Clear enough to follow. Practical enough to use.
No black box. You know what is being cleaned up, what I need from you, and how the team will use it after handoff.
Discover and Map
This phase is about understanding how your business actually works, not how it is supposed to work on paper. I review the tools, talk through the day-to-day, and map the messy handoffs.
- →90-minute kickoff and operations walkthrough
- →Full review of tools, boards, forms, spreadsheets, and handoffs
- →Identify where details get dropped, duplicated, delayed, or stuck
- →Deliver a clear operations map
- →Access to your main tools (view-only is fine)
- →90 minutes for the kickoff call
- →Your three biggest pain points in writing
Pick the Fixes
Using the map as the starting point, I show what should change first, what can stay, and what is not worth touching. You approve the plan before anything gets built.
- →Recommend what to keep, clean up, connect, or replace
- →Design the cleanup logic for each recurring process
- →Identify where automation would actually save time
- →Present the cleanup plan for your sign-off
- →45-minute cleanup plan review call
- →Feedback and approval on the proposed stack
- →Budget context for any new tool recommendations
Clean Up and Automate
I clean up the process inside your live environment. You see progress as it happens, and everything is tested before handoff.
- →Configure and connect the approved tools
- →Build automations with Zapier, Make, or n8n
- →Set up automation and helpful prompts where they make sense
- →Test every important handoff from start to finish
- →Admin access to the relevant tools
- →Quick async replies during build phase (under 1 hr/day)
- →Test data to run automations against
Document and Train
The work is only complete when your team can run it without me. I write simple instructions and run a live training session so the handoff is real.
- →Write simple instructions for each cleaned-up process
- →Record a walkthrough video of the cleaned-up setup
- →Run a live training session with your team
- →Answer questions and refine for 7 days post-launch
- →60-minute team training session
- →Feedback on SOPs within 3 days
- →Confirmation that the cleaned-up process is working as expected
What should feel different.
Saved per week by removing repeated admin work and status chasing
Less time spent getting customers, orders, or projects into the right place
Of cleaned-up processes owned by your team, not me
See how this applies to your business.
Book a free audit call and we will look at the messy part of your operation together.
Book a Call →