Move from post it notes to a fully curated operational system or optimize your current subscriptions (free or paid).
Perfect for you if you're already using ClickUp, Asana, or Google Workspace but it feels clunky, overwhelming, or like you're only scratching the surface of what these tools can do.
I'll dive into your current setup and show you how to make your systems work the way you actually operate — more efficient, less chaotic, and built to support your business as it grows.
Includes:
Initial call to understand your workflow, pain points, and business needs
A comprehensive audit of your ClickUp, Asana, or Google Workspace setup, including boards, tasks, views, automations, integrations, folder structures, and permissions
Analysis of what's working, what's creating bottlenecks, and where you're losing time
Customized workflow recommendations designed for how you and your team actually work
Updated system documentation with clear steps for implementation
Follow-up call to walk through my recommendations, answer questions, and help you prioritize next steps
Summary guide with actionable takeaways you can reference anytime