Workflow consulting

Your team knows how to do the work.
Nobody knows where it went.

We find the exact places work is getting lost, delayed, or stuck in someone's head, then build the systems that fix it. No vague advice. Just documented structure your team can actually use.

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If any of these sound familiar

Nobody knows where anything is.

It only works when Sarah's here.

We bought a system. Nobody uses it.

Tasks disappear and I find out when the client complains.

I keep repeating myself to the same people.

Services

Three ways to work together

Start with the audit. Everything else follows from what we find there.

Starting point

Workflow Leak Audit

$750 flat fee

Current-state workflow map: exactly how work moves and where it stops
Ranked problem list: top 5–7 leaks scored by urgency and impact
Priority fix list with a clear recommended starting point
One quick-win SOP you can use before anything else changes
Sprint proposal and quote included

2 weeks · 1 discovery call · PDF delivery

Most common next step

Implementation

Ops Cleanup Sprint

$2,500 – $4,000 scoped after audit

Workflow redesign built around your real team and tools
SOP library: 3 to 8 core processes, written and ready to use
File and folder structure with consistent naming conventions
Task tracker setup configured with your actual work
Light automations: form-to-task, status alerts, reminders
Handoff guide so your team can maintain it without me
60-min walkthrough + Loom video your team can rewatch

3 weeks · 2 revision rounds included

Ongoing, existing clients only

Monthly Ops Support

$1,200 / month

SOP updates and additions as your team evolves
Workflow tweaks and small automation fixes
New templates as new processes come up
Monthly 30-min process review call
End-of-month written summary

3-month minimum · 30-day cancellation

How it works

From messy to documented in four steps

Fit consultation

15 minutes to confirm the problem is real, the fit is right, and the scope makes sense. No pitch, no pressure.

Free · 15 min

Discovery session

A 60–90 minute recorded call where we walk through how work actually moves in your business. You talk. I listen and map.

Part of the audit

Audit delivery

You get a workflow map, a ranked problem list, a priority fix list, and one quick-win SOP, all reviewed together on a 30-min call.

Within 2 weeks

Build the fix

If you want implementation, we scope a sprint and I build the systems, SOPs, and automations. Full Loom walkthrough at handoff.

3 weeks · optional

The Work Leak Framework

Every workflow breaks in one of seven places

The audit examines all seven areas. Most teams are leaking in three or four simultaneously, and don't know it until someone maps it.

Area 01

Intake

Requests come in through email, text, and phone and nobody owns any of them.

Area 02

Ownership

I thought she was handling it.

Area 03

Tracking

We have a spreadsheet. Nobody updates it consistently.

Area 04

Handoffs

When it moves from one person to another, it disappears.

Area 05

Documentation

It's all in her head. When she's out, everything stops.

Area 06

Files

I know I saved it somewhere.

Area 07

QA & Follow-up

The client usually tells us when something went wrong.

Is this you?

Small service teams that are too busy to keep running things this way

Fieldwork is built for admin-heavy service businesses with 3 to 20 people who have real operational problems and are ready to fix them.

I don't know what everyone's working on until I ask."

We bought ClickUp, Notion, and SharePoint. Nothing changed."

I need SOPs but I don't have time to write them."

Tasks disappear and I find out when the client complains."

My team is great. The system holding them together isn't."

If I left for two weeks, I genuinely don't know what would happen."

We keep dropping client follow-ups and I can't figure out why."

Everything lives in someone's head and that person just gave notice."

Fit check

Fieldwork works best when the fit is real

Strong fit if you…

Run a service business with 3 to 20 people
Use Microsoft 365 or Google Workspace as your core stack
Have real, specific workflow problems, not just general inefficiency
Are the decision-maker and can move without committee approval
Want a documented system your team can maintain independently
Are open to changing how the team actually works

Probably not the right fit if you…

Need a full-time operations manager or executive
Are looking for IT support or software implementation only
Are a solo operator with no team-level workflow problems
Want strategic business advisory, not operational systems
Aren't ready to invest in changing how the team works

The approach

Process first. Tools second. Every time.

I diagnose the workflow before touching any tools. What breaks a process is almost never the software; it's the missing structure underneath it. The tool is the outfit. The workflow is the skeleton.

For implementation, my native expertise is in Microsoft 365 and Google Workspace environments, which covers the operational reality of most small service businesses. I can advise on process design regardless of platform.

Every engagement runs on a fixed timeline, a defined scope, and a clear deliverable. No open-ended retainers with strangers, no vague "ongoing support." You know what you're getting before we start.

Microsoft 365 Google Workspace SharePoint Power Automate Planner Airtable Zapier Notion

8 hrs

Hard cap on every audit. Scoped and delivered within a defined window, never open-ended.

2 weeks

From signed contract to full audit delivery. No vague timelines, no chasing for updates.

7 areas

Every engagement covers all seven places workflows commonly break, not just the obvious ones.

Your team knows how to do the work.Nobody knows where it went.