Operations Setup Bundle

Service Description

This package is a perfect fit for new businesses and entrepreneurs looking to build a solid foundation with clear workflows and organized digital spaces. Together, we’ll set up key systems to help your business run efficiently from day one. What’s included: 45-minute strategy session to assess your current operations and goals Comprehensive workflow audit to identify gaps and opportunities Digital file organization and setup across up to three online workspaces (Google Drive, Trello, Asana, etc.) Custom onboarding checklist for new clients and team members CRM basics introduction and setup, including integration with your existing stakeholder database In-person meetings are available within a 15-mile radius of Bryan/College Station, TX. Additional travel may incur fees. Service must be paid in full prior to meeting.