Ops & AI Check-up
A 45-minute working session on where your team's week actually goes.
- 3 concrete things to automate first
- Written plan within 48 hours
- No obligation
Follow-ups, onboarding, meeting prep and the tasks that live in one person's head, rebuilt so they run without anyone chasing them.
Most teams don't need more tools. They need the ones they already pay for to work together.
Leads, client requests and next steps sit in inboxes and sticky notes. When one person is out, things slip.
Folders, trackers, welcome emails and forms are set up by hand, slightly differently every time.
Your team is already pasting work into ChatGPT. Without clear rules, client data and quality are at risk.
Start with a free check-up. If it makes sense, we pick one area and fix it properly.
A 45-minute working session on where your team's week actually goes.
A one-page policy written for your business, so everyone uses AI the same, safe way.
One workflow rebuilt end to end: onboarding, follow-ups, reporting or intake.
Keep your systems running and improving as your team grows.
Systems I've built and run. Client details are kept private.
Stages, follow-up dates and written rules in ClickUp, plus an AI assistant that drafts each day's outreach for approval.
One page any small team can adopt in an afternoon, with clear rules for data, review and client disclosure.
From "new client signed" to "ready for the first call," with no copying, renaming or chasing.
Clear scope and a fixed quote before anything gets built.
We look at how work moves through your team today and where it gets stuck.
Within 48 hours you get three priorities, what each one saves, and a fixed quote.
I build it in your tools, test it with your team and leave short videos so you own it.
I've worked remotely since I was 18, first as an interpreter, then supporting busy founders and executives, and later as a project and program manager. Along the way I became the person who builds the system so the same problem never happens twice.
Today I help small teams set up their operations and put AI to work where it actually helps. I'm based in Argentina and work on US hours, in English and Spanish.
Book a free 45-minute Ops & AI Check-up. You'll leave with three things to automate first, whether we work together or not.
luciafzimny@gmail.com