You served clients, delivered results, and everything lived in your head or a simple spreadsheet. Life was good.
Today, the landscape is much different.
You're running a service business that requires a CRM, project management tool, scheduling software, payment processor, email marketing platform, accounting system, file storage, communication tools, and more. Each one promises to make your life easier.
Instead, you're drowning in disconnected systems.
You update the same client information in 3 different places. You manually export data from one tool to import into another. For years, this frustration has been fragmented.
&& You spend more time managing your tools than serving your clients.
Service business owners struggle alone, trying to piece together solutions from random YouTube videos and blog posts. It's confusing and overwhelming. There's no single trusted source you can turn to for a step-by-step process that actually works.
No one has connected the dots between your unique business needs and the right tech solutions — until now.
One focused hour to identify what's really broken and get you on the fastest path to 10+ hours back in your week.
Alyssa Schaefer, known as The Business Cowgirl, is a business tech strategist with 8+ years of experience helping service businesses optimize their technology workflows. She brings a unique combination of technical expertise from 7 years as a Senior Salesforce Consultant and creative problem-solving from her marketing background.
With a BS in Marketing from Sonoma State University and Salesforce Administrator certification, Alyssa has helped 100+ businesses through direct consulting, YouTube content, and her newsletter. Her clients save an average of 10 hours per week through her systematic approach to workflow optimization and AI integration.
Recently named to Marquis Who's Who 2025 list, she shares insights through her weekly newsletter reaching 150+ business owners (and counting). Her unique perspective combines the tech-savvy of a developer with the creativity of a marketer, allowing her to see solutions others miss. Her mission stems from her own experience using technology to balance business success with time for her horses, which is why she is the cowgirl of the business world.
You have got questions, we have got answers
That's exactly why I end every call with a clear action plan tailored to your situation. I don't just identify problems, I prioritize the right solutions based on your technical comfort level, budget, and timeline. Whether you implement yourself, hire someone, or work with me further, you'll know exactly what to do next and in what order.
Yes! After you book and pay, you'll receive an intake survey that asks about your current tools, biggest frustrations, and daily workflows. This lets me come to the call already understanding your situation, so we can dive straight into detective work instead of spending time on basic discovery. The better you complete the survey, the more value you'll get from our hour together.
Most consultants focus on selling you new tools. I'm a "Tech Detective," I follow your daily struggles to find the root cause, not just symptoms. With my unique background as both a senior Salesforce consultant and marketer, I see connections others miss. Plus, I'm brutally honest about what can and can't be fixed quickly, so you get realistic expectations from day one.
During the last 15 minutes of our call, I'll be completely transparent about whether I think we're a good fit to work together further. If so, I'll explain exactly what that would look like and the investment required. If not, I'll point you toward the best resources or professionals who can help. Either way, you'll leave with a clear next step, no pressure, no confusion.
I've worked with 100+ service businesses of all sizes; from solo coaches just starting out to agencies with 50+ employees. The tech problems are surprisingly similar: disconnected systems, manual data entry, and time-wasting workflows. My solutions scale to your business size and budget. Small businesses often get the biggest impact because they have fewer legacy systems to work around.
I'm confident you'll get value from our call because I've refined this process over 100+ consultations. However, if you genuinely feel the call didn't deliver on identifying your biggest tech bottleneck and providing clear next steps, I'll refund your $99. My reputation depends on delivering results, and I'd rather refund than have an unsatisfied client.