
Strategic Systems Snapshot
Starting at
$
750
About this service
Summary
FAQs
What types of teams or businesses is this best for?
This service is ideal for mission-driven founders, creative studios, nonprofits, or public service orgs who need clarity before scaling, restructuring, or investing in new systems. If your team is stuck in complexity or moving fast without a clear map — this is for you.
Do I need to have my systems fully documented already?
Not at all. I work with whatever you have — even if it's messy, partially built, or still in your head. This is designed to help bring clarity from wherever you are.
What tools do you use to deliver the snapshot?
I use tools like Notion, Canva, Google Docs, and (when needed) Power BI or Tableau to visualize and summarize your system. You’ll receive clean, easy-to-understand documents you can share with your team, board, or funders.
What happens after I get the snapshot?
You’ll walk away with a custom ecosystem map and a clear set of recommendations. Some clients use it to implement on their own — others book follow-up services like SOP buildouts, ClickUp dashboards, or fractional operations support.
Can you work with my team if we’re remote or hybrid?
Absolutely. I specialize in working asynchronously and remotely with distributed teams — and I can tailor the format to match your preferred communication style.
What's included
Visual Systems or Ecosystem Map
Custom-built in Notion, Canva, or Miro May include stakeholder flows, process mapping, or thematic clusters Designed for clarity across teams, funders, or leadership
Strategic Summary Brief
1–2 pages (PDF or Notion) Summarizes findings: what’s working, what’s misaligned, where to focus Includes brief insight themes or diagnostic highlights
Optional Live Debrief Call (30–45 mins)
-Walk through the insights together -Discuss quick wins, risks, or next-phase opportunities -Optional Loom if asynchronous is preferred
Priority Recommendations
A final page or section with: -3–5 tailored recommendations tied to tools, workflows, or governance -Phased roadmap suggestions (e.g., near-term wins vs. longer-term systems changes) -Can reference tools like Notion, ClickUp, Airtable, or just “platform-agnostic structure” if undecided
Duration
10 days
Skills and tools
Business Analyst
Business Consultant
Business Strategist

ClickUp

Google Apps

Loom

Microsoft Power BI

Notion
Industries