I will organize your projects, budgets and team workflow in productive
Operations, Projects, Onboarding and Support
About this Gig
I help teams turn client work into clear projects, responsibilities and budgets in Productive.
My operations experience covers deliverables, project hours and budgets, capacity reviews and follow-ups.
Choose your starting point:
- Basic: review one team's workflow and up to three projects, then deliver a prioritized setup plan.
- Standard: configure three project templates (up to 20 tasks each), ownership, statuses, time and budget tracking, plus a handover guide.
- Premium: setup plus a two-week pilot with up to ten total hours for two reviews, one status report, coordination and support. Setup is separate.
Each package covers one workspace, one team of up to 10 users and English communication. One 30-minute kickoff and one consolidated revision round are included. You supply project details, rates, budgets and a decision maker.
Historical data cleanup/import and financial-policy design need a separate quote. Accounting, formal audits, integrations, custom development and unlimited availability are excluded. Productive subscription costs are separate.
Message me with your setup and priorities before ordering to agree scope.
Domain:
Business
Industry:
Business services & consulting
•
Software
Language:
English
FAQ
Is this for a new or existing Productive workspace?
Either can work. Basic reviews one workflow and up to three projects. Standard and Premium include three project templates with up to 20 tasks each, in one workspace for one team of up to 10 users. Productive subscription costs are separate.
What does budget tracking include?
I configure and review project budgets and time tracking using your rates, estimates and rules. I can flag missing time, overspending risks and capacity issues. This is operational support, not accounting, tax advice, bookkeeping or a formal financial audit.
What is included in the delivery pilot?
After setup, the 2-week pilot covers up to 3 active projects and 10 hours TOTAL for two reviews, one status report, coordination and support. Setup is separate from these 10 hours. We agree working windows and priorities before starting; continuous monitoring is not included.
What do you need before starting?
Your current workflow, project examples, team roles, project budgets and rates, and one decision maker. Provide access through an appropriate workspace invitation. Do not send passwords, API keys or payment details in chat.
What does a revision include?
One consolidated round of changes to the agreed workflow, templates and handover materials is included. A new team, extra projects, integrations, additional reporting or a different process requires a separate scope.
Can you manage operations after this project?
We can discuss ongoing delivery coordination, budget and hours reviews, team follow-ups and reporting. This is a separate engagement with clear responsibilities, capacity, meetings and coverage. A setup package does not include open-ended management.

