Do you recognize yourself?
- Decision jungle
You're asked to choose between the Microsoft 365 stack, Shopify apps, CRM/Automation (e.g., GHL), and countless integrations - without a clear architectural picture.
- Many construction sites, no roadmap
Website relaunch here, CRM pilot there, internal processes "we'll do later": processes are missing, projects get bogged down or fizzle out...
- Agency orchestra without conductor
Different providers recommend contradictory things; silos emerge, and no one takes overall responsibility for the outcome.
- Budget is running, ROI remains unclear
Licenses, setups, campaigns: Costs add up, but KPIs, milestones, and "go/no-go" points are missing.
- KPI black box
No clean dashboards for pipeline, conversion, or CLV; decisions are based on gut feeling instead of numbers.
- Technical debt & integration chaos
Duplicate data between Microsoft 365, Shopify, and CRM; workarounds, exports, manual maintenance—error-prone and expensive.
- Compliance concerns
GDPR, access rights, data retention (CH/EU), audit trails: You want security, but without bureaucratic overkill.
- Scaling blocked
Processes depend on you; onboarding new employees is ad hoc; documentation and responsibilities are unclear.
- Go-to-market unordered
Offers are not clearly productized, pricing is inconsistent, positioning is unclear - growth remains a matter of chance.
- Dependence on individuals
Knowledge is in minds (yours or external partners) rather than in repeatable playbooks.
In short: You need a neutral sparring partner who brings together business, technology, and implementation – with clear priorities, a realistic roadmap, and governance to ensure projects are delivered on time, measurably, and profitably .
Imagine ...
...you have a clear digital roadmap that shows you every next step - from the technology stack to priorities for marketing, processes and budget.
- Clear direction - You know exactly which systems and tools you really need and in what order you will implement them.
- Safe decisions - Every investment is based on numbers, not gut feeling, and is ROI-tested from the start.
- Seamless collaboration - All service providers, internal teams, and tools work together because there is an overarching strategy.
- Scalable processes - Documented procedures, clear responsibilities, and a system that grows with your business.
- Calm leadership - You can focus on growth, customers, and innovation instead of getting lost in the technical jungle.
1:1 Consulting & Strategy
What we do for you
- Overall digital strategy & roadmap
Clear priorities, measurable milestones and a realistic time and budget plan.
- Technology & Architecture Consulting
Selection and interaction of Microsoft 365, Shopify, GoHighLevel or other tools - including integration and security concepts.
- Go-to-market & offer structure
Positioning, productization, and pricing to make your digital offering scalable and profitable.
- Process & organizational design
Documented processes, roles, responsibilities, and onboarding concepts that grow with your company.
- Support during implementation
On request, ongoing sparring in project management, tool rollouts or success monitoring.
Result: A clear, actionable digital strategy – plus the certainty that every investment in technology and marketing will specifically promote your growth.
How it works
Fill out the analysis form
Share your current challenges, goals, and existing systems with us in just a few minutes—no long pre-meeting necessary.
Make an inquiryIndividual Loom video & offer
Nicola will review your information and send you a personalized video and a Google Doc with a clear roadmap, proposals, and starting price.
Make an inquiryStrategy workshops (1:1)
In focused sessions, you will jointly develop the overall digital strategy: priorities, technology stack, budget and resource planning.
Make an inquiryConclusion & Roadmap
You will receive a prioritized, actionable digital roadmap with concrete action steps that you can implement immediately or with our optional sparring.
Make an inquiryOptional: Ongoing support
If you wish, Nicola will remain at your side as a strategic sparring partner to review progress, identify new opportunities, and optimize implementation.
Jetzt AnfragenResults you can expect
Clear digital roadmap
A prioritized, actionable plan for the next 6-18 months – with measurable milestones and budgetary framework.
Informed technology decisions
Security in selecting and combining tools like Microsoft 365, Shopify, and GoHighLevel to suit your business model.
Measurable ROI
Each measure is aligned with specific goals and is backed up by clear KPIs so you can track success at any time.
Efficient implementation
Documented processes, clear responsibilities, and a system your team can use immediately.
Strategic composure
You lead your company with the confidence that all digital initiatives contribute to growth and long-term stability.
In short:
You gain focus, security, and speed for all digital decisions – and a strategy that will move your company forward sustainably.
Frequently Asked Questions
No. The strategy is tailored to your current company size and can be easily scaled later.
After completing the analysis form, you'll receive a personalized Loom video and a Google Doc proposal. This will be followed by 1:1 workshops where we'll work together to develop your digital roadmap.
Not at all. We actively integrate existing initiatives and service providers to leverage synergies and avoid duplication.
For a complete digital strategy, 2-4 weeks are usually sufficient, depending on scope and availability.
None. You bring your business acumen, we translate the technology and guide you through every step – clearly, practically, and understandably.
The sessions will take place virtually or in-person in Kloten (Zurich) . Evening appointments or Saturday slots are also available upon request—ideal for busy executives.
Your investment
analysis
Initial assessment & individual offer
- Analysis form
- Personal Loom Video
- Google Doc offer with starting price
Strategy package
Development of a complete digital strategy & roadmap
- 2-3 strategy workshops
- Prioritized roadmap
- Budget planning
- Recommendations for action
- Technology stack
(Investment framework, typically CHF 8,000-25,000, depending on scope and duration)
Continuous sparring
Regular 1:1 consultation and support during implementation
- Monthly strategy meetings
- Project reviews & ad hoc feedback
- Ongoing optimization
Consulting on Demand
Short-term, targeted consultations on specific issues
Why Helda?
- Experience from corporations and start-ups
Founder Nicola Schwendimann brings a rare dual profile:
In a corporate environment, he led large, transformative projects – including agile resource planning for cloud projects and the certification strategy for employee readiness around Microsoft cloud solutions.
- Serial entrepreneur with a practical focus
Before Helda, he founded two start-ups:
One in recreational sports with courses and online retail, and a consulting firm for IT infrastructure and on-demand business analysis. So he knows the reality of business decisions firsthand.
- Leadership and communication skills
As an officer in the Swiss Army, Nicola gained over 10 years of valuable experience in leadership, team management, and clear communication – skills that today give every project structure and commitment.
- Deep technology stack
Whether Microsoft 365, Shopify, or GoHighLevel, Nicola combines technical expertise with strategic thinking and knows how to scale systems without overcomplicating them.
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Boutique advice & Swiss quality
You work directly with the founder – no changing project team.
GDPR/DSGVO-compliant implementation, transparent starting prices, and an asynchronous onboarding process offer security and flexibility, including evening and Saturday appointments if needed.
In short: Helda combines group-wide transformation experience, entrepreneurial practice, and proven leadership skills – so that your digital strategy not only impresses on paper, but also has a measurable impact in everyday life.