services
Input: one named SaaS, CRM, onboarding, or AI-agent journey with up to eight defined steps. Output: evidence-backed friction points, operational impact, priority, and recommended changes. Included: one consolidated clarification response. Not included: configuration changes, implementation, security testing, or unrestricted exploration.
2h
Input: one workflow with up to three roles or handoffs and supplied documentation/access. Output: current-state walkthrough, breakdowns and edge cases, prioritized action plan, and owner-ready recommendation. Timebox: up to 3.5 hours total. Not included: rebuilding the workflow, staff training, ongoing operations, or follow-up retesting.
3h 30m
about
I have spent 20+ years operating small businesses—making decisions, serving customers, managing handoffs, and dealing with what happens when a process meets real people and real constraints.
I test SaaS products, AI agents, CRMs, onboarding, customer journeys, workflows, and business processes to find the problems that only become obvious when they meet real customers, employees, handoffs, and operating constraints.
I do not stop at whether a screen looks polished or a happy-path demo works. I follow the task end to end, push on handoffs and exceptions, and ask:
- Can a customer or team member tell what to do next?
- What happens when information is missing, late, duplicated, or wrong?
- Where does an AI agent need human judgment or escalation?
- Which step creates avoidable work, delay, confusion, abandonment, or loss of trust?
- Would this actually save a business owner time?
I separate minor friction from problems with real operational consequences. You receive concise, evidence-backed findings: what worked, what broke or confused, exact steps, business and user impact, priority, and the practical next action.
Best fit: one bounded journey, workflow, process, or operating decision that needs an experienced human in the loop.
Especially useful for SaaS and AI products built for small businesses, service businesses, or operational teams where the product team needs experienced operator judgment rather than another technical review.
Not a fit: coding, architecture or security review, technical implementation, unpaid samples, social posting or referrals, or open-ended support.
experience
Small Business Operator at Self-employed