Ready to Scale?
If you’re looking for solutions to scale your business that go beyond quick fixes and address root causes, you need to audit your processes.
Systems are symptomatic.
The root cause of most systems problems is found at the process level.
Your processes tell the story of how you and your team spend your time—and what your clients experience when they work with you. Your processes are a key component of your business operations, and while they may feel intangible if you haven’t documented them yet, they’re at the core of everything you do.
However, it’s hard to gauge the strength of your operations and chart a path toward optimization when you’re in the day-to-day. And if you haven’t taken the time to empower your team with documentation and consistent work routines, you’re probably stuck in a constant cycle of doing and delegating.
It doesn’t have to be this way.
*How you and your team move about your business—your habits—informs the processes that support your business operations. The quality of those processes dictates the degree to which your business can leverage systems. And the amount of operational leverage available to your business through systems will determine its’ ability to grow and scale.
We start all of our operations engagements by learning about your business, your goals, and your processes. We don’t recommend solutions until we understand how and why you’re doing what you’re already doing.
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Business Strategy:
Establishing or refining your services and your scope of work
Establishing or refining business and personal boundaries
Operational Efficiency Improvements:
Integrating AI into your operations
Recommendations for streamlining or adding to your tech stack
Recommendations for rhythms and routines that can be established to set expectations and provide accountability
Productivity recommendations
Client Experience Improvements:
Process improvement
Process + technology integration to streamline and automate your client experience:
AI tools
Schedulers
CRM
Project management software
Productivity suite (Google Workspace + Microsoft 365)
VoIP phone software
Asset creation to enhance the client experience (welcome guide, checklists, etc…)
Team Experience Improvements:
Process improvement
Designing/redesigning processes
Cataloging processes
Creating Standard Operating Procedures (SOPs)
Role clarity
Team accountability systems
Hiring systems:
Job description
Application
Interview questions
90-day onboarding plan
Are you looking for quick wins or big wins?
We have options for both, and we’ve designed our Operations Sprint to lead into our Operations Uplevel if the quick wins inspire you to go after big wins.
Quick Wins
Operations Sprint
A two-day engagement designed to provide quick wins that get you to the next stage of scaling or growth.
Focused on your operations—the infrastructure that creates your team experience and client experience—we’ll bring a mix of coaching, insights, proprietary frameworks, and accountability that meet you where you’re at and get you to where you want to go.
All Operations Sprints start with a comprehensive inventory of your processes and an audit of your tech stack.
From there, we make recommendations for your unique business operations based on our 40+ years of combined experience.
After we formulate a plan together and choose the highest-leverage project, we spend the entire second session focused on implementation coaching—with you driving the mouse to build confidence and muscle memory.
Depending on the scope of the chosen projects, clients typically end up with 1-2 high-leverage operations projects implemented over the course of our two-day engagement.
When we wrap up our work together, you'll have completed a high-leverage project, built a roadmap of other systems and processes for future implementation, and practiced the tactics and mindset for maintaining what we've implemented.
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Includes:
Comprehensive onboarding process where we inventory your:
Processes
Tech stack
Team and their roles
2 Sprint sessions (2 hours each) broken into 2 phases:
Phase 1: Audit (session 1)
Analyze everything gathered during the onboarding process
Review the projects we recommend for your unique operations
Rank the highest leverage operations projects and determine which one(s) to prioritize
Phase 2: Implementation (session 2)
Implementation coaching for your highest leverage project
You drive the mouse to build muscle memory and feel empowered to maintain the project after we’re done
Follow-up action items tracked by FTLOS
A recording from our sessions so you can revisit our conversations as needed
Email support during the Sprint and for one week after
Timeline: 2 Days (2 hours each day)
Outcome: 1-2 high-leverage projects implemented into your operations + a roadmap of other systems and processes for future implementation
Investment: $2,500 (also available without our audit + recommendations for $2,000—book a Discovery Call to chat about the best option for you!)
Big Wins
Operations Uplevel
A three-month engagement empowering you with big wins that support your long-term scaling and growth.
Focused on your operations—the infrastructure that creates your team experience and client experience—we’ll bring a mix of coaching, insights, proprietary frameworks, and accountability that meet you where you’re at and get you to where you want to go.
All Operations Uplevels start with a comprehensive inventory of your processes and an audit of your tech stack.
We also dive deep into the experience your team and clients have working in/with your business, which is the biggest differentiator from the Operations Sprint—other than the number of projects we complete together.
From there, we make recommendations for your unique business operations based on our 40+ years of combined experience.
After we formulate a plan together and prioritize the order of execution, we jump into implementation coaching for the rest of the engagement—with you driving the mouse to build confidence and muscle memory.
Depending on the scope of the chosen projects, clients typically end up with 8-10 high-leverage operations projects implemented over the course of our three-month engagement.
When we wrap up our work together, you'll have scaled your operations and learned the tactics and mindset to adjust and change your systems and processes as your goals and business change.
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Includes:
Comprehensive onboarding process where we inventory your:
Processes
Tech stack
Team and their roles
Weekly 90-minute Zoom coaching sessions for 3 months, broken into 2 phases:
Phase 1: Audit (month 1)
Analyze everything gathered during the onboarding process
Deep-dive into your client journey
Review the projects we recommend for your unique operations
Rank the highest leverage operations projects and determine which ones to prioritize
Phase 2: Implementation (months 2 and 3)
Implementation coaching for your highest-leverage operations projects
You drive the mouse to build muscle memory and feel empowered to maintain your operations after we’re done
Weekly action items tracked by FTLOS and shared with you after each session
A recording from each session so you can revisit our conversations as needed
Email support during the entire 3 months, and for 2 weeks after we finish our engagement
Timeline: 3 months
Outcome: 8-10 high-leverage projects implemented into your operations + a roadmap to follow for any remaining projects
Investment: Starts at $7,500 (paid in monthly installments for 3 months)
Ready to take the next step and build human-centered systems and processes that transform your business?