Before anything else, let's make sure we're a good fit. In 20 minutes, we'll talk about where your business is right now, what's creating the most friction, and whether working together makes sense. No pitch, no pressure. 

Most business owners are too close to their own operations to see them clearly — that's not a flaw, it's just what happens when you're inside the work every day. This audit gives you an outside perspective from someone who has worked across enough industries and platforms to spot operational problems quickly. We go through your workflows, tools, and client experience together, then I put together exactly what's inefficient, what to fix first, and what a functional version of your operations actually looks like.

What's included:

• 90-minute working session via video call

• Written operations audit covering workflows, tools, client experience, and gaps

• Priority action plan with specific recommended next steps

• One week of follow-up support via email for clarifying questions

This is focused, practical implementation, built alongside you rather than handed to you afterward. We identify the one operational gap costing you the most, and we build it together, step by step, so you understand exactly how it works and can adjust it yourself going forward. Not a plan, not a black box, a working system you helped build and know how to run.

What's included:

• Initial scoping session to define exactly what we're building

• Two to three working sessions where we build the system together, live

• Screen-recorded sessions so you can revisit any step

• Written SOP documentation

• Two weeks of follow-up support via email post-delivery

Choose the system that fits your gap:

Client Intake & Onboarding
From initial inquiry to confirmed booking to first delivery, we build one consistent, professional flow together so no client falls through the cracks.

Follow-Up & Review System
We set up automated follow-up, review requests, and re-engagement side by side, so you know exactly how to adjust it as your business changes.

Email Automation Setup
Welcome sequences, segmented lists, freebie delivery, and newsletter setup, built with you so you understand the logic behind every automation.

Platform Connection & Integration
Your CRM, scheduler, email platform, and payment processor, connected together in real time so you can see exactly how the pieces talk to each other.

Platform Migration & Cleanup
Moving off a platform you've outgrown or reorganizing messy tech, done together so you understand the new setup inside and out.