Tier 1: Foundations & Flow

For businesses just starting to delegate and document
You’re wearing too many hats, and the chaos is real—but your team is small and you’re ready to get things out of your head and into organized systems. This package sets you up to scale without constant fire-fighting.

What’s included:

• Done-for-you SOPs and workflows for recurring tasks

• Client onboarding systems that don’t rely on your memory

• Weekly task management and accountability support

• Setup or clean-up of your project management tools (ClickUp, Asana, Trello, etc.)

• Visibility dashboards to track team progress

Perfect if: You’re overwhelmed and struggling to delegate because nothing’s written down and no one does it “quite right.”

Tier 2: Structure & Oversight

For growing teams and fast-moving offers
Your business is no longer a solo act, but your backend systems haven’t caught up. Things are getting missed, team roles are blurry, and you need someone to run the show—without hiring a full-time operations manager.

What’s included:

• Oversight of team tasks and timelines

• Development of key SOPs, policies, and your internal handbook

• Regular team check-ins and project status updates

• Streamlined delivery processes so you’re not the bottleneck

• KPI setup and light performance reporting

• Help with hiring plans, onboarding, and role clarity

• Coordination of launches and internal projects

Perfect if: You’re managing a small team, spinning too many plates, and need someone to take the reins operationally so you can lead.

Tier 3: Strategic Partnership

For CEOs ready to scale—with systems that support the vision
You're the visionary, and it's time to reclaim your role as CEO. This is your high-level operational partner: building strategy, leading execution, and making sure the business runs without you being in every decision.

What’s included:

• Quarterly and monthly planning tied to your business goals

• KPI dashboards and performance tracking for all key functions

• Leadership of internal meetings and operational decision-making

• Team accountability and project oversight

• Capacity planning and streamlined delivery operations

• Internal comms and alignment across all departments

• Special project management (like launches, hiring pushes, or pivots)

• CEO support with prioritization, planning, and staying out of the weeds

Perfect if: You’re ready to step out of day-to-day operations and scale with structure—but need a trusted partner to execute on your vision.

Add-On Options (Available with Any Tier)

• SOP & Policy Library Buildout (done-for-you documentation suite)

• Tool Setup Sprints (ClickUp, Notion, Airtable, Slack, etc.)

• Launch or Event Ops Support

• Custom Hiring & Onboarding Process Design

• CEO Reset Session (strategy + delegation planning)