Business Systems Set Up

One Strategy Session. One operational system.

Completely redesigned from scratch.

For the business owner who knows the system they want to fix but doesn’t have the time or interest to figure it out themselves.

Because at some point, "I'll figure it out later" becomes "I need this fixed now."

You don't need to overhaul your entire operation.

You need one specific system fixed so you can stop reinventing it every single time.

How I Work.

Systems Mapping Method.

First, we map where you're going — we get to the heart of what is working and what isn’t. Your goals matter, but so does your energy. We build systems that fit you and your team, not the other way around.

Next we design the compass—the systems that guide your work toward those goals. We identify what to automate (the repetitive tasks draining your time) and what to keep human (the touch points that build trust). 

Finally, we choose the gear—the tools that execute everything and start the build.

Ways we can work together

Operations & Systems

  • The problem: You're manually sending dozens of emails to move each client from inquiry to signed contract to project kickoff.

    What I build: An automated workflow that handles the entire journey automatically. Inquiry forms that book calls. Leads added to your CRM. Canned email sequences that nurture and convert. Contracts and invoices that send themselves. Branded questionnaires that collect exactly what you need. Your clients feel supported at every step of the process. You're not touching any of it.

    Tools: Dubsado, Zapier, Canva, Kit or Flodesk, Airtable

  • The problem: Every launch is held together with duct tape and panic. Sales happen but you're manually adding people to lists, manually checking that everyone has received what they need,  tracking revenue in spreadsheets, and praying nothing falls through the cracks.

    What I build: A complete launch system where everything talks to each other. Clients purchase through Squarespace. ThriveCart/Stripe processes the payment and triggers your email sequence. Zapier adds them to your Airtable database and shows real-time revenue and timelines. Clients get exactly what they need when they need it. You're watching it work, not making it work.

    Tools: ThriveCart, Airtable, Zapier, Kit or Flodesk, Stripe, Squarespace

  • The problem: You're forgetting to follow up with leads. Losing track of referral partners. Starting from scratch every time you want to reconnect with past clients.

    What I build: An Airtable CRM that tracks every lead, client, and referral partner with automations that tell you who to nurture and when. No more "I should probably reach out" six months too late. No more reinventing the wheel. You know exactly what to do next.

    Tools: Airtable, Zapier

  • The problem: Your projects live in Slack threads. Your team asks you questions constantly because nothing is documented. Your deliverables are inconsistent. Tasks fall through the crack and no one takes responsibility. You're the bottleneck.

    What I build: A project management system with task templates for every project type, SOPs for recurring processes, and automated assignments. Your team knows exactly who is responsible and what to do. Projects run the same way every time. You stop being the person everyone waits on.

    Tools: Notion or ClickUp or Asana

Tool I regularly work with

Notion

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Asana

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ClickUp

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Zapier

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ThriveCart

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Circle

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Kit

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FlowDesk

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Airtable

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Dubsado

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Google Workspace

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Squarespace

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Anthropic Claude

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ChatGPT

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Notion ✷ Asana ✷ ClickUp ✷ Zapier ✷ ThriveCart ✷ Circle ✷ Kit ✷ FlowDesk ✷ Airtable ✷ Dubsado ✷ Google Workspace ✷ Squarespace ✷ Anthropic Claude ✷ ChatGPT ✷

Here's what you walk away with:

Fully designed system
Complete workflows, documentation, and tool setup. Everything you need to implement immediately—no guesswork, no gaps.

Team training materials
SOPs, checklists, and templates your team can actually use. They'll know how to run the system without asking you a dozen questions.

30-day implementation plan
Step-by-step rollout so you can integrate the new system without disrupting current client work. You'll know exactly what to do first, second, third.

1 month of post-VIP support
Slack access for questions as you implement. I'm not disappearing the second we're done—I'll be there as you roll it out.

Let's get started

This is for you if:

✔ You know exactly which system is broken—you just need someone to fix it

✔ You don't need ongoing support, just one problem solved thoroughly

✔ You're ready to implement quickly and want clear instructions to follow

✔ You want a bespoke solution, not a template downloaded from the internet

The Investment

starting from $997

  • One full day of intensive work in real time

  • One system fully audited, redesigned, and implemented within 2 weeks

  • Need more than one system? We can do that!

  • One month of post-implementation support included

Ready to stop reinventing the wheel?

Let's get started