Systems that keep running when you step away.
I build and run the operations side of small businesses: task systems, SOPs, dashboards, team onboarding, lead tracking and the weekly rhythm that keeps everyone moving. You get structure without hiring a full time manager.
One place for every task, owner and due date.
How things are done, written down and easy to follow.
Paperwork, training and a clear first week.
The numbers and status you need at a glance.
Every prospect, stage and next step.
Meetings, check ins and follow through.
This is part of my Fractional COO service.
A custom business dashboard that runs daily tasks, client projects, networking and sales in one place. Each area has its own hub with due dates, pinned work and quick views.
An assistant desk system built into Flow Tasks for delegating work to a remote team. Each assistant gets a desk with daily routines, tasks, call logs, hours, paperwork and training.
A lead tracker that shows every prospect by stage, flags hot leads and suggests the next follow up. Each lead opens into a full profile with progress, tasks and notes.
An online portal where a client sees her business expenses organized the way her tax preparer needs them. It tracks receipts, flags missing information and exports to Excel.
A bookkeeping site and landing page for a CPA led firm in Chandler, Arizona. It focuses on monthly bookkeeping, cleanup and a free consultation.
A TikTok for a public car auction in Peoria, Arizona, grown to 86.4K followers with bilingual English and Spanish videos. One video passed 150K views.
An operations manager makes sure the work gets done the same way every time: systems, processes, team tasks, onboarding, tracking and follow through.
Most small businesses do not. Part time help for building the systems and running the weekly rhythm is usually enough, and it costs far less.
I'll work in the tools you already have, or build simple custom dashboards like the ones I run my own business on.
