Best for: Small businesses, startups, or owners who need consistent administrative support without ongoing operational involvement.
What’s Included:
Email and calendar organization
Invoicing, billing support, and document management
Data entry and file organization
Vendor follow-ups and basic coordination
Task tracking and reminders
What to Expect Realistically:
Supports basic, recurring admin tasks
Best for 1–2 focused functions
Ideal when tasks are clearly defined and repeatable
Not intended for operational oversight or large projects
Typical Use Case:
Weekly invoicing and inbox management with light vendor coordination
Best for: Growing businesses that need structured support across multiple functions and light operational involvement.
What’s Included:
Everything in the Essential Package
CRM updates and customer communication support
Workflow organization and process improvements
HR administrative support (onboarding paperwork, files)
Reporting and tracking of key business tasks
Coordination with internal staff or vendors
What to Expect Realistically:
Covers multiple admin and operational functions
Allows for ongoing improvements, not just maintenance
Enough time to manage weekly priorities and follow-ups
Ideal for businesses beginning to scale
Typical Use Case:
Admin support + CRM management + onboarding coordination + reporting
Best for: Established businesses seeking hands-on operational support without hiring a full-time Operations Manager.
What’s Included:
Everything in Essential and Growth Packages
Day-to-day operational coordination
Project management and deadline tracking
HR coordination and compliance support
Financial admin oversight (AP/AR tracking, reporting)
SOP creation and process documentation
Leadership and planning support
What to Expect Realistically:
Functions as a fractional Operations Manager
Can manage multiple departments or workflows
Allows for proactive planning and execution
Supports active growth, restructuring, or expansion
Typical Use Case:
Operational oversight + HR coordination + project management + reporting
Best for: Businesses with unique needs, complex operations, or fluctuating workloads that don’t fit a standard package.
What’s Included:
Customized monthly hour allocation
Fractional Operations leadership
Cross-department coordination
Strategic planning and execution
System setup or optimization (CRM, workflows, SOPs)
Short-term or long-term operational support
What to Expect Realistically:
Tailored scope based on business goals
Flexible hours and deliverables
Acts as an embedded operations partner
Ideal for transitions, rapid growth, or clean-up projects
Typical Use Case:
Business process overhaul, system implementation, or interim ops leadership
Hours are tracked and reported monthly to maintain full transparency. Tasks are prioritized collaboratively to ensure time is focused on the most impactful work. If requested work exceeds the available hours, tasks will either roll into the next service cycle or additional hours may be added at an agreed rate. This approach ensures clarity, fairness, and no surprises.