Services Guide

you're gonna love this..

Skip the small talk.

Project Paths (some examples in tabs shown below) are for when you need focused support on a specific challenge—operations, leadership, team alignment. 

Strategic Partnerships are for the cross-functional work that's been sitting on your list because it needs dedicated attention and someone to actually move it forward. 

*Coaching available for smaller start-ups with access to SOP templates and Tools.

Ways to Work With Me!

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Have another project in mind not on the list? 

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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


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

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

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 





Ongoing strategy and refinement for the founder who’s never going back to chaotic days and missed date nights 

retainer parnerships

work with us

retainer partnerships

coaching

for hires

for team

For founder

Pick your path

Common Qs and As:

I have a question...

Maybe. But most founders spend months guessing and still end up stuck. We fast-track it with systems that start working in weeks, not someday.

Can't I just figure this out myself?

We don't just hand you a document and disappear. Part of the work is training your team and adjusting things as you go so the system actually sticks in real life.

What if my team doesn't follow the new processes?

Most clients save 10+ hours a week once we clear the bottlenecks and get their team working without constant check-ins. That's the whole point—getting you out of the weeds.

How do I know this will actually free up my time?

That's exactly what Workflow & Operations Blueprint is for. We build the systems from scratch so your team stops coming to you for everything.


What if I don't have any processes yet?

Your processes are built, documented, and trained in. If things shift or you need ongoing support, Retainer Partnership keeps your systems and team aligned as you grow.

What happens after the project is done?

If you're spending 10+ hours a week fixing preventable problems, that's 520 hours a year. We help you get that time back so you can actually lead your business.

Is this really worth the cost?

Here's exactly what our customers are saying

Is it worth it?

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