The system your business needs to grow without adding headcount.

This engagement is a fit if:

• ✓You have 3 to 20 people and feel like coordination is eating your week
• ✓You are using 5 or more tools that don't connect to each other
• ✓New hires take too long to get up to speed because nothing is documented
• ✓You want to scale without hiring a full-time ops person right now
• ✓You are a SaaS startup, agency, or services business with existing revenue

What is included

• ✓Business Systems Map — A complete visual audit of your workflows, tools, and handoffs. You will see where work is getting stuck.
• ✓Tool Stack Architecture — A documented recommendation for your tooling. Every choice is justified and tied to your actual needs.
• ✓Automation Layer — Live, tested automations built with Zapier, Make, or n8n. Lead forms to CRM. CRM to onboarding. Notifications and handoffs.
• ✓AI Workflow Layer — AI integrated into your day-to-day work: meeting summaries, support reply drafting, reporting, and research tasks.
• ✓Documentation and Training — Written SOPs for every new workflow and a live training session with your team.

What is not included

• ✗Custom software development or code-heavy integrations
• ✗Ongoing management or monitoring after handoff (available as an add-on)
• ✗Tool licensing costs (you own and pay for your own subscriptions)
• ✗Marketing campaigns or demand generation strategy

Week by week

Optional add-ons