plan sets out timing, price and what I need from you.
What would you need from our team?
Someone who knows the task, a few relevant examples, and time to review the work or practice with the tool. The written plan explains what I need from your team. We agree on any data or system access before you share it. For the first conversation, a general description is enough.
What happens after the project or training?
You keep the agreed reports, setup, templates or instructions. I explain how to use them, and we agree who will look after any ongoing process or tool. Any follow-up is written into your plan. Ongoing support is optional and quoted separately.
What would you like to make easier?
Tell me what you want to grow, improve or get done: marketing, customer follow-up, everyday operations or a useful task with software or AI. You don’t need a technical brief. A few sentences are enough.
01Send a short description of what you have in mind.
02We have a free conversation to see whether I can help.
03If I can help, you receive a written plan, timing and fixed price before deciding.