Browse categories
Explore
Fiverr Pro
English
$
USD
I will audit and improve your business processes and workflows
Small Business Operations and Digital Systems Consultant
Updating your professional resume and LinkedIn page is essential to stay relevant in today's job market. Follow these steps to effectively rewrite your resume and update your LinkedIn profile:
Resume...
About this Gig
Is your business growing, but your processes, tools, and workflows haven't kept up?
I help small businesses and solopreneurs identify operational gaps, simplify workflows, and create practical systems for running the business more efficiently.
My professional background includes business operations, project management, CRM and enterprise systems, process improvement, workflow development, reporting, and technology implementation. I've worked across corporate and operational environments using platforms including Salesforce, Microsoft 365, SharePoint, Power Automate, ERP systems, and project management tools.
Depending on the package selected, I can assess areas such as:
- Business processes and operational bottlenecks
- Customer and lead workflows
- CRM and pipeline organization
- Manual or repetitive processes
- Customer intake and onboarding
- Scheduling and follow-up
- Disconnected business tools
- Process documentation and SOP needs
- Opportunities for practical automation
- Digital systems needed to support growth
What makes this service different?
I don't begin by selling you a particular software platform. I start by understanding how your business currently operates, where things are breaking
FAQ
What types of businesses do you work with?
I primarily work with small businesses and solopreneurs that need help organizing or improving their operations, workflows, and digital systems. You do not need to be in a specific industry. If you're unsure whether your business is a fit, send me a message before ordering.
I know my business is disorganized, but I don't know what systems I need. Can you still help?
Yes. You do not need to know which software, CRM, or automation tools you need. My process starts with understanding how your business currently operates, identifying gaps and bottlenecks, and then recommending practical improvements based on your actual needs.
What can you review during a business systems audit?
Depending on your package, I can review areas such as lead management, customer intake, CRM processes, scheduling, follow-up, onboarding, manual workflows, business tools, process documentation, and opportunities for automation.
Will you actually build or implement the systems you recommend?
This Gig focuses primarily on assessment, consulting, and systems planning. If your project requires CRM configuration, workflow automation, funnels, website improvements, Notion setup, SOP development, or other implementation, I can evaluate the requirements and provide a separate scope for that wo
Do I need to purchase any software before ordering?
No. Please don't purchase new software specifically for this Gig unless we've discussed it first. Part of my assessment may include determining whether your current tools are sufficient or whether another solution would better support your business. Any third-party software costs are separate from m
What do you need from me to get started?
I'll need a brief description of your business, the problem you're trying to solve, your current workflow, and the tools or platforms you're already using. Depending on your package, I may request additional information before our consultation so our time can be used efficiently.
Will you recommend automation even if my business doesn't need it?
No. Automation should solve a business problem, not create unnecessary complexity or another monthly software bill. If a simpler process, better organization, or improvement to an existing system is sufficient, I'll recommend that instead.
