Expert Guidance, Tailored Solutions
Operations Consultancy Built for Your Business
What if you could run your business, instead of it constantly running you?
You didn’t start your business to spend your days in Slack answering 17 variations of “Where’s the file again?” or manually updating a project tracker that no one even uses. But right now? Your systems feel messy, your team’s unclear, and everything’s inconsistent.
You’re ready for an operations system that is sleek, smooth and easy to handle. And this is where the transformation begins
Introducing: Operations Consultancy
This isn’t just another tech setup or “let’s plug it into ClickUp” type of offer.
This is flexible, expert-led support to untangle your operations, improve your processes, and build systems that help your business run more efficiently, so it can grow without constantly needing you to keep it moving.
Whether you’re starting from scratch with zero documented processes, or trying to scale a growing team without losing your mind, we meet you where you’re at and help you get to where you want to be.
This is for you if…
- You've tried to DIY your systems, but they've ended up clunky, inefficient, hard to stick to, or even worse, caused more problems!
- You’ve got ClickUp (or something like it)… but it’s disorganised, underused, and more of a digital dumping ground than a tool that actually helps your team stay on track.
- You know your processes are messy, but you’re not sure how to fix them or where to start when it comes to creating ones that are automated, easy to follow, streamlined, and simple.
- You’ve outgrown your current setup and need help fixing specific areas without starting from scratch
- You’re too busy to burn it all down and rebuild, but you know something’s got to change, especially if you want to scale your business!
- You want to delegate more and lead with confidence, but your systems can’t support that yet
- You’re considering hiring an OBM or Operations Manager on retainer, but you’re not sure you’d even need one if your backend wasn’t so messy.
- You don’t want a shiny new tech stack - you want practical, sustainable solutions that your team can actually use.
- You’re looking for expert advice and hands-on support, but on your terms and within your budget
What You’ll Get
- Flexible time packages (1, 10 or 20 hours) tailored to your needs
- Expert advice on workflow optimisation, process design, and operational best practices
- Recommendations for automation and integrations to save time and reduce manual work
- Hands-on implementation where needed, or we can support your VA/Ops Manager in doing it
- Ongoing support to adapt your systems as your business evolves
How this looks in practice
You can use your consultancy hours however you need. Here are just a few ways our clients use them:
Operations Audit
- A deep dive review of your end-to-end operations (team, tools, workflows)
- A written Operations Audit Report, including strategic recommendations and step-by-step actions to bring order to the chaos
- A GAP Analysis Spreadsheet to map where you are vs. where you want to be
- A Priority Matrix so you know exactly what to tackle first based on impact vs. effort
- Clear direction on what to fix now, and what to park for later
ClickUp Feasibility Support
- Advise on whether ClickUp is a good fit for your needs
- Build out demo spaces so you can test things before committing
- Let you know if another tool would be a better fit (and explain why)
Fix-That-One-Thing Projects
- Audit the specific area (e.g. onboarding, delivery, hiring, client comms)
- Redesign the process to make it work smoothly and consistently
- Implement the solution ourselves or guide your VA/Ops Assistant to do it
- Create training materials and SOPs so it sticks
📍 From 1-hour quick wins to deeper 10–20 hour overhauls, totally up to you.
Pricing
1 hour*
Great for if you want to pay as you go
10 hours
20 hours
Not sure how many hours you need? Book a free discovery call and we’ll help you figure it out.
💰 Have a budget cap? Let us know and we’ll make sure we work within it.
*minimum commitment of 5 hours to be used over 3 months
Why Choose Us?
We put process before platform
ClickUp is just a tool – we ensure your operations are efficient before we plug in any tech.
You come first
Your goals, your team, your work style – we build systems around you, not the other way around.
You won’t just survive. You’ll scale.
We’re here to help you shift from being the doer to the leader – with systems that support growth and freedom.
What Our Clients Are Saying:
Lucia
"Team RG are brilliant, super professional and such genuine, wonderful people who are ace at their job! My biggest lightbulb moment whilst working with them was the realisation of how much time can be saved getting processes in place. My team and I now use ClickUp for managing everything in the business and the structure it has created has allowed me to hire an Operations Manager to delegate to with confidence and ease - she now takes care of everything for me!"
Lucia
"Team RG are brilliant, super professional and such genuine, wonderful people who are ace at their job! My biggest lightbulb moment whilst working with them was the realisation of how much time can be saved getting processes in place. My team and I now use ClickUp for managing everything in the business and the structure it has created has allowed me to hire an Operations Manager to delegate to with confidence and ease - she now takes care of everything for me!"
Sneha M
"Team RG had incredible attention to detail and designed and implemented streamlined processes that save us so much time for both now and ones we know we need in the future. They also used features and automations that we didn’t even know existed to save us so much time!"
Sneha M
"Team RG had incredible attention to detail and designed and implemented streamlined processes that save us so much time for both now and ones we know we need in the future. They also used features and automations that we didn’t even know existed to save us so much time!"
Ayse Caglayan
"Whilst we had systems and processes in place, they felt sloppy and didn't feed into each other seamlessly and so much time was spent on tasks that could've been (and have since been) easily automated. Since working together, we've been able to save a significant amount of time and operate so much more efficiently as a team and are able to deliver a much higher quality onboarding process and experience to clients."
Ayse Caglayan
"Whilst we had systems and processes in place, they felt sloppy and didn't feed into each other seamlessly and so much time was spent on tasks that could've been (and have since been) easily automated. Since working together, we've been able to save a significant amount of time and operate so much more efficiently as a team and are able to deliver a much higher quality onboarding process and experience to clients."
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
How It Works:
1
Book your free discovery call – tell us where you’re stuck and what you need
2
3
We get to work – designing, refining, and implementing solutions that actually stick
4
Feel the shift – smoother operations, an empowered team, and your time finally back
Let’s talk about the things you might still be thinking…
💭 “I don’t have time to fix this right now.”
Honestly? That’s exactly why you need to. Your systems aren’t just slowing your team down – they’re draining your time, energy, and headspace. We’ll help you fix what’s broken without needing you to step away from serving clients or pause your growth.
We work in the background and around your schedule. You can keep running your business while we clean up the backend.
💭 “Can’t I just hire an OBM or Operations Manager instead?”
Maybe, but many of our clients come to us before hiring an OBM because they’re not sure what they actually need yet. Hiring someone to manage messy systems is like asking someone to run a marathon with their shoelaces tied together.
We help you get clarity first. Once your systems are running smoothly, you might realise you don’t need a retainer hire at all, or, if you do, they’ll be walking into a dream setup.
💭 “I’m worried systems will make things feel rigid and kill creativity.”
Good news: we don’t believe in cookie-cutter systems either. We design your ops around how you actually work, not some generic blueprint.
You’ll get structure that supports your flow, not stifles it. Your systems should feel like a natural extension of how you already think, lead, and create.
💭 “I’ve invested in tools before and they just collected dust.”
Tools like ClickUp are only powerful when the processes inside them are smart, streamlined, and strategic. That’s where we come in. We focus on your workflows first, ClickUp just brings them to life.
💭 “What if I invest in this… and I still don’t get results?”
If you’re willing to collaborate and open to change, we’ll meet you with the strategy and support to make sure this sticks. This isn’t about “handing it over and hoping for the best.” It’s a done-with-you partnership, built to evolve with your business.
And if something’s not clicking, we don’t leave you hanging, we troubleshoot, refine, and adapt with you.
Frequently Asked Questions
Nope! You can use your hours over time. Some clients use 3 hours in one week and save the rest for when new challenges come up. It’s totally flexible, they just need to be used within 6 months of purchase.
Yes — whether you’ve got a Tech VA, Ops Manager, or a full-blown team of employees, we’re happy to work alongside them or train them up.
No, but if you’re already using ClickUp (or considering it), we can help you get the most from it. If ClickUp isn’t the right tool for you, we’ll tell you and recommend alternatives.
The ClickUp Build is a full done-for-you operational overhaul — best for established agencies who want us to build their entire system from scratch. Consultancy is more flexible and collaborative — ideal for smaller projects or ongoing advice and support.
No problem — you can always purchase more hours if needed. Many of our clients start with 10 and then top up as they go.
Got a specific question not answered here? Email us on support@rachaelgunn.com and we’ll let you know.
Ready to simplify, streamline, and scale?
Let’s build the systems your business needs, and the freedom you deserve.