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Features

Services

Testimonials

Process

FAQ

Schedule a Call

Features

Services

Testimonials

Process

FAQ

Schedule a Call

"Ops as a service" for single-service B2B companies

We'll build an operating system for your agency so that you can 10x client capacity and grow infinitely

Book your free audit call

No-pressure 30 minute discovery call

See Our Work

See Our Work

  • Fully Automated B2B Onboarding Flow

    When the contract is signed, communication channels and client assets are created and shared via email with the client, and project management systems are updated with all new client information.

  • Automated Accounting & Invoicing System

    When an enterprise deal with multiple products and services is signed, the requisite line items are imported to Xero to build an invoice and automatically send it. Executive leadership and finance departments are updated via email.

  • Notion Operating System For Content Agencies

    When a campaign moves along its Kanban board, a series of tasks are added to a "Global Task List". The tasks are connected and synchronised with the requisite campaign and client information so that all team members have up-to-date information on their synced task lists.

  • Fully Automated B2B Onboarding Flow

    When the contract is signed and paid for, communication channels and client assets are created and shared via email with the client, and project management systems are updated with all new client information.

  • Automated Accounting & Invoicing System

    When an enterprise deal with multiple products and services is signed, the requisite line items are imported to Xero to build an invoice and automatically send it. Executive leadership and finance departments are updated via email.

  • Notion Operating System For Content Agencies

    When a campaign moves along its Kanban board, a series of tasks are added to a "Global Task List". The tasks are connected and synchronised with the requisite campaign and client information so that all team members have up-to-date information on their synced task lists.

  • Landing Page Operating System From Scratch

    Step-by-step tutorial describing an AirTable operating system for a medium sized landing page agency. Includes auto-assigning of new clients to management, auto-assigning of new pages to the fulfilment team and dashboards.

  • Fully Automated B2B Onboarding Flow

    When the contract is signed and paid for, communication channels and client assets are created and shared via email with the client, and project management systems are updated with all new client information.

  • Automated Accounting & Invoicing System

    When an enterprise deal with multiple products and services is signed, the requisite line items are imported to Xero to build an invoice and automatically send it. Executive leadership and finance departments are updated via email.

  • Notion Operating System For Content Agencies

    When a campaign moves along its Kanban board, a series of tasks are added to a "Global Task List". The tasks are connected and synchronised with the requisite campaign and client information so that all team members have up-to-date information on their synced task lists.

  • Landing Page Operating System From Scratch

    Step-by-step tutorial describing an AirTable operating system for a medium sized landing page agency. Includes auto-assigning of new clients to management, auto-assigning of new pages to the fulfilment team and dashboards.

Stop wasting hundreds of hours on repetitive tasks

Stop wasting hundreds of hours on repetitive tasks

Stop wasting hundreds of hours on repetitive tasks

Using powerful workflow automations we'll help you automate mundane and annoying tasks that kill morale for your team.

Using powerful workflow automations we'll help you automate mundane and annoying tasks that kill morale for your team.

Using powerful workflow automations we'll help you automate mundane and annoying tasks that kill morale for your team.

Focus all of your time on generating sales and creating content

Focus all of your time on generating sales and creating content

Focus all of your time on generating sales and creating content

Increase your leverage with systems that work in your sleep, so that you can rest easy

Increase your leverage with systems that work in your sleep, so that you can rest easy

Increase your leverage with systems that work in your sleep, so that you can rest easy

Solve your operations bottlenecks FAST

Solve your operations bottlenecks FAST

Solve your operations bottlenecks FAST

We'll take a magnifying glass to your operations and help you implement quick fixes that improve outcomes for all of your clients

We'll take a magnifying glass to your operations and help you implement quick fixes that improve outcomes for all of your clients

We'll take a magnifying glass to your operations and help you implement quick fixes that improve outcomes for all of your clients

Build An Operating System That Can Handle 100's of Clients

Build An Operating System That Can Handle 100's of Clients

Build An Operating System That Can Handle 100's of Clients

Think of this like having an internal SaaS product for your fulfilment team.

We'll build an OS that will help you take on 100+ clients, so that you can scale without worrying about operations breaking.

Think of this like having an internal SaaS product for your fulfilment team.

We'll build an OS that will help you take on 100+ clients, so that you can scale without worrying about operations breaking.

Think of this like having an internal SaaS product for your fulfilment team.

We'll build an OS that will help you take on 100+ clients, so that you can scale without worrying about operations breaking.

Build your custom OS

Create A Single Source of Truth For Every Department

Create A Single Source of Truth For Every Department

Create A Single Source of Truth For Every Department

We'll codify your winning processes and package them so that new hires can be ready to work within 7 days.

We'll codify your winning processes and package them so that new hires can be ready to work within 7 days.

We'll codify your winning processes and package them so that new hires can be ready to work within 7 days.

Codify your processes

Automate Your Workflows From A-Z

Automate Your Workflows From A-Z

Automate Your Workflows From A-Z

Imagine every time you close a client, they automatically received an onboarding link and Slack invitation, your CRM was updated and your fulfilment team received all assets and instructions to immediately start work.

We'll build custom workflows that infinitely scale for each of your offers.

Imagine every time you close a client, they automatically received an onboarding link and Slack invitation, your CRM was updated and your fulfilment team received all assets and instructions to immediately start work.

We'll build custom workflows that infinitely scale for each of your offers.

Imagine every time you close a client, they automatically received an onboarding link and Slack invitation, your CRM was updated and your fulfilment team received all assets and instructions to immediately start work.

We'll build custom workflows that infinitely scale for each of your offers.

Inquire about workflow automations

Our process

01

Book your free discovery call

On this call we'll discover more about your company including what's already in place, and if you're a fit for our services we'll suggest areas in which AI can help you.

Speak to us today

No-pressure 30 minute discovery call

02

Planning & strategy session

If we're a fit, after the discovery call we will start planning the course of action. We'll schedule Process Mapping calls where we map out your current systems, find bottlenecks and produce a streamlined plan that will cut the complexity and manual tasks out of your processes.

03

Development

Once we've agreed on the strategy and plan of action, we'll get to work and start developing your new sales and fulfilment solutions.

04

Deployment + optimization

We'll deploy the solutions, integrate your team into the new processes with updated SOPs, and continually refine your processes so that the new solution is embedded into your team's workflows.

Get started

No-pressure 30 minute discovery call

Frequently asked questions

How can I tell if using AI and automations is the right solution for my problem?

How long do your solutions take to implement?

Will we need to make changes to our teams?

Frequently asked questions

How can I tell if using AI and automations is the right solution for my problem?

How long do your solutions take to implement?

Will we need to make changes to our teams?

Frequently asked questions

How can I tell if using AI and automations is the right solution for my problem?

How long do your solutions take to implement?

Will we need to make changes to our teams?

Book your free audit call

Book your free audit call

Schedule your call with Sheni

Schedule your call with Sheni

No-pressure 30 minute discovery call

The goal of this call is to get to know you and your business, and see if we can help you achieve your goals. Find a slot that works for you on the Calendar and let's talk!

The goal of this call is to get to know you and your business, and see if we can help you achieve your goals. Find a slot that works for you on the Calendar and let's talk!

This call is perfect for:

This call is perfect for:

B2B service providers looking to improve their sales and fulfilment team's efficiency

Founders and C-Level executives with specific ideas of how to implement AI and automation into their companies

Consultants and fractional C-Suite professionals looking to partner up and develop integrated offerings

Save time & work smarter with Fractional Ops Management

Save time & work smarter with Fractional Ops Management

Save time & work smarter with Fractional Ops Management

We help you redefine your operations, automate your workflows, and elevate your business.

We help you redefine your operations, automate your workflows, and elevate your business.

We help you redefine your operations, automate your workflows, and elevate your business.

Book Your Free Audit Call

Book Your Free Audit Call

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