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 proposal with an 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
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 for an agreed upon number of days. This 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.
Includes:
Discovery call + implementation plan
Done-for-you buildout
Training + documentation
Cost varies on project scope and size
