Theresa Hatfield

I look at every business through a risk lens first. Then I build lean systems your team will actually use, and that you fully own.

What I do

Elephant & Vale builds smarter business platforms: websites, AI tools and CRM systems that save owners time and protect their data.

Recent work for business owners

• Data recoveryProtecting and recovering a company's business data behind the scenes.
• OwnershipMoving clients off platforms they didn't control, onto accounts in their own name.
• SecurityFixing logins and access so only the right people get in.
• EmailMigrating company email so the business owns it, not a vendor or ex-employee.
• PortalsBuilding an owner dashboard and client portal for a growing services company.

How I work

• You own itYour domains, code, data and logins stay in your name.
• Risk firstI find what could break or leak before I build anything new.
• My teamI lead a hand-picked team of senior AI engineers and developers.
• Lean buildsNo bloated retainers. Tools your team will use on day one.

Background

• Insurance12 years as a risk manager and insurance agent, including sales support at USAA. Trained agents on military bases nationwide.
• ConstructionA decade in construction. I know how to build lean and make it work.
• SalesSales trainer and coach.
• LeadershipBoard Chair, The Owner's Risk Council, a private peer group for business owners focused on data security and tech ownership.

Sites and systems I've built

These are live. Click in and look around.

• Retreat LedgerA trademarked resort rating and showcase platform.retreatledger.com
• Elephant & ValeA consultancy site for web redesign, AI tools and CRM integration.elephantandvale.com
• Athena ValeAn estate liquidation company site with an email list for sales.athenavale.com
• Upstream GroupWebsite, owner dashboard and client portal for a client.upstreamgroupllc.com

Let's talk

Warm, direct and easy to talk to. No jargon.