Your Business Should Support Your Life.
Not the other way around.
A 3+-month Operations Management retainer designed for service providers ready to step back into the CEO role and finally have a backend that runs smoothly, consistently, and without their constant oversight.
But right now, so much still depends on you:
✓Every decision
✓Every deliverable
✓Every client handoff
✓Every internal update
✓Every workflow change
And the more your business grows, the heavier it feels to keep it all organized.
Operations support changes that by giving you structure, clarity, and consistency—so your business can move forward without needing you in every moment.
You didn’t build a business to spend every day managing small details, answering questions, or keeping everything moving through sheer effort.
Let’s be honest…
PHEW, CAN YOU FEEL THE RELIEF ALREADY?
Let your business feel lighter with systems and support that reduce your workload, streamline your day, and keep everything running smoothly.
A higher-touch operational partnership with deeper support across your systems, team, and client delivery.
Ideal for agency builders or multi-offer businesses
30 hours per month
A steady level of support to keep your systems maintained and your team guided.
Great for solo service providers or small teams.
15 hours per month
$1,200/month
$2,400.month
Investment:
A 3+-month retainer built to maintain and optimize the systems that keep your business running so you can focus on the bigger picture without worrying whether things are getting done.
Operations Management Support
- Ongoing backend reviews so nothing becomes outdated
- Systems improved and maintained without large time commitments from you
- SOPs and training resources created for your team
- Quarterly tech reviews to ensure efficiency
Systems oversight & continuous optimization
- Smooth onboarding and offboarding that feels professional and effortless
- Deliverables tracked and timelines monitored
- CRM and pipeline updates handled behind the scenes
- Templates and automations to keep communication consistent and on-brand
Client delivery & experience management
- Weekly leadership call to hand off priorities in one place
- ClickUp maintained for you—tasks, timelines, and deliverables updated consistently
- Clear team support so questions aren’t piling up in your inbox
- Progress moved forward without needing constant check-ins
Team & Task management
What’s included:
Who is this for?
This support is designed for the service provider whose business is growing faster than their systems can support. If you want more capacity, a steadier workload, or you’re preparing to build or scale an agency, this retainer creates the structure your business needs to operate smoothly without relying on you to manage every detail.
What Your First 90 Days Looks Like
and beyond
Months 2-3: Implementation + Management
✓Systems rebuild
✓Workflows optimized
✓SOPs created
✓Automations added
✓Team supported
✓Client delivery stabilized
✓CEO workload lightened
By this stage, the business begins to feel more organized, predictable, and spacious, and you begin to step back into the CEO role with confidence.
Month 1: Audit + Roadmap + stabilization
We’ll meet to get you fully onboarded for your project and go over the project details.
✓Full systems audit
✓90-minute onboarding call
✓Team + tools review
✓3–6 month operations roadmap delivered
✓Immediate fixes + quick wins applied
Months 4+ ONGOING SUPPORT & OPERATIONAL LEADERSHIP
Month after month, we continue to:
✓keep your systems up to date
✓refine workflows as your offers evolve
✓support and guide your team
✓monitor capacity and project pacing
✓maintain client delivery
✓proactively adjust operations as you grow
Your business becomes easier to lead, easier to scale, and far less dependent on you doing everything yourself.
This is where most clients stay, because having a long-term operational partner is what helps the business run smoothly year after year.
Your team, systems, and client delivery—managed and optimized - so your business runs smoothly in the background and you have more time and space to focus on what matters most.
I haven’t found anyone who can do that as easily and quickly as she does it. I think about how you get to A to B the quickest way and she always comes up with a different way. Kasey is very calm and very pleasant. It’s always nice to work with someone who has a calmness to them when you’re talking about stressful and complicated things.”
Kasey is brilliant when it comes to taking manual processes and breaking them down into a couple of automations.
-Chelle, Co-Founder of The Business Whisperers
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