Strategy + AI + Execution

Helping Small Businesses Work Smarter

I help small businesses automate operations, connect their data, and put AI to work.

Solve the right problem first.

Based in Birmingham, Alabama, Beck Strategic Advisory works with small businesses nationwide. If your team manages processes that could be streamlined, or your data lives in disconnected systems, I'd welcome the chance to explore what's possible — from smarter workflows to AI-powered tools built for how your team actually works.

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Sound Familiar?

These are the challenges I hear most often from small business owners.

Your Data Lives in Different Places

Customer information, operations data, analytics. They're each in their own system, but they're not connected. Valuable insights exist across those sources, but accessing them requires more effort than it should.

Your Team Spends Time on Repetitive Work

Hours moving data between systems. Tasks that are predictable and routine. Work that feels like it should be automated, but you're not sure where to start.

You Need More Capacity Without More Headcount

The workload is growing, but adding staff may not be the right solution. You're looking for ways to accomplish more with the team you have.

You See the Potential in AI. You Just Need a Clear Path.

You've heard about what AI can do. You're curious. But with so many options and so much noise, it's hard to know where to begin, or what makes sense for your business.

Solve the Right Problem. Then Build.

Every engagement starts by making sure we understand the real challenge — not just the symptom.

1

Discovery Call

We talk about your business, your goals, and where you'd like to improve efficiency. A relaxed conversation about what's possible. No obligations.

2

Assessment & Scoping

We dive into your current setup. Where's your data? What systems do you use? What's the real cost of your manual processes? We map the opportunities and build a realistic plan.

3

Build & Implement

We build the solution — agent, workflow, or tool — that addresses what we uncovered. You're involved the whole way. Your team learns how to use it. Optional retainer for ongoing support.

Start With a Discovery Call

How We Can Work Together

Every engagement starts with a conversation. We discuss your business, I listen carefully, and together we identify what's creating friction, whether that's a strategic challenge or a recurring task that quietly consumes more time than it should.

01

AI Readiness Assessment

Not sure where to start? That's exactly where most people are.

We assess your operations, identify realistic opportunities, and build a plan that makes sense for your business.

What we cover:

  • Current workflows and pain points
  • Where AI fits (and where it doesn't)
  • Prioritized opportunities with projected ROI

Right for you if: You're curious about AI and want a clear, honest assessment of where it can help.

2–4 weeks | Fixed project fee

02

Process Improvement

Sometimes the challenge isn't technology — it's the process.

We look at how work actually flows, find the friction, and fix it. Sometimes that means automation. Sometimes it's just a cleaner workflow.

What this looks like:

  • Mapping how work moves through your team
  • Identifying bottlenecks and redundancies
  • Redesigning workflows that make sense

Right for you if: Your team spends too much time on things that should be easier.

4–8 weeks | Project-based

03

Operational Quick Wins

Not everything requires a large engagement.

Sometimes the highest-impact work is a focused fix: the kind of issue that surfaces in a passing comment during conversation.

Examples:

  • A certification tracker replacing scattered spreadsheets
  • An automated report that used to take 4 hours
  • A simple integration between disconnected systems

Right for you if: There's a specific inefficiency you've identified but haven't had time to address.

Days to weeks | Focused scope, meaningful impact

04

Custom Build & Implementation

You know what you need. Let's make it real.

You need a dashboard, automation, or integration. We scope it together, I build it, and your team learns how to use it.

What's included:

  • Solution scoping
  • Build and deployment
  • Team training
  • Optional ongoing support

Right for you if: You have a specific project and want focused, hands-on support to bring it to life.

Varies by scope | Project-based

Let's Talk

What This Looks Like

A few examples of the kinds of challenges we take on.

Marketing Analytics

Marketing Spend Visibility

A business running campaigns across Google Ads, Meta, and email wanted a unified view of performance across multiple data sources.

We built a dashboard that connects spend to results by channel and campaign, giving leadership a single place to see what's working.

Outcome

Clear, real-time view of marketing ROI. Confident decisions on where to invest.

Operations & Compliance

Credential Tracking System

A company with a distributed workforce wanted a faster, simpler way to manage employee certifications, all in one place.

We built an automated tracking system with expiration alerts and audit-ready reporting across the entire organization.

Outcome

Streamlined tracking. Real-time compliance visibility. Always audit-ready.

Marketing Strategy

Ad Budget Optimization Tool

A service business wanted to understand the relationship between ad spend and customer inquiries before committing to a larger budget.

We built a simple modeling tool that lets them test different spend scenarios and see projected outcomes, helping them invest with confidence.

Outcome

Data-informed budget decisions. No more guessing.

Tanya Beck - Founder & Strategist, Beck Strategic Advisory

Tanya Beck

Founder & Strategist

About Tanya Beck

I spent nearly 30 years in corporate marketing and communications roles, working alongside some incredibly intelligent people and learning from leaders who shaped how I think about strategy and execution. That experience was invaluable. But as I progressed, I found myself more drawn to a different kind of impact: helping small companies solve real problems.

That realization led me to deepen my education. I completed an AI Business Strategy certification through Kellogg School of Management, Executive Education and I'm currently working through an AI-immersed MBA, to better understand how to bring these tools to small business owners in a practical, accessible way. The goal was never to become an "AI consultant," it was to sharpen what I've always loved doing: finding a better way. A cleaner process. A smarter system. Less friction.

That's Beck Strategic Advisory. Solve the right problem first — then build the right solution.

30 Years Marketing Experience Kellogg School of Management, Executive Education AI-Focused MBA

Connect with me on LinkedIn →

Common Questions

What small business owners ask before we work together.

What does AI consulting actually mean for a small business?

It means finding specific, practical ways to use AI tools in your business — not theoretical possibilities. We look at where you're spending time on repetitive work, where your data isn't connected, and where AI can genuinely help. Then we build it. It always starts the same way: making sure we're solving the right problem first.

How much does this cost?

Every engagement starts with a conversation. We talk through what you're trying to solve, I assess the scope, and you get a clear, fixed quote before any work begins. No hourly billing, no surprises.

Do I need technical skills to work with you?

No. My job is to handle the technical side so you don't have to. You'll understand what we're building and why, but you won't need to write code or manage systems.

What industries do you specialize in?

I work with small businesses across industries. The specific sector matters less than the challenge: if your team is managing manual processes, juggling disconnected systems, or spending time on work that should be easier, I'd be glad to connect.

Are you based in Birmingham? Do you work remotely?

I'm based in Birmingham, Alabama, and work with clients locally and nationwide. Most work happens remotely via video call, with solutions you can access from anywhere.

How is this different from hiring a marketing agency?

Agencies focus on ongoing campaigns: ads, content, social media. I focus on systems and strategy. We might build a dashboard that shows your agency's results more clearly. I'm often a complement to agency work, not a replacement.

Let's Talk

Not sure where to start? That's exactly the right place. Let's figure it out together.

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