OPS FOR VISIONARY BRANDS

OPERATIONS THAT SCALE YOUR LEGACY

Operations that scale your legacy. A 6–12 month partnership to map processes, document SOPs, and automate your stack—strategy, execution, and change management included.

ASsess • ARCHITECT • OPERATE

Growth isn’t the problem—coordination is. You don’t need more apps; you need sequence and ownership: who does what, when, and how. We build that rhythm into your stack with clean handoffs, simple priorities, and working SOPs.

You bring candor and decisions; I bring the audit, blueprint, and builds. We implement only what moves the needle for your model and coach your team so the change sticks.

THE OPERATING SYSTEM BEHIND YOUR BRAND

OWNER HOURS BACK

IMMEDIATE RELIEF: DELEGATION, LEAN MEETINGS, PROTECTED FOCUS

PROJECT FINISH LINE

CLEAR DEFINITION OF DONE (DOD), QA CHECKS, AND CLOSE-OUT CHECKLIST SO WORK ACTUALLY IS COMPLETED

CLEAN HANDOFFS

INTAKE > DELIVERY > RENEWAL WITH OWNERS/TIMING TO CUT REWORK

AUTOMATED INTAKE-TO-INVOICE

FEWER CLICKS FROM LEAD TO PAID; TRIMS ADMIN TIME

SINGLE SOURCE OF TRUTH

ONE DASHBOARD; LESS CONTEXT-SWITCHING, FEWER “WHERE IS IT” PINGS

PRIORITY, NOT NOISE

CLEAR PRIORITIES + WIP LIMITS SO THE RIGHT WORK MOVES FIRST

WEEKLY CADENCE + KPI SCORECARD

ACCOUNTABILITY RHYTHM AND SIMPLE VISIBILITY

SOP STARTER LIBRARY

15 CORE STANDARD OPERATING PROCEDURES, DOCUMENTED AND OWNED.

Choose only what you need—no bloat.

Engagement Levels

compass icon for guided operations coaching

GUIDED (DIY + COACHING)

YOU DRIVE; I NAVIGATE

Hands-on operations coaching with structure and accountability.  We tighten your weekly rhythm while you keep momentum.

Includes: Bi-weekly calls • SOP templatesKPI dashboard framework • Async feedback

Best for: Founders who want direction and speed, staying close to the work.

Owner Lift: ●●●○ High — You 60% | Me 40%
The handshake of collaboration

CO-PILOT (HYBRID BUILD) MOST POPULAR

WE MAP TOGETHER; I BUILD THE CRITICAL PIECES.

A hybrid systems build: I handle workflow automation and core SOPs while you lead decisions.

Includes: Weekly mapping • Priority SOPs • ClickUp/Asana builds • CRM automations + adoption

Best for: Busy teams who need progress every week without piling on your plate

white glove services

DONE-FOR-YOU (WHITE-GLOVE)

HAND US THE KEYS

Complete done-0for-you operations; discover, SOP library, systems integration, and training.

Includes: Discovery sprints • 20–40 SOPs • PM/CRM/billing integrations • Change management & rollout

Best for: Brands ready to implement fast with minimal internal lift.

Owner Lift: ●○○○ Low — You 20% | Me 80%<br />
Lightning over calendar — VIP ops day

VIP OPS DAY

ONE DAY. ONE WIN

An intensive operations audit and process-mapping sprint to fix one mission-critical flow.

Includes: Pre-work survey • 6–7 hr sprint • Loom recap library • 14-day check-in

Best for: Immediate momentum on a single, high-leverage problem

Owner Lift: ●○○○ Low — You 20% | Me 80%