Packages
These packages offer a deeper, more hands-on transformation. Whether you need a quick operational reset or a full system overhaul, each package is designed to meet you at your current stage and guide your business toward streamlined, sustainable operations.
Service Level: Foundation
THE CLARITY AUDIT
A fast, focused operational audit designed to reveal system gaps, inefficiencies, and opportunities for improvement. Perfect for businesses that know something “isn’t working,” but don’t know where to start. This package delivers clarity, direction, and an actionable roadmap.
What's Included:
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Review of digital workspaces & file organization
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Workflow + process efficiency audit
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ClickUp/task system assessment
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Client journey analysis (inquiry→ delivery → offboarding)
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Prioritized action plan
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Recommendations for system improvements
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Next-step roadmap with implementation guidance
Service Level: Foundation | Growth
SYSTEMS SETUP INTENSIVE
(VIP IMPLEMENTATION)
A high-impact, fast-paced implementation designed to build the operational foundation your business needs — without the long timeline. Ideal for solopreneurs or small teams who need structure, organization, and streamlined systems immediately. Your team gains clarity, accountability, and a centralized workflow hub that supports consistent execution and long-term scalability.
Service Level: Growth | Scale
CHAOS TO CLARITY TRANSFORMATION
(3-6 months)
A full operational transformation for businesses ready to elevate their workflows, systems, and team efficiency. This package provides deep, strategic restructuring of how your business runs — from systems to communication to client delivery.
What's Included:
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Digital organization overhaul
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Advanced ClickUp buildout (teams, dashboards, workflows)
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Multi-step workflow optimization
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Automation + integration layers
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Client experience system mapping
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Team onboarding + training systems
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SOP documentation + operations library
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Ongoing strategic consulting and refinement
Service Level: Scale
CHAOS TO CLARITY CORPORATE OVERHAUL
(6 months)
A strong onboarding system sets the tone for how your business operates. When new team members receive clear expectations, documented workflows, and organized access to tools and resources, they become productive faster - and your operations run smoother with fewer questions, errors, or bottlenecks. This service builds a structured onboarding and training experience that reflects your business standards, reduces repetition for you, and empowers your team to work confidently and independently from day one.
What's Included:
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Multi-team workflow mapping + optimization
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Departmental process alignment
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Enterprise ClickUp architecture
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Cross-department automations & integrations
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Reporting dashboards + KPI system setup
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CAPEX planning system integration
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Organizational documentation + training resources
Service Level: Growth | Scale
AUTOMATION & AI INTEGRATION SUITE
Modern automation and AI-driven solutions for businesses looking to remove repetitive tasks, streamline communication, and enhance productivity using smart, scalable tools.
What's Included:
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Workflow automation mapping
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AI-assisted workflow + content generation
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Email + calendar automations
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Client journey automations
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Document automation
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System integrations across your operational tools
Service Level: Foundation | Growth
EXECUTIVE CLARITY DAY (VIP DAY)
A focused, high-impact consulting day for businesses needing quick operational clarity, bottleneck resolution, or strategic direction. This VIP Day delivers fast insight and actionable steps.
What's Included:
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2–4 hour live consulting session
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Workflow assessment
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System recommendations
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Priority action plan
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Resource & template bundle
