What's included

• Comprehensive Business Systems Audit

  I will conduct a deep-dive audit of your current tech stack to identify operational bottlenecks and redundant software subscriptions. You will receive a technical report outlining where your current "plumbing" is leaking and a strategic plan to consolidate your tools into a high-performance ecosystem. This audit ensures your backend can handle rapid scaling without breaking, saving you money on unnecessary overhead while improving team output. By the end of the first week, we will have a clear blueprint for your business's technical infrastructure, allowing you to focus entirely on high-leverage growth activities.

• Automated Inbox Zero Architecture

  I will transform your chaotic inbox into a streamlined communication hub using advanced filters, labels, and automated canned responses. You will receive a custom-engineered system that categorizes incoming mail by priority, ensures no lead is missed, and delegates routine inquiries to automated workflows. This is not just manual sorting; it is a permanent fix for email overwhelm. By removing the administrative drag of a cluttered inbox, I reclaim hours of your day, ensuring your primary focus remains on strategic decision-making and high-level business development rather than managing threads.

• Advanced CRM Hygiene & Lead Management

  I will take full ownership of your lead data, ensuring your Airtable or HubSpot CRM is meticulously cleaned, tagged, and updated. You will receive a structured database featuring automated follow-up reminders and lead-scoring triggers that ensure your sales pipeline moves with precision. This deliverable eliminates the "leaky bucket" syndrome where potential revenue is lost due to poor data management. With a high-functioning CRM, you gain total visibility into your sales lifecycle, allowing for accurate forecasting and more effective prospecting without the manual data entry headache.

• Automated Financial Administration Hub

  I will streamline your financial operations by managing invoicing, contractor payments, and expense tracking through automated Excel or Google Sheets dashboards. You will receive a system that connects your payment processors to your trackers via Make.com, ensuring that financial data is updated in real-time without human error. This deliverable ensures that your invoices are never late and your expenses are always accounted for, providing peace of mind during tax season. By automating the "boring" but critical financial tasks, I remove significant friction from your monthly operational cycle.

• Notion-Based "Company Handbook" & SOP Library

  I will document your entire business process inside a centralized Notion workspace, creating a living "Company Handbook". You will receive a professional library of Standard Operating Procedures (SOPs) for every critical task, from client onboarding to internal content production. This documentation makes future hiring and team training effortless, as every role has a clear, step-by-step technical manual to follow. By building this internal knowledge base, we convert your individual "know-how" into a scalable corporate asset that functions perfectly even when you are not in the room.

• Make.com "Automation-First" Workflow Integration

  I apply an "automation-first" mindset to your business, identifying any task performed more than three times and building a Make.com scenario to handle it. You will receive custom-built integrations that bridge the gaps between your favorite apps, moving data seamlessly between Notion, Airtable, and Slack. This deliverable reduces manual work by up to 80%, turning repetitive admin into a background process. These technical automations act as a 24/7 digital workforce, ensuring your business operations are lightning-fast, error-free, and capable of handling increased volume without adding more headcount.

• Fractional Operations Management & Weekly Reporting

  I act as your dedicated Fractional Operations Manager, providing high-level oversight of your business's technical health. You will receive a concise weekly brief summarizing system performance, completed automations, and pending operational tasks. This deliverable provides you with the executive-level support needed to stay out of the weeds while remaining informed of your business's backend performance. I serve as the "bridge" between your vision and the technical execution, fixing the plumbing of your business in real-time so you can lead with confidence and focus on your most high-leverage activities.