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Smart Ops Consulting

Your business
runs on systems.
Yours don't exist yet.

We build the AI, automation, and operational infrastructure that lets your team work without you in the room for every decision. In 30 days. For $10,000 flat.

Book a Discovery Call See What We Build
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01
The Problem
You built a business. The operations didn't keep up.

Most small and mid-size businesses reach a breaking point — not because the team failed, but because the operations never kept pace with the growth. You're running a $5M business on the same informal systems you used at $500K. It's not a people problem. It's a systems problem.

The business is working. The operations are working against you.
Tasks assigned and forgotten — no system to confirm, track, or close the loop
You can't take a day off without the business slowing down or stopping
Five channels, three conversations, zero clarity on who owns what
Leadership spending hours on admin that produces nothing a client ever sees
Critical knowledge locked inside one or two people and nowhere else
Growth is happening — but control of the business is getting harder, not easier
02
The Solution
Five connected systems. Built to your business. Running in 30 days.

We don't sell consulting hours. We don't hand you a strategy document. We build the actual systems, configure the actual tools, train your actual team, and stay with you through adoption. Everything is done before we hand it off.

AI Setup
Custom AI prompting trained to your voice, your role, and your most repetitive high-value tasks.
Email drafting and client communication
Meeting summaries and action item generation
SOP writing and editing
Proposal and report drafting
Research and content workflows
Project Management
A fully built Asana or Monday workspace with your real projects, not a starter template.
Workspace with real projects loaded
Task templates for recurring workflows
Ownership assignments and due dates
Automated reminders and escalations
Dashboard visibility across the business
Digital Workspace
Google or Microsoft workspace structured and integrated with everything else in your stack.
Shared inbox routing and canned responses
Calendar scheduling flows and templates
Meeting prep and follow-up automations
Email filtering and organization rules
Integration with project management
File Organization
Google Drive or Dropbox structured around how your business actually operates.
Folder architecture by department and function
Naming conventions everyone follows
Permissions and access by role
Auto-generation from client intake forms
Archive and retention policy
SOP Library
Minimum three completed operating procedures plus a template structure your team can actually add to.
Client onboarding process
New hire onboarding process
Weekly operations review
Custom SOPs based on your intake
Library structure and naming convention
CRM and Integrations
Your CRM connected to project management and key operational software automations built and running.
Lead capture and pipeline automation
Follow-up sequences and reminders
CRM to project management handoff
Meeting and proposal automation
Key operational integrations
03
The Process
Six touchpoints. Thirty days. No loose ends.
STEP 01
Discovery Call
30 minutes to establish fit. We ask pointed questions about how your business runs. If we can help, we tell you exactly what we would build and what it costs. If we can't, we tell you that too.
30 minutes
STEP 02
Proposal and Agreement
A custom proposal mapping every system to your specific pain points. Not a generic service list. Your business, your problems, your solution.
Delivered within 48 hours
STEP 03
Deep Dive
Two hours going deep on your goals, workflows, tools, team structure, and the specific breakdowns that are costing you the most. This is where the real design begins.
2 hours
STEP 04
System Build
We build everything before you see a single screen. Every tool configured. Every prompt written. Every workflow mapped. A Business Game Plan delivered in advance of your walkthrough.
Async
STEP 05
Live Walkthrough
Three hours of hands-on practice. Not a demo. Your team uses every system live, with coaching through each one, until they can use it without us in the room.
3 hours
STEP 06
Check-Ins
A two-week check-in to troubleshoot and adjust. A 30-day check-in to measure impact, assess adoption, and identify next-level opportunities. Both included in every engagement.
Two-week and 30-day
04
The Guarantee
We stand behind the work.
In 30 days, your business will run on documented, automated, repeatable systems. Your team will actually use them.

The only two things that can break this are not participating in our meeting cadence and not holding your team accountable to the systems after we build them. We cannot control those. Everything else, we own.

We have been specific about what we guarantee because vague promises are not promises at all. Every item on the list to the right is a real commitment with real accountability attached.

The Fix-It Promise

If adoption is not on track at the two-week check-in because of a system quality or training gap and not a participation gap, we schedule a follow-up session at no additional charge. We come back until it works.

What Is Guaranteed
All five systems fully built before the walkthrough
Business Game Plan delivered before implementation
Hands-on team training, not a passive presentation
Minimum three completed SOPs in your library
Two-week and 30-day check-ins included
Admin work reduced by 50% or we identify exactly what is blocking it
Fix-it sessions at no charge if we fall short
Clear documentation so your team can maintain everything without us
05
The Investment
One fee. Everything included. No surprises.
Engagement Fee
$10,000

Flat rate. No hourly billing. No add-on fees. No scope creep invoices. One price covers everything from discovery through your 30-day check-in.

Deposit on signing $5,000
Balance before walkthrough $5,000
Everything Included
30-minute discovery call
Custom proposal and service agreement
2-hour deep dive and business audit
Business Game Plan document
All five systems fully designed and built
3-hour live walkthrough and team training
Two-week adoption check-in
30-day impact and growth check-in
Fix-it guarantee

Ready to get started? Book a 30-minute call and we will figure out fit together.

Book a Discovery Call
06
Fit
We are specific about who we work with. Intentionally.

Every engagement takes significant design time and focused attention. We take on a limited number of clients at once. That means we have to be selective. Not every business is a fit and we will tell you clearly if yours is not.

This is built for you if
+You have 2 to 12 people and are doing $1M to $20M in revenue
+You are the decision-maker and you are ready to move
+Your team is in a stable enough season to implement something new
+You can name the specific operational problem that is costing you the most
+You have tried to fix this before and it did not stick
+You want a built system, not a strategy deck
+You will hold your team accountable to using what we build
This is not the right fit if
xYou need someone to manage your operations on an ongoing basis
xYou need custom software development or API integrations built from scratch
xYour team is in active crisis or a chaotic growth sprint
xYou have a team larger than 15 people and need enterprise-level change management
xYou want to evaluate and compare 10 different software platforms
xYou are not the one who will hold the team accountable
xYou need IT infrastructure, hardware, or network setup
Next Step

Book the call. Find out if it is a fit.

Thirty minutes. No pressure. You will know by the end of the call whether this is right for you. If it is, I will tell you exactly what I would build and what it costs. If it is not, I will point you somewhere that can actually help.

Book a 30-Minute Discovery Call Review the Full Services
Prefer to reach out directly? 615-334-9776  ·  info@smartopsconsulting.org