Project Management System Build & Onboarding by Sarah LockieProject Management System Build & Onboarding by Sarah Lockie
Project Management System Build & OnboardingSarah Lockie
I build project management systems that grow with your business and make work run smoothly. I set up automations, templates, and team training so your team can spend less time on busywork and more on what matters.
Every system comes with clear guides and support during rollout, so it’s easy to use and built to last.
FAQs
I deliver a fully customized project management system, including workspace architecture, automations, templates, team onboarding, documentation, and rollout support.
Implementation time depends on the complexity of your workflows, but most setups are completed within 3–6 weeks.
Yes. I provide live or recorded onboarding sessions to ensure your team understands and adopts the new system confidently.
I work with popular project management tools like ClickUp, Asana, Trello, Monday.com, and can adapt to others as needed.
Absolutely. Everything is designed with scalability in mind, so your workflows remain efficient as your team and project volume increase.
You’ll receive detailed documentation, a video library for reference, and hands-on iteration support during rollout to ensure smooth adoption.
The initial setup is one-time, but I offer ongoing support and iteration during rollout, and can provide additional consulting as your needs evolve.
I work with small to medium-sized businesses and teams across industries that need streamlined, scalable project management. This includes startups, growing companies, remote teams, and organizations looking to optimize workflows, reduce busywork, and improve collaboration. Essentially, any business that wants a system tailored to their unique operations can benefit from this service.
I can work with almost any industry that uses projects, tasks, or workflows to get work done. However, I do not provide services for highly regulated industries where specialized compliance knowledge is required—such as certain medical, legal, or financial sectors—unless the team already has those experts in place, as my focus is on optimizing workflows rather than regulatory compliance.
I build project management systems that grow with your business and make work run smoothly. I set up automations, templates, and team training so your team can spend less time on busywork and more on what matters.
Every system comes with clear guides and support during rollout, so it’s easy to use and built to last.
FAQs
I deliver a fully customized project management system, including workspace architecture, automations, templates, team onboarding, documentation, and rollout support.
Implementation time depends on the complexity of your workflows, but most setups are completed within 3–6 weeks.
Yes. I provide live or recorded onboarding sessions to ensure your team understands and adopts the new system confidently.
I work with popular project management tools like ClickUp, Asana, Trello, Monday.com, and can adapt to others as needed.
Absolutely. Everything is designed with scalability in mind, so your workflows remain efficient as your team and project volume increase.
You’ll receive detailed documentation, a video library for reference, and hands-on iteration support during rollout to ensure smooth adoption.
The initial setup is one-time, but I offer ongoing support and iteration during rollout, and can provide additional consulting as your needs evolve.
I work with small to medium-sized businesses and teams across industries that need streamlined, scalable project management. This includes startups, growing companies, remote teams, and organizations looking to optimize workflows, reduce busywork, and improve collaboration. Essentially, any business that wants a system tailored to their unique operations can benefit from this service.
I can work with almost any industry that uses projects, tasks, or workflows to get work done. However, I do not provide services for highly regulated industries where specialized compliance knowledge is required—such as certain medical, legal, or financial sectors—unless the team already has those experts in place, as my focus is on optimizing workflows rather than regulatory compliance.