SOPs & Documentation
Who it's for
For owners and managers who are tired of answering the same questions and want new hires to get up to speed without hand-holding.
What you walk away with
You walk away with a written playbook for how your business runs, so work gets done the same way every time, even when you're not in the room.
Starting at [PRICE]
What's included
- Interviews with the people who do the work today
- Written step-by-step SOPs for your key tasks
- Checklists and templates your team can reuse
- A simple, searchable place to store everything
- A review round so your team can confirm each SOP is accurate
Workflow & Process Design
Who it's for
For teams where work gets stuck, handoffs get missed, and nobody is quite sure who owns the next step.
What you walk away with
You get a cleaner, simpler way of working that your team agrees on, and a clear plan for setting it up in the right tool.
Starting at [PRICE]
What's included
- A walkthrough of how work moves today, from request to done
- Clear process maps your whole team can understand
- A list of bottlenecks, extra approvals and manual steps to cut
- Defined owners and handoffs for every stage
- Recommendations on which tool fits your process best
ClickUp Setup
Who it's for
For teams that want ClickUp to be the one place where all work lives, without it turning into a cluttered mess.
What you walk away with
You get a ClickUp workspace your team actually uses, with clear owners, due dates and status on every task.
Starting at [PRICE]
What's included
- Spaces, folders and lists organized around your business
- Custom statuses and fields that match your process
- Automations that take repetitive admin off your plate
- Dashboards that show what's on track and what's slipping
- Templates for recurring projects and tasks
- Team training so everyone knows how to use it
monday.com Setup
Who it's for
For teams using or choosing monday.com who want every project, client and request tracked in one clear place.
What you walk away with
You walk away with a monday.com account that shows who owns what and where every project stands, without chasing updates.
Starting at [PRICE]
What's included
- Boards and groups built around your projects and clients
- Columns and statuses that match how your team works
- Automations for handoffs, reminders and updates
- Dashboards for leaders to see progress at a glance
- Integrations with email, forms and the tools you already use
- Team training and a short how-to guide
Jira Setup
Who it's for
For software, product and technical teams that need Jira to support their work instead of slowing it down.
What you walk away with
You get a clean Jira setup your engineers don't fight with, and the reporting product managers need to plan with confidence.
Starting at [PRICE]
What's included
- Scrum or Kanban boards set up for how your team ships
- Issue types and screens that keep only what matters
- Simple workflows with clear statuses
- Filters and dashboards for sprint and release tracking
- Integrations with GitHub, GitLab or Bitbucket
SmartSuite Setup
Who it's for
For teams that have outgrown spreadsheets and want a flexible system for tracking clients, projects, assets or requests.
What you walk away with
You walk away with an organized SmartSuite workspace that replaces scattered spreadsheets with one reliable source of truth.
Starting at [PRICE]
What's included
- Solutions and tables designed around your data
- Linked records so related information stays connected
- Workflows and automations for routine updates
- Forms for collecting requests and information
- Dashboards and views for each role on your team
- Moving your existing spreadsheet data in
Custom Apps & SaaS Development
Who it's for
For businesses with needs that ClickUp, monday.com, Jira or SmartSuite can't cover, such as a client portal, internal app, SaaS product or ERP.
What you walk away with
You get a working app or ERP built for your business, with one point of contact managing the project from start to finish.
Starting at [PRICE]
What's included
- A discovery call and written project scope
- Odoo ERP setup and configuration, or a fully custom build
- Vetted developers sourced and managed by us
- Phased or milestone-based delivery so you see progress
- Testing, launch support and handoff documentation
