Services
Everything starts with finding out what's actually wrong.
Not what you think is wrong, and not what I could sell you. Most businesses I look at are losing time and money somewhere nobody has checked in a while, and it's almost never the thing the owner expected.
Start here
The Operations Audit
I go through your business the way I'd go through my own. Your tools and what you're paying for them, how work actually moves from a lead to a delivered result, where things stall, what only exists in your head, and what you already own and aren't using.
At the end you get a written plan: what's costing you, what to fix first, and how. In plain language, with the reasoning shown, so you could hand it to someone else entirely and they'd know what to do.
What you get
- A full review of your systems, tools and workflows
- Every subscription you're paying for, what it does, and what overlaps
- The points where work stalls, and why
- A prioritised plan: first, next, later, with the reasoning for the order
- A call to walk through it, if you want one
How it runs
- Delivered within 30 days of payment and access
- Needs about an hour of your time, at the start
- Yours to keep and act on, whether or not we work together afterwards
After the audit
Two ways people carry on, and one way they don't.
Whatever happens next gets scoped from what the audit actually found, so you're never paying for a package built before anyone looked at your business.
A project, built and finished
One clear thing, done properly and handed over. A CRM built out, a membership launched, a system documented, a launch run end to end.
Quoted as a fixed price once we both know the scope, so there's no meter running.
Ongoing management
You hand over an area of the business and I hold it. Monthly, with agreed hours and written scope, and a Friday email so you always know where things stand.
This is where most clients end up, and it's where the audit usually pays for itself several times over.
Or nothing at all
Sometimes the audit shows the business doesn't need ongoing help yet, just three things fixed. If that's the answer, I'll say so.
You keep the plan either way. I'd rather you come back in a year ready than sign something now you don't need.
Hands-on VA work is included wherever it genuinely helps, rather than billed as a separate hire. If the fastest way to fix something is for me to go and do it, I go and do it.
What I take on
The four areas the work usually falls into.
Whether it's a one-off project or something I hold month to month, it tends to live in one of these.
Strategy and focus
Vision is the easy part.
You're good at the big picture. Most owners I work with are. What slips is turning it into something with dates attached, watching the few numbers that tell you whether it's working, and using what you already own before buying anything new.
- Goals broken into what happens this quarter, this month, this week
- The handful of numbers worth tracking, and a simple place to see them
- An honest look at the assets you already have and aren't using
- Written processes for the work that repeats, so it stops living in your head
Team and contractor management
You've hired help. Is it helping?
More hands should mean less work for you. When it doesn't, it's nearly always the same reason. Nobody owns the result, so every decision still finds its way back to you.
- Onboarding and offboarding for new hires and contractors
- Clear ownership, so each person knows what result is theirs
- A single point of contact, instead of you managing five people directly
- Things reach you when a decision genuinely needs you, and not before
Launch and project management
The details that turn a five figure launch into a six figure one.
Somebody has to hold the timeline, chase the pieces that are late, and notice the broken link at nine at night. That person can't also be the one on camera.
- Launch timeline and task ownership across everyone involved
- Coordination between marketing, content and delivery so nothing conflicts
- Daily oversight during active launch windows
- A debrief afterwards, written down, so the next one starts ahead
A tech stack that fits your business and your budget
The right tools, not more tools.
You don't need two project management tools. Most people are paying for three things that do the same job, and nobody chose that, it just accumulated. Every extra tool is another login, another charge, and another thing that breaks at the worst possible moment.
- A full list of what you're paying for each month, and what overlaps
- Consolidation, so the stack costs less and confuses nobody
- The remaining tools connected, so information moves without you moving it
- Written down, so the setup outlasts any one person on your team
Fit
Worth being straight about this.
This works well when
- Your business is established and making money, and the problem is that it runs through you
- You've hired help before and ended up managing it
- You want someone to own an outcome, not work a task list
- You're willing to hand over real access and real decisions
- You're in wellness, healthcare, coaching, courses or a practice, though it isn't a requirement
Probably not yet when
- You're pre-revenue and still working out the offer
- You need a few hours of admin a week and nothing more
- You want someone to execute exactly what you specify, when you specify it
- The real need is a bookkeeper, a designer or an ads buyer
If it's one of these, say so on the call and I'll point you at someone better suited. That costs me nothing and saves you months.
Access and confidentiality
You're handing someone the keys. Here's how I treat them.
Most of my clients work with patient or client information. That raises the bar, and it should.
Credentials through a password manager
Access is shared through LastPass or your manager of choice, never pasted into an email or a message thread. When an engagement ends, access is handed back and removed.
HIPAA-aware, and a BAA on request
I've worked inside medical practices and I understand what protected health information is and how it has to be handled. If your practice needs a Business Associate Agreement in place before we start, say so and we'll sign one.
NDAs, no problem
Send yours and I'll sign it. If you'd rather I provide one, I can do that too. Client work, client lists and anything I see inside your business stays inside it.
Everything in writing
A signed agreement before work starts, with scope, rate, payment terms and how either of us ends it. No handshake arrangements that get awkward in month four.
Your work stays yours
Every SOP, system and document I build belongs to your business. If we stop working together, you keep all of it, documented well enough that someone else can pick it up.
You know who's doing the work
It's me. If a piece ever needs a specialist, I'll tell you who and why before anyone touches your accounts. Nothing gets quietly handed to someone you've never heard of.
Platforms
I already know the tools you're running.
Which means you're not paying me to learn them on your time.
CRM and automation
GoHighLevel, HoneyBook, Dubsado, ActiveCampaign, Zapier
Courses and membership
Kajabi, Kartra, Mighty Networks, Teachable, WordPress
Kit, ConvertKit, Flodesk, Mailchimp
Project and operations
ClickUp, Asana, Notion, Airtable, Trello
Booking and payments
Acuity, Calendly, Stripe, QuickBooks, 17hats
Practice and healthcare
SimplePractice, and a working understanding of HIPAA where patient information is involved
Start with the audit.
Book a call, tell me what's going on behind the scenes, and we'll work out whether it's worth doing. Thirty minutes, and a straight answer either way.
Or email admin@aloftify.com