Business Operations Manager

Carina Whaley

Starting at

/hr

About this service

Summary

I offer hands-on business operations management for founders and small teams who need structure, solid foundations, and real, repeatable processes to scale for growth. With 10+ years spanning startups, corporate, and consulting, I build smart systems that actually support growth. I focus on practical execution and delivering streamlined processes after doing in-depth research and understanding of your business. I believe in customizing plans that fit how you work based on automations and data reporting.

Process

Discovery Call (30 min)-- let's get to know each other and see how we work together!

Business Review (1-2 weeks)-- deep dive into your business and pain points

Action Plan (2+ weeks)-- review suggestions and implement practical solutions!

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.