SERVICE PATHWAY
One Way In. One Goal.
A business that runs without you.
We start with the Audit. Always. You cannot automate what nobody has mapped, and you cannot hire your way out of infrastructure that was never built. The Audit tells you what to build first. Then I build it.
For service businesses at $500K-$5M in revenue.
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 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.
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
INVESTMENT starting from:
$1,497
Scoped to your operation.
Not sure yet?
Start with a free Ops Assessment.
Done-For-You Systems Buildout
I don't hand you a blueprint and leave.
The Buildout is a 4–8 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
$3,000 - $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.
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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