Crestwell Advisory helps small and growing businesses simplify operations, improve workflows, and develop clear, practical processes that save time and support growth.
From internal documentation to everyday operational challenges, we bring structure and clarity to the way your business works.
Crestwell Advisory is an independent consultancy for small and growing businesses. We look closely at the places where everyday workflows, documentation and responsibilities meet—then turn what we find into focused, maintainable improvements.
Our background in insurance, client service and SaaS support means we are comfortable with detailed, technical work, and practical about what a small team can realistically keep up with.
As a business grows, useful knowledge gets scattered, the same questions get answered again and again, and important details get lost between people. Crestwell helps bring order to that, whether you run a professional services firm, a veterinary clinic, an equestrian business or a technology team.
Simplify repetitive work and improve the way daily operations run. We look at recurring tasks, bottlenecks and the handoffs between people to find where time is being lost, drawing on years of untangling complex support and escalation workflows in SaaS environments.
Create practical SOPs, internal guides, checklists and business resources your team will actually use. For software teams, this includes knowledge bases, release information and support content.
Improve how information, tools and responsibilities are organized across your business, so people know where things live and who owns what. This includes clearer handoffs between teams, such as documenting customer context and business impact before issues move to Product or Development.
Picture a small professional services firm that brings on a new client every few weeks. Everyone handles it a little differently, and it mostly works, until someone is away or busy.
One page covering every step, from the first call to the first delivery.
A short written guide explaining who does what, when, and where information is kept.
A consistent handoff note and shared folder structure, so the next person has the full picture on day one.
This is a fictional example to show the kind of work Crestwell does. It does not describe a specific client.
The Refresh improves one specific workflow and leaves you with a finished document your team can use. The Audit steps back to diagnose broader operational issues and gives you a prioritized roadmap. Scope, deliverables, timeline and payment terms are agreed in writing before any work begins, so you know exactly what you are getting.
No long consulting engagement. No unnecessary meeting schedule. Work beyond the agreed scope, including additional documents or revisions, is quoted separately.
Karin Schaufele is the Founder & Principal of Crestwell Advisory. She brings more than 18 years of experience across insurance, client service, SaaS product support, documentation and knowledge management.
Her background includes solving complex customer and product issues, improving support processes, creating clear documentation and helping teams communicate more effectively across Support, Product and Development.
Karin started Crestwell Advisory to help growing businesses create better structure around the way they work. She focuses on practical improvements that make day-to-day operations easier, including clearer processes, stronger documentation, better handoffs and more consistent support workflows.
Based in Cochrane, Alberta, Karin is known for being thorough, practical and easy to work with. Outside of work, she enjoys golf, fitness, hiking, animals and spending time outdoors.
Karin Schaufele
Founder & Principal · Crestwell Advisory
A focused conversation about what is working, what is not and where the pressure points are.
Independent review of your workflows, documentation, tools and handoffs.
Clear recommendations ranked by impact, effort and what should happen first.
Use the roadmap internally or continue with Crestwell for selected implementation work.
Tell us what’s slowing your business down. Whether it’s an inefficient workflow, disorganized documentation, or a process that needs improvement, we’d love to hear about it.
We’ll respond within two business days.