Sales ops
CRM, pipeline stages, and quoting templates built and documented, ready for whoever runs them next.
A defined project that leaves your business with systems, documentation, and someone or something ready to run them. Not an ongoing dependency on us.
You can be in the room for every build decision, or check in at agreed milestones and see it once it's working. Either way, nothing gets handed over until you've seen it run.
CRM, pipeline stages, and quoting templates built and documented, ready for whoever runs them next.
Content calendar, campaign workflow, and reporting templates set up so marketing runs on a system, not memory.
Invoicing, cashflow reporting, and budget tracking built and documented for whoever takes them over.
Client journey, onboarding, and follow-up workflows built and documented end to end.
The tooling and workflows your business actually needs, chosen for fit rather than fashion. No platform bias, whatever suits your operation.
Every process written down clearly enough that someone new can pick it up without you standing behind them.
We run the systems ourselves first, fix what doesn't hold up, and only hand over what's already working.
A defined final phase where ownership transfers, not a slow fade where you're left guessing what to do next.
We hand the systems and SOPs to a new or existing hire, and brief them properly so nothing is lost in translation. If you don't have the right person yet, we can find them.
Instead of a new hire, the operations run on the AI-driven setup we've built. We stay on as a support retainer to maintain it, fix what breaks, and extend it as the business changes.
We confirm this is the right path and scope exactly what needs building for your business.
Systems, workflows, and documentation get built and tested against how your business actually operates.
Ownership transfers to a person or an AI-run system, with a proper briefing rather than a document dump.
An optional stretch of coaching or retainer support while whoever's running it beds in.
For human handovers, we can stay on through the new hire's first stretch: coaching them, checking the systems are being run properly, and stepping back once it's holding on its own.
For AI-run handovers, we keep the system maintained and improving on a retainer, rather than leaving you to fix it yourself when something changes.
Start with the Ops Check and we'll confirm this is the right path before anything is scoped.
Book the Ops Check