Business Systems Setup Sprint
A fixed-scope, fixed-price engagement to build your core operational systems in 2–3 weeks.
What Is the Setup Sprint?
The Business Systems Setup Sprint is a hands-on 2–3 week engagement designed for service-based businesses that need to get their operations organized. We build your core systems from scratch or improve what you already have.
This is not a consulting engagement where we hand you a report. We build the actual systems, set them up in your tools, and hand them off with documentation so your team can operate them immediately.
What’s Included
- Structured client intake and onboarding system
- CRM setup with pipeline tracking
- Basic workflow automations for repetitive tasks
- Dashboard for key metrics and project status
- Process documentation and SOPs
- Handoff walkthrough with your team
Who Is This For?
The Setup Sprint is designed for service-based businesses and small organizations that are growing but still running on informal systems.
You’re a good fit if…
- You deliver services to clients and need better intake and tracking
- Your team relies on email, spreadsheets, and manual processes
- You want to delegate but lack the documentation to do it
- You’re growing and your current systems are breaking down
- You want practical results, not a consulting report
This is not the right fit if…
- You need custom software development
- You need managed IT, cybersecurity, or compliance services
- You need legal, HR, financial, or accounting advisory
- You want an enterprise-level implementation
How the Sprint Works
Systems Strategy Call
We discuss your current operations and determine if the Sprint is the right fit for your situation.
Discovery & Scoping
We map your workflows, review your tools, and define the exact scope of what will be built.
Build Sprint (2–3 Weeks)
We build your systems: intake forms, CRM setup, automations, dashboards, and process documentation.
Handoff & Walkthrough
We walk your team through the new systems, provide documentation, and ensure you can operate them independently.
Ready to Start Your Setup Sprint?
Book a Systems Strategy Call to discuss your operations and confirm the Sprint is a good fit.
Book a Systems Strategy Call