How we work

from first call to daily support

We follow a structured process so you know exactly what to expect. No surprises, no vague timelines.

The process

six steps. two phases. one clear path.

Onboarding takes about two weeks. After that, daily operations run on documented workflows with weekly reporting built in.

Phase 1

Onboarding

Steps 1–4. Discovery through operations setup. Typically two weeks.

Phase 2

Ongoing operations

Steps 5–6. Daily support with weekly reports every Friday.

Onboarding
discovery call
30 min
We learn about your operations, pain points, and priorities. No pitch deck. Just an honest assessment of fit.
- Operations assessment
- Recommended scope
workflow audit
Week 1
We review your current tools, processes, and bottlenecks to map what should be delegated first.
- Workflow map
- Priority handoff list
onboarding
Week 1–2
We configure systems, document SOPs, and establish secure communication channels.
- SOP documentation
- Access and permissions setup
operations setup
Week 2
We define escalation rules, response templates, and quality standards before going live.
- Escalation matrix
- Response templates
Ongoing operations
daily support
Ongoing
Your dedicated operations lead handles inbox, calendar, and admin workflows every business day.
- Daily operations
- Dedicated operations lead
weekly reports
Every Friday
You receive a clear summary of work completed, open items, and what's ahead. No chasing for updates.
- Weekly status report
- Open items tracker

Operating rhythm

After onboarding, you get predictable cadence and clear communication. Not ad-hoc check-ins when something breaks.

Every Friday: work completed, open items, and priorities for the week ahead.

Defined rules for what we handle vs. what reaches you. No surprises in your inbox.

Documented SOPs and trained backup so operations continue without interruption.

Your stack

Google Workspace, Microsoft 365, HubSpot, Salesforce, and most major business platforms. No forced migrations.

Google WorkspaceMicrosoft 365HubSpotSalesforceSlackNotion

Book a discovery call. We'll walk through your operations and outline the onboarding plan.