Smart Ops Consulting
AI Integration and Workflow Automation Consulting for Small and Mid-Size Businesses
$10,000
Per Engagement
"In 30 days, your business will run on documented, automated, repeatable systems and your team will actually use them."
50%
Admin work reduction guaranteed
30
Days to a fully operational system stack
$10K
Flat fee, everything included, no surprises
2-12
Person teams, the size we are built for
Who This Is For
Small and mid-size businesses doing $1M to $20M in revenue that have outgrown their informal processes but are not yet ready for a full-time COO, project manager, or executive business partner.
Problems We Solve
Too much manual admin work eating leadership time
Tasks assigned but never tracked to completion
Processes living in people's heads, not on paper
Owner bottleneck: nothing moves without you
Tools that don't talk to each other
Communication scattered across too many channels
No visibility into what's happening across the business
Team can't function when a key person is out
Project management software that nobody actually uses
AI that feels overwhelming or irrelevant to your industry
What We Build
Custom AI setup and prompting trained to your voice and workflows
Asana or Monday workspace with real projects, templates, and automations
Google or Microsoft workspace integration with project management
File system architecture with naming conventions and access controls
SOP library with a minimum of three completed operating procedures
Meeting cadence templates with action capture and follow-up systems
CRM integration connected to project management and digital workspace
Communication and handoff systems to eliminate back-and-forth
Key operational software integrations and automations
What We Guarantee
Every system fully built before the handoff call
Hands-on team training, not a passive demo
Two-week and 30-day check-ins included in every engagement
Fix-it promise: if adoption fails due to our work, we come back at no charge
The Engagement
01
Discovery Call
30 minutes
02
Proposal and Agreement
Async
03
Deep Dive
2 hours
04
System Build
Async
05
Live Walkthrough
3 hours
06
Check-Ins
2 weeks and 30 days
Ideal Clients
Sales Teams
Law Firms
Medical Spas
Marketing Agencies
Home Services
Lawn Care
Medical Practices
Corporate Ops Teams
Real Estate
Logistics
Creative Studios
Consulting Firms
Insurance Agencies
Financial Services
Dental Practices
Physical Therapy
Staffing Agencies
Property Management
Event Companies
Franchises
Book a 30-Minute Discovery Call
No commitment. If it is a fit, I will tell you exactly what I would build and what it costs.