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 on 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), and file organization systems (Google Drive, Box).
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Workflow automation that works behind the scenes to keep your data clean and your processes moving. Configure fields to auto-update, create tasks when records change, send alerts when important milestones are reached, all within your existing CRM or business system.
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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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Solopreneurs drowning in sticky notes
Teams of 1-3 people
Businesses just starting to systemize
Testing if systems are worth the investment
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)
Custom workflow build
Sales or intake pipelines
Project and task templates
Recurring checklists and processes
Custom fields and properties
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.