The Administrative Pros
Business Systems Setup for Small Businesses
We help you move your business out of your head and into structured systems your team can run.
Who This Is For
This business systems setup service is designed for small business owners who:
Are running daily operations from memory instead of structured systems
Feel like everything depends on them to keep the business moving
Have processes in place but nothing formally documented
Need help organizing workflows, tasks, and responsibilities
Are ready to improve efficiency and build a more scalable operation
Whether you're in a service-based business, trades industry, or growing company, this process helps bring structure to how your business operates.
How It Works
Our operations setup for small businesses is completed in phases.
Each phase focuses on building a strong operational foundation so your business can run more efficiently over time.
Phase 1: Business Extraction & Organization
Starting at $1,200 (This is discovery + strategy, not execution)
Goal: Get everything out of his head and into organized structure. We begin by organizing your current business operations and identifying how your business actually runs.
What’s included:
Review of your current notes, documents, and materials
Business brain-dump sessions to extract processes
Identification of core services and workflows
Task and responsibility categorization
Initial business operations mapping
Outcome: Your business operations are clearly outlined instead of being stored in your head.
Phase 2: Process & Playbook Development (SOP Creation)
Starting at $1,800
Goal: We turn your workflows into structured, repeatable systems through SOP development and documentation.
What’s included:
SOP (Standard Operating Procedure) creation
Step-by-step workflow documentation
Service-specific process breakdowns
Organized file and documentation structure
Outcome:
You now have a documented system your team can follow to perform tasks consistently.
Phase 3: Systems Implementation & Workflow Setup
Starting at $2,000
Goal: We implement your processes into tools and systems that support daily operations.
What’s included:
Evaluation of your current tools and systems
Implementation of your workflows into a centralized platform
CRM and workflow system setup/optimization
Transition of organized processes into a structured, usable system
Automation setup to improve efficiency and reduce manual tasks
Mobile-friendly workflow access for you and your team
System configuration to support job tracking, task execution, and operational flow
Platform:
Your system will be implemented within a scalable platform such as GoHighLevel, enabling automation, structured workflows, and centralized management of your business operations.
Outcome:
Your business begins operating through structured, scalable systems instead of manual or memory-based processes, with improved visibility, consistency, and operational control.
Timeline: Varies based on scope and complexity
Disclaimer: Projects extending beyond the initial scope or timeline may require additional investment based on complexity and business needs.
Phase 4: Delegation & Operational Support Setup
Starting at $1,000
Goal: We help you transition from doing everything yourself to operating with support and structure.
What’s included:
Delegation planning and task assignment structure
Admin role definition for support staff
Training guidance for team members
Optional transition into ongoing administrative support
Outcome:
Your business is set up to run more efficiently with less dependency on you.
Important to Know
Each phase of your business systems setup is completed and approved before moving to the next.
This allows you to build your operations step-by-step without committing to the entire project upfront.
Final pricing for each phase is confirmed after reviewing your current processes, systems, and business needs.
Payment Structure
Each phase is priced individually and begins once payment is received.
Phase 1: Full payment required to begin
Phase 2–4: Deposit required to begin, with remaining balance due at agreed project milestones
Payment plans are available for larger phases upon request.
Growth Managed Business System
Done-for-you system organization, updates, and support—ideal for service-based businesses that need structured workflows, job tracking, and ongoing maintenance without automation.
This option provides a reliable, Microsoft-based system that is manually organized and maintained by The Administrative Pros in collaboration with the business owner or designated point of contact.
What’s included:
Includes Starter Lite Managed options
Microsoft-based business system (Teams, OneNote, OneDrive)
Structured workflow modules for job tracking and execution
Employee checklist system (mobile-accessible)
Access to prebuilt workflow templates and checklist layouts
Ongoing system organization and updates
CRM support & integration assistance (if applicable)
Mobile-friendly access for field teams
Up to 4 revisions per month — do not rollover month to month
Monthly 45-minute strategy session for workflow optimization — do not rollover
Setup fee waived with 1-year commitment
System Type: Microsoft-Based Manual System
This system is built using Microsoft Teams, OneNote, and OneDrive. All updates and changes are managed by The Administrative Pros based on client-submitted requests and ongoing workflow needs.
Pro Managed Business System
A premium, fully managed business system powered by GoHighLevel—designed to streamline operations, automate workflows, and provide structured job tracking with locked submission records.
This system allows field technicians to complete jobs through a mobile-friendly interface while ensuring submissions are recorded, tracked, and protected from alteration.
What’s included:
Includes Growth Managed Business System options
Powered by GoHighLevel
Automated job workflow system
Mobile-friendly field technician execution interface
Checklist submission with locked records after submission
Workflow automation (notifications, tracking, and updates)
Phone Line — monthly credits included; additional usage price will vary
SMS Text Messaging — monthly credits included; additional usage price will vary
App Access
Ongoing system optimization and updates
Up to 6 revisions per month — do not rollover month to month
Monthly 75-minute strategy session for system optimization — do not rollover
Setup fee waived with 1-year commitment
This system is powered by GoHighLevel and is designed for businesses ready to implement automation, improve efficiency, and maintain accurate, non-editable job records through structured submission workflows.
Next Step
If you’re ready to improve your business operations and build systems that support your growth:
Already Have Systems in Place?
If your business systems are already established but need ongoing support, updates, or management:
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Get In Touch
Service Hours
(By Appointment)
All appointments must be finalized with a confirmation call from a team member.
Get In Touch
Service Hours
(By Appointment)
All appointments must be finalized with a confirmation call from a team member.
Information on this site is subject to change without notice.
Information on this site is subject to change without notice.