Palm Beach County · Local · In-Person
Your Palm Beach County business profitability partner.
I am based in Palm Beach Gardens and I come to you. No remote vendor who has never set foot in your office. No national call center reading a script. A local strategist who sits across your desk, understands your business, and installs systems that stop revenue from leaking out.
20 minutes · Free · Based in Palm Beach Gardens
Why local matters
You can hire a remote consultant from anywhere. So why work with someone local? Because the businesses that lose the most revenue are the ones where no one is paying attention to the details.
A remote vendor installs a tool and disappears. I walk through your operation, watch how calls get answered (or do not), see how leads are tracked (or are not), and find the leaks that a phone call would miss.
Small business owners trust someone they can sit across from. The in-person conversation is where the real diagnosis happens. It is where you tell me the things you would never type into a form: the calls you miss on busy days, the leads that go cold, the customers who used to come back and do not anymore. That is where the work starts.
The Four Revenue Leaks
Each leak maps to one of the systems I install.
Missed Calls & Slow Responses
Every unanswered call and slow lead response is a job that went to your competitor. I install 24/7 AI answering and sub-60-second lead follow-up so nothing falls through.
Dormant Customers
Past clients who stopped coming back. I build reactivation campaigns that turn your dormant list into booked revenue.
Manual Workflows
Hours lost to data entry, disconnected tools, and repetitive tasks. I connect your calendar, CRM, invoicing, and phone into one pipeline.
Invisible to AI Search
When customers ask ChatGPT or Google AI for a recommendation, your business does not come up. I fix that.
The In-Person Difference
How the process works when your consultant is local.
Free Strategy Call
20 minutes by phone. I ask about your systems, your revenue, and where you think you are losing money. You leave with a clear picture of your gaps.
On-Site Assessment
I come to your business. I watch how calls get handled, how leads are tracked, where the manual work piles up. I map every revenue leak in a written diagnosis.
System Installation
I install the automation systems that close your gaps. AI answering, instant lead follow-up, reactivation campaigns, connected tools. Built on what you already use.
Ongoing Optimization
I am a short drive away. Monthly check-ins, system tuning, and new automations as your business grows. Not a vendor who installs and vanishes.
Areas I serve
Based in Palm Beach Gardens, I work with businesses throughout Palm Beach County, including:
Who I work with
Service businesses in Palm Beach County that rely on phone calls, leads, and repeat customers:
Home Services
HVAC, plumbing, roofing, electrical, cleaning, painting, pool, pest control
Healthcare
Dental practices, medical clinics, med spas, specialty practices
Outdoor Services
Landscaping, lawn care, irrigation, tree service, hardscaping
Professional Services
Accounting, legal, insurance, real estate, financial advising
Questions owners ask
Do you actually come to my business in person?
Yes. I am based in Palm Beach Gardens and serve all of Palm Beach County. The first strategy session is in person at your office or a coffee shop, wherever you are comfortable. After that, most follow-up is remote, but I am always a short drive away.
What kind of businesses do you work with?
Service businesses in Palm Beach County: HVAC, plumbing, roofing, electrical, landscaping, dental and medical practices, med spas, home services, professional services, and any local business that relies on phone calls, leads, and repeat customers.
How is this different from hiring an IT company?
IT companies maintain your computers and networks. I diagnose where revenue is leaking out of your business and install automation systems to stop it. My background is 25 years in business strategy and profitability, not break-fix IT. I work on the systems that make you money, not the ones that keep the lights on.
What does the first meeting cost?
The initial 20-minute strategy call is free. I will ask about your current systems, where you think you are losing money, and what your growth goals are. You leave with a clear picture of your revenue leaks, whether or not we work together.
How fast can you get started?
Most projects start within one to two weeks of the strategy call. Because I am local, the on-site assessment and system setup happen on your schedule, not a vendor's travel calendar.
Really, really good consultants are, unfortunately rare. The really good ones understand the businesses with whom they work at a deep level, they build lasting relationships with their clients, and most importantly, they care. Lisa brings all of those traits and so many more to the work that she does. She is one of the smartest, kindest, and most compassionate people I know. Any business will be exceedingly fortunate to work with her.
Jeanne Hurlbert, PhDCEO, Hurlbert Consulting Group
Let's sit down and find your revenue leaks.
Free 20-minute strategy call. I will ask about your business, you will leave knowing exactly where money is slipping away. No pressure, no obligation.
Based in Palm Beach Gardens · Serving all of Palm Beach County · 786-214-9024