Autopilot

A 4 week implementation sprint to operationalize your business - cleanly, calmly, and sustainably.

Install, optimize, and align the systems your business needs to run on autopilot without the chaos, clutter, or overwhelm.

Structure: 4 Weeks | 1:1 | Tailored Implementation

Each week has a clear focus, building toward a fully functioning operational backbone.

Week 1: Systems Sync

What we do:

• Align on priorities from your Pre-Check Form

• Map your current tools, workflows, and team structure

• Define what’s in/out of scope for this tailored Autopilot Plan

• Audit key processes: operations, communications, delivery, systems  & tools, and back office

Deliverables:

• Updated systems map + quick fixes prioritized

Week 2: Core Workflow Installation

What we do:

• Build, document, or optimize 1–2 critical workflows (e.g., task management, team communication, admin & back office, systems and tools, etc.)

• Connect tools and remove redundancies

• Write or refine SOPs that match current and practical use

Deliverables:

• Build out of workflows 

• Linked SOPs or Loom walkthroughs

Week 3: Tools & Team Alignment

What we do:

• Assign ownership across team roles

• Set up dashboards, automations, or reports

• Ensure your team knows what to do, when, and how

Deliverables:

• Autopilot Playbook – who does what, when, and where

• Tool settings cleaned up and restructured

Week 4: Optimization & Stabilization

What we do:

• Test everything under “live” conditions

• Tweak automations, timelines, and handoffs

• Build a simple maintenance rhythm to keep systems healthy

Deliverables:

• Final System Snapshot

• Maintenance plan

• Q&A or handoff session

Included Throughout:

• Weekly 1:1 calls (60 mins)

• Async support between calls (during business hours, and during 4 week timeframe of project)

• Option to invite 2-3 team member to join agreed upon sessions

• 1:1 Follow Up Call, 30 days post collaboration

Best For:

• Business owners ready to fully operationalize their business – Ideal for those who want systems running smoothly without chaos, clutter, or overwhelm.

• Teams and agencies who need critical workflows built, documented, and optimized for efficiency.

• Growing businesses looking to align their team, tools, and processes for scale.

• Teams struggling with handoffs, redundancies, or unclear ownership. Walk away with a clear Autopilot Playbook.

• Leaders seeking a structured, step-by-step implementation. Achieve tangible operational improvements in just 4 weeks.

• Businesses ready for sustainable systems. Build workflows, automations, dashboards, and maintenance rhythms that keep operations running smoothly.

Investment: $1495

Outcome:

You walk away with systems that support growth, reduce manual labor, and keep your business moving - on time and on course.