We move fast—because your business doesn’t have time to wait for efficiency. From day one, we begin building out the systems and processes that will set the foundation for long-term growth.

Phase 1: Systems & Process Buildout (Weeks 1–4)
We start by getting inside your operations—reviewing workflows, bottlenecks, and goals—while simultaneously implementing the tools your business needs most. Whether it’s CRM setup, project management software, or automation systems, you’ll start seeing results immediately, not months later.

Phase 2: Team Integration & Training (Weeks 5–8)
Once your systems are live, we record step-by-step Loom videos that walk you and your team through exactly how to use them. This ensures you can confidently manage operations without relying on long, outdated SOP documents. Each system is designed to be intuitive and scalable — so your business can keep running smoothly long after setup.

Phase 3: Optimization & 90-Day Evaluation (After 90 Days)
At the 90-day mark, we hold a strategy session to review results, identify areas for further automation, and address any operational gaps. From there, we determine whether continued support is needed. Many clients choose to remain on a monthly retainer for ongoing optimization, reporting enhancements, and long-term operational strategy—while others scale down or reduce their retainer once systems are running smoothly.