For coaches, consultants, and membership site owners who are scaling but still stuck behind the scenes.

This is for you if you're spending too much time trying to work amongst messy systems, unclear workflows, and team miscommunication—leaving you overwhelmed and unable to fix or spot bottlenecks. Tasks get repeated or missed, ownership is unclear, and the backend of your business feels clunky.

As your Operations Consultant, I’ll conduct a comprehensive audit of your current workflows, team responsibilities, and tech stack. You’ll receive actionable, budget-conscious recommendations to fix these inefficiencies, streamline your systems, and improve overall business workflow performance—without overwhelming your team.

What’s Included:

• A workflow & process audit using the P.A.T.H.S. Framework (with recorded feedback)
  
  

• System & tool evaluation (ex: project management tools, client onboarding, delivery)
  
  

• Gap analysis: identify bottlenecks, duplicated work, or unclear roles
  
  

• Action plan with simplified solutions
  
  

• Ongoing support to implement the recommended changes (retainer-based)
  
  

You’ll have a business backend that runs smoothly—giving you the freedom to focus on delivering impactful client results while keeping your sanity!!

Strategic planning + operational structure for your next-level year.

If you’re still managing the day-to-day or your team relies on you for everything, and your business runs on processes that live only in your head.  You may be trying to scale or pivot, but there’s no clear plan—and you’re stuck guessing what to prioritize next.  You want to lead, not manage—but you’re the bottleneck and the manager... and the strategist.

This is perfect for:

• CEOs scaling a signature offer or launching a new one
  
  

• Business owners pivoting due to regulatory or market changes
  
  

• Founders who feel stuck managing instead of leading
  
  

• Visionaries who need a structured, intentional path forward

The Trusted Ops Blueprint is a strategically driven plan designed to help you get clear on where your business stands today, direction on what to do next to move your business forward, and a plan to take focused action in your business. We’ll take a deep dive and assess what’s working, identify what’s holding you back, and develop a streamlined, strategic plan to guide your next 3 or 12 months.  With this Blueprint, you get:

• In-Depth Business Breakdown – Review of systems, workflows, team, and tech

• Priority Mapping – Know what to do first, what to delegate, and what to ignore

• 12-Month Roadmap – A clear plan that aligns with your launches, content, and goals
  
  

Whether you’ve recently pivoted your offers, are gearing up to launch something new, or are simply tired of the behind-the-scenes chaos, the Trusted Ops Blueprint sets the operational foundation for a smoother, more successful year in business. 

You'll walk away with a focused, quarterly-aligned plan that supports sustainable growth, a clear view of what’s working (and what needs to change), and increased confidence in your next move.  If you're ready for operational clarity that frees up your time to lead and grow, schedule a call here.