SERVICE PATHWAY
Two Ways In. One Goal.
A business that runs without you.
If you need systems built, we start with the Audit — always. If you already have tools that aren’t working, we start by optimizing them. Either way, you stop being the bottleneck.
STEP 01
AI-Powered Ops Audit
You can't fix what you can't see.
Before you hire anyone, buy any tool, or build anything — you need an honest assessment of how your business actually operates and where the cracks are.
The Ops Audit is a 90-minute working session where we map your current operations: how leads come in, how work gets managed, how decisions get made, and where the gaps are costing you. After the session, you receive a written report with a prioritized roadmap — specifically, the three highest-impact systems to build first, with the tools and logic behind each recommendation.
Most of my buildout clients started here. The audit doesn't just give you answers — it's the most useful 90 minutes you'll spend on your business this year.
Blueprint Checklist
- 90-minute deep-dive operations session
- Current-state assessment of your full ops stack
- Future-state blueprint
- Top 3 system recommendations with tool specifications
- Written report delivered within 48 hours
Core System
I don't hand you a blueprint and leave.
A complete core system, built and handed to your team - in 4-6 weeks. A contained build with a fixed scope and a fixed price. Start with a quick fit call — no Audit required for a build this size.
One CRM workflow built and configured
Up to 3 core automations
One AI-assisted process integration
SOP and documentation package
Two live team training sessions
30-day post-delivery support window
INVESTMENT
Starting at $3,500
Scoped after Audit
OBM Retainer
After the build — if you want someone to run it.
Some clients build the system and run it themselves. Others want an experienced operator to stay on and manage it as the business grows. If that's the right fit, I'm available as your ongoing Online Business Manager. This is not where we start. You don't need an OBM before you have a system to manage.
Available to Systems Buildout clients only.
- Ongoing CRM and workflow maintenance
- Systems evolution as business needs change
- Team and operations oversight
- Weekly operational review
INVESTMENT
$1,500–$3,000/month
3-month minimum commitment
Done-For-You Systems Buildout
I don't hand you a blueprint and leave.
The Buildout is a 6–8 week engagement where I design and implement your complete operational system — multi-workflow CRM architecture, expanded automation and AI Integration, full SOP library, and team handoff training - built on exactly what the Audit uncovered, configured for how your business actually runs.
Available to Ops Audit clients only.
Full CRM build and workflow configuration
Expanded AI-powered process automation setup
Full SOP and documentation library
Team training and handoff session
30-day post-delivery support window
INVESTMENT
Starting at $6,500
Scoped after Audit
THE PROGRESSION RULE
Why You Can't Skip Steps
THE EXPECTATION
Just hire someone to fix it.
Most founders want to skip the planning phase. They look for an Online Business Manager or an integrator to parachute in, take the reins, and magically organize a chaotic business without a blueprint.
THE REALITY
You cannot manage chaos.
An OBM needs a system to manage. If you hire execution before architecture, you aren't solving the problem—you are just paying someone else to navigate your broken processes. We build the infrastructure first. It is a strict quality control measure to guarantee your system actually works.
The Exception To The Rule
Already have the tools? You don't need the Audit.
Most businesses don't need more software — they need what they already own to actually work. Up to half the tools an org pays for go underused. I optimize the stack you already have — your CRM, automations, and AI tools — then train your team to run it. No build, no Audit, because we're not building anything new; we're fixing what exists.
- A hands-on optimization pass across your existing tools
- Two live training sessions on your optimized workflows
- The Run-It-Without-You Playbook (written + recorded SOPs)
- 30 days of founder office hours
- The Adoption Scorecard, so you can see it stuck
$2,800 — or two payments of $1,500
Want me embedded while your team puts it to work? Add Embedded Adoption for $4,500.
Book a Fit Call →READY TO START?
The Most Useful 90 Minutes
Map your current operations, find the hidden gaps, and walk away with a prioritized blueprint. Before you hire anyone, buy any tool, or build anything—you need an honest assessment of how your business actually operates.
Get your custom prioritized roadmap in 48 hours.
Not a business owner — but an administrative professional who wants these AI skills for yourself? You're in the right family, wrong door.
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