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Fix what’s slowing you down

OPERATIONS MANAGEMENT & SUPPORT

We identify bottlenecks, eliminate inefficiencies, and streamline workflows so your business runs smoother, faster, and smarter.

Choose the Level of Support You Need

“I need my operations handled.”

 

This is for you if:

 

  • You want day-to-day operations managed without constant oversight

  • You need workflows, systems, and documentation maintained

  • You want execution, follow-through, and operational stability

  • You do not need leadership over your team or strategic decision-making

“I need leadership and operational oversight.”

 

This is for you if:

 

  • You want someone coordinating teams and workflows across departments

  • You need operational decision-making support

  • You want accountability structures, reporting, and leadership alignment

  • You need a partner overseeing how operations function at a higher level

TIER 1 - Operations Management & Support

Hands-on operations management for businesses that need their backend run consistently, systems maintained, and workflows refined without daily oversight.

 

This tier covers execution, workflow optimization, systems maintenance, and operational follow-through inside your existing business. The goal is operational stability, clarity, and reduced friction across daily operations.

$2,250
3-Month Commitment

What We Handle

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Operations & Workflow Optimization

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We fix how work actually moves through your business.

 

  • Review current workflows to identify breakdowns, delays, and manual work

  • Standardize how tasks move from intake to completion

  • Adjust processes so work is assigned, tracked, and completed consistently

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Lead Management & Client Nurturing

 

We manage the systems that control lead follow-up and client communication.

 

  • Maintain lead intake, tracking, and assignment processes

  • Set up and manage follow-up workflows so leads do not stall

  • Ensure your CRM reflects real client status and next actions

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Client & Team Onboarding

 

We control how people enter your business.

 

  • Build and maintain onboarding steps for clients and internal team members

  • Ensure required forms, access, and next steps are completed on time

  • Keep onboarding documentation current and usable

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Project & Task Management

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We keep work visible and accountable.

 

  • Maintain centralized task and project dashboards

  • Assign tasks and track follow-through

  • Reduce manual check-ins by making status visible

 

System Integration & Tech Optimization

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We manage the tools your operations depend on.

 

  • Maintain and adjust CRM, project management, and automation tools

  • Fix tool overlap, misconfiguration, or inconsistent usage

  • Support team adoption so systems are used correctly

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Offboarding (Clients & Team)

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We manage clean exits without loose ends.

 

  • Execute offboarding checklists and access removal

  • Archive or transfer data appropriately

  • Update internal documentation after transitions

Additional Support
We also handle the day-to-day backend tasks that keep your business running without interruption.

 

Administrative & Backend Execution

  • Data entry and document management

  • Inbox and calendar organization (operational, not personal)

  • Drafting business correspondence

  • Basic graphic design and branded collateral (simple assets only)

 

Operations & Business Management

  • SOP creation and documentation

  • Process automation tied to existing workflows

  • CRM maintenance and client support

Modern Office Space

What does working with you look like day to day?

We operate inside your existing systems and workflows to manage execution, coordination, and follow-through.

 

Work is handled through defined processes, shared tools, and clear priorities, not constant check-ins.

 

You have visibility into what’s moving, what’s done, and what’s next, without managing the details yourself.

How is this different from hiring an assistant or an agency?

This is not task-based assistance and it’s not agency-style support.

 

We take responsibility for how operations function, how work flows, and how systems are maintained.

 

Instead of assigning tasks and hoping they’re completed, you’re working with an operations partner who manages execution and improves how the backend runs.

How do Tier 1 and Tier 2 differ?

Tier 1 focuses on managing and maintaining daily operations, workflows, and systems. Execution is handled, processes are refined, and operations stay organized without leadership involvement.

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Tier 2 includes operational leadership, team oversight, coordination across departments, and decision-making support. This tier is for businesses that need someone directing how operations run, not just keeping them moving.

TIER 2 - Operations Leadership & Team Oversight

Hands-on operational leadership for businesses that need more than execution.

 

This tier includes system ownership, team coordination, and ongoing refinement to ensure work is done correctly, consistently, and on time.

$3,750
3-Month Commitment

What We Handle

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Operations & Workflow Optimization

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We take ownership of how operations function across the business.

 

  • Evaluate and restructure workflows across teams and departments

  • Set operational standards for how work is executed and tracked

  • Make operational decisions to resolve blockers and inefficiencies

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Team & Execution Oversight

 

We coordinate people, not just tasks.

 

  • Assign responsibilities and enforce accountability

  • Oversee task execution across internal teams and vendors

  • Establish operating rhythms, check-ins, and reporting structures​

 

Systems & Infrastructure Leadership

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We direct how systems support the organization at scale.

 

  • Lead system expansions, reconfigurations, and platform upgrades

  • Align tools and workflows across teams

  • Ensure systems are adopted, followed, and maintained correctly

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Client & Operational Relationship Management

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We manage how the business engages externally.

 

  • Oversee client experience workflows and service delivery

  • Manage operational communication and escalation paths

  • Ensure commitments, timelines, and deliverables are met

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Project & Initiative Leadership

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We own execution for cross-functional work.

 

  • Lead projects with defined timelines and outcomes

  • Coordinate multiple stakeholders and moving parts

  • Track progress, risks, and completion

Additional Support

We also handle the day-to-day backend tasks that keep your business running without interruption.

 

Administrative & Backend Execution

Execution remains supported, but under leadership oversight.

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  • Backend administrative support tied to operations

  • Documentation, reporting, and operational correspondence

  • Ongoing coordination to keep execution aligned

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Strategic Operations Support

Tier 2 includes higher-level operational responsibility.

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  • Full operational oversight and decision support

  • Process ownership and continuous improvement planning

  • Advisory input on scaling, structure, and capacity

 

Marketing, Community, & External Coordination

We oversee execution without acting as a marketing agency.

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  • Marketing and PR coordination across teams or vendors

  • Community or membership operations management

  • Event and campaign logistics oversight

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Enjoying a well-deserved life balance. 

Because success isn’t just about working hard. It’s about building operations that work without you.

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