The One Big Shift to
Transform Chaotic Operations Into Scalable Systems
A comprehensive operations framework for rapidly-growing service businesses, agencies, and expert-based professionals ready to move beyond founder-dependency.
5 - 7 Core Systems
90 Days to Scale-Ready
Operations Strategically Built for You
EFFECTIVE CLIENT & TEAM STRUCTURE
Meeting your business where you are, & preparing you for the level of growth you're ready for
“This isn’t about generic consulting or one-size-fits-all templates. It’s about real-world operational wisdom and experience applied to your business.”
Years of Operational Experience
Platform Mastery
Years Online Experience
You've Outgrown the Processes & Systems that used to work
Your business is growing, but your operations feel like they're held together with duct tape and hope.
Founder Bottleneck
Every decision flows through you. Your team can't move forward without your input, and you're drowning in operational details instead of leading growth.
Inconsistent Delivery
Client experiences vary wildly depending on who's managing them. There's no clear process, just institutional knowledge locked in people's heads.
Process Chaos
You've tried implementing tools and processes before, but nothing sticks. Your team resists change, and systems get abandoned within weeks.
Without structured operations it means slower growth, higher team turnover, inconsistent client results, and a founder who can never step away. You know you need operational infrastructure, but building it while running the business feels impossible.
The Scale-Ready Operations System
A comprehensive, done-for-you implementation of 5-7 foundational operational elements that transform your business from founder-dependent chaos into a structured, team-based delivery system.
Unlike traditional consulting where you're left to figure out implementation yourself, I develop processes and policies as well as build, deploy, and support your systems within your business tools, that leverage sustainable operations.
Implementation + Support
Not just documentation, but an operating system of clear policies and progress-driven processes.
Real World Experience
Built from years of managing VA agencies and online profissions with small teams, this is wisdom AI can’t replicate.
Platform Expertise
Consistent, repeatable transformations through knowledge and experience of specific software ecosystems.
Policy & Expectation Documentation
Crystal-clear accountability structures defining who owns what and what is expected or needed, from team members and clients, eliminating decision bottlenecks and empowering your team to act independently.
Client Discovery & Onboarding Workflows
Structured intake processes that gather the right information upfront. Consistent client welcome experiences within Bonsai or Dubsado (or Mapped in Asana) that make every new client feel VIP while freeing your team’s time.
VA Management
Proven processes for identifying, evaluating, and integrating virtual team members, built from real VA agency leadership experience, not guesswork. Team management and incentives that promote productivity.
Client and Project Management
Go beyond the initial welcome with organized, proactive engagement. Streamlined processes and systems for project updates, feedback, and deliverables in monday.com or Asana that keep clients informed, satisfied, and excited for the next project.
The Secret Ingredient
Creating systems is the easy part. Actually getting your team to adopt them? That’s where most operations initiatives fail. We stay with you through DMs, check-ins, and monthly/quarterly meetings to ensure your systems don’t just exist but that they thrive.
Regular Check-ins for added accountability |
DM Support for quick questions |
Quarterly Check-ins so your processes grow with your business |
A calm, steady process designed for introverted founders who want transformation without complicated steps.
How we work together
Step One: Deep Discovery
I will immerse myself in your current operations to understand your client flow, team structure, pain points, and growth goals. This isn’t a cookie-cutter audit; it’s a thoughtful exploration of what makes your business unique.
Step Two: Process Implementation
I’ll build your operational infrastructure directly on the best fitting platform(s), (Depending on your needs: Bonsai, Dubsado, Asana, or Monday.com). You get working systems, not just recommendations.
Step Three: Adoption & Evolution
Through regular check-ins, DM support, and quarterly reviews, I’ll ensure your team actually uses the systems. We adjust based on real-world feedback, creating sustainable operations that evolve with your business.
Choose the engagement level that matches where you are and where you're going.
Foundation
Core Process Set-up- One time payment:
- ✓ 2 – 3 core operational processes
- ✓ Deep discovery & assessment
- ✓ 1 platform Set-up
- ✓ Team training documentation
- ✓ 30 days of DM support
Partnership
Ongoing Operations Support- Monthly retainer spackage:
- ✓Monthly strategy sessions
- ✓Priority DM support
- ✓Quarterly deep-dive reviews
- ✓New system additions as needed
- ✓ Client and Team Onboarding and Management Support
- (*Project support is an additional fee)
- ✓ Bringing with me innovative ideas for VA team and client management
Scale-Ready
Complete Transformation- One time payment:
- ✓ All 4 foundational systems
- ✓ Comprehensive operations audit
- ✓ Dual platform implementation
- ✓ Custom policy documentation (2 – 3 per foundation)
- ✓ 90 days of adoption support
- ✓ Bi-weekly check-in calls
- ✓ 90 days of DM support
Testimonials
The Business Coordinator
Transforming unstructured operations into scalable systems for growing service businesses.
Built on real-world operations expertise, not guesswork.
Ready to Build Scale-Ready Operations?
Transformation the way your business runs
Let’s have a thorough conversation about your current operations and whether this approach is the right fit for your business.
No pressure, let’s find out your biggest bottleneck first, then we’ll see if we’re a good fit.
Rebeca The Business Coordinator- Copyright © 2025 Elegant Themes ®
