From operational
chaos to a clear,
automated system.
In 7 days, we install the infrastructure your business needs to run smoothly : CRM, workflows, project management, and team coordination. All set up, documented, and ready to use.
THE PROBLEM
Your business is growing.
Your systems are not.
Most teams reach a point where spreadsheets, scattered tools, and informal coordination start costing them real time, money, and opportunities.
No clear CRM
Leads fall through the cracks. Follow‑ups are missed. No visibility on the pipeline.
Everything is manual
Repetitive tasks eat up hours. No automation. Every process depends on one person.
No project structure
Tasks get lost in Slack. No roadmap. No clarity on ownership or next steps.
Fragmented coordination
Teams and freelancers pull in different directions. Roles unclear, decisions slow.
Heavy mental load
Leadership spends hours managing operational friction instead of strategic work.
No visibility
No dashboards. No reporting. No way to know the real status of anything.
WHAT YOU GET
5 systems. Fully built.
Ready to use in 7 days.
Deliverable 1
Operational CRM
- Complete sales pipeline, configured for your process
- Contact & company records, structured and importable
- Core automations (assignments, notifications, status updates)
- Email templates for every sales stage
- Tracking dashboard with key metrics
Deliverable 2
Automated workflows
- Client onboarding : automated from first contact to kickoff
- Team onboarding : new member setup in minutes
- Task tracking with automatic status updates
- Automatic follow-up sequences (no manual chasing)
- Reporting automation : weekly digest sent automaticall
Deliverable 3
Project management system
- 30-day roadmap with clear milestones and owners
- Operational Kanban : tasks visible at a glance
- Reusable project templates for your recurring projects
- Documented processes for every key workflow
- Validation process : decisions traceable and fast
Deliverable 4
Multi-stakeholder coordination
- Meeting rituals set up (cadence, agenda, format)
- Role clarification : who decides what, when, and how
- Centralized communication channel (no more scattered threads)
- Decision and approval process documented and active
- Stakeholder alignment protocol for complex projects
Deliverable 5
Full documentation
- Loom walkthrough videos for every system component
- Usage guide : written for your team, not for consultants
- Operational checklists for key recurring tasks
- Onboarding kit for new team members
- 30-day execution plan with next steps clearly defined
THE PLAN
Day by day.
A structured, sequential approach, each day builds on the last. You get a progress update every evening.
Diagnosis & mapping
Audit of existing tools, identification of friction points, definition of the target system, and prioritization of needs.
↳ Operational map + 7-day action plan
CRM setup
Tool selection, pipeline creation, data structuring, and first automations. Your team can start using it by end of day.
↳ CRM operational at 80%
Workflows & automations
Client onboarding, team onboarding, task tracking, automatic follow-ups, and automated reporting flows.
↳ 3–5 automated workflows live
Project management system
30-day roadmap, operational Kanban, project templates, and validation processes for clean execution.
↳ Full project management system
Multi-stakeholder coordination
Meeting rituals, role clarification, centralized communication channel, and decision-making process.
↳ Coordination system operational
Documentation & training
Loom walkthrough videos, usage guide, operational checklists, and a short team training session.
↳ Complete documentation package
Optimization & handover
Final adjustments, system-wide testing, edge case fixes, and a 30-day execution plan with clear ownership.
↳ Final system + 30-day plan
WHAT CHANGES
After 7 days, your business
runs on systems, not memory.
A CRM that works
No lead lost, no follow-up missed. Your pipeline runs itself.
Automated workflows
Repetitive tasks handled automatically. Your team focuses on what matters.
Clear project structure
Everyone knows what's happening, who owns what, and what's next.
Fluid coordination
Teams and partners aligned. Decisions faster. Friction gone.
Total visibility
Dashboards and reporting give you a real-time view of everything.
Less mental load
You stop firefighting and start leading. The system holds the context.
Total visibility
Dashboards and reporting give you a real-time view of everything.
Faster execution
No more waiting on information. Decisions are made from data, not gut feel.
A 30-day roadmap
You leave with a clear execution plan, not just a set of tools.
GUARANTEE
If the system isn’t 100% operational, we keep going until it is.
This is not a consulting engagement where you get a report and a wave goodbye. You get a fully working system, or we keep working until you do. No asterisks, no exceptions.
Ready to build
your operating system?
Book a 30-minute call. We'll look at your current setup and confirm this engagement is the right fit.