System Design and Implementation
Human-centric systems, workflows, and processes
Because they’re built for how your people actually work, instead of making work more complicated to seem fancier.
Hire us for this if whispering, “I’m the bottleneck” needs to be your aha moment of the week.
If you’re in the weeds and want to zoom out into a true CEO role, we need a clear snapshot of what’s moving where. From there, we can map, organize, and document the way the business *actually* runs so your team can step in without having to x-ray vision the to-do list in your mind.
What Included:
→ A full operations and workflow audit for client journey, communication, and task flow
→ Mapping of your organization’s current and ideal process
→ Creating standard operating procedures and receiving templates for future SOPs
→ Automation recommendations based on your existing tools (no new tech)
→ A complete process dashboard to track where items are going
→ A 90-day implementation roadmap to bring your team on board with this new structure
If you’re in the weeds and want to zoom out into a true CEO role, we need a clear snapshot of what’s moving where. From there, we can map, organize, and document the way the business *actually* runs so your team can step in without having to x-ray vision the to-do list in your mind.
What Included:
→ A full operations and workflow audit for client journey, communication, and task flow
→ Mapping of your organization’s current and ideal process
→ Creating standard operating procedures and receiving templates for future SOPs
→ Automation recommendations based on your existing tools (no new tech)
→ A complete process dashboard to track where items are going
→ A 90-day implementation roadmap to bring your team on board with this new structure
Workflow and Operations Blueprint
for founders
Hire us for this if you think about firing people way too often.
Make team roles clear. When communication isn’t there, culture feels flimsy, and hands-off productivity feels like a pipe dream. It’s time to dig into how your team is running. By creating clear goal posts, communication systems, defined responsibilities, and shared workflows everyone can do their best work.
What’s Included:
→ The Working Genius Team Assessment © to uncover strengths and gaps with a delivered Team Clarity Report
→ Full mapping of team roles and responsibilities
→ Full mapping of communication cadence and handoff flow
→ Team alignment workshop session with a delivered summary
→ 30-day action plan for team accountability
Make team roles clear. When communication isn’t there, culture feels flimsy, and hands-off productivity feels like a pipe dream. It’s time to dig into how your team is running. By creating clear goal posts, communication systems, defined responsibilities, and shared workflows everyone can do their best work.
What’s Included:
→ The Working Genius Team Assessment © to uncover strengths and gaps with a delivered Team Clarity Report
→ Full mapping of team roles and responsibilities
→ Full mapping of communication cadence and handoff flow
→ Team alignment workshop session with a delivered summary
→ 30-day action plan for team accountability
Team Clarity and Collaboration Intensive
for team
Hire us for this if you want culture to go deeper than pizza parties and bean bag chairs.
Reduce training time with a new hire and give them what they need to hit go faster. By creating a clear, repeatable process your new hire can trust the work, reduce chaos, and ask less– allowing them to be fully in faster. Plus, you can shape your culture from the get-go and experience fewer hire-fire dances when someone can’t seem to fit.
What’s included:
→ A full onboarding audit and map of the hiring process
→ 30/60/90 onboarding plan creation
→ Onboarding playbook delivered
→ Hiring Templates, including the SOP and training template customized to your organization
→ “Welcome to Our Culture” orientation outline
→ Optional Working Genius integration to align roles with strengths
→ 90-day plan for hiring and onboarding implementation
Onboarding Process Playbook
for hires
If you’re stuck in the “doing” and can’t seem to zoom out, we need to create systems that free up your time before you can start taking on bigger scaling goals. Coaching gives you accountability and guidance to make these shifts with the process-building roadmap to implement with your vision alongside your growing team.
What’s Included:
→ Biweekly 1:1 Coaching Calls
→ A Personalized Strategic Roadmap
→ A Leadership and Working Genius Debrief
→ Decision-Making Support
→ Access to SOP Templates and Tools
→ Voxer Chat Support Between Sessions
Investment: Starting $599- 3 month minimum commitment
*Discount offer w/prepaid packages over 6 months
What’s Included:
→ Biweekly 1:1 Coaching Calls
→ A Personalized Strategic Roadmap
→ A Leadership and Working Genius Debrief
→ Decision-Making Support
→ Access to SOP Templates and Tools
→ Voxer Chat Support Between Sessions
Investment: Starting $599- 3 month minimum commitment
*Discount offer w/prepaid packages over 6 months
Get out of the weeds. Get into the strategic leadership role you want.
coaching
Keep the structure going with a customized, ongoing partnership. Personalized for your growing team and unique needs– we can be in this together to firmly leave the mess in the last stage of your business.
What’s Included:
→ Monthly Strategy Calls
→ Workflow Adjustments
→ Team Communication Tune Ups
→ Process Improvements and Reporting Structure Updates
Investment: $1,500- $2,500/month (3-month minimum)
*Discount available for smaller startups
What’s Included:
→ Monthly Strategy Calls
→ Workflow Adjustments
→ Team Communication Tune Ups
→ Process Improvements and Reporting Structure Updates
Investment: $1,500- $2,500/month (3-month minimum)
*Discount available for smaller startups
Ongoing strategy and refinement for the founder who’s never going back to chaotic days and missed date nights
retainer parnerships
Common Qs and As:
I have a question...
We don’t just hand you a document—we train your team and adjust as needed so the system actually sticks.
What if my team doesn't follow the new processes?
Our clients save 10+ hours per week by eliminating bottlenecks and training their team to work without them.
How do I know this will actually free up my time?
Maybe—but most teams waste months guessing. We fast-track success with proven systems that start saving you time in weeks.
Can’t I just figure this out myself?
That’s exactly Workflow and Operations Blueprint is for. We build the systems from scratch so your team stops relying on you for everything.
What if I don’t have any processes yet?
If you’re spending 10+ hours a week fixing team mistakes, that’s 520 hours a year wasted. We give you that time back.
Is this really worth the cost?
Your processes are fully built, documented, and trained in. Need ongoing tweaks? Retainer Partnership helps keeps your systems and teams aligned.
What happens after the project is done?
Here's exactly what our customers are saying
Is it worth it?
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