Let's fix the chaos!

Operations

Package #1

Audit + 30-Day Fix

Operations Deep Dive Audit

Kickoff call

Review of current systems

Evaluation of 5 key areas: job flow, communication, subcontractors, customer management, and paperwork

Customized Report + Priority Fixes

Solution Addressing: "Top Chaos Creators & How to Fix Them"

Key tasks setup to take action fast

Fix Implementation

Over 4 weeks, I'll implement or guide fixes for:

- CRM cleanup/setup

- Job tracking templates

- Subcontractor coordination system

2 Weekly Check-In Calls

To answer support questions and keep the momentum

Deliverables Include

One centralized project dashboard

One system fix or new workflow per week

Branded communication templates

Turnaround Time

4 weeks

Ideal For

Contractors who feel disorganized but aren't sure where to start

Package #2

Fractional Operations Manager

Weekly Leadership Call

Review jobs in progress

Assign follow-ups to crews or office staff

System Oversight

Track tasks and jobs

Coordinate with subcontractors or internal teams

Monitor permits, inspections, customer communications, and change orders

Office Team Support & Training

Check-ins with internal staff to keep things flowing

Provide templates, SOPs, and run reporting to keep accountability

Weekly Check-In Calls

To answer support questions and keep the momentum

Deliverables Include

Weekly project updates

Analytics and reporting dashboard

Client communication, including templates

End-of-month report and recommendations

Pricing

*Job flow dependent

Ideal For

Contractors who need a trusted remote right-hand partner to run the office side of the business

Package #3

Business System Setup

Discovery + Workflow Mapping

Strategy sessions

Review of current systems

Map out the job flow from lead to completion

Full System Build-Out

(Set up or overhaul)

CRM development

Folder structure

Tracking documentation

Communications templates

Team Training

Recorded walkthroughs (customized to your process)

Optional live team training

Check-In Calls

Keep momentum during build-out

Deliverables

Fully set up system

Custom SOPs

A branded dashboard to track open jobs

Video library of training

Turnaround Time

Custom

Ideal For

Contractors who have a team but lack systems and training, and want something they can manage on their own

Let's get started!

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