Fix the systems that slow your team down, in 90 days
Shahla leads the changes and trains your team; our Streamlining Specialists build the automations and written procedures. You finish with systems your staff can run without you. $6,000–9,000.
What we typically work on
- Enrollment or client intake: from first inquiry to signed forms and a welcome email, without retyping.
- Billing and compliance paperwork: ESA invoicing for schools, or invoices, grants and licenses for everyone else, with a calendar, templates and reminders.
- Staff onboarding and offboarding: accounts, training and handoffs that happen the same way every time.
- Records and files: a shared drive organized so anyone can find what an auditor or accreditor asks for.
- Family and customer communication: one number, one shared inbox, clear response rules.
- Written procedures: step-by-step guides for every recurring task, so knowledge stays with the organization when people change.
How the 90 days run
| Weeks | What happens |
|---|---|
| 1–2 | Confirm the three to five priorities (from your Operations Audit, or a short one at the start) |
| 3–10 | Build, test and roll out each system; short weekly check-ins |
| 11–12 | Train your team, hand over the written procedures, and agree how you’ll keep it running |
Tools
We work inside the tools you already have, like Google Workspace, and add only what you need. As a Zapier Silver Solution Partner and Quo Certified Expert, our team knows those tools well. You own everything we build, and we don’t keep access after the project unless you ask us to.