Every engagement ends with functional systems your team can use — not a report that sits on a shelf. Four ways to work together, depending on where you are.
Once you've seen what we can do with the Quick Win, these are the next steps. Most clients who start with the $497 package move here within 60 days.
One-time · Delivered in 1–2 weeks · Price depends on team size and complexity
A deep-dive diagnostic of your current operations. We interview your team, map every workflow, identify automation opportunities, score your tool stack, and hand you a prioritized implementation roadmap with specific recommendations — not generic best practices.
Project-based · 4–8 week build · 30 days post-launch support included
We build the systems and deploy them in your environment. AI workflows, live KPI dashboards, procurement processes, and complete SOPs — fully operational and documented before handoff. Price scales with scope.
Monthly retainer · 30-day cancellation · Tier by scope
Your fractional ops director. We monitor your live systems, iterate automations as your business evolves, surface emerging bottlenecks, and answer your team's "how do we handle X?" questions on-demand. Retainer tier scales with number of systems in scope.
Need clean books before you can fix your operations? I also offer monthly bookkeeping and QuickBooks cleanup for small businesses — reconciliation, P&L reporting, and catch-up bookkeeping for businesses that have fallen behind.
This pairs naturally with ops consulting — it's hard to build a KPI dashboard when the underlying financial data is a mess. We can start with clean books and build from there.
Book a Free Discovery CallNot vague "process improvements." Real systems with specific outputs.
Your team spends 4 hours every Friday pulling data from three tools and building a weekly ops report in Google Sheets. We build an AI agent that does it automatically every Friday morning — data pulled, formatted, and delivered to your inbox before 7am.
You're running blind. No single view of your key numbers — revenue, job margins, outstanding receivables, team utilization, pipeline. We build a live dashboard connected to your actual data that answers your top 10 operations questions in real time.
Vendors get paid whenever someone emails you a PDF. No approval chain. No spend tracking. No vendor performance data. We build a structured purchase request, approval routing, and vendor management system that gives you full visibility and control.
Your processes live in people's heads. When someone leaves, the knowledge leaves too. We document every critical workflow, build step-by-step SOPs with decision trees, and organize them into a searchable playbook your whole team can access and follow.