Operations Audit
Fixed price — low risk, clear output
Before building anything, I map your operations end-to-end. How work actually moves through your business, where data lives, where time gets lost, and what's holding growth back.
The output is a prioritized roadmap: the highest-ROI opportunities specific to your business, what each one involves, what impact to expect, and how we'll measure it. You know exactly where your investment goes before anything gets built.
Most clients start here. It's low risk, and it means every decision after is grounded in your real operations — not assumptions.
Implementation
Two delivery models depending on what you need:
Custom Solutions
Time & materials
For complex, bespoke needs — multi-system automation, data consolidation across fragmented sources, process redesign that touches multiple teams. Scoped and priced based on time and value delivered.
- Multi-system workflow automation
- Data consolidation from scattered sources
- Complex process redesign
- Custom AI integrations
Productized Solutions
Fixed price
Repeatable patterns I've already templated and refined. Fast deployment, predictable cost. Right for common operational pain points where you need results quickly.
- Invoice and document processing
- CRM enrichment and data cleanup
- Automated report generation
- Document classification and routing
In both cases, your team learns how it works as we build it. No black boxes, no dependency on me to keep the lights on.
Monthly Retainer
Recurring — evolves with your business
Once something is live, it needs to be maintained, optimized, and adapted as the business changes. The retainer is for clients who want a permanent partner, not a vendor they have to re-brief every quarter.
- Monitoring and proactive maintenance of live systems
- Ongoing optimization as you gather real-world data
- New automation requests handled within the retainer
- Priority support when something breaks
Where I Work
Organized by business function — not industry. The same operational pain shows up across sectors.
Sales & Commercial
- Lead qualification and follow-up automation
- Pipeline data kept clean and up to date
- Proposal and quote generation
- Full visibility at every stage of the funnel
Operations & Logistics
- Fewer manual handoffs between teams
- Order tracking without spreadsheets
- Supplier and inventory management automation
- Exception handling that doesn't rely on one person
Admin & Back Office
- Invoice processing without manual effort
- Document classification and routing
- Contract review and extraction
- Compliance and filing automation
Customer Service
- Faster response times across channels
- Consistent answers to common questions
- Ticket triage and routing
- Less repetitive work for your support team
Reporting & Decisions
- Real-time dashboards instead of month-end surprises
- Data consolidated from every source automatically
- KPI monitoring with alerts when something's off
- Management visibility without chasing people for numbers