Operations & Systems
Streamline your business with organized project management, CRM setup, and workflow automation that saves you time and eliminates chaos.
What’s Included
Everything you need to transform scattered processes into organized, efficient systems that help your business run smoothly—even when you're not working.
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Current state audit of your tools and processes, pain point identification, workflow mapping, and goals definition—understanding exactly where you are and where you need to be.
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Customized proposals based only your needs and budget, platform comparison analysis, and cost breakdown—ensuring you invest in the right tools that work together seamlessly.
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Setup and customization of project management platforms (ClickUp, Asana, Monday), CRM implementation (HubSpot, Salesforce), file organization systems (Google Drive, Box), and communication tools (Slack)—fully configured and ready to use.
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Automated workflows using Zapier or Make to connect to your tools, eliminate repetitive tasks, and ensure nothing falls through the cracks—from lead capture to client onboarding to follow-up sequences.
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Video tutorials for your team, written quick reference guides, comprehensive operations manual, and live training sessions, —so everyone knows how to use the systems.
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New employee onboarding automation, role-specific training materials, and onboarding checklist—making it easy to bring new team members up to speed.
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Monthly maintenance and monitoring, quarterly system audits, new automation development, and on-call troubleshooting—optional retainer support to keep your systems running smoothly as you grow.
Operations & Systems Packages
Systems Starter
Timeline: 3-4 weeks
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Discovery and assessment session (60 minutes)
One primary platform setup
Choose one: project management tool or CRM
Core configuration
Workspace or pipeline structure
Task or deal templates for common workflows
Basic workflow setup
File organization system
Google Drive or Box folder structure
Simple naming conventions
Shared access setup
Training and handoff
Short video tutorials
Quick reference guide
Post-launch support
Two weeks of email support
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Complete Setup
Timeline: 6-8 weeks
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In-depth discovery and assessment (90 minutes)
Current systems audit and recommendations
Workflow and pain point review
Tech stack recommendations with cost considerations
Platform setup and configuration
Project management platform
CRM system
File organization system (Google Drive or Box)
Communication tool setup and integration (Slack)
Custom workflow build
Sales or intake pipelines
Project and task templates
Recurring checklists and processes
Custom fields and properties
Light automation support
Up to 3 simple automations (Zapier or Make)
Training and documentation
Video tutorials
Written reference guides
Live training sessions
Team and onboarding support
New employee onboarding materials
Post-launch support
30 days of email support
Two check-in calls
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Teams of 3-10 people
Businesses doing $100K-500K revenue
Companies adding team members
Those tired of things falling through cracks
Inquire for Pricing
Not sure what you need yet? That’s okay. We’ll talk through your current setup and decide on next steps together.
Frequently Asked Questions
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Absolutely! I design systems for real people, not tech experts. Everything is simplified, intuitive, and comes with step-by-step training. If you can use email, you can use these tools. Plus, I provide ongoing support to answer questions as they come up.
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Great! We'll start by auditing what you have. Sometimes it's about better configuration or training, not new tools. I'll recommend what to keep, what to replace, and how to make everything work together seamlessly.
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It varies based on your needs, but a typical small business setup runs $75-150/month total. I always provide free or low-cost options first (many tools have robust free tiers). You'll know exact costs before we implement anything.
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Full setup typically takes 6-8 weeks, but you'll start seeing benefits immediately. Week 1-2 is discovery and planning, Week 3-5 is building and configuration, Week 6-7 is training and testing, Week 8 is launch and support.
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Clients typically report:
10-15 hours/week saved in manual work
30-50% reduction in errors and missed follow-ups
2-3 months to full payback on investment
Ability to take on 20-30% more clients without adding staff
Exact ROI depends on your current chaos level and how fully you adopt the systems.
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Yes! I offer three retainer tiers starting at $300/month for maintenance and monitoring. Many clients start without a retainer and add one later as they grow. We can discuss what level of ongoing support makes sense for you.
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We can absolutely scope a smaller project! Common standalone requests include CRM setup only, project management only, or automation packages. The comprehensive package offers better value and ensures everything works together, but I'm flexible.
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Not at all! Solopreneurs often benefit most because you're doing everything yourself. Systems help you work like you have a team—automations handle repetitive tasks, templates speed up recurring work, and organized files mean you're not wasting time searching for things. It scales with you.