systems and operations buildout
Create the structured, streamlined, and scalable foundation your business needs to grow.
This service is designed for business owners who are growing — but whose behind-the-scenes operations haven’t caught up yet.
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It’s for the entrepreneur owner who:
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feel overwhelmed managing day-to-day tasks
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are using too many tools that don’t talk to each other
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struggle with inconsistent client onboarding or follow-up
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feel unorganized with scheduling, inquiries, or project management
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want a polished, professional client experience
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know their current systems are limiting their capacity
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want automation but don’t know where to start
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want their business to run smoother, cleaner, and with less effort
If you’re spending more time managing your business than growing it, this is the solution.
What’s Included
01.
Full Systems Audit
We begin by analyzing every touchpoint inside your business:
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client workflows
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internal processes
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communication flow
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lead handling
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booking + onboarding experience
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project or client management
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platforms and tools you currently use
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operational bottlenecks
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breakdowns that cost time, money, or energy
You receive clarity on what’s working, what isn’t, and what needs to be built.
03.
Custom CRM Build
A completely customized CRM tailored to your business model.
(We can build in Dubsado, Notion, or your preferred platform, or build you a custom one.)
Includes:
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pipelines
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automated workflows
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booking and scheduling setup
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forms, contracts, questionnaires
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reminder and follow-up automations
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email sequences
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internal task triggers
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team dashboards
Your CRM becomes the operational headquarters of your business.
05
Operational Infrastructure
We build the pieces that bring everything together:
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SOPs (optional)
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internal resource library
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client resource portal
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content management system
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reporting dashboard
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integrations with your existing tools
This is where your business becomes organized, efficient, and scalable.
02.
Workflow Mapping
We outline step-by-step workflows for the core areas of your business:
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lead generation → booking
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client onboarding → service delivery → offboarding
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internal operations
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follow-up and retention
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content or marketing workflow
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team collaboration (if applicable)
These maps become your system “blueprints.”
04
Automation Architecture
We automate the tasks you shouldn’t be doing manually anymore:
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lead follow-up
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scheduling reminders
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payment reminders
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onboarding sequences
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proposal and contract automation
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service delivery workflows
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offboarding sequences
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review requests
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nurture workflows
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content or admin automations
Automation brings relief, consistency, and more capacity.
06
Training + Support
We don’t leave you guessing.
Includes:
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walkthrough training
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recorded tutorials
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documentation
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30–60 day optimization
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optional ongoing support
You’ll feel confident navigating your new systems long after we’re done.
The Transformation
When your systems are built intentionally, your business:
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runs smoother
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feels organized
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gives clients a seamless, professional experience
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reduces mistakes and missed follow-ups
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saves hours of admin time
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increases retention and referrals
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creates more capacity for growth
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supports you instead of draining you
You’ll finally feel in control — not behind.
This isn’t just systems work.
It’s giving your business the foundation to grow with ease.
Timeline
4–12 weeks, depending on scope and platform.
Investment
Starting at $3,500
Full builds range from $5,000–$25,000 depending on complexity.
Payment plans available.
all pricing is subject to change and based on each clients individual needs.