Our Services

Stop Managing Tools. Start Commanding Your Business.

Your team shouldn't spend half their day hunting for files, updating spreadsheets, and coordinating between systems that don't talk to each other. While your competitors drown in operational chaos, you could be operating with systematic intelligence.

Here's how we make it happen:

First, we reveal exactly where your current systems are bleeding time and money through our Operations Intelligence Audit.

Then, we build your intelligent business infrastructure; connecting your ecosystem so everything works as one seamless system instead of seventeen different tools fighting each other.

Finally, we create systems that think for your business. Information flows to the right people automatically. Routine decisions happen without meetings. Problems get solved before they become emergencies.

The result? Your team stops playing information detective and starts focusing on growth. Everything gets smarter over time while your competitors are still manually managing their chaos.

Ready to operate like the industry leader you're meant to be?

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This diagnostic service pinpoints exactly what's slowing your team down and costing you time every day. Instead of guessing where productivity problems lie, you get a comprehensive analysis that reveals specific bottlenecks in your workflows and systems. The audit quantifies how much time these inefficiencies waste and provides a clear roadmap to recover 15+ hours weekly. You receive prioritized recommendations based on impact, immediate quick wins, and a strategic plan for systematic improvement. This transforms vague productivity concerns into actionable insights that help you reclaim significant time and operational capacity.

Investment: $1,950 | Timeline: 1-2 weeks

Operations Intelligence Audit

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This service transforms how your entire business operates by creating a central intelligence hub where information flows automatically, decisions happen faster, and your team stops wasting hours hunting for what they need.

Instead of scattered systems, endless searching, and manual processes slowing you down, you get a self-managing operational brain that surfaces the right information to the right people at the right time.

Every hub includes mobile access from anywhere, AI-assisted intelligence, and automated workflows that save hours daily. Built to evolve with you, each system starts with immediate productivity gains and grows into an increasingly intelligent operation that learns your business patterns and optimizes performance over time.

Operations Command Center

  • What You Get

    • Smart client file organization with automated matter workspaces & metadata

    • Billable performance view (Power BI) with time data via integration or export*

    • AI-assisted proposal system that typically cuts creation time up to 60%

    • Secure client portals with granular external access

    • Automated compliance (retention rules, audit trails)

    • Natural-language document search over client files & precedents

    • Power Apps mobile interface included (phone/tablet; camera & file capture)

    • Centralized expertise library for precedents and best practices

    • 30 days post-launch optimization (tuning & minor tweaks)

    *Via supported connectors/APIs or scheduled exports from your billing system.

    Business Impact: Increase billable utilization 15–25%, reduce admin overhead, ensure compliance without manual effort, and deliver a client experience that supports premium rates.

    Investment: Basic Hub - $6k-10k | Timeline: 3-5 weeks

  • Everything in Professional Hub, plus

    • Cross-department workflow automation & task orchestration

    • Team collaboration spaces with notifications and progress tracking

    • Standardized approvals & quality checks (Power Automate)

    • Performance analytics for team productivity & bottlenecks (Power BI)

    • Knowledge scaling systems to capture & distribute institutional know-how

    • System integrations (CRM/accounting/PM) where connectors/APIs permit

    • Multi-level permissions for departments & roles

    • Automated onboarding workflows for new hires

    • 30 days post-launch optimization

    Business Impact: Eliminate silos, maintain quality during growth, scale ops without proportional admin, and ensure consistent processes as the team expands.

    Investment: $16K-26K | Timeline: 5-7 weeks

  • Everything in Growth Hub, plus

    • Enterprise process orchestration across multiple teams/locations

    • Executive dashboard suite with trend & predictive KPI modeling

    • Department-specific Power Apps for unique processes

    • AI-assisted decision support with proactive insights & recommendations

    • Advanced cross-system integrations (ERP/CRM/LoB) where supported

    • Enterprise-grade security & governance (RLS, DLP, audit trails)

    • Automated reporting & BI distribution

    • Change management program (role-based training & cutover)

    • Quarterly optimization reviews & roadmap updates

    • 30 days post-launch optimization

    Business Impact: Achieve organization-wide visibility, automate 60–80% of routine admin work, enable data-driven decisions at every level, and scale without adding overhead.

    Investment: $35K-55K | Timeline: 6-9 weeks

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Get a complete operational playbook that keeps your business from descending into chaos as you grow.

Using my infrastructure-first approach, this 2-week blueprint equips new entrepreneurs with structured workflows, decision protocols, and a scalable data & KPI strategy from day one.

What You Get:

  • A personalized Operations Foundation playbook built on the Peak Operations Blueprint

  • One-Page Marketing Strategy aligned with your operational capacity

  • One-Page Customer Strategy for retention and experience excellence

  • Step-by-step implementation guidance

  • 30-day check-in to ensure smooth execution

Why It Works: Instead of building on chaos and fixing broken processes later, your operations, marketing, and customer experience are designed to work together from the start. This is my infrastructure-first philosophy codified for entrepreneurs who want to scale without the mess.

Investment: $1250 | Timeline: 2 weeks

Peak Operations Blueprint

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This ongoing partnership provides dedicated operations support that continuously optimizes your systems as your business grows. Available as either a 3-month or 6-month retainer, we proactively enhance your operational capabilities, implement new automation, and integrate emerging technologies. We stay ahead of your growth, preventing bottlenecks before they impact performance and ensuring your systems scale seamlessly. This means your operational capabilities continuously evolve, supporting faster decisions and more efficient execution as you expand.

Investment:
3 months - $1000/mo. | 6 months - $850/mo.

Operations Partner Program

Ready to Get Started?

In just 30 days, you could be running smoother than ever. Schedule your discovery call now to see how we can streamline your business.

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