Services

3 Pillars in Your Operations

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Processes - Fractional Operations

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Systems

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Automations

Fractional Operations

Advisor

$999

Monthly

Provides guidance to help optimize your operations. Ideal for businesses seeking occasional insights to solve specific challenges or improve processes without ongoing management involvement.

Strategic Leader

$1,999

Monthly

Delivers hands-on leadership to drive operational initiatives. This tier focuses on implementing strategies, leading key projects, and aligning operations with business goals for sustainable growth.

Executive Leader

$3,999

Monthly

Offers comprehensive, executive-level oversight and management of your operations. This includes accountability for operational performance, team leadership, and strategic decision-making to elevate your organization to the next level.

Executive Leader

Offers comprehensive, executive-level oversight and management of your operations. This includes accountability for operational performance, team leadership, and strategic decision-making to elevate your organization to the next level.

Leadership & Organization

  • Team leadership and development for Vision, Mission, and Values Statement

  • Master workflow development

Human Resources

  • Team training

  • Active in hiring, onboarding and off-boarding

Sales & Marketing

  • Sales handbook creation

  • Sales team training

Finance

  • Accounting handbook

  • Team training

Production

  • Regular audit of products / services

  • Team training

Strategic Leader

Delivers hands-on leadership to drive operational initiatives. This tier focuses on implementing strategies, leading key projects, and aligning operations with business goals for sustainable growth.

Leadership & Organization

  • Oversee systems development

  • Develop organization chart

  • Systems automation

Human Resources

  • Performance reviews

  • HR system development

  • Payroll system development

  • Communications systems development

  • Cloud storage development

Sales & Marketing

  • CRM Development

Finance

  • Accounting system development

  • Financial reports review

  • Operations budget development

Production

  • Project management system development

Advisor

Provides guidance to help optimize your operations. Ideal for businesses seeking occasional insights to solve specific challenges or improve processes without ongoing management involvement.

Leadership & Organization

  • Ensure business alignment with Mission

Human Resources

  • Hiring

  • Onboarding

  • Training

  • Off-boarding

Sales & Marketing

  • Sales script

Finance

  • Accounting

  • Payroll

  • Invoicing

  • Financial reports review

Production

  • Product brief

Systems

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Operations & Administrative

  • Meeting confirmations

  • Meeting summaries

  • Task & project management updates

  • Document formatting & organization

  • File conversions & data processing

  • Onboarding sequences for clients & employees

Sales & Marketing

  • Outreach to new leads

  • Lead qualification & tracking

  • Follow-up emails & reminders

  • Proposal & quote generation

  • CRM data entry & updates

  • Social media content creation

Finance & Support

  • Invoice creation

  • Recurring billing & subscription management

  • Data extraction & report generation

  • Automated reporting & analytics

  • Customer support responses

  • Survey & feedback collection

Operations Dictionary

Unlock the language of operations. This dictionary simplifies key terms so you can confidently navigate and optimize your business systems.

If you don’t see what you’re looking for, feel free to contact us—we’re happy to help!

  • The use of software, AI, or tools to perform repetitive business processes without manual intervention, increasing efficiency and reducing errors.

  • Individual action items or steps that must be completed within a process, typically assigned to a person or system for execution.

  • The structured combination of processes, tools, and workflows that allow a business to operate efficiently and scale effectively. Examples include CRM systems, project management software, and ERP platforms.

  • A defined sequence of steps used to complete a task or workflow, ensuring consistency and efficiency in operations.

  • The step-by-step execution of tasks and processes, often visualized as a flowchart or automation sequence to optimize efficiency.

  • Documented guidelines that outline how tasks, processes, and workflows should be performed to ensure consistency and quality control.