Services Offered

Transform scattered operations into streamlined systems that scale

With over 5+ years in my field, I help founders and growing teams through workflow mapping, automation, and SOP documentation—designing systems that save time, increase clarity, and eliminate manual work.

Our Services include full systems makeovers or simple setups for various tools

  • Ideal for: Solo operators, coaches, or small business owners

    Timeline: 2–3 weeks

    Perfect if you're setting up your first system and need structure without overwhelm.

    • 60-minute Systems Audit Call

    • Setup of one platform (Asana, ClickUp, or Monday.com)

    • One simple workflow (task tracking, content calendar, or lead pipeline)

    • Up to 5 SOPs for developed systems

    • Basic automation using Zapier or native tool

    • 7-day post-build support

  • Ideal for: Small teams or service-based businesses scaling operations

    Timeline: 4–6 weeks

    Best for teams ready to scale with clarity, accountability, and automation.

    • Full Systems Audit + Strategy Call

    • Setup in two tools (e.g., Asana + Notion, or ClickUp + HoneyBook)

    • Multi-board/project dashboard setup

    • 10 SOPs documented

    • Intermediate automations (Zapier + native integrations)

    • Client or Team Onboarding workflow

    • 14-day post-build support

    • Branded training video walkthrough

  • Ideal for: Agencies, growing teams, or founders ready to delegate confidently

    Timeline: 6–8 weeks

    End-to-end systems strategy and implementation for complete operational transformation.

    • End-to-end Systems Strategy & Implementation

    • Setup across 3–4 platforms (ClickUp, Monday.com, Asana, Notion, HoneyBook)

    • Up to 15 SOPs + Full Operations Manual

    • Advanced automations (multi-step Zapier workflows, cross-platform syncs)

    • Client Portal & Reporting Dashboards

    • Staff training session (live & recorded)

    • 30-day post-build support

    • Priority revisions & 1 strategy call after project close

  • Ideal for: Clients who've completed a build and want ongoing optimization

    Commitment: 3-month minimum

    Stay in flow with dedicated systems management that evolves with your business.

    • Monthly systems optimization and workflow updates

    • 1 new automation or SOP build per month

    • Dashboard & reporting enhancements as needed

    • Priority support via email or Slack

    • Monthly review & strategy check-in

Add-On Services

Add-On Services

Enhance your system with these specialized services

Website Build Out
Professional website design and development on your platform of choice (Squarespace, Wix, or Showit) with up to 5 pages.
$500
Zapier Workflow Pack
Build up to 10 custom automations that connect your key tools (ClickUp, Asana, Notion, HoneyBook, and more).
$400
Notion SOP Library
Create 10 branded, easy-to-navigate SOPs in Notion with your workflows, guides, and visuals.
$300
HoneyBook Integration
Connect your CRM (HoneyBook) to your project management tool for seamless lead → client handoff.
$250
Team Training Portal
Develop a Loom video library and SOP cards so your team can self-train anytime.
$250
System Audit
Receive a full audit report on your operations, identifying efficiency gaps and automation opportunities.
$200

Ready to streamline your business?

Let's discuss which add-ons are right for you

Get Started