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Skills

  • Management
  • Workflow Management
  • Operations Management
  • Business Process Management
  • Performance Management
  • Project Management
  • Business Analysis
  • Business Consulting
  • Business Management
  • ClickUp CRM
  • ISO Consulting
  • Leadership
  • Program Management
  • Six Sigma
  • Startup Consulting

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Services

  • ClickUp / Asana Workspace Audit & Fix

    $45/hr Starting at $60 Ongoing

    Dedicated Resource

    Your team already has the tool. The tool is not the problem. Most ClickUp and Asana workspaces fail the same way. Too many spaces, statuses nobody agreed on, tasks with no owner, automations firing at...

    Agile CoachingAgile DevelopmentAsanaAsana Work ManagementAutomation Engineering
  • SOP Writing & Live Workflow Build

    $45/hr Starting at $200 Ongoing

    Dedicated Resource

    The process that only lives in one person's head is the process that breaks when that person takes a week off. I turn your messiest recurring process into a written SOP and then build it as a live workflow...

    Agile CoachingAgile DevelopmentAsanaAsana Work ManagementBasecamp
  • EOS Implementation & L10 Meetings

    $45/hr Starting at $125 Ongoing

    Dedicated Resource

    Three years running EOS as an implementer, plus training in Scaling Up and Pinnacle. If your leadership team keeps having the same conversation every month and nothing moves, this is what fixes it. WHAT...

    Agile CoachingAgile DevelopmentAsana Work ManagementBasecampBudget Management
  • Operations Diagnostic & 90-Day Plan

    $45/hr Starting at $500 Ongoing

    Dedicated Resource

    You know something is wrong. Revenue is fine but margin is not, or the team is busy but nothing ships, or every decision still routes through you. What you do not have is a clear read on which of those...

    Agile CoachingAgile DevelopmentAsana Work ManagementBasecampBudget Management
  • ClickUp Workspace Build & Automation

    $45/hr Starting at $400 Ongoing

    Dedicated Resource

    A ClickUp workspace built properly the first time, so your team adopts it instead of quietly abandoning it in month two. I am ClickUp Certified and I have built workspaces for agencies, clinics, multi-site...

    Agile CoachingAgile DevelopmentAsanaAsana Work ManagementAutomation Engineering
  • KPI Scorecard & Dashboard Build

    $45/hr Starting at $150 Ongoing

    Dedicated Resource

    If the first time you learn a month went badly is when you see the month-end numbers, you are managing by autopsy. A scorecard fixes that. Between five and fifteen leading numbers, one owner each, reviewed...

    Agile CoachingAgile DevelopmentAsana Work ManagementBasecampBehavioral Analytics

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About

Operations Consultant | ClickUp & Asana Systems | SOPs & KPI Dashboards | EOS Implementer & Fractional COO | ISO QMS + Lean Six Sigma Certified

I help founders and leadership teams stop firefighting by building the operating system their business is missing.

Most of my clients arrive at the same point. The team has grown, the work no longer fits in anyone's head, and the founder has become the bottleneck. I fix that with three things: a project management workspace people actually use, written processes that survive staff turnover, and a scorecard that tells you what is going wrong before the month ends.

WHAT I DO

- ClickUp, Asana, Monday.com and Notion workspace design, migration and automation
- SOP and process documentation, from discovery session to a live workflow
- KPI scorecards, dashboards and weekly reporting
- EOS implementation: accountability charts, rocks, Level 10 leadership meetings, V/TO
- Fractional COO and Integrator support for teams without a full-time operations lead
- Workflow automation with Make.com, Zapier and AI tools
- Operations diagnostics and 90-day execution plans

BACKGROUND

- MBA, with 10 years in business management and operations
- ClickUp Certified
- ISO Quality Management Systems certified
- IASSC Lean Six Sigma certified
- Google Project Management Certificate
- Trained in the EOS, Scaling Up and Pinnacle business operating systems

WHO I WORK WITH

Service businesses, agencies, SaaS companies, clinics and multi-site operators, usually between 5 and 50 people. Recent engagements include an accountability and capacity audit across a four-site fitness operator, a ClickUp build for a physiotherapy practice, and ongoing weekly leadership meeting facilitation for a founder-led team.

HOW TO START

Start small. Tell me what is breaking. I will say honestly whether it is a tooling problem, a process problem or a people problem, and what the smallest useful fix looks like. If a paid engagement makes sense after that, I will quote a fixed scope before any work begins.

Work Terms

Availability: Monday to Friday, with daily overlap into UK and US business hours. I hold a limited number of active engagements at a time so each client gets real attention.

Payment: All work runs through Guru SafePay. Fixed-scope projects are milestone based, with every milestone tied to a named deliverable, so you approve and release only against work you can see. Ongoing retainers are billed weekly.

Communication: video call for working sessions, Guru messages in between, and a short written summary after every call so nothing lives only in someone's memory.

First step: share a brief or book a short call. Scoping and the quote are free.

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