When you look at your business, you see a lot of good. You’re generating momentum, the team is growing, and you’re starting to see your big vision take shape. But on the flip side, you’re wearing all of the hats, being the final ok on everything, and operating from reaction whenever something happens. This is not sustainable.
You want to find and retain good people. You want to have clear processes in place so people can slip into their roles. You want to be a leader, not a hover-er. You want automated systems, so everyone is doing their needle-moving work, not trying to find the spreadsheet. But where do you begin?
When we team up to design and build the backend for how your business runs, we can:
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
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.
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
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.
A full onboarding audit and map of the hiring process
30/60/90 onboarding plan creation
Onboarding playbook delivered
90-day plan for hiring and onboarding implementation
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
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.
Is it worth it?
With 20+ years in banking, financial strategy, and first-hand experience running a couple of my family businesses, I’ve seen the insides of over 150 companies from startups to $100M revenue corporations. Combining that with my Master’s in Industrial-Organizational Psychology, my speciality is creating people-centered systems that make the organization more efficient and the founder calmer.
With a warm, collaborative approach to team training and system setup, I help small businesses have the success of larger corporations, without the cold structures that take away a business’s charm.
I created this business because I come from a line of immigrant entrepreneurs who have the resilience and determination to do anything to be successful. But you don’t have to burn out to reach your biggest goals.
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