Note: These services are currently in beta with a small group of early clients. Interested in future availability? Click here.

Operations Consulting Services

Helping purpose-driven businesses simplify operations, clarify priorities, and amplify results through strategic systems, automation, and expert guidance. Whether you need an ongoing partner, a strategic roadmap, or quick expert insight, there’s an option for you.

Strategic Operations Partner

Your strategic partner in operational clarity & momentum.

Best For: Vision-led founders ready to stop managing the chaos and start scaling with structure.

You Might Be Thinking: “I know what I want to build, but my backend’s duct-taped together.”

What It Includes:

- Ongoing fractional ops & strategy support
- Weekly or biweekly check-ins (your choice)
- Project oversight, system refinement, and team coordination
- Voxer (or agreed platform) /email support between sessions

Deliverables:

- Monthly priority roadmap
- Progress tracking dashboard
- System updates and implementation plans
- Recap notes after each strategy call

Timing: Month-to-month retainer (minimum 3-month engagement recommended)

Outcome: Your operations run cleanly, your team has direction, and you’ve finally got bandwidth to lead.

I'M INTERESTED

Business Operations Audit

A full operational check-up to uncover inefficiencies, fix bottlenecks, and create a clear plan for streamlined growth.

Best For: Business owners who’ve hit growth and know their backend systems aren’t built to support it.

You Might Be Wondering: “What’s broken, what’s working, and where do I start?”

What It Includes:

- Pre-audit intake & system access review
- 1:1 kickoff call
- Deep dive into ops, workflows, tech stack, and team efficiency
- Final report walkthrough session

Deliverables:

- 90-day roadmap of priorities
- Red/yellow/green assessment of key systems
- Tool & workflow recommendations
- Audit summary PDF with action steps

Timing: Delivered within 7 business days of kickoff call

Outcome: A clear picture of where you’re leaking time, money, and sanity—plus a smart plan to fix it.

I'M INTERESTED

Strategy Sprint

A high-impact strategy day to give you clarity, focus, and a customized roadmap.

Best For: Founders ready for a focused day of strategy to clean up their ops, make tough calls, or prep for growth.

You Might Be Thinking: “I just need someone to help me sort this out – fast.”

What It Includes:

- Pre-intensive intake questionnaire to get aligned
- 3-hour live strategy session to map, refine and unblock
- 1 week of follow-up via agreed platform (i.e. Voxer, Slack, Zoom team chat)

Deliverables:

- Personalized 90-day action plan
- Strategy summary with decision matrix
- Resource links or SOP templates (if applicable)

Timing: Delivered within 3 business days of session

Outcome: Clear direction and concrete next steps—without second-guessing.

I'M INTERESTED

Clarity Call – 90 Minutes of Strategic Support

Let’s cut through the noise and make decisions.

Best For: When you’re stuck, spiraling, or need fast input from someone who knows ops.

You Might Be Asking: “Can I just talk this through with someone who gets it?”

What It Includes:

- 90-minute Zoom session
- Space to workshop a challenge, decision, or system
- No-fluff feedback & co-strategy

Deliverables:

- Recording of the call
- Action list emailed post-session
- Optional system/tool suggestions based on discussion

Timing: Booked on demand

Outcome: Smart input, quick clarity, and a renewed sense of direction.

I'M INTERESTED

Custom Solutions

Your business isn’t one-size-fits-all, and neither is my support.

Best For: Projects that don’t fit a box—system builds, SOPs, integrations, or operational overhauls.

You Might Be Thinking: “I know what I need, I just need someone to build it right.”

Examples:

- CRM or PM tool buildouts
- SOP libraries and internal team hubs
- Automations that actually save time
- Workflow clean-up across tools
- Niche projects by request

Deliverables: Scoped per project (proposal required)

Timing: Varies—outlined in proposal

Outcome: Done-for-you systems that actually fit how you work.

I'M INTERESTED

Phone a Friend

For past clients and trusted connections who need a quick, strategic gut check.

Best For: Past clients or trusted referrals who need quick insight without a full engagement.

You Might Be Thinking: “I just need a gut check from someone I trust.”

What It Includes:

- 45-minute strategy call
- Follow-up email with key notes
- No onboarding, no prep—just help

Deliverables:

- Call recording (if requested)
- Summary email with insights + next steps

Timing: Booked as needed

Outcome: You get unstuck, fast.

I'M INTERESTED