Plan it - Session
How We Can Work Together
Phase 1 - Clarity
Purpose:
To create clarity around your operations so you can make confident decisions about what to fix, delegate, or systemise next.
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What we cover:
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A high-level audit of your current systems, structure, and team roles
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Pinpointing bottlenecks and hidden inefficiencies
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Mapping the flow of work, decisions, and information
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Prioritised recommendations - what to simplify, automate, or delegate first
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You’ll receive:
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A written action plan
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Clear next-step recommendations (including what can be handled by my team)
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Optional follow-on support via a VIP Day or ongoing retainer
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Ideal for:
Founders or senior teams who feel stuck in the day-to-day and want a strategic, external perspective before investing in deeper support.
Phase 2 - Momentum
Purpose:
To translate your strategy into working systems and streamlined processes. You’ll finish the day with new structure in place and breathing room to lead again.
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What we do:
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Prioritise one or two critical areas uncovered in your strategy session
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Streamline or rebuild core workflows and automations
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Create key documents or templates (SOPs, trackers, dashboards)
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Implement and test new systems with your team
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You’ll receive:
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A one-day deep-dive session (remote or in person dependant on location)
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Done-with-you implementation - supported by my team for setup and execution
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A 14-day check-in to review results and fine-tune anything
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Ideal for:
Businesses ready to move from insight to action - when you need tangible change, not another plan.
Phase 3 - Continuity
Purpose:
To provide the operational leadership your business needs to grow - without hiring full-time.
You’ll have an experienced Operations Manager overseeing systems, team performance, and business operations, ensuring everything stays aligned and moving forward.
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What’s included:
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Monthly operational direction and oversight
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Regular strategy and accountability calls
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System and process refinement as you grow
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Team leadership support and delegation structure
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Reporting and metrics to keep your business on track
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Access to my team for ongoing execution and support
You’ll receive:
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A consistent, operations partner
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Calm, clear communication that keeps projects and priorities moving
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Scalable infrastructure that grows with your business
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Ideal for:
Founders who’ve outgrown doing it all themselves - and need trusted operational leadership to keep the business performing at its best.
Looking for something a little different?
If you need bespoke operational support or a one-off project, I can create a tailored solution that fits your business needs.
Get in touch to start the conversation.