Projects › Operations Systems
Operations Systems

Backend systems built for how your business actually runs.

We organize your operations into a clear, connected structure — leads, clients, projects, tasks, and deliverables — so nothing lives only in someone's head.

NotionClickUpAirtableGoogle WorkspaceTally
What This Solves

When information lives everywhere and nowhere.

These are the operational problems we fix most often:

No central place to see all active clients and projects
Tasks tracked differently every time a project starts
Client information spread across email, chat, and notes
No visibility into what's delayed, blocked, or overdue
Onboarding done differently every time
Team members unclear on what to do next
No documented recurring workflows or SOPs
Owner must be involved in every decision
Sample Builds

Operations systems with real outcomes.

Sample System Build
Operations Visibility Dashboard
Systems Designer · 6 Days
26
Open Tasks
5
Delayed
18
Activity Today
94%
Health Score
Sheets→ ClickUp→ Make→ Notion Dashboard
Better visibility, faster monitoring, and clearer decision-making across operations.
Google SheetsClickUpMakeNotion
Sample System Build
Client Inquiry Tracking & Response Workflow
Workflow Builder · 7-Day Setup
38
Inquiries
31
Assigned
22m
Avg Response
81%
Handled
Email + DM→ Sheets→ Make→ Notion Queue
Better inquiry visibility, faster response handling, and a cleaner follow-up process.
Google SheetsGmailMakeNotion
Sample Operations Build
Order Fulfillment Tracking System
Operations Coordinator · 8-Day Setup
86
Orders
44
Packed
29
Shipped
5
Delayed
Shopify→ Sheets→ Make→ Ops Board
Better order visibility, cleaner fulfillment workflow, and easier monitoring.
ShopifyGoogle SheetsMakeEmail
How It's Built

From scattered to structured.

01
Operations audit
We map current tools, information flow, recurring tasks, and decision points to understand what needs organizing.
02
Architecture design
We design the workspace structure, database relationships, views, and workflow logic before building anything.
03
Build & configure
We set up the system with real data where available, test all workflows, and resolve any structural issues before delivery.
04
Handover & docs
Walkthrough of the full system with documentation so you can manage and extend it without depending on us.
What's Included

Starting from $800.

Central workspace
One primary operational workspace with core structure for leads, clients, projects, or tasks as required.
Dashboard
An operational home view showing status, priorities, and key activity without needing to check every database.
Workflow structure
Defined stages, statuses, properties, and templates so work moves consistently through the system.
Starter SOPs
Up to two starter standard operating procedures for recurring tasks that need documented steps.
Conventions guide
A short guide on naming, statuses, and how to maintain the system over time.
Walkthrough session
One live or recorded walkthrough so you know how to use every part of the system you've received.
FAQ

Operations system questions.

We work primarily in Notion, ClickUp, and Airtable. The choice depends on your workflow, team size, and existing tools. We'll recommend based on your actual needs, not preference for a specific platform.
Basic data entry is included where practical. Large data migrations are scoped separately. We recommend starting with the structure and adding historical data progressively unless a specific migration is required.
Team workspaces with multiple users and permission structures are scoped based on the number of users and complexity. Basic team setups are within the standard scope; advanced permission structures may affect pricing.
Yes, when it makes sense. Sometimes it's better to build fresh alongside an existing workspace and migrate over. We assess which approach fits your situation during discovery.

Ready to organize your operations?

Tell us what's scattered and we'll design a system around it.

Book a discovery call ↗ Send an inquiry
Let's Build Your System ↗