Operational Workflow & Research Consulting

Starting at

$

300

About this service

Summary

I help teams clarify complex projects, diagnose workflow issues, and deliver clear, actionable research to support decision-making. My approach combines structured documentation with practical recommendations, so clients have a roadmap they can actually use.

FAQs

  • Q: What do you need from me to get started?

    A brief description of your current project or challenge, plus any existing documentation (Google Doc, Sheet, Notion ticket, etc.).

  • Q: Do you work remotely?

    Yes. All research, mapping, and documentation is completed remotely. Meetings are done via Zoom or Google Meet.

  • Q: How long does a typical project take?

    Most projects are completed in 3–7 days depending on complexity and document volume.

  • Q: Can you work with incomplete or messy information?

    Absolutely. Many clients come to me when they don’t know where to start. My role is to organize and clarify.

  • Q: Can I request revisions?

    Yes. One revision round is included to ensure deliverables meet expectations.

What's included

  • Competitive Landscape Brief

    A written research summary covering 8–12 comparable companies, pricing signals, positioning notes, and strategic insights presented in Google Docs.

  • Workflow Diagnosis & Process Map

    A visual workflow map identifying bottlenecks, task ownership recommendations, and a simplified step-by-step process plan delivered in Google Sheets or Notion.

  • Stakeholder Communication Plan

    A short written plan outlining communication cadence, meeting structure, escalation paths, and recommended document formats for clarity and accountability.

  • Recommendations Summary

    A written summary of the top 5–7 actionable recommendations based on research and workflow findings, prioritized for impact and ease of implementation.

  • 30-Minute Debrief Session

    A live video call to walk through findings, answer questions, and clarify next steps. Scheduled upon delivery of the project materials.

  • Implementation Checklist

    A concise checklist outlining tasks, owners, timelines, and success measures to support implementation of your recommendations.


Duration

1 week

Skills and tools

Business Consultant

Content Strategist

Project Manager

Google Docs

Google Docs

Google Sheets

Google Sheets

Microsoft Word

Microsoft Word

Notion

Notion

Trello

Trello

Industries

Marketing
Advertising
Professional Services