Operation Systems
How It Works
Enquire
You send a quick enquiry with:
- your business type
- team size
- what feels messy right now (onboarding, files, staff questions, workflow issues)
What we do: reply with a few targeted questions and book a Systems Audit.
Complete the Systems Audit Questionnaire
You receive a secure, structured questionnaire covering:
- onboarding
- workflows
- staff processes
- file systems
- client journey
- documentation
You complete it in your own time.
What we do: analyse your responses and map your operational gaps.
Receive your Audit Summary & Build Plan
You receive a clear written audit summary showing:
- what’s causing friction
- what’s missing
- what needs to be built first
- recommended scope and timeline
We also include a fixed-price proposal.
Approval & Systems Structuring
Once you approve your build plan, we begin structuring your internal systems.
We design and implement:
• Staff onboarding systems
• SOP frameworks and checklists
• Admin and service workflows
• Training knowledge bases
• Organised digital folder structures
• Client documentation and internal templates
• Internal process documentation
Everything is built specifically for your business — aligned with your team size, service model and compliance environment — and delivered in a clean, easy-to-use system your staff can actually follow.
Handover & Ongoing Support
You receive your organised systems with simple instructions, and we can remain as your backend systems partner for updates and staff process support.