Systems and Operations Buildout
For service-based businesses ready to create capacity, clarity, and sustainable growth behind the scenes.
This is where your business starts to run with ease.
The Systems & Operations Buildout is designed for growing businesses that feel stretched, reactive, or held back by disorganized backend processes. We audit your current systems, map your workflows, and build the structure, automation, and organization needed to support your business as it grows - without burnout.
This is not about adding more tools. It’s about creating intentional systems that save time, reduce friction, and allow you to lead your business instead of constantly managing it.
By the end of this process, your operations will feel clear, streamlined, and supportive — giving you back time, energy, and control.
Inside the Systems & Operations Buildout, you’ll receive:
✔ Comprehensive Systems Audit
A full review of your backend to identify bottlenecks, inefficiencies, and gaps.
✔ Operations Strategy & Workflow Design
Your client journey, communication flow, and internal processes — clearly mapped and documented.
✔ CRM & Automation Buildout
A centralized system that handles leads, bookings, onboarding, follow-ups, and payments with ease.
✔ Asset & Backend Organization
Your files, templates, documents, and processes organized into a clean, usable structure.
✔ Training & Support
Live walkthroughs, recordings, and support so you feel confident using every system we build.
Your operations become streamlined.
Your backend becomes predictable.
Your business becomes easier to run.
This is the right choice when your growth is outpacing your systems and you’re ready for structure that supports your next level.
our promise
Most business owners don’t need more motivation - they need capacity.
The Systems & Operations Buildout gives you the structure, workflows, and automation your business needs to run smoothly, consistently, and with far less effort from you. By the end of this process, your systems will support your growth instead of slowing it down — so you can lead your business with clarity, confidence, and ease.
This is where your business starts running like a business — not a patchwork of tools, workarounds, and stress.
what’s included:
(Full Systems & Operations Buildout)
Delivered in tiers below — choose the level of support you need right now.
"Jessica and her team have been incredible to work with. They are extremely talented, creative, knowledgeable and efficient. I have used them for multiple businesses and have been extremely satisfied."
PART.01
Systems Audit
A full review of your backend operations to identify what’s working, what’s broken, and what needs to change.
You’ll Receive:
✔ Full backend review
✔ Workflow mapping
✔ Bottleneck + chaos assessment
✔ Audit report with recommendations
PART 03.
CRM + Automation Buildout
Your systems get built/set-up to reduce manual work and create consistency.
You'll Receive:
✔ CRM setup
✔ Lead capture automation
✔ Inquiry → booking automation
✔ Contracts + invoicing
✔ Email templates
✔ Onboarding + offboarding flows
✔ Payment automation
✔ Pipeline and dashboard setup
PART 05
Training & Support
So you actually know how to use what we build.
You'll Receive:
✔ Live training sessions
✔ Video walkthroughs
✔ Optional Zoom support
✔ 14-day post-build tech support
PART 02.
Operations Strategy
We design a clear, intentional structure for how your business runs.
You'll Receive
✔ Ideal client journey design
✔ Lead-to-client pipeline
✔ Messaging and communication flow
✔ Internal communication structure
✔ Full Operations Blueprint
PART 04
Asset Organization
Everything gets cleaned up, organized, and easy to find.
You'll Receive:
✔ Google Drive structure
✔ Brand and asset library
✔ Templates folder
✔ Process documents and SOPs
✔ Administrative cleanup
The Transformation
As you progress through the Systems & Operations Buildout, you will:
✨ Know exactly where bottlenecks and inefficiencies live
✨ Have clear, documented workflows for every core process
✨ Spend less time on admin and manual tasks
✨ Have automations handling leads, onboarding, and follow-ups
✨ Deliver a consistent, professional client experience
✨ Feel in control of your operations instead of constantly catching up
This is the foundation that allows you to scale without burnout.
The Experience
This package includes:
✔ A clear timeline and roadmap
✔ Collaborative workflow mapping
✔ Thoughtful, intentional system design
✔ Training so you fully own your systems
✔ Support through implementation and optimization
Your business won’t feel rushed - it will feel organized, predictable, and scalable. Outcomes deepen as you move through each tier.
tier options:
Each tier builds on the one before it.
Start with the level of support you need right now, and expand your foundation as your business grows.
TIER 01
Foundations Only
For businesses that need clarity and structure before automation.
Includes:
-
Systems Audit
-
Operations Strategy
-
Light CRM setup (core pipeline only)
-
Basic drive + asset organization
Investment:
$1,800 - $2,800 based on scope
Payment plans available.
TIER 03
Elevated Ops
For businesses scaling with teams or planning to.
Includes:
-
Systems Audit
-
Operations Strategy
-
CRM + Advanced Automation
-
Asset Organization + SOPs
-
Training, Optimization & Support
-
Hiring workflows
-
Team SOPs
-
Reporting + analytics
-
3-Months support
Investment:
$6,500 – $10,500 based on scope
Payment plans available.
TIER 02
Full Buildout
For businesses ready to streamline and automate core operations.
Includes:
-
Systems Audit
-
Operations Strategy
-
CRM + Automation Buildout
-
Asset Organization
-
Training + handover
Investment:
$3,800 – $6,000 based on scope
Most popular option. Payment plans available.
A Note on Investment
Each tier is designed to meet you where you are.
You can upgrade at any point as your business evolves. Payment plans are available for all services and packages.
Next Steps
If you’re unsure which tier is right for you, we’ll walk through it together.
all pricing is subject to change and based on each clients individual needs.