Start with clarity before adding more tools.

The C.L.E.A.N. Ops Method begins with an audit because most business bottlenecks are not solved by adding another app, automation, or AI tool. They are solved by understanding the workflow first.

Once the workflow is clear, we can determine whether your business needs process cleanup, SOPs, AI support, workflow automation, or a combination — each scoped and priced separately after the audit is complete.

See a sample audit report →

Our operating philosophy

Why recommendations come only after the audit

Before you scale a process, you need to understand it. Before you automate it, you need to clean it up. And before you invest in another solution, you need the clarity to make the right decision.

Diagnosis before prescription

We do not prescribe tools, software, automation, AI, staffing, or add-ons before completing the audit.

Clarity before investment

The audit helps you make a better-informed decision before spending on a solution.

Practical improvement

Recommendations are realistic for your business, capacity, budget, and current stage.

The Deliverable

C.L.E.A.N. Ops Audit

The audit gives you a clear view of what's happening in your operation, what needs attention first, and what can realistically be improved — before you spend on tools, automation, or headcount.

Who it's for

Service-based business owners dealing with:

  • Scattered backend workflows
  • Repetitive manual tasks
  • Inconsistent client or team processes
  • Missed follow-ups or unclear handoffs
  • Too many tools without a clear system
  • Operations needing structure before the next stage of growth

What's included in the report

  • Discovery call to understand your business and team
  • Full workflow audit against the C.L.E.A.N. framework
  • Clarity report with prioritized fixes and operational recommendations
  • Delivered in under two weeks

At the end of your audit, you will know

  1. 01Where workflows are unclear, duplicated, or too manual.
  2. 02Where time, energy, or follow-up may be slipping through the cracks.
  3. 03Which processes may need documentation or simplification.
  4. 04Where AI may appropriately support operations after the workflow is clarified.
  5. 05What to prioritize over the next 30 days.

How you'll use it

The report becomes your operating reference: prioritize the 30-day cleanup, brief your team from a single document, and evaluate any tool, hire, or automation proposal against a clear picture of your actual workflow — not a guess. Most importantly, you stop carrying the weight of every unanswered operational question in your head. The clarity is on paper. You can get back to building.

The Engagement

The audit process and investment

The investment covers the complete diagnostic process, analysis, written findings, and prioritized action plan described above.

Investment

$797

Founding-client rate: $497 while beta spots remain.

Founding-client pricing is available while we document beta case studies. Standard pricing resumes once the cohort closes.

Payment

Full payment at booking.

Your audit session is scheduled once payment is received.

Timeline

Final report delivered within 7–10 business days after the live audit interview.

What we'll need from you

  • Application form (about 10 minutes)
  • One audit session
  • Access to the operational documents referenced during the session

Estimated total client time: about 2 hours across the engagement.

What's not included

  • Done-for-you implementation
  • Automation buildout
  • Software setup
  • Full SOP library creation
  • Tech stack migration
  • Legal, financial, HR, or compliance advice
  • Ongoing operations management
  • Guaranteed revenue, lead, or time-saving outcomes
  • Software, subscription, and third-party tool costs

Implementation is optional

Implementation is optional and scoped separately after the audit. If you choose to move forward, we discuss add-on services based on the report's findings — never sold as pre-built packages.

Two-week check-in

Two weeks after your report-review meeting, we will reconnect to discuss how you are using the roadmap, review any early progress, and identify obstacles that may be preventing you from moving forward.

The check-in is a progress and assistance discussion. It does not include implementation work, a second audit, or unlimited consulting.

How the process unfolds

  1. 01Audit and roadmap delivered
  2. 02Report-review meeting completed
  3. 03Client begins using the roadmap
  4. 04Two-week progress check-in
  5. 05Add-on opportunity discussed when appropriate
  6. 06Separate scoping conversation
  7. 07New agreement and deposit
  8. 08Implementation
  9. 09Final payment before delivery

Tell us what is happening behind the scenes of your business. Every submission is personally reviewed, and you will receive a recommended next step within one to two business days.

Available after your audit

Add-ons are focused implementation work tied to specific findings in your audit report. They are not retainers, transformation programs, or pre-built packages — each is a defined project with its own scope, timeline, and price.

Quick guide: Automation connects your tools. An Agent talks to your customers. An Assistant helps your team. SOPs document your process. Support keeps it all on track.

Traditional approach

  • Hire staff before diagnosing the workflow
  • Buy broad software hoping it fixes the problem
  • Launch a large transformation program

C.L.E.A.N. Ops approach

  • Diagnose first with the audit
  • Add targeted capability only where needed
  • Work from a documented priority list

Workflow Automation

$797–$2,500 per engagement

We connect the tools you already use so repetitive tasks run themselves. Example: a new client fills out your intake form, and their info automatically lands in your CRM, triggers a welcome email, and creates a task for your team — no copy-pasting.

Best for: businesses losing hours to manual data entry and handoffs between apps.

Scoped and priced separately. Requires a completed C.L.E.A.N. Ops Audit.

Custom AI Agent

$997–$2,997 per agent

A branded AI team member that talks to your customers — by chat or voice — with its own name, personality, and job description. It can answer questions, qualify leads, or book appointments 24/7.

Best for: businesses that miss inquiries after hours or spend too much time answering the same questions.

Scoped and priced separately. Requires a completed C.L.E.A.N. Ops Audit.

AI Assistant Setup

$497–$1,297 per setup

An AI tool configured for your team's internal use — pre-built prompts and workspaces so your staff gets consistent, on-brand results from AI without guessing. Your customers never interact with it; your team uses it to work faster.

Best for: teams already dabbling in ChatGPT but getting inconsistent results.

Scoped and priced separately. Requires a completed C.L.E.A.N. Ops Audit.

SOP Writing

$297–$1,497 per package

Your processes, documented step-by-step, so anyone on your team can do the job the same way every time.

Best for: businesses where knowledge lives in one person's head.

Scoped and priced separately. Requires a completed C.L.E.A.N. Ops Audit.

Ongoing Support

$497–$1,497 per month (post-audit only)

Monthly accountability to keep your roadmap moving — check-ins, progress reviews, and support as you implement.

Best for: owners who want a partner, not just a report.

Available to clients who have completed a C.L.E.A.N. Ops Audit. Scoped and priced separately.

Add-on terms

  • • Every add-on requires a completed C.L.E.A.N. Ops Audit.
  • • Add-ons are separate engagements with their own written agreement.
  • • A deposit is required to begin implementation work; final payment is due before delivery.
  • • Price ranges shown are approximate and depend on complexity, tools involved, and scope confirmed during the scoping conversation.
  • • Software, subscriptions, and third-party tool costs are the client's responsibility and are not included.
  • • Add-ons are recommended based on audit findings — never sold as standalone packages.

Every engagement begins with the audit.

Add-on services are recommended based on your audit findings — never sold as standalone packages.