System & Process Design
Systems & Process Design is where we take the clarity from your audit and intentionally build workflows that support your business as it grows.
Build & implementation
What is Systems & Process Design?
Systems & Process Design is a hands-on implementation service where we design and build the workflows that power your business.
We don't jsut plug tools together. We create intentional systems that align with how you work, how your clients experience your brand, and how you want your business to grow.
This is ideal if you're ready to move from knowing what's broken to having systems that actually work.
This is ideal for you if:
→ Feel overwhelmed by inquiries, emails, or admin tasks
→ Feel like your systems are "fine" but not efficient
→ Constantly worry things are falling through the cracks
→ Have multiple tools with no clear workflows
→ Are not up to date on the most current AI and automation tools
→ Are preparing to scale, hire, or increase volume
→ Are ready to invest in your business
What's included
→ CRM setup and/or optimization
→ Inquiry, booking, and payment workflows
→ Automated email sequences and templates
→ Scheduling and intake processes
→ Internal process documentation (SOPs)
→ Tool integrations and automations
→ Training and handoff so you feel confident managing your systems
the outcome
With thoughtfully designed systems, you'll gain:
→ Consistency across every client interaction
→ Faster response times and fewer manual tasks
→ Clear processes your team can follow
→ More time and mental space to focus on your work
→ Confidence that nothing is slipping through the cracks
Your business feels calmer, because it is.
Which service is right for your business?
Includes | Systems Audit | Systems & Process Design | Fractional Operations Partner |
|---|---|---|---|
Workflow Audit | ✓ | ✓ | ✓ |
Client Journey Mapping | ✓ | ✓ | ✓ |
CRM Review & Evaluation | ✓ | ✓ | ✓ |
Actional Recommendations | ✓ | ✓ | ✓ |
CRM Setup & Optimization | 𝘹 | ✓ | ✓ |
Workflow & Automation | 𝘹 | ✓ | ✓ |
Email Templates & Sequences | 𝘹 | ✓ | ✓ |
SOP Creation & Documentation | 𝘹 | ✓ | ✓ |
AI Integration | 𝘹 | ✓ | ✓ |
Client Experience Refinement | 𝘹 | ✓ | ✓ |
Ongoing Workflow Maintenance | 𝘹 | 𝘹 | ✓ |
Inbox & Inquiry Oversight | 𝘹 | 𝘹 | ✓ |
Ongoing Team Support | 𝘹 | 𝘹 | ✓ |
Monthly Check-in's | 𝘹 | 𝘹 | ✓ |
Process Management | 𝘹 | 𝘹 | ✓ |
Keep Systems up to Date with Newest Technology | 𝘹 | 𝘹 | ✓ |