Project & Systems Support
Short term, high impact help to get your business organized, optimized,
and running smoother than ever.
This is a short term, high impact project based service great for system setups or project sprints.
If your business operations feel scattered, your tools are a mess, or you’ve been “meaning to set that system up” for months… this is your sign.
Project & Systems Support is my short term, done-for-you service designed for busy small business owners who need quick, targeted help with a specific project or system setup without committing to ongoing management.
Perfect for:
CRM clean-ups & data organization
Client onboarding or offboarding workflows
SOP library creation & documentation
Tech platform setup & integration
Workflow mapping & optimization
Project management tool setup (ClickUp, Asana, Trello, Notion, Monday)
Internal process audits & improvements
Whether you call it back-office organization, admin clean-up, or operations overhaul, I bring structure and clarity so your business runs without everything sitting on your shoulders.
How It Works
Step 1: Discovery & Planning
We start with a call to get clear on your goals, your current systems, and what’s not working. I’ll create a detailed implementation plan so you know exactly what’s getting done and when.
Step 2: Done-For-You Buildout
I roll up my sleeves and handle the setup, clean-up, or build-out for you whether that’s reorganizing your CRM, setting up automations, building templates, or creating SOPs your team can actually follow.
Step 3: Training & Documentation
You’ll get live or recorded walkthroughs and easy-to-follow documentation so you and your team can confidently use and maintain the new systems.
Step 4: Post-Implementation Support
For 5 business days after completion, you’ll have me in your corner via Slack and email for any troubleshooting, tweaks, or “how do I do this again?” questions. This also encourages you and your team to dive in and start using your new system or tool! No more procrastinating!
Popular Project Examples
CRM Overhaul: Cleaning, tagging, segmenting, and creating automations so leads stop slipping through the cracks.
Onboarding Flow: Mapping and automating client welcome sequences so every client gets the same stellar experience.
SOP Library: Documenting all your processes so training a new hire takes days, not months.
Tech Setup: Integrating platforms like Asana, Hubspot, Google Workspace, or Airtable so they actually talk to each other.
Workflow Optimization: Eliminating bottlenecks so tasks stop getting stuck and projects finish faster.
Why Business Owners Love This Service
Quick Wins: Get results in days or weeks, not months.
Clarity & Control: Finally see your processes clearly and know exactly how things get done.
Tailored Solutions: I design systems that work for your style and your team—not cookie-cutter templates.
Stress Relief: No more avoiding the “messy backend” or feeling guilty for not having it together.
My experience includes hundreds of
SOPs written
Systems setup
Workflows created
Processes improved
Starting at $349
Includes:
Discovery call + implementation plan
Done-for-you buildout
Training + documentation
5 business days of support via Slack & email
Inbox Overhaul: Email Inbox Cleanup & System Setup
Tired of drowning in emails? This one-time service is designed to clean up, declutter, and optimize your inbox so you can breathe easier, reclaim your time, and stay on top of what really matters.
What’s Included:
Initial Inbox Audit
Clean Up & System Setup
Custom Labeling/Filing & Organization Setup
Smart Automations & Filters Setup
Unsubscribe from Unwanted Promotions
Live or Video Walkthrough + Tips
Perfect For You If...
Your inbox is a mess, and it stresses you out
You want a system that you’ll actually use
You’re not ready to hire a full-time VA, but need a solid operational cleanup
You’ve hit email overload and want a fresh start with long-term structure
Typical turnaround: 4-6 business days after intake
