Home / Services

Operations support, CRM management and workflow automation

Services for coaches, consultants, boutique agencies and founder-led service businesses who want reliable operations without adding unnecessary tools.

CRM management and workflow automation

I configure and maintain GoHighLevel, HubSpot and Dubsado so your pipeline reflects reality. Automations are tested against unusual cases before they go live.

Client onboarding automation

Pre-discovery forms, contracts, invoices and welcome steps connected into one journey, so every client starts the same way.

Executive operations support

Inbox and calendar oversight, reporting, contractor coordination and ownership of recurring workflows.
See a day in the life of executive support ↗

Business process documentation and SOPs

Written, usable documentation so your team can run what I build without me in the room.

AI-assisted workflows

AI speeds up research, drafting and admin. A person reviews the output before it reaches a client.

Retainer packages

Four monthly packages

Each package includes everything in the one before it. Systems Operator is the one most founders with a growing client roster need.

Operations Essential

$500/month

20 hours per month

Best for: ongoing administrative and operational support.

  • Inbox and calendar coordination
  • Routine correspondence
  • CRM hygiene and task tracking
  • Weekly updates
  • AI-assisted research and administration
Enquire

Client Flow Partner

$750/month

30 hours per month

Best for: client onboarding, follow-ups and delivery coordination.

  • Everything in Operations Essential
  • Client onboarding and offboarding coordination
  • Intake and contract follow-ups
  • CRM pipeline updates
  • Project coordination, SOPs and client communication workflows
Enquire
Recommended

Systems Operator

$1,000/month

40 hours per month

Best for: CRM configuration, automation, testing and maintenance.

  • Everything in Client Flow Partner
  • CRM configuration and maintenance
  • Workflow automation, testing and troubleshooting
  • Forms and spreadsheet integrations
  • AI-assisted workflows with human review
  • Documentation and a monthly systems review
Enquire

Founder's Right Hand

$1,500/month

60 hours per month

Best for: broader executive and cross-project operational ownership.

  • Everything in Systems Operator
  • Executive inbox and calendar oversight
  • Cross-project and contractor coordination
  • Operational reporting
  • Ownership of recurring workflows
  • Weekly founder briefings
Enquire

Terms at a glance

  • Scope and priorities are agreed in advance.
  • Hours do not roll over from month to month.
  • Extra hours need your approval before I work them.
  • Third-party software fees are separate and paid by you.
  • Packages are not unlimited.

Scope and priorities are agreed in advance. Hours do not roll over, extra hours need your approval, and third-party software fees are separate. These packages are not unlimited.

Not sure which package fits?

Describe what is stuck and I will recommend one, or tell you if you do not need it yet.

Let's talk about your operations