Strategic consulting that helps founder-led businesses build strong foundations and scale to the next phase of growth.

The playbook that built your business isn't the one that scales it.

My mission is to help you build the foundation to scale, simplifying operations, removing inefficiencies, and putting in place what drives sustainable growth.

How I can help

The systems I help you build.

A few of the ways I help, always tailored to what your business actually needs.

Process & workflow build-out

Build and optimize the core processes and workflows your business runs on.

CRM setup & management

Select and implement the right CRM, or clean up and optimize the one you already have.

Automation

Design automations that cut the manual work and keep things moving without you.

Lead management & follow-up

Make sure every lead is captured, followed up on, and never falls through the cracks.

Sales pipeline & funnels

Structure the pipeline so every deal has a stage, a next step, and nowhere to stall.

Operations & reporting

Streamline operations into repeatable systems, with a dashboard that shows what's working.

Is this for you?

Does any of this sound familiar?

If you're nodding along, your business has outgrown the way it's being run, and that's exactly what I fix.

Leads are slipping through

New leads aren't followed up on, and you're not sure how many you're losing.

Everything is still manual

The business runs on memory, sticky notes, and you doing it all by hand.

Your CRM is a mess

You're paying for a CRM nobody really uses, or you don't have one at all.

Your database just sits there

Old leads and past clients go cold instead of turning back into revenue.

You're flying blind

You can't see what's working or where deals are stalling across the business.

It all rides on you

The moment you step away, things stop moving.

If that sounds like your business, let's talk.

How do we start?

Getting started is simple.

No long proposals or guesswork. Three steps and we're moving.

Step One

Book a call

Schedule your free 30-minute call, whenever works for you.

Step Two

Come prepared

I'll send a short intake form beforehand, so we both walk in ready and no time gets wasted.

Step Three

Map the plan

On the call we talk through where the business is, where it's stuck, and what it would take to reach the next level.

Danielle Pacheco
Who you're working with

Hi, I'm Danielle.

For five years I was the operational engine behind a top-100 U.S. mortgage lender. I went from the CEO's executive assistant to his Head of Operations, running the entire business: a 30-person global remote team, the SOPs and automations behind the day-to-day, and a portfolio of real estate and rental ventures on the side. Together we scaled past $115M in closed loans a year.

I don't just tell you what to fix, I build it. I've run the exact systems I'll build for you, and I see what's quietly holding a business back before the owner does.

$115M+
Annual revenue scaled to
5 yrs
Running full operations
30
Person team managed
50
States licensed to lend

Let's build something that scales.

In their words

Owners who broke through their ceiling.

★★★★★

Danielle Pacheco / Trellis Consulting has changed my life and my business!! I’ve been working with Danielle for a few months and the attention, knowledge, and consistency I get from her have been unmatched, and I’ve been in the business since 2002. Especially in a tough environment like the one we’re in right now, having Danielle on my side has kept me on track and actually helped me grow my business. Thank you so much, and I can’t wait for the years to come working together.

MR
Michael Rodriguez
Verified Google review
★★★★★

Danielle and Trellis Consulting have been such an incredible resource for me and my business. She has helped me streamline systems, improve processes, and think more strategically about how I operate and grow. What I love most is that Danielle takes the time to truly understand your business and creates solutions that actually make sense for how you work. She’s knowledgeable, thoughtful, solutions-oriented, and incredibly good at seeing opportunities for improvement that you may not see yourself. I’m a better business owner because of her guidance, and would highly recommend Trellis Consulting to anyone looking to grow and operate more efficiently!

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Ashley Davenport
Local Guide · Google review
FAQ

Questions you're probably asking.

How involved do I have to be?

Your time commitment is greatest at the kickoff. The early work needs your input, since the business lives in your head today. As the systems take over, you get pulled in less and less. Systems handle the repeatable work, but they don't replace you staying accountable, the best results come when you stay involved where it actually moves growth.

How fast will I see something change?

You'll have a clear map of what's capping your growth within the first couple of weeks, and the first visible fix shortly after. I capture a baseline on day one so every improvement is measured, not guessed.

I've tried to document processes before and it didn't stick. Why is this different?

Because a document isn't a system. I don't hand you a binder and walk away. I build the workflow and wire up the automation and CRM so the process runs itself, then make sure it actually sticks.

Do you know my industry?

I've run operations across completely different industries at once, from a mortgage company to property management, rentals, and a fix-and-flip. The systems underneath don't change. If your business runs on leads, follow-up, and handoffs, I know how to scale it.

What does it cost?

There's no one-size-fits-all pricing. It depends on the scope of work your business actually needs, so I'll give you a clear number after a short intake call. No two engagements are the same.

Let's build it

Ready for the next level?

Start with a free call.

In 30 minutes you'll walk away knowing the biggest thing standing between you and your next phase of growth.
Or email danielle@trellisconsulting.co

I personally reply to every inquiry within one business day.
Find me

Trellis Consulting

7172 Regional St #222
Dublin, CA 94568

Replies within one business day.