MEETING DESCRIPTION: STRATEGIC OPERATIONS & GROWTH DISCOVERY

This session is designed for start-ups, solopreneurs, and mission-driven entrepreneurs who are ready to transition from manual, founder-led processes to scalable, institutionalized systems.

Whether you are preparing for your first hire, seeking to audit your current DEI impact, or needing a rigorous business plan for investors, this meeting serves as the blueprint for your next stage of growth. We will identify the operational bottlenecks preventing you from scaling and align on a roadmap to solve them.

PRE-WORK: To maximize our 60–90 minutes, a Discovery Questionnaire must be completed 48 hours prior. This allows me to analyze your current "pain points" in advance so we can spend our meeting on strategy, not data entry.

THE ENGAGEMENT PROCESS: FROM CHAOS TO CLARITY

I bring a doctoral-level research lens to your business operations, ensuring your growth is built on data, not guesswork.

1. DISCOVERY & AUDIT Through your questionnaire and our initial meeting, I perform a "gap analysis" of your current systems (HR, Ops, Recruitment, and Strategy) to see where your infrastructure is leaking time or capital.

2. TAILORED ROADMAP Within one week, you receive a transparent proposal with low-to-high hour estimates. You can choose to tackle everything at once or prioritize specific "phases" based on your current cash flow and urgency.

3. RIGOROUS EXECUTION I act as your strategic partner. You receive drafts of all deliverables—from SOPs to Pitch Decks—and I provide two revision rounds to ensure the final product matches your unique brand voice and operational style.

4. SUSTAINABLE HANDOFF My goal is to build systems you own. Every engagement includes a final walkthrough or "train-the-trainer" session so you or your team can maintain the new systems independently.

CORE SERVICES & DELIVERABLES

1. OPERATIONAL INFRASTRUCTURE (The "Scale-Ready" Bundle)Transforming founder-led chaos into repeatable, delegatable systems.

SOP Development: Creating a "Company Playbook" so your team knows exactly how to execute without your constant oversight.
Process Mapping: Visualizing your current workflows to identify and remove bottlenecks in your customer journey or internal production.
Compliance & Audits: Ensuring your legal and operational "house" is in order with contractor agreements, onboarding checklists, and risk assessments.

2. TALENT & CULTURE (The "First-Hire" Bundle)Moving from a solo operation to a high-performing, inclusive team.

Strategic Recruitment: Designing end-to-end hiring systems, from diversity-focused sourcing to structured interview scorecards that eliminate bias.
Performance Frameworks: Building clear rubrics for success so your employees know exactly how they are being measured and how to grow.
Policy & Handbooks: Drafting inclusive employee handbooks that align with your mission-driven values (DEI) and local labor laws.

3. STRATEGIC GROWTH (The "Investor-Ready" Bundle)Formalizing your vision into data-backed documents for funding or partnerships.

Business Plan Development: Crafting comprehensive plans with market analysis and operational roadmaps that survive investor scrutiny.
Financial Modeling: Building realistic projections and "burn-rate" analysis to help you make informed decisions about your next move.
Executive Pitch Decks: Designing compelling narratives that synthesize complex business models into clear, high-impact visuals for VCs.

4. LEADERSHIP & CAPACITY (The "Founder-to-CEO" Bundle)Developing the mental and strategic skills to lead at scale.

Founder Coaching: One-on-one sessions focused on shifting from "doing the work" to "managing the vision."
Curriculum Design: Custom workshops or training modules to upskill your emerging leaders in cultural competency and operational management.
360 Assessments: Utilizing data-driven feedback to identify leadership gaps and strengths within your executive team.