Service Packages
Fractional Operations Management
Business Operations & Procedure Documentation
Business Operations & Procedure Documentation
Focus on growing your business while I manage the day-to-day operations that keep everything running smoothly. As your Fractional Operations Manager, I provide ongoing support with project management, business operations, systems oversight, marketing coordination, and process improvement.
Together, we'll create efficient workflows, keep priorities moving forward, and ensure important details don't fall through the cracks. With a trusted partner managing operations behind the scenes, you can spend more time serving your clients and focusing on strategic growth.
What's Included:
✔ Kickoff Strategy Call – Review your goals, challenges, and priorities to create a customized action plan.
✔ Weekly Check-Ins – Track progress, review priorities, and keep projects moving forward.
✔ Monthly Strategy Sessions – Evaluate performance, identify opportunities, and adjust plans as needed.
✔ Quarterly Business Reviews – Assess progress, optimize systems, and support long-term growth.
✔ Project, Operations & Systems Management – Coordinate projects, streamline workflows, manage business systems, and support ongoing operations.
✔ Marketing Coordination – Oversee marketing initiatives, content planning, newsletters, website updates, and related projects.
3-month minimum commitment recommended to ensure meaningful results and long-term impact.
Business Operations & Procedure Documentation
Business Operations & Procedure Documentation
Business Operations & Procedure Documentation
Are important business processes living in your head instead of being documented? This service helps you create clear, organized systems and procedures that make your business easier to manage, scale, and delegate.
Together, we'll document your workflows, standard operating procedures (SOPs), and key business processes so tasks can be completed consistently and efficiently. Whether you're preparing to hire, improve team training, or simply create more structure in your business, documented systems provide the foundation for long-term growth.
Over the course of 2–3 months, we'll assess, develop, and document the essential processes that keep your business running smoothly.
What's Included:
✔ Business Audit & Process Review – Identify operational gaps, bottlenecks, and opportunities for improvement.
✔ Custom SOP Development – Create step-by-step documentation for key business processes and recurring tasks.
✔ Workflow Documentation & Organization – Build easy-to-follow systems your team can reference and use independently.
✔ Process Implementation & Testing – Ensure procedures are practical, effective, and easy to follow.
✔ Final Review & Support – Refine documentation and provide recommendations for ongoing success.
Create a more efficient, scalable business with systems that support growth and reduce day-to-day overwhelm.
Schedule a consultation to get started.
Business Systems & Workflow Assessment
Business Systems & Workflow Assessment
Business Systems & Workflow Assessment
Feeling overwhelmed by inefficient processes, disconnected systems, or operational bottlenecks? This assessment provides a comprehensive review of your business systems, workflows, and day-to-day operations to identify opportunities for greater efficiency and growth.
Together, we'll evaluate how work flows through your business, uncover areas for improvement, and develop practical solutions that help you save time, reduce frustration, and operate more effectively. You'll walk away with clear recommendations and an actionable plan for strengthening the systems that support your business.
Ideal for business owners who want expert guidance and a roadmap for improving operations before investing in ongoing support or major system changes.
What's Included:
✔ Systems & Workflow Assessment – Review your current processes, tools, and operational workflows.
✔ Process Improvement Recommendations – Identify inefficiencies, bottlenecks, and opportunities for optimization.
✔ Systems Strategy – Evaluate current systems and recommend improvements or new solutions.
✔ Workflow Design & Organization – Create more streamlined and efficient ways of working.
✔ Action Plan & Priorities – Receive a customized roadmap with recommended next steps.
Available as a one-time assessment or multi-session engagement.
CRM and EHR Setup & Optimization
Business Systems & Workflow Assessment
Business Systems & Workflow Assessment
The right client management system can save time, streamline workflows, improve communication, and reduce administrative headaches. Whether you're implementing a CRM, EHR, or client management platform for the first time - or trying to get more value from an existing system - I'll help you create a setup that supports your business and the way you work.
From client records and intake forms to workflows, automations, and reporting, I'll ensure your system is organized, efficient, and easy to use. The goal is simple: spend less time managing technology and more time serving your clients.
What's Included:
✔ System Selection Guidance – Recommendations based on your business needs, goals, and budget.
✔ CRM & EHR Setup – Configure contacts, client records, custom fields, workflows, and settings.
✔ Forms & Client Onboarding – Create streamlined intake forms, questionnaires, and onboarding processes.
✔ Workflow & Automation Setup – Reduce manual tasks and improve consistency across your business.
✔ Training & Documentation – Ensure you and your team can confidently use the system.
✔ Optimization Recommendations – Identify opportunities to improve efficiency as your business grows.
Whether you're using a CRM, EHR, or client management platform, I'll help you build systems that support your workflow, improve organization, and create a better experience for both you and your clients.
Experience includes Zoho CRM, SimplePractice, MyJunna, ActiveCampaign, Mailchimp, and other business management and client relationship platforms.