Business Systems Audits
A practical review of the tools, handoffs, and workarounds already running your business so the next step is based on reality instead of guesswork.
Business Systems Consulting · Eastern Kentucky & Nationwide
Practical systems for the way your business actually works.
Cohosh Systems helps businesses choose, set up, connect, document, and train around the tools that run day-to-day work: AI, CRM, POS, inventory, Canva workflows, and the operational glue between them.
Based in Louisa, Kentucky Serving clients across the U.S.
About
Built on practical work, in a real place.
Cohosh Systems is a consulting practice founded by Phill Barnett and based in Louisa, Kentucky. The work is straightforward: help businesses pick the right tools, get them set up correctly, connect them to the rest of their operation, document how they work, and train the people who use them every day.
The name comes from cohosh, a plant native to the Appalachian and Eastern woodland region. It is a quiet nod to the landscape this work is rooted in. The focus itself is current and practical: clean implementations, clear systems, and tools that get adopted instead of abandoned.
Phill Barnett, Founder
A grounded systems approach shaped by research, teaching, communications, and hands-on digital work.
Phill brings experience across communications, research, teaching, web management, media production, and digital tools to the operational problems businesses actually face. His background includes graduate work in linguistics at UCLA and the University of Kentucky, plus professional roles spanning communications coordination, community research, web publishing, production logistics, and technical problem-solving.
Tools should be practical, understandable, and documented well enough to last beyond one person's memory.
That belief shapes how Cohosh Systems approaches implementation, cleanup, and training.
Services
What Cohosh Systems does.
Six core areas of work. Most engagements blend a few of them, sized to what your business actually needs.
Tool Selection & Setup
CRM, POS, inventory, Canva, AI, and operations tools chosen for fit, configured carefully, and shaped around the way your team already works.
Workflow & Process Design
Clearer paths for information, approvals, and repeat work so the team spends less time improvising and more time moving.
Automation & Integration
Useful connections between the systems you already rely on, reducing re-entry, follow-up friction, and small repetitive tasks.
Documentation & SOPs
Reference material and standard procedures that help knowledge stay with the organization instead of living in one person's head.
Training & Adoption Support
Rollout guidance, onboarding support, and practical training so new systems are actually used after the setup work is finished.
How we work
A clear path from “we’re stuck” to “this just runs.”
The work is structured so you can see where you are, what comes next, and what the system is meant to solve.
Discovery
A focused conversation about what you run today, where friction is showing up, and where the clearest wins are likely to be.
Workflow Review
Current tools, data handoffs, and missing pieces are mapped so recommendations match real operational conditions.
Plan & Recommend
A practical sequence for what to keep, what to change, and what to implement first without creating more confusion.
Setup & Cleanup
Configuration, restructuring, and connection work done directly or alongside your internal team.
Document & Train
Clear SOPs and training materials so the system belongs to the team, not just the person who built it.
Follow-Up
Optional refinement after launch to catch weak points early and strengthen the way the system holds up in daily use.
Systems & Tools
Work in the tools your business already lives in.
Cohosh Systems is built to support practical adoption, not software theater. That means working inside the real stack your team is already touching, then tightening what is useful, connected, and sustainable.
If the right answer is to simplify instead of adding more software, the process should say that clearly.
AI & Automation
- ChatGPT
- Claude
- Zapier
- Make
- n8n
CRM & Sales
- HubSpot
- Salesforce
- Pipedrive
- Zoho
POS & Inventory
- Square
- Toast
- Shopify POS
- Lightspeed
Operations & Projects
- Asana
- Notion
- ClickUp
- Trello
- Monday
Brand & Content
- Canva
- Adobe Express
- Google Workspace
- Microsoft 365
Web & Publishing
- WordPress
- Wix
- Squarespace
- Webflow
Contact
Start with a clear conversation.
If your tools are disconnected, hard to train around, or simply not serving the way the business actually works, let’s talk through it.