THE OPERATIONAL WRANGLER FRAMEWORK
Ready to fix the broken automations and outdated workflows costing you time, and finally trust your CRM again, in 4 months?
In the Operations Wrangler Framework, you'll get your CRM properly optimized, your processes documented, and your operations fully owned, so you can trust your systems are working without being the one catching every mistake.
You don't need a Breakthrough Session first.
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You've become the quality control for tools you already pay for.
You have the CRM. You have the booking software. What you don't have is the time to set it up and train it properly, so you're the one checking whether it did its job.
One owner told me she checks her CRM's AI Assistance about once an hour because it sometimes gives clients the wrong information. She called it "brain stress." Another foudn out her calendar lings had been broken since the platform switch.
And most of how your business actually runs lives in your head.
I diagnose before I touch anything
I audit what's actually happening, not just what looks broken.
I work inside the tools you already pay for. No ripping everything out.
I don't price by the hour. You get a defined scope and a real end date.
I don't just advise. I build it, document it, and test it.
How the Framework works
PHASE 1 · WEEKS 1-4
Identify & Diagnose
A full systems audit. Urgent breaks get fixed right away, problems get prioritized, and the process living in your head get written down. Weekly calls.
PHASE 2 · WEEKS 5-7
Design the Fix
A long-term workflow or system design for every priority problem. We confirm the plan together before anything gets built. Biweekly calls.
PHASE 3 · WEEKS 8-14
Implement
Your CRM configured, automations built, SOPs and onboarding documented, invoicing set up. Biweekly calls.
PHASE 4 · WEEKS 15-16
Review & Refine
A full review for gaps, tested against real, messy, day-to-day use, then a final walkthrough with you and your team.
What you get
Your CRM configured and trained, including AI features when your CRM has them
SOPs for your team and for the processes that only live in your head
Onboarding designed for new clients and new hires
Invoicing systems that work
Client communication that doesn't need constant supervision
Weekly calls in Phase 1 and biweekly after, plus Slack and email support (24 to 48 hour response)
This is a good fit if...
You own an established brick-and-mortar service business, such as med spa or a dog boarding facility, with a CRM that isn't performing the way it should.
You're the bottleneck, and you're ready for someone to own the fix, not just point out what's wrong.
You're ready for a defined engagement with a real end date.
This isn't a fit if...
You have no existing systems at all and want a from-scratch build.
You want hourly billing.