BUSINESS OPERATIONS CONSULTING
Your Business
Makes Money.
The Back End
Shouldn't Be
A Mess.
You built a real business. But the systems, books, and operations behind it are still running on memory and gut instinct. That stops here.
Most hires fail because the business wasn't ready. That's what I fix.
8–12+
Hours reclaimed per week
30
Days to know your job costs
90
Days to a documented backend
THE REALITY CHECK
- You're running a $500K business out of a notebook
- You hired people but nothing got easier
- You don't actually know which jobs made money
- Invoicing happens whenever you get around to it
- Your books haven't been touched in months
- You built a job for yourself, not a business
Sound Familiar?
That's exactly who I work with.
THE REAL ISSUE
Most Service Businesses
Don't Have a Lead Problem.
They Have an Operations Problem.
The leads are often there. The talent is often there. The work is getting done. But without the right structure behind it, growth creates friction instead of momentum.
Every new client, every new hire, every new project adds pressure to a system that was never built to hold it. Once the operational infrastructure is in place, the other problems start to resolve on their own.
THE PROCESS
Three Steps.
One Direction.
DIAGNOSIS CALL
We spend 45 minutes going through your business. No pitch, no fluff — just an honest look at what's working, what's broken, and what it's costing you. You'll leave with clarity whether we work together or not.
OPERATIONAL FOUNDATION BUILD
We identify the highest-priority gap and build from there — CRM, job costing, documented workflows, SOPs, financial organization. Everything handed off clean with full documentation and a walkthrough.
ONGOING OPS SUPPORT
Once the foundation is set, we stay in your corner. Dedicated hours each week, new systems built month by month, ongoing reporting, and a consistent ops partner so you can focus on the work you're actually good at.
WHAT WE DO
Built for Where
You Actually Are.
OPTION ONE
OPERATIONAL FOUNDATION BUILD
- Highest-priority gap identified and addressed first
- CRM setup, vendor tracking, SOP documentation, financial organization
- Everything handed off clean with full documentation and walkthrough
- 30 days of follow-up support included after delivery
OPTION TWO
OPS RETAINER
- Dedicated hours each week scoped to what the business needs
- New systems built month by month as the business grows
- Ongoing CRM management, workflow optimization, and reporting
- Coordination of outsourced specialists including bookkeeping and VA support
- Weekly updates so you always know what is getting done
PROJECT-BASED
TARGETED ADD-ONS
- Hiring process buildout and new hire onboarding systems
- Marketing workflow setup and lead tracking infrastructure
- Proposal and contract templates built for your business
- Operations manual creation
- One-time financial organization or reporting setup
WHO THIS IS FOR
You're Good at
What You Do.
The Business Side
Is a Different
Story.
The embarrassing part isn't that it's messy. It's that you've been managing it alone this whole time — and it's costing you real money, real time, and real peace of mind.
Whether you're thinking about bringing on a VA, an office manager, a first assistant, or a bookkeeper — the foundation has to come first. That's true for every hire.
Let's Fix ItDo you know which jobs actually made you money last quarter?
Can your team operate for a full day without calling you?
You've tried to hire your way out of the chaos — and it didn't work.
Do you have a bookkeeping system — any system at all?
You're the last person standing between your business and total chaos.
Sound like you?
"I just lost a job because I forgot to send the proposal."
"Tax season is here and my books are a total disaster."
"I need to hire someone but I have no idea what to tell them to do."
That's exactly who this is for.
ABOUT KELLY
I'm the Step
Before the Hire.
Before you can hand anything off, someone has to build the thing worth handing off. That's what I do. I come in before the VA, before the office manager, before the assistant, bookkeeper, or ops manager — before the hire that was supposed to fix everything — and I build the foundation.
I specialize in service businesses and contractors who are generating real revenue but running on memory, gut instinct, and sheer force of will. My job is to turn that into a system — one that works when you're not in the room.
I don't just consult. I build, document, and stay in your corner as long as you need me. The goal is simple: you should be able to take a week off and come back to a business that didn't fall apart.
LEAD & PIPELINE STRUCTURE
CRM setup, pipeline stages, follow-up workflows, and lead source tracking so nothing slips through
STANDARDIZED WORKFLOWS & SOPs
Documented processes that pull knowledge out of heads and into writing — standards that hold regardless of who shows up
FINANCIAL VISIBILITY
Chart of accounts structured properly, job-level costing, QuickBooks organized, balance sheet ready for banks
SCHEDULING & EXECUTION FLOW
Jobs tracked, workload aligned to actual capacity, fewer gaps and last-minute changes that cost money
COMMUNICATION & HANDOFFS
Clear handoffs between sales, ops, and delivery — business information centralized, off personal devices
TECH STACK SELECTION & SETUP
Right tools selected and configured for how the business actually works, with automation built in over time
VISIBILITY & ACCOUNTABILITY
Weekly and monthly reporting that actually gets looked at — key metrics tracked, bottlenecks caught early
REDUCING OWNER DEPENDENCE
Decision-making out of the owner's head and into documented systems — a business that runs when you step back
HONEST DISCLAIMER
This Isn't
For Everyone.
You have no revenue yet — come back when the business is actually running.
You want someone to do your admin for you without building any systems.
You're not willing to implement — talking about getting organized isn't enough.
You just want cheap bookkeeping — that's a different service entirely.
You already have a full ops team — you're past the stage we specialize in.
You're not open to changing how you currently operate.
READY TO START
Stop Running Your Business on Memory.
The first call is free. We'll spend 45 minutes looking at your business honestly — no pitch, no pressure. You'll leave with clarity either way.