Operational Systems Buildout & Workflow Design
Purpose:
To help service-based business owners and small teams run efficiently, delegate confidently, and prepare to scale with structure.
What’s Included:
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Operations Audit: Review of all client accounts, systems, and recurring tasks
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Workflow Mapping: Visual flow of daily, weekly, monthly responsibilities
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SOP Library: Step-by-step documentation of repeatable processes
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Delegation Plan: Assign responsibilities and identify what can be automated or outsourced
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Admin Day Setup: Create a weekly rhythm for reconciliation, reporting, and planning
Deliverables:
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Custom “Operations Command Center” in Google Sheets or preferred project management tool
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Branded SOP templates
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Delegation and Scaling Readiness Plan
Best For:
Consultants, agency owners, and service providers who are ready to operate like a CEO, not a one-person show.
Investment: $750 – $2,500+
Project Management & Strategic Implementation
Purpose:
To provide structure, clarity, and accountability for consulting firms, contractors, and small businesses managing multiple client projects or contracts.
What’s Included:
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Project Planning: Define timelines, milestones, and deliverables
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RFP & Proposal Management: Draft responses, manage deadlines, and coordinate submissions
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Client Operations: Create communication frameworks and deliverable trackers
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Scaling Strategy: Develop systems that support expansion and client onboarding
Deliverables:
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Custom Project Tracker & Timeline Dashboard
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RFP/Proposal Submission Plan
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Communication and Reporting System
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Scaling & Resource Strategy
Best For:
Consulting firms, agencies, and small businesses managing several client accounts or long-term contracts.
Investment: $500 – $3,000/month retainer
Event & Experience Project Management
Purpose:
To manage logistics, vendors, and execution for business-centered events such as conferences, summits, and pop-up experiences—without the fluff of party planning.
What’s Included:
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Event Strategy & Timeline: Full run-of-event and planning framework
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Vendor Coordination: Manage contracts, payments, and deliverables
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Budget Tracking: Ensure cost transparency and financial alignment
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Operations Management: Oversee team roles, staff responsibilities, and day-of execution
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Post-Event Reporting: Debrief, metrics, and lessons learned for your next event
Deliverables:
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Event Execution Plan
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Vendor Tracker & Budget Sheet
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On-Site Operations Guide
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Post-Event Report
Best For:
Entrepreneurs, business coaches, or organizations producing professional or entrepreneurial events.
Investment: Starting at $500
Strategy Intensives: From Idea to Execution
Purpose:
To help multi-passionate entrepreneurs and visionaries with big ideas gain clarity, direction, and a tangible action plan for launching or scaling.
What’s Included:
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Idea-to-Action Session (90 min): Clarify your concept, goals, and next steps
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Business Mapping: Identify your strongest idea, define your target audience, and build your revenue model
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Launch Game Plan: Create a 30-day action roadmap to bring your vision to life
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Resource List: Recommended tools, templates, and systems to support your execution
Deliverables:
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Custom Action Plan PDF
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Strategy Call Replay + Notes
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30-Day Execution Tracker
Best For:
Entrepreneurs with multiple ventures or new ideas who need help turning their vision into a structured launch strategy.
Investment: $350 – $500 per intensive
