Services
Business Systems Fix
Got a business process that's making your life harder than it should?
You don't need another strategy document. You need someone to look at what's not working, figure out a better way, and actually get it set up.
Business Systems Fix is a focused, done-for-you service designed to tackle one operational headache at a time — from messy processes and inefficient workflows to CRM issues, repetitive admin and missed opportunities to automate.
What we'll do
1. Identify the problem
We'll review the process that's causing the most frustration and pinpoint what's slowing you down, creating unnecessary work or falling through the cracks.
2. Create a better system
We'll map out a simpler, more efficient way of doing things — using the tools you already have wherever possible.
3. Build it for you
This is the important part. I don't just tell you what to do. We'll set up the workflows, processes, automations, templates, documentation or systems needed to put the solution into practice.
4. Hand it over
You'll finish with a working system, clear instructions and a process you can actually use.
Your project could include:
Streamlining a client onboarding process
Setting up or cleaning up a CRM
Creating automated workflows
Reducing repetitive admin
Building internal processes and SOPs
Creating project or task management systems
Improving lead follow-up
Connecting the tools you already use
Creating templates and workflows
Removing bottlenecks in your day-to-day operations
Turning a process that's "all in your head" into a repeatable system
Starting from $500
The exact price depends on what needs fixing, but you'll know the scope and cost before we start.
Not sure what needs fixing? That's okay. We'll start with a quick conversation to identify the biggest opportunity and determine whether this service is the right fit.
Operational Partner
Ongoing operational leadership — without hiring a full-time COO.
For growing businesses that need an experienced operator in their corner — not another consultant handing over recommendations.
As your Operational Partner, I work alongside you to take ownership of the systems, processes and projects that keep your business moving.
From improving operations and implementing new systems to managing priorities and driving key projects forward, I provide the strategic thinking and hands-on execution your business needs to keep growing.
From $2,500 per month
Operations Reset
Your business has grown. Your systems haven't.
As your business evolves, the way you used to do things can start creating unnecessary work, confusion and bottlenecks.
Operations Reset is a focused review and improvement project designed to help you step back, see what's not working, and put better systems and processes in place.
We'll look at how your business currently operates, identify the biggest opportunities for improvement, and work with you to create a simpler, more organised way of working.
What's included:
🔍 Business & Operations Review: We'll look at your current workflows, tools, processes and day-to-day operations to identify what's working, what's not, and where you're losing time.
🗺️ Prioritised Action Plan: Not everything needs fixing at once. We'll identify the biggest opportunities and create a practical roadmap focused on the changes that will have the greatest impact.
⚙️ Systems & Process Improvements: We'll redesign the workflows and processes that are creating friction — making them clearer, simpler and easier to repeat.
🤖 Automation Opportunities: We'll identify repetitive tasks that could be automated and recommend practical ways to reduce manual work using the tools you already have.
📋 Documentation & SOPs: Where needed, we'll turn key processes into clear, repeatable documentation so your business isn't reliant on everything living in your head.
🛠️ Implementation Support: This isn't just a report that gets filed away. We'll help implement the agreed improvements and get your new systems up and running.
Depending on your business, your Operations Reset could include:
Client workflows
Lead management and follow-up
CRM structure and processes
Team roles and responsibilities
Project and task management
Internal communication
Recurring admin and manual tasks
SOPs and process documentation
Software and tool usage
Automation opportunities
Client onboarding and offboarding
Identifying operational bottlenecks
The result?
A business that's easier to run, easier to manage and less dependent on you doing everything yourself.
You'll have a clearer understanding of how your business operates, what needs attention, and practical systems in place to help you work more efficiently.
From $1,250
Friendly Notes
Prices quotes in CAD - other currencies available upon request
All pricing + scopes customizable to your business size and goals