Small agencies and service-based organizations. Focused on teams with 2–25 employees generating $250k–$2M annually. You are often project-based, you value innovation, and are open to adopting new systems.

The ideal mindset: You prioritize learning, creativity, and collaboration. You are eager to embrace new tools and processes to increase efficiency and enhance client experiences.

Operational Excellence

• Streamline workflows and processes to reduce inefficiencies.

• Implement project management and automation tools to save time.

• Develop SOPs (Standard Operating Procedures) for consistency.

• Manage budgets, forecasting, and resource allocation to support growth.

Business Growth and Scalability

• Monitor and optimize sales funnels to maximize revenue.

• Plan and execute successful service and event launches.

• Design scalable systems to support business expansion.

• Track and analyze KPIs to identify growth opportunities.

• Build and maintain CEO dashboards to monitor growth and opportunities.

Delivery Productivity

• Team management, scheduling, and task delegation.

• Establish clear communication protocols.

• Onboard and train new team members for seamless integration.

• Facilitate workshops to align daily operations with long-term goals.

Leadership Support

• Prioritize tasks to eliminate bottlenecks and improve focus.

• Act as a point of contact for day-to-day operations.

• Generate reports and insights for informed decision-making.

• Create systems that let founders focus on their strengths and avoid burnout.

My onboarding process is simple and straight forward to get you results quickly. We’ll being with a strategy session so that I understand your goals, pain-points, and needs. I’ll immediately follow up with a plan of action outlining how I can support you. We’ll set up a work management tool (ClickUp, Monday.com or Asana), regular check-in cadence, and channels for communication. You’ll receive regular progress updates throughout our engagement.