Simple systems that help small businesses and insurance agencies save time, streamline sales, and grow with ease.
I help businesses cut through complexity with simple strategies, streamlined systems, and practical AI — so you save time, improve sales consistency, and create space to grow.
Insurance Agencies
Small Businesses
Health & Wellness
Technology shouldn't slow you down. We use a variety of tools, automation, and AI to save time, strengthen your sales process, and create a business that feels lighter to run.
About
Hi, I'm Caila! I help small businesses and insurance agencies simplify their systems, automate sales, and grow with ease.
I’ve always been someone who thrives on a challenge. As a former athlete, I learned how to balance strategy with execution—thinking a few steps ahead while staying focused on the play right in front of me. That same drive to problem-solve and support others naturally led me into the world of technology.
Over the last 10+ years, I’ve worked across insurance, healthcare, and consulting—designing CRM systems, building BI dashboards, and streamlining customer workflows. No matter the industry, my focus has been the same: create efficiencies, simplify the overcomplicated, and help teams thrive and grow.
I also have a background in group fitness and personal training, which has reinforced my belief that strong foundations, clear systems, and discipline are what create lasting results.
What I love most about working with clients is turning messy problems into clean, scalable solutions so their teams can move forward with confidence and clarity.
For me, it’s not just about the tech—it’s about creating simplicity, momentum, and sustainable growth for the organizations I partner with.
Consulting Services
Technology Strategy and Planning
Clear, simple systems that eliminate confusion and make your day-to-day work easier. We create solutions that save you and your team time and help generate more revenue.
Sales & Marketing Growth Strategies
Automations, lead nurturing, and workflows that help you convert consistently without more effort.
Cutting-Edge AI Technology
Practical AI tools that save time, improve output, and support your sales and operations. I promise, we keep it simple & easy to use around here!
Testimonials
Caila is incredibly knowledgeable and wastes no time in execution. She completely revamped our workflows and improved our efficiency tremendously by implementing automations. I cannot recommend her enough.
"Caila stands out not only for her strong technical expertise but also for her ability to bring clarity and creativity to complex projects. She approaches challenges with determination, adapts quickly to new contexts, and always maintains a collaborative spirit that makes working with her both effective and enjoyable. What impressed me most is her proactive mindset: Caila doesn’t just complete tasks—she anticipates needs, proposes solutions, and consistently goes the extra mile to ensure success. Her combination of analytical skill and genuine interpersonal warmth makes her a rare professional."
