Business Tools Setup & Cleanup

Create clear instructions and SOPs for how your tools actually work
Document processes so tasks are easy to follow, delegate, maintain, and update as the business grows

CRMs and client tracking systems that were never fully set up correctly
Scheduling and booking tools that cause back-and-forth, double bookings, or missed appointments
Website forms and lead intake systems that do not route information correctly
Email and communication tools where follow-ups are inconsistent and important messages are scattered
Task and project management tools that no one uses consistently
Internal workflows and automations that were started but never finished