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One-Day Ops Consult

Need strategic support without a long-term commitment?

The One-Day Ops Consult is a focused, consulting-only session designed to give you clarity, structure, and expert insight — all in one day.

You’ll choose one key operational or systems challenge to focus on — whether that’s auditing your workflows, mapping out a process, reviewing your team and tools, or setting up a project management system like Jira, Monday.com, or Asana.

We’ll dive deep into that single area, identify what’s working (and what’s not), and co-create a high-level action plan tailored to your goals.

This is not a project day — it’s a high-impact, low-commitment container for strategy, planning, audits, and light implementation so you walk away with clarity and a roadmap you can actually use.

Investment: $599

  • Pre-call intake form to define your focus
  • 30-min strategy call via Zoom
  • Up to 6 hours of async support (systems review, light documentation, strategic mapping)
  • Mini action plan or summary delivered within 48 business hours
  • Unpack a bottleneck or messy backend process
  • Map out workflows, SOPs, or a simple systems foundation
  • Audit or streamline your tech stack (ClickUp, Airtable, Jira, etc.)
  • Apply agile thinking to your operations, team, or project planning
  • Plan a sprint or break down a big idea into actionable tasks
  • Get clarity on what to automate, delegate, or simplify before scaling
  • Sense-check your roadmap, backlog, or launch plan with expert eyes
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Step 1: Free Strategy Call (30 minutes – Zoom)

Let’s start with a quick, no-pressure strategy call to get clear on what’s holding your operations back.
We’ll identify if you need systems, smarter workflows, or strategic support — and whether this one-day intensive is the right fit for your business.

Step 2: Confirm & Prep (Booking & Planning)

If we’re a good fit, you’ll:

  • Sign the service agreement
  • Submit payment
  • Complete a short pre-call intake form to help me understand your current setup and top priorities
  • Choose one key area of focus for the One-Day Consult (e.g., SOP creation, team onboarding system, ClickUp setup, launch process mapping, etc.)
 

Step 3: Strategy Planning Call (60 minutes – Zoom)

Before your consult day, we’ll meet for a dedicated strategy call to:

  • Deep-dive into your chosen focus area
  • Set clear goals and define the scope of what we’ll tackle during your One-Day Ops Consult
  • Align on expectations, tools, access needs, and communication for the day
 

Step 4: One-Day Ops Consult (6 Hours of Hands-On Support)

  • We’ll meet at the beginning of the day for a quick kickoff (15–30 minutes)
  • I’ll get to work behind the scenes on your systems, workflows, or strategic project
  • You’ll be available for check-ins as needed (via Slack, Voxer, or email)
  • At the end of the day, we’ll meet for a brief wrap-up to walk through your deliverables
 

Step 5: Follow-Up Support (Optional Add-On)

You’ll receive:

  • A summary of what was completed
  • Loom walkthroughs if needed
  • Next-step recommendations to continue momentum
  • Optional: Book additional support if you’d like help implementing or training your team.
Effortless Ops Game Plan

The Effortless Ops Game Plan is a strategic 4-week engagement designed to help tech founders and SaaS teams streamline their backend operations and lay the groundwork for sustainable growth.

Through a deep dive of your business operations, systems, and team workflows, we uncover what’s working, what’s not, and where your biggest growth bottlenecks are hiding. The result? A customized, actionable 90-day game plan to bring clarity, focus, and operational ease.

Investment: $3500

  • Comprehensive Ops & Systems Audit:
    Review current tools, workflows, SOPs, communication flows, team roles, and metrics.
  • Team & Process Mapping:
    Identify inefficiencies, handoff gaps, and unnecessary complexity in how work gets done.
  • Tech Stack Evaluation:
    Audit of tools and automations (e.g., project management, CRM, reporting, integrations).
  • Customized 90-Day Ops Game Plan:
    A detailed action plan outlining what to streamline, systemize, and delegate—mapped to your current growth stage and business goals.
  • Are scaling quickly, but feel operations are messy or reactive.
  • Want a leaner, more efficient team and system setup.
  • Need clarity on where to focus next to scale the business.
Project Clarity Package

This package is designed for founders and teams that don’t need full-scale Business Management—just strategic and effective project and workflow support.

Whether you’re starting from scratch or need to optimize what’s already in place, this offer helps you build or streamline your project management foundation. Depending on your team’s structure and working style, this could follow an Agile, traditional PM, or Hybrid project management approach.

Investment: Starting at $2,995/month

  • Project Planning & Execution: Oversee project timelines, resources, and milestones to ensure seamless execution.
  • Cross-functional Team Coordination: Foster collaboration across departments and teams to ensure smooth communication and efficient workflows.
  • Risk Management & Mitigation: Identify potential risks early and implement strategies to avoid delays and issues.
  • Stakeholder Communication: Manage and facilitate communication with internal and external stakeholders for regular updates and alignment.
  • Budget Management: Track project costs and ensure alignment with budgetary constraints, minimizing unexpected expenses.
  • Process Optimization: Continuously assess and refine project management processes to enhance efficiency and minimize bottlenecks.
  • Agile Transformation Support: Guide teams through the adoption of Agile methodologies, facilitating a smooth transition to new ways of working.
  • Sprint Planning & Execution: Facilitate sprint and PI planning meetings to ensure that priorities are clear and achievable within the sprint timelines.
  • Daily Stand-ups & Agile Ceremonies: Lead daily stand-ups, sprint retrospectives, and sprint reviews to ensure continuous improvement.
  • Team Coaching & Mentorship: Provide coaching to team members on Agile principles, enabling them to become self-organized and high-performing.
  • Backlog Refinement: Support product owners in prioritizing and refining the product backlog to ensure maximum value delivery.
  • Impediment Removal: Identify and resolve roadblocks that prevent the team from achieving goals.
  • Continuous Improvement Culture: Foster a culture of continuous learning and improvement through regular retrospectives and feedback loops.
 
  • Tech and SaaS founders managing multiple initiatives without a structured PM system
  • Teams juggling ongoing projects that lack clear ownership or process
  • Businesses in transition (scaling, launching, or shifting teams) needing temporary or ongoing fractional project leadership
  • Startups experimenting with Agile or hybrid delivery models who want guidance without hiring a full-time Agile Coach or Scrum Master
 
 
Effortless Ops Partnership

The Effortless Ops Partnership is a strategic long-term engagement designed for tech and SaaS founders who need operational clarity, project execution, and team coordination, without hiring a full-time COO.

As your fractional OBM and operations partner, I manage your business’s day-to-day backend, streamline systems, lead projects, and keep your team aligned so you can focus on growth, product, and vision.

Investment: Starting at $3,995/month

Systems & Workflow Optimization:

  • A deep dive into your current processes to identify what’s holding you back and develop a clear and actionable roadmap to align project goals with business objectives
  • Document and implement SOPs
  • Recommend and integrate tools to reduce friction and improve efficiency
 

Project & Operations Management:

  • Streamline daily operations across departments
  • Build and manage project plans (product launches, feature rollouts, internal initiatives)
  • Ensure alignment across dev, marketing, and customer success
 

Team Coordination & Communication:

  • Oversee task delegation and delivery across remote or hybrid teams
  • Run weekly stand-ups or syncs with internal stakeholders
  • Maintain a clear flow of communication and accountability
 

Launch & Initiative Oversight:

  • Manage timelines and execution of key launches (MVPs, updates, campaigns)
  • Coordinate cross-functional input (product, growth, sales)
  • Monitor launch metrics and gather feedback for iteration
 

KPI Tracking & Strategic Reporting:

  • Set up tracking for operational KPIs (velocity, churn drivers, OKRs, etc.)
  • Provide insight-driven weekly/monthly reports
  • Identify inefficiencies and growth opportunities based on metrics
 

Founder & Leadership Support:

  • Act as a strategic partner to the CEO/founder
  • Offer operational insight and support decision-making
  • Help translate vision into actionable roadmaps
 

Tool & Platform Oversight:

  • Manage your operational stack (e.g., ClickUp, Notion, Slack, HubSpot, Airtable)
  • Oversee automations and tool integrations
  • Evaluate and onboard new tech to support growth