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Systems & Operations

Strategy fails in the handoffs. I design the operational layer underneath the plan: who owns what, how work moves, what gets automated, and what leadership sees each week. Industry-standard operations, built without an enterprise budget.

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What's included

  • End-to-end process design from first contact through delivery, renewal, and re-engagement
  • Custom CRM and pipeline architecture with stage definitions and role-based access
  • Project management infrastructure with RACI ownership and an automatic weekly digest
  • Workflow automations that remove manual steps — scripted reporting, notifications, document generation
  • Contract and vendor management workflows so nothing falls through the cracks
  • Documentation and staff training so the system survives turnover

How the work runs

Three phases. Each one ends with something you can use, not just a conversation you had.

01

Map

Shadow the current process end to end. Find the handoffs where work stalls, duplicates, or disappears.

02

Build

Design and stand up the pipeline, workflows, and automations against real cases, not hypotheticals.

03

Transfer

Train the team, document the system, and run it alongside them until it holds on its own.

Engagement formats

Ranges reflect current market rates for independent strategy consulting. Final pricing is scoped to your context — send a request or book a call and you'll get a written proposal.

Operations Audit

$5,500+2–3 weeks
  • Process map and bottleneck analysis
  • Prioritized fix list
  • Tooling recommendation

System Build

$16,000+6–12 weeks
  • CRM, pipeline, or PM system stood up
  • Automations written and deployed
  • Team training and documentation

Fractional Ops

$5,000/mo3-month minimum
  • Ongoing operations leadership
  • Iteration as the org changes
  • Weekly reporting cadence
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Other services

Service 01

Pricing & Revenue Strategy

Tiered pricing, freemium funnels, revenue and compensation modeling. I find where the value lives and build the model leadership can decide from.

Explore →Service 03

Program Scaling

Taking a program from one site to many. Recruitment, onboarding, and the operational backbone that lets it grow without breaking.

Explore →Service 04

Evaluation & Insight

Focus groups, stakeholder listening, and qualitative and quantitative analysis translated into decisions, not just reports.

Explore →

A system is only real if the person who inherits it can run it on a bad week.

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