Business Flow Advisory Service

Who It’s For

• Founders who want ongoing guidance and accountability without committing to a heavy project.

• Teams that need structure and light process support while focusing on growth.

• Former clients who want to maintain and refine the systems we built together.

• Early-stage companies that aren’t ready for a full Accelerator or Done-For-You build but want a trusted advisor in their corner.

What’s Included Each Month

• 1 Strategy Call (60 minutes)

  • Review bottlenecks on process, people, technology, KPIs, roles, or tool usage.

  • Adjust processes, team priorities or tool usage for the month ahead.

• Asynchronous Support (up to 2 hrs)

  • Q&A via email or Notion.

  • Feedback on SOPs, workflows, or tool setup (recorded Looms for training purposes if helpful).

• 1 Micro-Project per Month (choose one)

  • Evaluate – Audit 1 workflow, tracker, or dashboard.

  • Document – Review or draft 1–2 SOPs or checklists.

  • Automate – Map an automation or integration roadmap.

  • Delegate – Create or refine a role scorecard, onboarding, or training workflow with checklist.

  • Organize – Design a simple folder, file, or project management system.

  • Optimize – Suggest continuous improvement steps, systems-maintenance training or role-specific KPIs.