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Clean Slate Systems. Our signature operations rebuild.
For businesses that have outgrown the way they operate, Clean Slate Systems rebuilds how the work is done, with care and in a deliberate order. It is delivered in three phases and quoted in writing as a single engagement, so the full investment and timeline are clear before we begin.
A WRITTEN PROPOSAL FIRST · PHASED, NOT RUSHED · EVERY SYSTEM REMAINS YOURS · ENGLISH Y ESPAÑOL
Three phases. One written proposal.
Each phase concludes with your approval before the next begins, and its timeline is set in your proposal.
Learn & map
PHASE 01
Conversations with you and your key people, every core workflow mapped, bottlenecks identified and your tools reviewed. You receive an operations map and a prioritized plan.
Build
PHASE 02
Procedures and checklists written for your essential processes, workflows and tools configured, roles defined and a weekly scorecard established. Systems become live, not theoretical.
Run & hand off
PHASE 03
We lead the new operating rhythm with your team, record the training, refine what real work reveals and transfer ownership. The business runs without every question reaching you.
Included in Clean Slate Systems.
— A full operations audit and workflow maps
— A library of standard operating procedures for your core processes
— Workflow and tool configuration, connected and trained
— Defined roles and a clear organizational chart
— A weekly scorecard and meeting rhythm, led alongside you
— A recorded training library for future hires
— Spanish editions of your procedures, upon request
— A thirty-day review following handoff
Our commitment to delivery.
If any element of your written scope is not delivered and working by the date in your proposal, we continue the work at no additional cost until it is. The full investment is known before the first day.
Everything we create remains yours.
OWNERSHIP
Nothing is held behind our login. Retain us as advisors, or carry the work forward independently.
Your playbook
DOCUMENTATION
Every procedure, checklist and training recording, together with workflow maps, templates, hiring materials and role scorecards.
Your systems
ACCESS & DATA
Administrative access to every system we configure, held in your name, along with your scorecard and the data behind it.
A full rebuild, or a single discipline.
Each service may be engaged on its own. Either path begins with a written proposal.
Clean Slate Systems
THE FULL REBUILD
— Learn and map every core workflow
— Build procedures, tools and a scorecard
— Lead the rhythm, train and hand off
— One written proposal for the entire engagement
— Best suited when several areas need attention
A single service
A FOCUSED ENGAGEMENT
— Any service described on this page
— A defined finish line and deliverables
— Project pricing from $2,000, or hourly
— Additional services may follow
— Best suited when one area needs attention
The full scope of our work.
SERVICES IN DETAIL
Operations audit & workflow mapping
01 · AUDIT
We observe the work, interview your team and map each workflow from first inquiry to final payment. You receive visual maps and a prioritized plan with cost and effort.
SOPs & process documentation
02 · DOCUMENTATION
We interview your strongest people and write procedures in clear English, Spanish or both. You receive a searchable library and daily, weekly and monthly checklists.
Workflow & systems configuration
03 · SYSTEMS
We configure CRM, scheduling, intake, invoicing and project tracking, beginning with the tools you already own. You receive connected systems held in your name, and a trained team.
Team structure, hiring & onboarding
04 · PEOPLE
We define ownership, write role descriptions, screen candidates and build onboarding around your procedures. You receive an organizational chart, role scorecards and faster ramp-up.
Weekly rhythm & scorecard
05 · RHYTHM
We establish a focused weekly meeting, select the measures that matter and lead it until the habit holds. You receive a one-page scorecard and quarterly priorities with owners.
Vendor & contractor management
06 · VENDORS
We source, vet and onboard specialists, write clear scopes and hold vendors to schedule and budget. You receive a trusted vendor bench and one point of contact.
Industry fluency, in the details that matter.
Generic programs overlook the specifics of regulated, project-based and public work. We have operated inside each.
Healthcare & behavioral health
PRACTICES & CLINICS
Patient intake, scheduling, clinician credentialing and onboarding, billing workflows and selecting the right billing partner.
Construction & trades
CONSTRUCTION OPERATIONS
Pay applications, change orders, permits, inspections, subcontractor schedules and closeout, managed from the desk.
Public sector
TOWNS · DISTRICTS · NONPROFITS
Board reporting, grant tracking, procurement steps and the workflows that allow a lean staff to accomplish more.
Servicio en español
EQUIPOS DE HABLA HISPANA
Procedures, checklists and training written in Spanish by a native speaker, so every member of your team follows one standard.
Small fractures appear long before anything breaks.
We identify them early, resolve them in the right order and build systems that hold as the business grows. Three recent outcomes, each achieved without paid advertising.
$20K to $1M
HEALTHCARE PRACTICE
Grew from $20K a month to $1M a year within two years through organic social media.
5,400 sold
CONSUMER PRODUCT
Brought from concept to market, sold out its first 5,400-unit run and reordered within six months.
$10K to $80K
LOCAL SERVICE BUSINESS
Monthly revenue grew eightfold through new systems, a new website and local partnerships.
One strategist, start to finish.
There are no account managers and no handoffs to junior staff. Crystal leads your engagement personally and directs a team of specialists in design, data, marketing and operations, and your own team when you prefer.
It is how a single hour of strategy moves several hours of work forward.
Engagements built for the right fit.
We accept a limited number of engagements each season, so every client receives our full attention.
An ideal fit
WHEN WE EXCEL
— Revenue is growing faster than your systems
— You have a team, or are building one
— You want the work implemented, not only advised
— You value owning your systems outright
Not the right fit
WHEN WE ARE NOT
— You are seeking motivation rather than change
— Current processes are not open to revision
— Price outweighs quality in your decision
Transparent investment. A written proposal first.
WAYS TO ENGAGE
Where project and hourly pricing would both serve you, we recommend the more economical option. Anything beyond scope is quoted in advance, never added to an invoice.
Operations audit
COMPLIMENTARY · 23 EACH MONTH
A private thirty-minute session with Crystal and your three highest-priority improvements.
Hourly advisory
$250 PER HOUR
Focused counsel on a process, workflow or decision, billed in half-hour increments.
Project engagement
FROM $2,000
Any single service on this page, or the full Clean Slate Systems rebuild, quoted as one investment.
Fractional COO
FROM $3,400 PER MONTH
Part-time operational leadership and a dedicated team each week, with monthly reporting.
Operations services, answered.
How long does Clean Slate Systems take?
The timeline depends on the number of workflows involved and the pace of your team’s review. Each phase is scheduled in your written proposal, so dates are known before we begin.
What is the investment for operations services?
Hourly advisory is $250 per hour, billed in half-hour increments. Project engagements begin at $2,000, and ongoing fractional COO advisory begins at $3,400 per month. Every engagement is quoted in writing first.
Will we need to change our software?
Rarely. We begin with the tools you already own and recommend something new only when it clearly saves time or cost.
Can our procedures be written in Spanish?
Yes. Crystal is a native Spanish speaker, and we write procedures, checklists and training in English, Spanish or both.
How do you approach a team that resists new processes?
We write procedures with the people who perform the work, so they help shape them. We then lead the new rhythm alongside your team until it becomes routine.
Who owns the work when the engagement ends?
You do. Every procedure, template, login and dashboard belongs to you, and nothing is held behind our account.
Tell us where the work stalls. We will show you what to build first.
Request one of this month’s 23 complimentary operations audits: thirty minutes with Crystal, your three highest-priority improvements, and a candid view of whether we are the right fit.
Based in Pinedale, Wyoming · Serving small businesses in all 50 states · crystal@apregrow.com