Operations Consulting
We work with founder-led businesses when the way they operate isn't keeping up with what they're trying to build. That shows up most often in trades, wellness and health services, and other client-facing operations - anywhere that the schedule, administration and operations run through one person's head. We come in, build the foundation from the ground up, and hand it back.
Fixed scope: We're not taking over, we're preparing you to keep moving forward.
What you get
Who's Behind This
I spent nearly a decade in leadership roles at the University of Toronto, most recently as Assistant Dean, Administration & Operations at St. Michael's College, federated with U of T. I managed an operating budget, built systems and automated workflows from scratch, and ran a team where a documentation gap didn't announce itself. It just sat there until something broke, sometimes days or weeks later, and nobody knew why. That's what I look for now, no matter the size of the business in front of me.
I've often been told in my past roles that I'm diplomatic - direct without being harsh. Now, with my own clients, that's how I continue to operate. I care that you and your business are doing well, and I show that by building things that actually work.
I find issues fast, but I recognize that the fastest read isn't always the right one. I'll tell you what I see and want you to push back if it's off. The goal is finding what works for you.
Just You, or You Plus a Few
Most people go into business because they're excellent at the work they do, not because they want to run the back end of a company. If it's just you, or you and a couple of contractors, the SOPs and role clarity that bigger teams need don't apply the same way. Your needs will likely be different: your processes mapped out, the gaps you can't see because you're too close to them found and fixed, and the administrative work that's eating away your time actually handled. Same foundation, built for the size you're at right now.
Not sure if this is you, or if you need one of the Builds instead? That's exactly what the Systems Walkthrough is for.
What the Foundations Build covers
Your client experience, start to finish, mapped and cleaned up
The blind spots in your pricing, process, and client handling, the stuff you can't see because you're too close to it, found and fixed
Whatever's eating the most non-billable time, organized and built into a repeatable system
A foundation that's ready if you choose to bring on help or a team later
Who We Help
Maybe some of your processes are written down. Maybe you've got a system that mostly works, or a contractor who can handle things without you walking them through it every time. That's real progress. At the same time, it still doesn't mean the business can run without you. Sometimes the process exists but you're the only one who actually follows it. Sometimes the fix isn't more structure, it's getting what's in your head out of it, so it's not resting entirely on your memory. The real question isn't whether you've done some of the groundwork to set yourself up for success. It's whether your business keeps operating when you step away, or if your time off means returning to an overfilled inbox and a week of catch-up.
Trades
Electrical, plumbing, HVAC, roofing, construction. We build the playbooks your crew can actually follow, even on the days you're not on site.
Wellness & Health Services
Therapists, doulas, lactation consultants, clinics, studios. We help you build a business that outlasts any single provider's calendar.
Service-Based & Client-Facing Businesses
Property management, hospitality, professional services, and other founder-led operations where the schedule, the client, or the handoff runs through one person's head.
The Builds
Every build is scoped and priced on its own. No bundles, no add-ons you didn't ask for. You choose what your business needs right now, and that's what we build.
Running solo, or with a contractor or two? Foundations Build (above) is likely the better starting point. These four are built for businesses with a team to hand things off to.
The processes that only work because you're the one doing them, and the gaps in them you can't see from the inside. We find what's missing, not just what's already there, and document the core processes you tell us matter most.
Once the gaps are found and the process is documented, the next question is usually who owns it. That's the Job Description & Role Clarity Build.
When two people think they own the same task (or nobody thinks they own it), that's a role clarity problem, not a people problem. We write clear job descriptions for the roles you need defined.
Once roles are clear, the next gap that usually shows up is the client-facing side. That's the Client Journey Build.
From first contact to first invoice, we map what actually happens and build the onboarding around it, using the tools you already have.
Once the journey is mapped, the repetitive parts of it are usually worth automating. That's the Backend & Automation Setup.
The tools you're already paying for, actually talking to each other. We connect and automate what you have so your team stops doing by hand what software should be doing for them.
Automations only hold if the process behind them is documented. If that's not in place, we'll flag it and see what could help your team.
If something's outside the scope of what we're building together, we'll tell you. If we know someone who's good for it, we'll point you their way.
How It Works
Every engagement has a defined start and a defined end, but what we build stays. You know what it costs before we begin, and when we are done, your team can run it without us.
Start with our free self-assessment. Takes about 15 minutes and gives you an instant scorecard of where things stand.
Short and free. We talk through your results, ask about your business, and tell you honestly if we're the right fit.
One to a few sessions, depending on your operation. We walk through what's happening, tell you what's broken, and give you a short written list of what we'd build and why.
If there's a fix worth making, you pick the build that matches. Scoped and priced on its own, with a clear start and a clear end. You own it when we're done.
The Systems Walkthrough
This isn't a full audit or a stack of documentation you'll never open. It's one to a few sessions, depending on the size and complexity of your operation, where we go through what's happening together. We won't hand you a recommendation until we're actually clear on what's going on. You'll leave with a clear, honest read on what's working, what's not, and a short written list of what we'd build if you asked us to.
If something on that list is worth fixing, you pick the build. Each one is scoped, priced, and contracted separately, so you're only ever paying for what you actually need.
What we look at
Systems & Tools
Data & Documentation
Roles & Ownership
Communication & Handoffs
Client & Customer Experience
Capacity & Workload
Owner Dependency
Get Started
Start with the free self-assessment to see where things stand. From there, a short discovery call helps us figure out if a Systems Walkthrough makes sense for you. Prefer to reach out by email first? That works too.
A short call. We'll talk through your self-assessment results and your business.
No pitch. We will tell you honestly if we are the right fit. If we're not, we will tell you that too.
If there is a fit, we book a Systems Walkthrough. You'll get a clear, honest read on what's working and a short list of what we'd build.
Every build is fixed scope. Priced and contracted on its own, with a defined start and end. If ongoing support makes sense after, we'll talk about what that looks like, but it's never the default.
A check-in is available after, if you want one. Short, fixed term, no obligation to renew.
Based in Canada
Serving clients across Canada and the US. Remote-first. On-site when it matters.