Optimize and Automate your Business Processes & Systems

Contact for pricing

About this service

Summary

Let's get your business run (almost) on autopilot!
Get systems and processes that allow you to scale and serve more clients without adding overhead, and get the documentation that allow you to easily onboard and train team members.
For example:
automate your whole client onboarding, including contracting and invoicing, sending them intro videos and "What to expect" emails, make the client flow into your project management / service fullfillment system, and alert your team.
Get a CEO dashboard with RevOps and KPIs per function that give you the visibility and data to make time-sensitive decisions.

What's included

  • Tailored Roadmap 🛣️

    What: A personalized roadmap to guide your business from where it is now to where you want to be. Why: Think of it like a GPS for your business

  • Process Mapping 🗺️

    What: Within function and cross-function, we'll break down your processes step by step, map your tools, and pinpoint triggers that keep things moving smoothly. Why: Because sometimes systmes are too complex, too obscure, overly manual, and not speaking to each other 🤐

  • Implementation 🚀

    What: Pick from Done-for-you, Done-with-you, or Do-it-yourself. Why: Whether you want me to handle the heavy lifting or just need a little guidance, I'll provide you with tools, guides, and documents, at a pace that fits you.

  • SOPs, Documentation & Training 📚

    What: I’ll create clear documentation and train your team to easily adopt your new system. Why: So your team doesn’t have to keep asking, “What’s next?” and can get back to doing what they do best.


Skills and tools

Operations Manager

Design Systems Specialist

Systems Auditor

Make

Miro

Zapier