Operational Offerings

Six precise ways we fix your operations

From single-issue diagnostics to complete embedded leadership, choose the scope that matches your current operational bottleneck.

SERVICE 01
3-5 business days
Ops audit

Pinpoint workflow friction and get an actionable execution plan.

A fast, comprehensive diagnostic of your current tech stack, communication channels, and task handoffs to expose bottlenecks and operational drag.
Target outcomeActionable roadmap clarity
100%

What is delivered

  • End-to-end operational diagnostic report
  • Loom teardown of tooling inefficiencies
  • 1-page prioritized 30-day action plan
  • Architecture diagram of proposed stack

Tools configured

LoomNotionGoogle WorkspaceWorkflow Maps
Best for: Founders experiencing tool sprawl and workflow friction.
SERVICE 02
2-3 weeks
Project management system setup

Replace fragmented chats with clear sprint execution.

Tailored workspace buildouts that organize team responsibilities, recurring sprints, and client onboarding into clean, repeatable processes.
Target outcomeMissed project handoffs
0

What is delivered

  • Custom workspace hierarchy and task templates
  • Sprint cadence and backlog management structure
  • Automated client and internal onboarding protocols
  • Team SOP documentation library

Tools configured

AsanaClickUpNotionTrello
Best for: Teams outgrowing ad-hoc chat assignments and messy boards.
SERVICE 03
2-4 weeks
CRM setup & marketing automation

Capture leads and move them through pipeline stages automatically.

Clean pipeline architecture integrated with automated lifecycle messaging and data sync across your lead generation channels.
Target outcomeFaster lead response time
4x

What is delivered

  • Custom deal stages and field properties configuration
  • Automated lead routing and notification triggers
  • Multi-step nurture email sequence setup
  • Cross-platform webhook syncs via Zapier or Make

Tools configured

HubSpotZoho CRMPipedriveZapierMake
Best for: Businesses losing track of inbound leads across multiple inboxes.
SERVICE 04
2-3 weeks
STR operations system

Automate guest messaging, turnovers, and multi-unit maintenance.

Centralized property management architecture that synchronizes channel distribution, guest inquiries, and cleaner scheduling without manual overhead.
Target outcomeSLA response benchmark
99.8%

What is delivered

  • Guesty, Airbnb, and Vrbo multi-channel integration
  • Trigger-based automated guest messaging templates
  • Cleaner and maintenance dispatch scheduling rules
  • Operations dashboard for issue tracking and SLAs

Tools configured

GuestyAirbnbVrboZapier
Best for: Short-term rental operators scaling unit counts past single management.
SERVICE 05
Monthly dedicated retainer
Fractional COO retainer

Embedded executive leadership running daily business operations.

Dedicated operational leadership taking ownership of team management, KPI tracking, process refinement, and cross-functional execution.
Target outcomeSaved weekly per founder
10-20h

What is delivered

  • Weekly executive ops syncs and sprint reviews
  • Direct management of distributed team workflows
  • Continuous system audits and tool optimization
  • Live KPI reporting dashboards for leadership

Tools configured

Excel/ Google SheetsSlackClickUpZapier
Best for: Companies needing senior ops direction without full-time C-suite overhead.
SERVICE 06
Ongoing / Sprint-based
Full-stack digital marketing support

Connect acquisition pipelines directly to operations.

Operational infrastructure powering your marketing engine—combining automated sequences, high-converting landing pages, and campaign reporting.
Target outcomeIntegrated tracking coverage
100%

What is delivered

  • High-converting landing page deployment
  • Automated email onboarding and nurture flows
  • Campaign analytics and conversion tracking setup
  • Short-form content pipeline and scheduling system

Tools configured

HubSpotZapierShopifyAnalytics
Best for: Founders needing clean conversion tracking and reliable launch workflows.

Not sure which service matches your bottlenecks?

Start with a structured operations diagnostic to review your tooling and team handoffs.

See client results