Deliverables Can Include These And More:
Full discovery + operational systems audit
Custom ops infrastructure design/rebuild (project management, workflows, integrations)
Dashboard, reporting, and automation design
Async training docs (SOPs, Looms, templates)
AI workflow integration recommendations
Practical AI integration recommendations and implementation
AI-ready documentation (task setup, updates, or admin flows)
Ongoing optimization + system evolution (as you grow)
For teams that need their operations to evolve with them—without the burnout or constant rework.
You're growing. Revenue's up, team's expanding, new initiatives are launching. But your operational infrastructure is still held together by you, a few key people, and a patchwork of tools that barely talk to each other.
The Unjammed Ops Systems Retainer is ongoing partnership for scaling small businesses who need their ops systems to grow alongside their work—not six months from now, but as you need it.
HOW IT WORKS:
We start by identifying what's holding things together (and what's quietly breaking)—then evolve your systems, processes, and tech stack to make ownership clearer, handoffs smoother, and progress easier to track as you scale.
Then we design, optimize, and support your project management, coordination workflows, AI automation, and operational infrastructure—systems that adapt as your business grows, not just at launch, but for the long haul.
We specialize in ClickUp, Asana, and HubSpot, but bring what you've got. We build systems that match your priorities, pace, and people—not templates.
Operations that can adapt as your business grows, without constant rework—structure, workflows, reporting, automation, and integrations that support how work actually moves through your business.
Best for founders leading growing teams who want ops that can scale—and are willing to stay involved in how they evolve.
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Deliverables Include:
Pre-work audit questionnaire + mini health check video
Two live sessions (4-5 hours total): systems audit + collaborative solution design
Full Ops Foundations Report: audit summary, friction analysis, visual priorities roadmap
90-day implementation plan
Tool/automation/AI integration recommendations
Two follow-up health check sessions (30 days and 60 days post-VIP Day session)
30 days additional async support
One intensive day. Co-designed solutions. 60 days of support afterward.
You built something real. Revenue's there, clients are happy, team is growing. But behind the scenes? You're constantly untangling handoffs, chasing updates, and holding too much together by yourself.
Your responsibilities, your workload, maybe even your team have grown—but your decision-making systems, operational structure, and capacity didn't keep up. You know you need better systems. But you don't have six months to rebuild from scratch while everything's still running.
The Unjammed Ops: VIP Day is a full-day intensive where we don't just tell you what's broken—we co-design the solutions with you, then stay with you for 60 days to make sure it actually sticks.
WHAT YOU GET:
Over two deep-dive sessions (4-5 hours total), we audit your current reality, map where friction actually lives, and collaboratively design the systems your team needs—not the ones you wish you had.
You'll walk away with a detailed 90-day implementation plan, workflow designs, and tool/automation/AI integration recommendations you can actually execute—plus two follow-up health checks (at 30 and 60 days post-VIP Day) and 30 days of async support while you implement.
This is strategic clarity + collaborative design + accountability—not just advice.
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Deliverables Include:
1-hour discovery call
Custom ClickUp or Asana starter build
1–2 priority workflows mapped + implemented
Tags, task types, assignees, and fields configured
Up to 3 native automations set up
2-3 AI workflow integrations
Live onboarding training session
Team onboarding materials (Looms and guides)
30 days async follow-up support
Right-Sized ClickUp or Asana Setup + AI Integration for Smaller Teams.
Your team is outgrowing spreadsheets and Google Docs. Or maybe you already rolled out a project management tool, but nobody's using it. Either way, you need a system that actually works for how your team operates—not a half-built workspace or an overbuilt mess nobody touches.
Unjammed Ops: QuickStart is a focused 1-2 week sprint to get ClickUp or Asana set up in a way your team will actually use—PLUS AI workflows that eliminate 5-10 hours/week of manual coordination work.
WHAT YOU GET:
We co-design a starter setup based on how your team really works, then implement the core structure and build out 1-2 of your most important work processes—like how you onboard clients or manage projects—so your team can start using the system right away.
Then we integrate 2-3 AI workflows that handle the grunt work: meeting notes auto-create tasks, emails get triaged and routed automatically, and weekly status updates write themselves.
The goal isn't to build everything—it's to build the smallest system your team will adopt, plus automation that gives you time back.
You'll walk away with a ready-to-go workspace, AI integrations that save hours every week, onboarding materials, and 30 days of support.
Best for founders who are ready to commit their team to using ClickUp or Asana after setup.
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Deliverables Include:
Personalized Loom video audit of your specific setup
Ops friction map — what's draining you and why
Prioritized action plan (your top 1-3 fixes)
AI workflow opportunities specific to your situation
Tool recommendations based on where you actually are
Companion PDF report & action plan
1 week post-session async support
Your ops, unstuck. No extra meetings required.
For the founders and leaders who know something's off but don't have time for a deep dive. If your systems are slowing you down, your team isn't using the tools you have, or you just need someone to tell you what to fix first — this is it.
The Unjammed Ops Quick Audit is an async, personalized diagnostic that gives you a real human look at your specific setup — not generic advice, not a template. Just honest, prioritized feedback delivered to your inbox within 48 hours.
YOU'LL WALK AWAY KNOWING:
* What to fix now (the 1-3 changes that make the biggest difference)
* What to ignore (the noise draining your energy)
* What to revisit later (without committing to a full rebuild)
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