The Ledger & veil
Reset
The Audit
What we do:
We get inside your operations without disrupting them — uncovering hidden bottlenecks, role confusion, process gaps, and delegation leaks.
Why it matters:
Most founders build in chaos, then wonder why the team’s constantly behind. We bring the truth to the surface.
The Clarity Layer
What we do:
We define clean role maps, lean SOPs, and delegation tracks tailored to your actual workflows — not a generic org chart.
Why it matters:
Clarity doesn’t mean more documents. It means fewer decisions stuck in your inbox.
The Rebuild
What we do:
We rebuild your internal systems around what works — not what sounds good in theory. Airtable, Notion, Google Sheets, Slack... whatever tools you already use.
Why it matters:
You don’t need a new tool. You need your current ones to actually work together.
The Sustain Layer
What we do:
We embed accountability and upkeep structures so your systems don’t rot in six weeks. Optional add-on: fractional ops oversight.
Why it matters:
Systems die without ownership. We make sure they stick — or we stay onboard to protect them.
The hand-off
What we do:
We implement, document, and hand over the operational architecture with simple checklists, dashboards, and ownership guides.
Why it matters:
You’re not paying for a PDF. You’re buying freedom from operational drag.
Still building the plane while flying it?
We get it. Let’s steady the wings.
Our Services
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Investment: Starting at $1,300
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A clean, founder-friendly operational reboot.
This is where most clients begin. In 2–3 weeks, we’ll audit your backend, map your workflows, and deliver a system that makes delegation possible.
What's IncludedSOPs for your 3–5 core processes
Role + responsibility map
Branded Notion or Drive dashboard
Delegation system setup
Tool stack audit + recommendations
Loom walkthroughs of your new backend
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Investment: $800/month · 3-month minimum
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Monthly operational upkeep for growing teams.
After your Reset, we stay involved — updating SOPs, refining workflows, and keeping your systems clear as your business evolves.What's Included
Monthly systems check-in
SOP + dashboard updates (up to 3/mo)
Ongoing tool refinement
Async Looms for team clarity
Task/process adjustments as needed
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Investment: $2,500+/month · (Limited Availability)
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For businesses who need a deeper layer of ops leadership — we embed into your team and take the backend off your plate completely.
What's Included
Everything in “The Flow”
Weekly async ops reviews
Inbox/process triage
Delegation mapping & role coaching
Onboarding workflows for hires
“Systems Vault” creation (team-wide reference library)
AI Governance Layer
A modular clarity add-on for risk-aware operators.
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AI Usage Audit
Map current or shadow AI usage across tools, staff, and workflows.Policy Layer Drafting
Create internal AI guidelines, acceptable use policies, and team-ready risk memos.DPA & Vendor Review
Checklist-based review of third-party tools and their data-sharing practices. (You bring legal; we prep the operational lens.)Staff Access & Behavior Controls
Clarify who can use what (and how), plus recommendations on tool permissions or restrictions.SOP & Workflow Adjustments
Embed safe AI practices directly into team playbooks and protocols.AI Governance Log (optional)
Track decisions, incidents, and reviews in a central ledger — ready for audits, compliance reviews, or internal reflection.
Delivery Format:
1-week assessment + 2-week implementation
Delivered via secure Notion or PDF doc stack
Optional retainer for quarterly refresh + AI trend briefings
Ideal Clients:
Medical practices using AI scribes or automation tools
Solo founders using ChatGPT or AI scheduling assistants
Teams unsure of what “responsible AI use” really means
Add-On Price:
$1,250 flat or discounted when bundled into The Flow or The Partner
