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Operations Audit & Bottleneck Report

$45/hr Starting at $300

Every growing business has three or four places where work reliably slows down, and almost nobody can name them precisely. They get described as we are just really busy.

This is a short, focused audit that names them.

WHAT I LOOK AT

How work enters the business and what happens in the first forty-eight hours

Where work waits, and for whom

Which decisions still route through the founder and which of those genuinely have to

Which roles are doing two jobs and which agreed responsibilities have no owner at all

What is documented, what lives in one person's head, and what happens when that person is away

Which tools are in use, which are paid for and unused, and where data is retyped between them

What is measured, how often anyone looks at it, and whether it changes any decision

WHAT YOU GET

A written report naming the bottlenecks in order of what they cost you, each with the evidence behind it

A separation of the tooling problems, the process problems and the people problems, because they are usually confused with each other

The smallest useful fix for each one, and what it depends on

A walkthrough call, and follow-up questions answered for seven days

HOW IT RUNS

A working session with you, short conversations with two or three people who do the work, and a look at whatever systems you already have. No lengthy questionnaire.

WHO THIS IS FOR

Teams of 5 to 50 in service businesses, agencies, SaaS companies, clinics and multi-site operations.

BACKGROUND

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

If the audit says your operation is basically sound, I will say that rather than inventing a project.

About

$45/hr Ongoing

Download Resume

Every growing business has three or four places where work reliably slows down, and almost nobody can name them precisely. They get described as we are just really busy.

This is a short, focused audit that names them.

WHAT I LOOK AT

How work enters the business and what happens in the first forty-eight hours

Where work waits, and for whom

Which decisions still route through the founder and which of those genuinely have to

Which roles are doing two jobs and which agreed responsibilities have no owner at all

What is documented, what lives in one person's head, and what happens when that person is away

Which tools are in use, which are paid for and unused, and where data is retyped between them

What is measured, how often anyone looks at it, and whether it changes any decision

WHAT YOU GET

A written report naming the bottlenecks in order of what they cost you, each with the evidence behind it

A separation of the tooling problems, the process problems and the people problems, because they are usually confused with each other

The smallest useful fix for each one, and what it depends on

A walkthrough call, and follow-up questions answered for seven days

HOW IT RUNS

A working session with you, short conversations with two or three people who do the work, and a look at whatever systems you already have. No lengthy questionnaire.

WHO THIS IS FOR

Teams of 5 to 50 in service businesses, agencies, SaaS companies, clinics and multi-site operations.

BACKGROUND

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

If the audit says your operation is basically sound, I will say that rather than inventing a project.

Skills & Expertise

AsanaAutomation EngineeringBusiness AnalysisBusiness ConsultingBusiness ManagementBusiness Process ManagementClickUp CRMDashboard DesignISO ConsultingKey Performance Indicator (KPI) DesignManagementOperations ManagementPerformance ManagementPlanningProcess DesignProgram ManagementProject ManagementRequirements EngineeringSaaSSix SigmaStandard Operating Procedure WritingStartup ConsultingWorkflow Management

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