Operations & Automation as a Service Essentials

Your outsourced operations & automation team, without the hiring, training, or managing.

$2750.00

What you get:

  • A CRM or project management system set up for you (choose one to start).

  • Templates and workflows tailored to your business (sales pipeline, client onboarding, task tracking).

  • Simple automations (task reminders, notifications, scheduling flows).

  • One dashboard with key numbers (e.g., leads, tasks, or projects).

  • Monthly strategy call to check progress & plan improvements.

  • Ongoing support to keep everything running.


💡 Your business gets organized with the right system in place.

Transform Your Operations Into a Competitive Advantage

You're Growing. Your Systems Aren't.

Tasks fall through cracks. Your team asks the same questions daily. You're managing chaos instead of serving clients.

Over 4000 service businesses came to us with these exact problems.
They left with systems that run like clockwork.

Our Approach

Discovery First

We don't guess.
We learn how YOUR business
actually works.

Smart Evolution

Systems adapt as you discover new needs. That's not scope creep, it's intelligence.

Team Ownership

Your team runs everything.
You're never dependent on us.

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75%

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90%

Less time creating tasks

Less manual data entry

Fewer missed deadlines

Your Timeline to Transformation

Week 0: First Contact

  • 15-minute assessment call

  • Identify your top 3 bottlenecks

  • Get actionable advice immediately

  • Receive proposal within 48 hours

Week 1-2: Discovery

  • Map your current workflows

  • Interview key team members

  • Create transformation roadmap

  • You approve the plan

Week 3-8: Foundation

  • Set up core platform

  • Build essential workflows

  • Create automations

  • Train your team

  • Migrate active work

Weeks 9-12: Expansion

  • Add advanced features

  • Build complex automations

  • Create dashboards

  • Optimize based on usage

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Weeks 13-16: Mastery

  • Advanced training

  • Complete documentation

  • Final optimizations

  • Full handoff

  • 30-day support activated

Our Client Testimonials

Here is what they have to say

Annual check-in included

Quarterly Tune-Ups

Self-Sufficient

System optimization every 3 months

Ongoing Support Options

Continuous Partnership

Weekly optimization and unlimited support