Services

A 30-day engagement. Designed systems, not slide decks.

Every engagement follows a structured four-week framework designed to diagnose, architect, document, and transfer operational systems your team can own independently.

This engagement is designed for B2B SaaS founders between $500K and $3M ARR who are currently acting as their own COO. You have 5 to 20 employees. You've proven product-market fit — and now the operational complexity of scaling is consuming the time you should be spending on growth.

A full-time VP of Operations costs $180K+ and takes months to ramp. You don't have that kind of time or runway. You need someone who's done this before — and can design the systems in 30 days, not 6 months.

If you're spending more time firefighting than building, this engagement was designed for your situation.

Four weeks. Four phases. One outcome: operational clarity.

Each phase builds on the previous one. By the end, your team has documented systems, clear processes, and a roadmap they own — not a slide deck to implement later.

Week 1

Discovery & Diagnosis

Your time commitment: ~4–5 hours

I conduct a structured diagnostic of your current operations. This includes a founder interview, individual conversations with key team members, and a full audit of your tool stack and data flows. I observe how work actually moves through your organization — not how you think it does.

Founder deep-dive interview
Team member 1:1 conversations
Tool stack & data flow audit
Workflow observation & mapping
Current-state documentation
Gap analysis with prioritized findings
Week 2

Architecture & Design

Your time commitment: ~3 hours

Based on the diagnostic findings, I design the target-state operational infrastructure. This includes future-state process maps for your top 3–5 priority areas, SOP frameworks, tool stack recommendations, and an implementation plan. You review and approve before anything is built.

Future-state process maps
SOP framework & templates
Tool stack integration plan
KPI & metrics architecture
Founder review & approval session
Finalized implementation roadmap
Week 3

Design & Document

Your time commitment: ~4 hours

This is where expertise becomes tangible. I document the SOPs for your top 3 critical processes, set up your KPI tracking framework, map out automation opportunities, and walk your team through the new systems. Everything is designed to run without me.

SOPs documented for top 3 processes
KPI tracking framework configured
Automation roadmap & quick wins
Team walkthrough session
Tool & integration recommendations
Implementation priorities defined
Week 4

Transfer & Embed

Your time commitment: ~3 hours

The final week ensures everything transfers cleanly. I create comprehensive handoff documentation, run a final team training session, deliver a 30-60-90 day growth plan, and conduct a founder debrief. When I leave, your team owns the systems completely.

Handoff documentation complete
Final team training session
30-60-90 day growth plan
Onboarding playbook for future hires
Founder debrief & recommendations
2 weeks post-engagement support

What you walk away with.

KPI Tracking Framework

A clear metrics structure built in your existing tools — leading indicators, not lagging ones — so you can see what's working and act before problems compound.

Documented Processes

SOPs for your critical workflows — built in your existing tools (Notion, Confluence, etc.). Your team can follow them without you. New hires can onboard in days, not weeks.

Automation Roadmap & Quick Wins

A prioritized map of what to automate and why, with basic workflows configured where possible. Your team gets a clear path to eliminating manual, repetitive work — and the first steps already done.

Growth-Ready Infrastructure

Role clarity, team structure, communication cadence, and an onboarding playbook. The organizational scaffolding that lets you hire confidently and scale without chaos.

Investment

$5,000 – $8,000

Flat fee based on company size and operational complexity. Scope is defined during our initial conversation — no surprises, no scope creep.

Includes two weeks of post-engagement support for questions and fine-tuning.

No retainers. No hourly billing. You get systems design, documentation, and training — then your team runs it.

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