Workflow & Systems Setup
Turn Your Business Into a Well-Oiled Machine.
We help you set up streamlined systems and workflows that save time, reduce mistakes, and let you scale without burnout.
This is for you if...
You’re doing everything manually and reinventing the wheel every week
Your team is confused or always asking you questions
You keep dropping balls in your client process
Nothing is documented, and your brain is the business
You know you need systems—but don’t know where to start
WHAT’S INCLUDED
Your systems package can include:
Client onboarding/off-boarding workflow setup
SOP creation (standard operating procedures)
Task and project management tool setup (ClickUp, Notion)
Team communication systems (Slack, G-Drive permissions)
Calendar & scheduling structure (Acuity, Google Calendar)
Template creation (client emails, forms, internal docs)
Internal process mapping for daily operations
We create organized systems that feel like they were built for you, not forced on
Perfect for solopreneurs or small teams who need structure but don’t want to overcomplicate.
Includes:
One workflow (i.e. client onboarding or service delivery)
Standard Operating Procedure documentation (up to 5)
Tool setup & light customization
60-min systems walkthrough call
Bonus: Internal task tracker template
Great for service-based businesses ready to scale and delegate.
Includes:
Up to 3 key workflows
Full SOP suite (up to 10 docs)
Tool selection, setup, and implementation
File structure buildout (Google Drive/Dropbox)
Team permissions & access controls
Custom operations dashboard
90-min team walkthrough session
7-day post-support via email
You need it all done now. We deep-dive, build it all in a week, and hand you a fully organized backend.
Includes:
Everything from Full Systems Buildout
Client intake + proposal to offboarding mapped and templated
Daily check-ins during build
End-of-week delivery + live walkthrough
Loom videos for every system we touch