What's included

• Standard Operating Procedures (SOPs)

  Clear, repeatable documentation for key business processes (e.g., onboarding, invoicing, customer service workflows).

• Project Management System Setup

  Implementation or optimization of tools like Asana, Basecamp, or Notion to streamline task delegation, timelines, and cross-functional collaboration.

• KPI Dashboard or Reporting System

  Custom reporting structure or dashboard that tracks performance across marketing, sales, operations, and customer success.

• Client or Team Onboarding System

  End-to-end process design for onboarding new clients or internal hires, including templates, automation, and communication checkpoints.

• CRM + Tech Stack Audit and Optimization

  Evaluation and refinement of tools (e.g., HubSpot, Pipedrive, Freshsales, Zapier, etc) to ensure seamless lead flow, customer data management, and automation.

• Process Improvements or Automation Recommendations

  Actionable roadmap to reduce manual work, improve efficiency, or implement time-saving tools and systems.

• Meeting Structures + Communication Cadence

  Creation of meeting agendas, reporting cadences, and internal rhythms to keep the team aligned and accountable.