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Building operational infrastructure
with strategy, clarity, and care
FOUNDATION FIRST is a 4-month transformation that eliminates inefficiencies and builds the structure your business needs to scale. We map workflows, implement tools like Asana, Monday, or ClickUp, refine processes, and train your team so that execution is smooth, accountability is clear, and work actually gets done.
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Not sure where to start? Let’s talk.
WHAT DO YOU NEED SUPPORT WITH?
Foundation First
Get your team, tech, and processes working in sync. Without the chaos!
FOUNDATION FIRST is a 4-month transformation that eliminates inefficiencies and builds the structure your business needs to scale. We map workflows, implement Asana, Monday, or ClickUp, refine processes, and train your team—so execution is smooth, accountability is clear, and work actually gets done.
Discovery &
Assessment
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We assess your team’s roles and job descriptions to ensure clarity and alignment.
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Our signature workflow discovery process uncovers gaps in processes, training, and collaboration.
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We audit your project management system and provide recommendations before making improvements.
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This phase focuses on understanding your team, the work they do, and defining clear ownership to ensure everyone is aligned and empowered.
Systems &
Workflow Build
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We set up or refresh your Asana, AirTable, ClickUp, or Monday.com to match your team’s workflows and recurring processes.
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You’ll get up to five custom-built boards designed to improve task management and keep your team aligned.
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We create automations to streamline repetitive tasks and reduce manual work.
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Our focus in this phase is building a digital workspace that supports your processes and makes it easier for your team to collaborate.
Training & Documentation
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We refresh or develop up to five custom processes tailored to how your team works, ensuring clear, step-by-step instructions.
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We lead training sessions so your team can confidently adopt and implement the new processes.
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We document everything, so your team can work independently and scale as your business grows.
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By the end of this phase, your team will be trained, equipped with documented processes, and ready to keep evolving as your business grows.
PHASE ONE
PHASE TWO
PHASE THREE
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Ready for next steps?
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Schedule a 30-minute call to see if we’re a good fit mutually.
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Next, we will invite you to a 90-minute strategy session with a visual audit to dive deeper into your needs.
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Then, you will receive a custom strategy plan and proposal tailored to your goals.
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Once you approve the plan, and we’ll kick off the project with your team.
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Optional add-ons for communication system setups or password managers (available for an additional cost), including Slack, Zoom Chat, or Dashlane.
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Investment starts at $10,000 but may vary depending on the complexity of the scope.
Foundation First starts at $10,000, paid in four monthly installments of $2,500. Expanded scopes may range up to $15,000 depending on complexity. Each engagement is carefully scoped to match your team’s goals, capacity, and operational priorities.
