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Operational Excellence Clinic

You can either spend the next 3-5 years putting out fires and hoping things click into place or book a 90-minute session today and walk away with exactly what to fix, how to fix it, and what your team needs to execute with clarity.

What you’ll get:

A clear diagnosis of what’s slowing your ops down

Straightforward solutions your team can implement

A personalized action plan with documented next steps

2 & 4-week follow-ups to make sure it’s actually working

How it works:

Step 1: Book your session

Step 2: Fill out a short pre-call questionnaire

Step 3: Get a detailed post-session report with everything we covered

Step 4: Follow-up check-ins to track your progress and offer support

Get me results in 90 minutes

Operational Support Clinic

Short-term ops support to help you scale even if you’re not quite there yet. Perfect if you don’t have a full team yet or you’re in the process of hiring. Either way, you know the structure needs to be in place before everyone shows up.

What you’ll get:

A short-term project focused on a specific ops need (e.g. onboarding, delivery, client management)

Strategic setup with simplicity now and scale later in mind

Clear systems that don’t need babysitting — with handoff-ready documentation

Optional: Loom walkthroughs, SOPs baked into workflows, or a team-ready playbook

How it works:

Step 1: Book a call to scope the support you need

Step 2: Receive a custom plan + timeline (most builds are completed in 2–4 weeks)

Step 3: Walk away with a system that saves time, builds trust, and gets you out of the weeds

Step 4: Follow up check-ins to make sure you had a smooth transition.

Get me streamlined

Excellence Continuity Clinic

The systems that got you here won’t get you to your next stage. Perfect for businesses who have outgrown their current operating system and need one that will scale with them.
You do the visionary work. We make it executable.

What you’ll get:

A fully rebuilt operational core tailored to your growth goals

Your “single source of truth” system built in a tool like Airtable (or your preferred tools), so everything lives in one place and runs without micromanagement

Automated workflows with SOPs baked into them to reduce manual oversight and accelerate cash flow

Performance scoreboards for visibility, accountability, and results you can track

On-demand clarity through Loom walkthroughs and team-ready documentation

Weekly reviews + optimization support to refine and scale what’s working, fast

How it works:

Step 1: Audit & Discovery

Step 2: Process Mapping & Documentation

Step 3: System & Workflow Builds with Automation

Step 4: Feedback, Iteration & Team Training

Build My Scalable System

Case studies

How James Built a 45-Member Team That Gets Results

Without Constant Hand-Holding

The Power of Process Management

A Founder’s Journey to Operational Excellence

How an Emailing Agency Achieved Peak Efficiency

Within 6 Months

Increasing Impact with Better Client Engagement

Brian's Strategic Transformation

Revolutionizing Client Impact

A Coach's Journey to Sustainable Growth

Reaching New Heights in Scalable Coaching

Christina's Business Transformation

Transforming Client Services

A Creative Agency’s Journey to Excellence

Taking Strategies to a New Level

Elevating a Creative Videography Business

Becoming More Profitable

A Freelance Graphic Designer’s Transformation

Team Excellence

A coaching team's journey

Smarter Systems, Less Stress—Delivered Weekly.

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