Services
Operations Systems That Actually Work
Whether you need one system or a complete overhaul—I build infrastructure that runs without you.
What I Build
Each system is delivered turnkey with training and documentation.
Stop leaving money in supplier portals. One dashboard connects your tracking tool, host portal, and bank deposits.
Best for: Agencies doing $1M+ with Past Due lists that make them uncomfortable.
$8,000 – $15,000 | 6-8 weeks
One source of truth for your entire operation. Client pipeline, booking tracker, commission monitoring, VA tasks, SOPs—all in one place.
Best for: Agencies drowning in disconnected tools who want everything in one hub.
$5,000 – $10,000 | 4-6 weeks
AI assistants trained on YOUR workflows. Custom Claude Projects or GPTs that know your voice, your processes, your suppliers.
Best for: Anyone who's tried ChatGPT and thought 'this would be useful if it actually knew my business.'
$2,500 – $5,000 | 2-3 weeks
Teams that work without constant oversight. Hiring criteria, onboarding SOPs, accountability systems, documentation that survives turnover.
Best for: Agency owners tired of VA disasters—ghosting, overcharging, disappearing, constant hand-holding.
$4,000 – $8,000 | 4-6 weeks
Find out what's broken before you build. Written report with specific recommendations and a priority action list.
Best for: Advisors who want expert eyes before committing to larger changes.
$500 | 1 week
One day. Complete clarity. 90-day action plan. 4-hour intensive where we map your operations and build your implementation roadmap.
Best for: Advisors ready to level up but not sure where to start.
$2,500 | 4-hour intensive
Not Sure Where to Start?
These lower-commitment options give you clarity before you invest in a bigger build.
Workflow Audit
Find out what's broken
- Review of current tools and workflows
- Gap analysis with dollar/time impacts
- Written report (5-10 pages)
- Priority action list
- 45-minute walkthrough call
VIP Strategy Day
One day. Complete clarity.
- Pre-day questionnaire and data collection
- 4-hour virtual intensive
- Complete operations audit
- Prioritized recommendation list
- 90-day implementation roadmap
- 14 days email support
Full Operations Overhaul
Build it all, connected
- ClickUp Command Center
- Commission tracking system
- AI skills installation
- VA infrastructure
- SOPs + training
- Everything connected
Pricing Summary
| Service | Price | Timeline |
|---|---|---|
| Commission Reconciliation System | $8,000 – $15,000 | 6-8 weeks |
| ClickUp Command Center | $5,000 – $10,000 | 4-6 weeks |
| AI Skills Installation | $2,500 – $5,000 | 2-3 weeks |
| VA Infrastructure Build | $4,000 – $8,000 | 4-6 weeks |
| Workflow Audit | $500 | 1 week |
| VIP Strategy Day | $2,500 | 4-hour intensive |
| Full Operations Overhaul | $15,000 - $35,000 | 8-12 weeks |
FAQs
Common Questions
Do you only work with travel agents?
Travel is my specialty, but I also work with service-based businesses—coaches, consultants, small agencies—who face similar operational challenges.
What tools do you use?
Primarily ClickUp for project management, Claude AI for intelligent automation, and custom integrations. I recommend tools based on your specific needs.
Do I need to be tech-savvy?
No. I build systems for people who don't want to think about technology. You'll get training and documentation, and the goal is always simplicity.
What if I only need one system?
That's totally fine. Most clients start with one system (usually Commission Reconciliation or ClickUp Command Center) and add more later.
Can I upgrade from one service to another?
Yes! Your Audit or VIP Day investment applies 100% toward a larger engagement within 60 days.
What if my business is too small/too big?
I work best with $1M-$10M agencies and 1-10 person teams. If you're outside that range, let's talk—I can often recommend someone better suited.
What's Your Biggest Operations Nightmare?
20 minutes. We'll identify your biggest gap and I'll tell you honestly whether I can help.