Your growth depends on the strength of your systems

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Starter Operations System

This tier gives you the essential setup every business needs. We organize your digital workspace, calendar, inbox, and onboarding so your operations immediately feel more structured and manageable.

What’s included:

• Inbox clean-up + folder system: Organize your messages and folders so client communications are easy to manage.
• Calendar audit + streamlined scheduling: Review and optimize your calendar for efficiency and stress-free planning.
• Digital workspace organization: Arrange files and folders in Google Drive, iCloud, or other platforms for a clutter-free workspace.
• Task manager setup (ClickUp, Asana, Notion): Track tasks, deadlines, and priorities so nothing falls through the cracks.
• 1 client onboarding workflow: Create a repeatable process for onboarding new clients professionally and efficiently.
• 1 custom SOP (Standard Operating Procedure): Document a key business process to ensure consistency and delegatability.
• 15-minute weekly operations check-in: Review progress and answer questions to keep your systems running smoothly.
• Light admin cleanup: Handle minor administrative tasks to declutter your day.
• 7-day support: Quick guidance for any issues during the first week of implementation.

Premium Operations & Systems Management.

Your all-in-one operations support system. Combines system setup, automation, and ongoing management to keep your business efficient, organized, and ready for growth.

What’s included:

• Everything in The Veylor Foundation
• Full CRM setup or rebuild: Organize client management with forms, pipelines, and project tracking.
• Automated workflows: Automate emails and processes for inquiries, onboarding, follow-ups, and offboarding.
• 3–5 SOPs created: Ensure multiple processes are documented for consistency and easy delegation.
• Monthly analytics snapshot: Simple report of key metrics and areas for improvement for data-driven decisions.
• Vendor + contractor coordination: Manage communications and tasks with external partners.
• Light executive assistance: Handle minor admin tasks, email follow-ups, and scheduling.
• Weekly 30-minute operations meeting: Review progress, optimize systems, and plan ahead.
• Priority email support: Fast responses to questions or issues during ongoing management.

High-Level Operational Build-Out & Transformation

A complete, done-for-you operational overhaul including CRM, workflows, SOPs, and automation — designed for business leaders who want a backend that runs like a well-oiled machine.

What’s included:

• Complete systems architecture: Map every process and workflow for streamlined operations.
• Full CRM build-out: Forms, templates, invoices, and pipelines designed for efficiency.
• 5–10 SOPs: Document essential processes for consistency and delegatability.
• Automation sequences for onboarding/offboarding: Reduce manual work and errors.
• Payment workflow setup: Streamline invoicing, payment reminders, and processing.
• Calendar + scheduling optimization: Refine your schedule to maximize productivity.
• File management restructure: Organize digital files for easy access and security.
• Weekly 45-minute executive meetings: Review your entire backend and plan optimization.
• 30-Day Operations Improvement Plan: Roadmap for improving business efficiency.
• 2 weeks post-build support: Direct access for questions or adjustments.
• Private direct support channel during build: Exclusive access for urgent questions or clarifications.