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Scale Smart Operations Consulting

Transforming Company operations through AI technology Integration, Outsourcing Best Practices & Servant Leadership

Invest your time and efforts on running your business. Leave the technology & people operations to me.

SERVICES

What I do

I help growing businesses optimize operations, integrate AI solutions, and build strategic outsourcing partnerships. My tailored advisory services reduce inefficiencies, leverage cutting-edge technology, and transform your teams via servant leadership to deliver sustainable growth and measurable results

01.

Operations Advisory​

Operations Assessment & Optimization
•Comprehensive analysis of current operations
•Process improvement and standardization
•Scaling strategies for growth-stage companies
•KPI framework development and dashboard implementation

Team Leadership & Development
•Organizational structure design
•Performance management systems
•Team scaling strategies (0-120+ employees)
•Employee engagement improvement (Career pathing, servant leadership, performance management, etc.)

Talent Hiring & Recruitment
•Contract recruiter solution for all hiring levels (frontline to executive) *Additional placement fee here
•Custom job description development
•Interview guide creation and process design
•Candidate evaluation frameworks based on success predictors

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02.

AI Operations Integration

AI Strategy & Implementation
•AI readiness assessment
•AI vendor analysis & recommendations
•AI solution development for customer support, underwriting, customer onboarding, etc.
•Integration with existing workflows
•ROI measurement frameworks

Chatbot & Automation Solutions
•Customer service AI implementation
•Internal process automation (via Gumloop, Make AI, etc.)
•Self-service knowledge base development
•Change management for AI adoption

AI App Development
•Built via Replit, Cursor, Loveable, Windsurf, etc.
•Integration with existing data sources and business systems
•Implementation support and team training
•Ongoing maintenance and enhancement roadmaps

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03.

Outsourcing Excellence

BPO Strategy & Vendor Management
•BPO cost analysis, vendor selection and contract negotiation
•Project management from selection to onboarding to team development
•Hybrid team integration strategies
•Vendor Scorecard development

Customer Experience Optimization
•Service level agreement (SLA) optimization
•Quality assurance program development
•Multi-channel support strategy

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MY APPROACH​

Build “Best in Class” New Age Operations Teams​

I use a proven framework based on 15+ years of experience scaling operations in FinTech, InsurTech, SaaS, Retail, and enterprise environments. While hiring is an inexact science, we’ve built systems and have the experience of hiring hundreds of people in our career to understand the qualities that give each hire the best chance of being successful in the roles that need to be filled. Our methodology focuses on:

Assess​

Comprehensive analysis of current operations, challenges, and opportunities for improvement

Design

Strategic planning of solutions tailored to your specific business needs

Implement​

Hands-on execution of technology & people strategies with clear milestones and KPIs

COMPANIES I WORK WITH

Early to Mid-Stage Technology Companies​

  • Technology companies with 5-120 employees
  • Annual revenue between $2M-$50M
  • Growth-stage companies facing operational scaling challenges (ie: hiring and people management challenges, process documentation, process improvement, technology implementation, team training, etc.)
  • Small to medium size (SMB) businesses in Home Services, Retail, etc. looking for AI tooling implementation, leadership support, and / or outsourcing help.

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