Operations Management Packages

Explore our operations management service packages designed to meet your unique business needs and goals.

Each package is designed to offer varying levels of support—from basic operational assistance to comprehensive management

This Package was designed for growing businesses looking for regular support

This package is ideal for busy business owners ready to scale and optimize their operations.

This package is ideal for solo entrepreneurs and small businesses looking for minimal suport.

Explore what's included in the service packages.

Enhanced Email and Communication Management: Full inbox management, follow-up emails, and responding to routine inquiries.

Comprehensive Client Onboarding and Offboarding: Creating client welcome kits, gathering client information, and closing project files.

Operations Oversight: Process improvement suggestions and assistance in implementing streamlined workflows.

Calendar and Scheduling Management: Appointment scheduling and reminders, coordinating up to 20 appointments per month.

Monthly Reporting and Data Tracking: Comprehensive progress reports, including key metrics and KPI summaries.

System and Tools Setup: Assistance with CRM and project management tools for improved workflow.

Full Operations Management: Daily operations management, ensuring workflows are running smoothly and optimizing processes as needed.

Complete Email, Communication, and Client Support: End-to-end email management, client onboarding/offboarding, and customer support.

Team Coordination and Scheduling: Overseeing scheduling, delegating tasks to team members, and providing reminders.

Advanced Financial Support: Assistance with accounts payable/receivable tracking, expense management, and invoicing.

Detailed KPI and Performance Tracking: In-depth monthly reports with data on project progress, client satisfaction, and operational performance.

Technology & System Management: Full management of CRM, project management tools, and process automations.

Basic Email Management: Organizing inbox, managing important messages, and priority flagging.

Client Onboarding Assistance: Streamlined setup for new clients, including initial contact and necessary documentation.

Calendar and Scheduling Support: Managing and organizing up to 10 appointments per month.

Monthly Reporting: Basic performance tracking, with a summary of key activities and improvements.