Scale
Package
Implement Systems to Scale
For small teams that are ready to expand without getting buried in inefficiency.
This package is designed to refine your existing tools, implement new systems where needed, and create automation that supports growth at scale.
With a dedicated focus on workflow design, team adoption, and technical program management, you’ll gain usable systems that your team actually embraces.
The result is a business that runs more smoothly, adapts more easily, and grows sustainably without the chaos.
3-month minimum contract
What's Included:
1
Free 30-min Consultation
An introductory call where we discuss your team’s growth goals and system challenges, giving you a risk-free way to explore how I can help.
2
2-hour Intro Call to Identify Needs
A deep dive into your tools and workflows to identify inefficiencies, gaps, and opportunities for improvement.
3
Technical Program Management Proposal
A tailored proposal that outlines system improvements and organizes them from highest to lowest value so your team knows exactly where to focus first.
4
Comprehensive Project Plan with Supporting Materials
A structured plan built specifically for your system refinement or new tool implementation. It includes a detailed timeline, identified risks, task tracker, kickoff meeting deck, and communication plan to ensure your team is aligned and confident at every stage of adoption.
5
Workflow Automation Build
Custom automations that eliminate manual work, save time, and reduce human error, creating a smoother flow of information across your team.
6
System Refinement or New Tool Implementation
Optimization of your current tools or the setup of new platforms that are tailored to your business needs, ensuring your tech stack is efficient and user-friendly.
7
Weekly Syncs and Task Management Across the Team
Structured check-ins led by me that focus on the progress of your system refinement or new tool rollout. These are not working sessions but action-oriented checkpoints that keep your project plan on track, ensure risks are addressed, and provide clarity so your team knows exactly what to do next.
8
1 Live Training or Team Alignment Sessions Per Month
Hands-on sessions to guide your team through new workflows or tools, ensuring smooth adoption and consistent usage.
9
Supporting Deliverables
SOPs that document and support your system refinement or new tool implementation, ensuring processes are clear, repeatable, and easy for your team to follow.
6
End-of-Month Summary Report
A clear recap of wins, risks, and upcoming priorities so you always know what’s working, what’s changing, and what comes next.
