"Monica helped us figure out our workflows, determine what needed to be centralized, and where we could allow for personalization. Instead of offering one-size-fits-all solutions or generic templates for every problem, she asked incisive questions to uncover the root of our challenges."
— Dr. Tina Lasisi, University of Michigan, Assistant Professor
"She made my life in marketing so much easier because I could always rely on her to set up automations and workflows in the background. She also set up dashboards for us so we could track our sales across different products and type of customers and so on. Basically, Monica helped us make sense of all the data in the business so we could know how we were doing."
— Julia Saxena, General Manager, Forte Labs
"I've sat there watching Monica putting the bigger picture together so easily. She has such a natural way of doing this where I've seen many struggle. We've progressed so much having her around and it automatically has lifted all the spirits to work with clarity and see the needle move in the best direction."
— Balaji V., Branding Expert
Right now, you're playing operational whack-a-mole. Fix the client onboarding. Break the project management. Update the project management. Lose track of invoicing. Fix the invoicing. Now onboarding is broken again.
You're not fixing problems. You're moving them around.
Here's why: You don't have operational visibility. You're too deep in the daily chaos to see the patterns. Too close to know what's actually broken versus what's just annoying. You need someone who can see your entire operation with fresh eyes—and tell you what matters.
I become an archaeological detective in your business:
→ Tools & Tech Stack: Every login, every integration, every abandoned workspace
→ Workflows & Processes: How work actually moves (vs. how you think it moves)
→ Documentation: What exists, what's missing, what's dangerously outdated
→ Communication Flows: Where information lives, dies, and gets lost
→ Financial Operations: Invoice to cash, expense tracking, operational costs
→ Team Systems: SOPs, training, handoffs (or lack thereof)
The Operations Systems Audit isn't a surface-level review where someone suggests better tools. It's operational discovery at the deepest level.
I synthesize findings into actionable intelligence:
→ Pattern Recognition: The 2-3 core issues causing everything else
→ Cost Analysis: Exactly how much chaos is costing you
→ Risk Assessment: What will break next if unchanged
→ Opportunity Mapping: Quick wins vs. strategic investments
→ Priority Matrix: What to fix first, second, never
The Audit Report (15-20 pages):
→ Executive summary (for when you're too tired to read)
→ System-by-system breakdown
→ Critical issues requiring immediate attention
→ Nice-to-have improvements
→ Things to completely abandon
The Follow-Up Call (60 minutes):
→ Review findings together
→ Answer all questions
→ Adjust priorities based on your reality
→ Discuss implementation support options
The 30-Day Roadmap:
→ Week 1: Quick wins (implement in under 2 hours)
→ Week 2: Foundation fixes (stop the bleeding)
→ Week 3: System builds (create what's missing)
→ Week 4: Optimization (make it sustainable)
The audit reveals:
→ How much time you're wasting (usually 10-15 hours/week)
→ How much money you're leaving on the table
→ How close you are to real operational freedom
→ Exactly what to do about it
People don't hire me after audits because they should. They hire me because they finally understand what's possible.
- Generic best practices checklist
- Tool recommendations you won't use
- 50-page reports you won't read
- Overwhelming list of everything wrong
- No priority, no context, no empathy
- Discovery analysis from a former COO
- ADHD-optimized recommendations
- Prioritized by impact and effort
- Permission to ignore what doesn't matter
- Built for humans, not robots
Every recommendation is filtered through: "Will this work when you're exhausted, overwhelmed, and have no executive function left?"
- Ph.D. in Learning, Design & Technology
- Former COO at Forte Labs
- Currently managing operations for multiple businesses
- Actually have ADHD (I get the tax)
- Survived real operational crises
✓ Every tool you're paying for (and forgot about)
✓ Integration health and data flow
✓ Automation opportunities
✓ Tool consolidation possibilities
✓ The graveyard of abandoned systems
✓ Client journey from inquiry to invoice
✓ Content production pipeline
✓ Project management reality
✓ Team collaboration patterns
✓ Communication bottlenecks
✓ SOPs that exist vs. need to exist
✓ Template libraries
✓ Knowledge management
✓ Training materials
✓ Process recordings
✓ Where it actually goes
✓ What's stealing it
✓ How to reclaim it
✓ What to delegate
✓ What to eliminate
✓ Operational cost analysis
✓ Revenue leakage points
✓ Efficiency opportunities
✓ Resource utilization
✓ Hidden expenses
- 2-week comprehensive operational analysis
- 15-20 page audit report
- 60-minute findings review call
- 30-day transformation roadmap
- Quick wins list (implement same day)
- Permission to abandon list (stop maintaining)
- Priority matrix (what matters most)
Most clients find $2-5K/month in inefficiencies. The audit pays for itself in 2-3 weeks. But the real ROI? Getting your Sundays back. Sleeping without operational anxiety. Running a business that doesn't require you to remember everything.
Because you're too close to see patterns. After auditing 50+ businesses and managing operations for Level Up Creators, I see what you can't. It's not about being smarter—it's about perspective.
The roadmap is designed for ADHD brains—small steps, clear priorities. Plus, most clients continue with advisory support or VIP days for implementation. You won't be alone.
Yes. I'm not documenting every pixel. I'm finding what's broken and what matters. Two weeks of focused analysis beats six months of surface-level consulting.
Everything that touches operations. Tools, workflows, documentation, communication, finances, team systems. If it affects how work gets done, I examine it.
You don't have to. The roadmap is prioritized. Fix the top 3 things and you'll feel dramatic relief. The rest can wait (and I'll tell you exactly how long).
After seeing everything broken, most clients want help fixing it. Whether that's advisory, VIP days, or full fractional COO depends on your needs and budget. No pressure, but the option is there.
- Access to all systems
- Initial documentation review
- Stakeholder questionnaires
- Deep dive into operations
- Pattern identification
- Cost analysis
- Report creation
- Roadmap development
- Recommendations prioritization
- Report and roadmap delivered
- Review call scheduled
- Implementation support discussed
Every week you wait is another week of:
Booking for January audits. Limited to 4 per month.
→ 10-15 hours lost to operational chaos
→ Opportunities missed while fighting fires
→ Energy depleted by preventable problems
The audit isn't about perfection. It's about clarity. Knowing what's broken, what matters, and what to do about it.
+ 10-15 hours reclaimed weekly (starting immediately)
+ Operational inefficiencies exposed and prioritized
+ 30-day roadmap you can actually implement
+ Permission to abandon what doesn't matter
Most clients find $2-5K/month in improvements. The audit pays for itself in 2-3 weeks.