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Operations & Systems Management
Operations & Systems Management
The backend of your business — cleaned, structured, optimized, and built for long-term growth.
This service blends high-level operations strategy with detailed systems execution.
We build workflows, automations, and processes that remove bottlenecks, improve team performance, and create a backend that finally feels organised and predictable.
What You'll Get:
✔ Workflow Setup, System Mapping & Automation– We design and document workflows across your business, then implement automations that reduce manual work and improve efficiency.
✔ Process Improvement & SOP Creation – We refine existing processes, build new ones, and create SOPs your team can use immediately — with clear steps, screenshots, and Loom videos included.
✔ CRM Setup & Optimization – HubSpot, GoHighLevel, Dubsado, 17Hats, Tave — fully configured to match your client journey, sales process, onboarding, and follow-up structure.
✔ Airtable, Monday.com & ClickUp Support – Workspace setup, templates, dashboards, automations, pipelines, team permissions, and cleanup of existing systems.
✔ Quality Assurance Across All Workflows – We test every process and automation end-to-end to make sure it works smoothly in real-world use.
✔ Internal Communication Structure & Reporting – We build internal communication flows, create reporting dashboards, and document how your team should communicate, update tasks, and escalate issues.
What You'll Get:
✔ Workflow Setup, System Mapping & Automation– We design and document workflows across your business, then implement automations that reduce manual work and improve efficiency.
✔ Process Improvement & SOP Creation – We refine existing processes, build new ones, and create SOPs your team can use immediately — with clear steps, screenshots, and Loom videos included.
✔ CRM Setup & Optimization – HubSpot, GoHighLevel, Dubsado, 17Hats, Tave — fully configured to match your client journey, sales process, onboarding, and follow-up structure.
✔ Airtable, Monday.com & ClickUp Support – Workspace setup, templates, dashboards, automations, pipelines, team permissions, and cleanup of existing systems.
✔ Quality Assurance Across All Workflows – We test every process and automation end-to-end to make sure it works smoothly in real-world use.
✔ Internal Communication Structure & Reporting – We build internal communication flows, create reporting dashboards, and document how your team should communicate, update tasks, and escalate issues.
This is the bridge between OBM-level strategy and done-for-you execution.
Our Plans:
20-Hour Operations Package — $700
Best for targeted improvements or building out one core system.
Ideal for:
CRM setup (basic–intermediate)
Workflow mapping for 1–2 departments
SOP creation (3–6 SOPs + Loom tutorials)
ClickUp or Airtable cleanup
Light automations & template creation
40-Hour Operations Package — $1,400
40-Hour Operations Package — $1,400
For businesses needing deeper operational restructuring or multi-system support.
Includes:
CRM build + automation flows
Full ClickUp/Monday/Airtable workspace setup
SOP creation (6–12 SOPs + Loom tutorials)
Workflow development for multiple departments
Communication structure + reporting dashboards
QA testing + refinement
Custom Operations & Systems Projects
For companies needing large-scale builds or full operational transformation.
Custom projects may include:
Custom projects may include:
Full CRM build-out (HubSpot, GHL, Dubsado, 17Hats, Tave)
End-to-end workflow mapping (sales → fulfillment → offboarding)
Complete ClickUp/Airtable workspace design
SOP suite (10–30 SOPs + Loom videos)
Team onboarding systems
Automation architecture
Client journey mapping
Reporting dashboards
System cleanup & migration
💡 Every custom project includes:
Strategy call
System blueprint
Execution + QA
Loom walkthroughs
Documentation + SOPs
Post-project support window
Pricing provided after a discovery call and system audit.
Who This Is For:
Perfect for founders, agencies, coaching companies, tech teams, and e-commerce brands who need a more mature operational foundation.
Results You Can Expect:
A backend that supports scale, not chaos
Systems that reduce repetitive tasks
A team that knows exactly what to do
Clean workflows that eliminate guesswork
Better delivery, better communication, better results
Clear documentation so operations don’t fall apart
📩 Ready to hand over operations & scale faster? Contact us today!
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