Too many moving parts behind the scenes?
We can fix that.
Whether you need a roadmap, a full system build, or an ongoing operations partner, it all starts with an honest conversation about where you are and where you want to go.
Fractional COO Services, ClickUp & Dubsado System Builds for Service-Based Businesses
Everything starts with our first chat.
We'll get to know how your business runs day to day: who does what, where things get stuck, what's working and what isn't. Then we build your tools and workflows around that.
Everything we do is based on what your business needs.
No cookie-cutter templates.
No complicated processes you wonโt actually use.
Just simple solutions that work as hard as you do!
Here's what that can look like. โ
The Strategy Sesh
You've been saying "I need to get more organized" for a while now. This is where it starts.
In this 3-hour session, weโll map how your entire business runs beginning to end - from leads, to client projects, to operations - so you can finally see where the bottlenecks are and what to focus on first.
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Walk away with:
A flowchart of your entire business backend.
Understand exactly what your unique client experience + operations process is.
Tailored recommendations which platforms and tools to implement to maximize your time, and help organize everything behind the scenes from clients to operations.
Investment: $697
โThe mapping session was amazing! Having it all written down visually and seeing the entire client journey was a huge win! Now I have a better understanding of the systems needed and areas that can be optimized.โ
Yahi Krahmer, Owner of AccountHer
Behind-The-Scenes Audit
You've got some tools. You've got some systems in place. But nothing feels as easy as you hoped it would be when you started setting them up.
We'll dig into your existing systems, identify what's working, what's redundant, and what's making your life needlessly complicated. Then we'll map out a plan to fix it.
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This includes:
An in-depth review of your business tools and systems
Detailed notes on how to improve and streamline your setup
A 60-minute collaboration where we turn your audit findings into a clear action plan.
Investment:
$497 (single platform) | $697 (full business)
System Build-Ups
This is where it all comes together. We've mapped how your business runs, now we build the backend to match.
This is the full done-for-you build. Weโll create a seamless client experience or streamlined project management (or both!), all set up and ready to use.
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I specialize in ClickUp, Dubsado, HoneyBook, Zapier, and more. Each tool is chosen to fit how you and your brain work.
Projects include:
90-minute client experience and operations mapping session
Templates to guide you in documenting your processes
Full implementation and setup of your systems
SOP guide and training videos
4 weeks of hands-on support
60-minute support meeting
Investment Starts at $3200
โBefore working together I was overwhelmed with where to even begin organizing my flows + systems!! I now have a TRULY organized system that I can easily use and keep updated.โ
Chelsea Pimienta, Owner of 23&9 Creative
Fractional COO Support
This is the "let's fix everything" option, where we work through your entire backend together.
Your client experience, operations, project management, team workflows, all of it. Weโll work through it together, step by step, until your business is running like a well-oiled machine.
This high touchpoint retainer service allows you to execute on your vision, and move the needle forward in your business at rapid speed, with the help of a strategic support partner.
Investment Starts at $2,000/month
Ready to Talk It Through?
Look, I know reaching out to someone about your business feels like a big deal. But I promise - this part's easy!
You tell me what's going on behind the scenes, I ask a lot of questions, and we figure out what's actually getting in the way and what to do about it!
โI have so many projects going on it was very hard to organize them all. Rachael has the ability to hone in on your individual strengths and areas for improvement in order to support you in creating systems that work for your business.โChef Carla Contreras