
Your backend is working against you — costing you time, energy, and momentum... even if everything looks "fine" on the outside.
This isn’t a quick audit. It’s a one-day, high-impact build that brings your operations, team, and workflows back into alignment—so your business runs with clarity and flow.
this is for you if…
✓ You're growing, but still caught in the weeds of delivery, fulfillment, or ops
✓ Your backend feels disorganized behind the scenes (even if your brand looks polished)
✓ You're reinventing processes every time because there's no clear structure
✓ You know you’re losing time or money — you just can't pinpoint where
✓ You want to stop patching symptoms and finally fix the core operational issues
✓ You need your team working cohesively, with clear roles, strengths, and workflows



systems audit
We uncover inefficiencies hiding in your processes, tools, delivery, and team dynamics — including where AI or automation could reduce manual work.
workflow strategy
We co-design sustainable workflows aligned with your team’s strengths, capacity, and business goals, with future AI-readiness built into the structure.
tech integration
We identify tools that support your operations now and prepare you for AI-enhanced workflows later.
If you’re in ClickUp, your core workflow will be built directly inside ClickUp using native automations and AI features.
areas of expertise
• BUILD CLARITY • ALIGN YOUR TEAM • STREAMLINE YOUR SYSTEMS •


Assess: your current operations, offers, tools, workflows, and team dynamics
🔍
Diagnose: what’s causing breakdowns, manual work, gaps, or bottlenecks
🧠
Strategize: your next 90 days—priorities, workflows, and identified AI-ready opportunities for efficiency
🧰
Activate: build your “golden flow”—your highest-impact workflow—live, including ClickUp automations and AI.
⚡
Deliver: a high-level workflow roadmap with team analysis and AI steps, guiding tasks beyond our day.
🗺️
What We’ll Do in One Day
Clarity on what’s not working — and why
A workflow your team can use immediately
A repeatable structure for future processes
Guidance on where AI could enhance your current operations
What You’ll Walk Away With

Confidence in your backend decisions—no more second guessing.

pre-work
assessment
Welcome call, onboarding details, and team assessments so we enter Day 1 aligned.
7-day post VIP
support
Office hours + async guidance as you implement your roadmap and action items.
full-day
session
Remote or in-person — a full day of workflow architecture, systems design, and live co-building.
Whats included:
support
documents
Your roadmap, workflow(s), team strengths profile, and key resources — all in one place.
You could spend $3,200 on a 5-day vacation...and come back to the same chaos.
Or spend one day building a backend that gives you your time, peace, and profit back—week after week.
Your Investment - $3,200
Secure your spot with a 30% deposit
(Flexible payment options available)
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Travel Policy
want an in-Person VIP Day?
In-person VIP Days are available by request. | local sessions (within 30 minutes of travel) may be available at no additional cost.
In-person availability is limited and confirmed on a case-by-case basis.
Let me know in your application if you’d prefer to meet in person.
$1,000–$1,500, depending on distance and travel requirements
Or, you may choose to cover all travel costs directly, including flight, hotel, and local transport
For travel outside the area, a flat travel fee will be added to your VIP Day investment:


