Smart Ops Consulting
Fix the Friction. Run Differently.
We build the AI, project management, SOP, and automation systems that get your team out of the weeds — in 30 days.
50%
Admin work cut in the first 30 days
6
Connected systems built, trained, and running
30
Days to a fully operational system stack
2–12
Person teams — the exact size we're built for
The Transformation
This is what we walk into.
This is what we leave behind.
This is what we leave behind.
Every engagement starts with the same diagnosis. Thirty days later, it runs differently.
Before Smart Ops
✕Leadership buried in status meetings, unclear ownership, decisions that stall without the owner present
✕The owner is the system. Nothing moves without them. Every absence is a risk
After Smart Ops
✓Structured meetings, captured action items, automated follow-up — no one leaves without knowing what they own
✓Leadership spends time on decisions that require them. Growth becomes possible again
What We Build
Every engagement includes six connected systems, all built before we hand them off. We do not demo. We deliver.
01
AI Setup
Custom Claude prompts trained to your voice, your role, and your most repetitive high-value tasks. Email drafting, meeting summaries, SOP writing, all on demand.
02
Project Management
Asana or Monday fully built with your real projects, task templates, recurring workflows, and team assignments. Not a starter template. Your actual work.
03
File Organization
Google Drive or Dropbox structured around how your business actually runs. Folder architecture, naming conventions, permissions by role.
04
SOP Library
Minimum three completed standard operating procedures plus a template structure your team can add to. Processes out of heads and into documentation.
05
Meeting System
Agenda templates, action item capture, and automated follow-up. Meetings that produce outcomes instead of more meetings.
06
CRM and Integrations
CRM connected to project management, digital workspace integrated with your processes, and key operational software automations built and running.
How It Works
Six touchpoints. Thirty days. A fully operational system stack.
Start Here: Free
Operations Breakdown Assessment
- Typeform operations intake questionnaire
- Operational maturity scorecard
- Workflow audit questions across every department
- Lead capture and business profile
- Direct booking link to your assessment call
No commitment. We tell you exactly where your operations are breaking and what it would take to fix them.
01
Free Operations Breakdown Assessment
You complete a structured intake assessment. We review it before the call. We come in knowing your business, your gaps, and what the infrastructure buildout should look like. If we are the right partner, we tell you exactly what we would build and what it requires.
Free
02
Proposal and Partnership Agreement
You receive a custom proposal specific to your business, your operational gaps, and your growth objectives. Not a template. Your business, your problems, your solution. We agree on scope and begin.
48 hrs
03
Operations Audit
A structured two-hour deep dive into your current workflows, tools, team structure, and the specific breakdowns costing you the most. This is the foundation of everything we build. Recorded and documented.
2 hrs
04
Executive Infrastructure Buildout
We design and build every system before you see a single screen. AI configuration, project management architecture, file systems, SOPs, CRM integration, communication structure, and leadership dashboards. All of it built to your business specifications.
Async
05
Growth Stack Integration
A three-hour live session where your team is trained on every system — not a demo, hands-on practice. We coach your people through each tool until they can run it without us.
3 hrs
06
Check-Ins
Two-week and 30-day check-ins to troubleshoot, adjust, and confirm adoption. Included in every engagement. If something isn't working, we fix it.
2 calls