OUR PROCESS
1
This is the no-shame, no-BS audit your business has been needing.
2
Let's translate the chaos into clear workflows, intuitive dashboards, and repeatable systems
→ Systems that Stick
3
Running a team shouldn't feel like a second full-time job.
→ Team Care Retainer
THE CLARITY AUDIT
BUSINESS OPERATIONS DIAGNOSIS
INVESTMENT
$800-1,500, depends on the size of the business
TIMELINE
3 weeks
This is the no-shame, no-BS audit your business has been needing. We look at your backend, systems, team dynamics, and workflows to uncover what’s working, what’s broken, and what’s quietly draining you. You’ll walk away with clarity, priorities, and a plan that finally makes sense.
INCLUDES
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360° audit questionnaire + behind-the-scenes access
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Systems, tech, and team structure review
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Legal red flag alerts (classification, documentation, compliance)
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ClickUp/task management ecosystem & comms analysis
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SOP & service delivery breakdown
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Implementation priorities + path forward
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90-minute review call to walk through it all
We don’t guess — we diagnose
SYSTEMS THAT STICK
CUSTOM CLICKUP BUILD + WORKFLOW OVERHAUL
INVESTMENT
$2,000-5,000, depends on the scope of the project
TIMELINE
6-8 weeks
We translate your chaos into clear workflows, intuitive dashboards, and repeatable systems built around your brain and your team. No more tech for tech’s sake. This is systems strategy with heart.
INCLUDES
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Milestone Calls (from Kickoff to Handoff) to align, review, and refine together
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Custom Workflows designed around your real ops, not someone else’s template
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Popular builds: Lead Tracker, Client Tracker, Service Delivery Tracker, Content Creation Tracker, Project Management Boards, 90-Day Review system
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Guaranteed: SOP Library, Hiring, and Onboarding
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Internal ClickUp Automations using native features
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External Automations (Zapier or Make) to link your core tools
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SOP Reference Library so your team can stop asking, “Where do I find that again?”
Because your team deserves more than task lists and guesswork.
TEAM CARE RETAINER
CONTRACTOR MANAGEMENT,
LEADERSHIP SUPPORT
Our signature retainer is designed for CEOs who want to lead without carrying the emotional weight of team management alone.
INVESTMENT
$1,500-5,000, depends on how many contractors we manage
TIMELINE
This is an ongoing, high-touch service that helps your business run smoothly with tools that make your day-to-day easier, a leadership setup that doesn’t stress you out, and team support that actually works.
INCLUDES
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Contractor onboarding & team structure support
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Creation and maintenance of training manuals aka SOPs
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Ongoing team guidance
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reviews
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time-off management
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KPI tracking
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conflict resolution
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compliance
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Biweekly CEO check-in
If your team is growing but your capacity isn’t... this is for you.
KIND WORDS
SO GRATEFUL TO HAVE TAKEN THE LEAP
I knew I wanted a more systematized task management software in place but frankly do not have the time or capacity to learn how to create that / create it myself. You've worked with and come recommended by so many people that I love and trust so it was really a no--brainer to book with you - and you absolutely delivered!
My engineering brain needs to work with people who are organized, efficient, can explain things to me easily and simply - and the audit was all the above. It was SO thorough and so clear to me how much thought and energy you put into it. I'm so excited to continue working together and see the magic build that you help create!
~ KATHRYN BECKER FROM BECKER HEALTH
