Ongoing Operations Partner

Grow with Confidence: Your Trusted Partner for Strategic Operations & Systems

A high-touch monthly operations retainer for visionary founders, solopreneurs, and leaders who are ready to hand off the how — so you can focus fully on the why.

Are you a mission-driven entrepreneur or leader feeling stuck under the weight of backend operations?

You have a clear vision and ambitious goals, but your systems, tools, and day-to-day operations are slowing you down. You’ve tried DIY solutions, apps, even hired help — but nothing feels truly strategic, aligned, or consistent.

You might be feeling…

…overwhelmed by backend tasks and system gaps.

…burnt out switching between visionary work and day-to-day operations.

…frustrated by unreliable tech and tools that don’t talk to each other.

…blocked from growth because delegation feels unclear or disjointed.

...and longing for support that feels proactive and trustworthy!

Clear on what needs to happen, but stuck on how to bring it to life.

A solopreneur just starting out and managing all aspects of the business by themselves.

A growing business owner who knows systems will help keep up with increasing business needs to free up time for strategic visioning.

A entrepreneur with burgeoning business ideas who lacks the resources and bandwidth to execute toward those goals.

In industries like health & wellness, service providing, coaching, education, therapy, or professional services.

Ready for a trusted partner who cares as much as you do.

And this is where the

Ongoing Operations Partner

comes in…designed to bring clarity, consistency, and calm to your business.

This is more than a service.

I become your embedded operations co-pilot — blending systems support, project management, and strategic thought partnership — so you can lead your business with ease, clarity, and energy.

This isn’t just task delegation. You’re getting a dedicated operations partner with the technical skills and strategic mindset to support your growth.

⚙️
Ops & System
Management

Streamlined backend operations including systems builds, SOP library, automations, custom business hubs, and more.

📝
Project & Team
Management

ClickUp setup, launch support, course and product builds, Slack integration, and HR operations — with a calm, clear approach.

🛠️
Tech Setup &
Troubleshooting

Tech setup and maintenance across Zapier, LMS platforms, email marketing tools, and more.

✅
COO & OBM Level
Support

Operations strategy, data tracking, goal setting, leadership alignment, and high-level thinking to help your business run like a dream.

✨
A True Strategic
Partner

Someone who knows your business inside and out — who brings insights, solutions, and clarity.

“Working with Katie has been a dream. She took my entrepreneurial dreams and made them a reality to increase the quality of services I’m able to provide to my clients, all while streamlining processes and operations behind the scenes. I don’t know how I’d have gotten this far in my business without her!”

Skadi Sport Psychology, PLLC

I’m Katie — and I’m here to be your trusted operations partner.

I work alongside visionary entrepreneurs and small business owners who want to step out of the daily overwhelm and into a space of calm, clarity, and forward momentum.

With over 5 years in healthcare and a Master’s in Organizational Leadership, I bring a unique blend of strategic thinking, operational know-how, and genuine care for your business and goals.

Together, we’ll simplify your systems, organize your workflows, and create the kind of behind-the-scenes support that lets you focus on what matters most — leading your business and serving your clients.

Think of me as an extension of your team: proactive, collaborative, and fully invested in turning your business dreams into reality! ✨

“Katie is truly invested in the well-being of my business and my clients. She comes prepared to all of our meetings, asks questions to get clarity on what needs to be done, looks for areas that can be improved, and shares her own ideas on how to reach our business goals.”

By Taylor Murphy LLC

The Ongoing Operations Partner is a custom-fit, collaborative operations retainer. You choose the bandwidth tier that fits your needs and receive trusted, flexible, and proactive support each month that includes…

✔️1:1 Monthly Operations Support
From operations management such as organizing workflows and systems, creating and maintaining SOPs, building custom hubs and databases, project management, supporting product and course builds and launches, general support and strategy, and so much more, together we bring your business dreams to reality!

✔️1x 60 Minute Onboarding Call
We start strong with aligned expectations, resource sharing, and a clear plan tailored to your business.

✔️Weekly Clarity Call
We highly value communication! With regularly scheduled calls, we are able to check-in, answer questions, and ensure clarity along the way.

✔️Ongoing Slack Support
Accessible support and updates via ongoing Slack support during business hours for the duration of our work together

✔️Optional Quarterly Goal Setting Calls
Align your team and goals every quarter — no matter your team size — to ensure forward momentum.

Step 1

Book a
Discovery Call

Schedule your free 30-minute discovery call.
We’ll talk about your goals, challenges, and the kind of support you need most.

Step 2

Customized
Approach

You’ll get a personalized plan based on your bandwidth and needs. Once the agreement is signed, we get started!

Step 3

Onboarding &
Kickoff

We kick things off with a 60-minute onboarding session to answer any questions, resource & access sharing, and determine our game plan moving forward.

Step 4

Ongoing
Partnership

We get started based on your priorities, with weekly clarity calls and Slack support throughout our work together!

Katie knows my company well enough at this point that she doesn't hesitate to offer suggestions or guidance on how to get things to run more efficiently as we scale. She's NEVER late to meetings and holds herself to the highest standards of professionalism AND authenticity--a combo that can be tough to find. Her communication is top notch. When she knows I have a lot on my plate as a business owner, she summarizes her work and anything she needs from me at the end of each week, embedded hyperlinks included, for nice and easy access. Finally, it's worth highlighting the fact that Katie created a custom dashboard for our company via Google Sheets, which pulls in numbers for us to easily track KPIs each month. I use this dashboard multiple times per day.

It's not an exaggeration to say she makes my job 10x easier and I'd be lost without her--truly."

Skadi Sport Psychology, PLLC

Retainers starting at $1,200

Lower support packages available upon request.
Final pricing is based on scope and determined during your discovery call.

Not quite ready for high level of ops support yet? Check out our Systems Support & Accountability!

I submitted an inquiry, what are the next steps?

After you submit an inquiry form:

Schedule your complimentary 30 minute discovery call via the booking link provided to discuss your business goals and needs.
If this service is right for you, we will send over an agreement to finalize the details.
Once your questions are answered and the agreement is finalized, you receive the first month’s invoice.
We schedule your 60 minute Onboarding Call and get started supporting your business!

What if I don't have any systems set up in my business yet?

No worries! We will work with you to determine and implement the systems for your business’s needs and goals. Depending on your individual needs, your business may need to purchase tech tools to reach your desired goal. Together, we will figure out what works best for your business budget and operations.

What if I have some systems in place, but not all, that could use improving?

We work with where you’re at in your business journey! If you already have systems set up-that’s great. We can determine if there are any gaps in your systems to build on, as well as working with your current processes to determine areas of improvement and provide recommendations custom to your business. Together, we determine what is working well and continue managing those processes along with helping you create standard operating procedures (SOPs) for process clarity for your team.

What if I use a digital tool that you haven't mentioned?

We have experience with wide-variety of digital tools, and are constantly learning and staying up on the latest tools.

ClickUp
Notion
Acuity
Zapier
Google (Drive, Sheets, Docs, Slides)
ConvertKit
Squarespace
Kajabi
Dubsado
Zoom
Slack
Calendly
LastPass
Microsoft Office
Loom
Trello
Airtable
Canva

Don’t see a tool in your tech stack? Let us know! We are constantly learning new skills and digital tools to help our clients the best we can.

Grow with Confidence: Your Trusted Partner for Strategic Operations & Systems