SmartBiz Support is designed to execute the operational foundation of your business once strategy and priorities are clear. From systems and workflows to client care and project coordination, we help run the backend so you can focus on growth—with intention and confidence.
SmartBiz Support Suite
Operations that support strategy, not replace it.
Once priorities are clear, SmartBiz Support may include hands-on execution, such as:
- Systems & Workflow Optimization
- Client & Project Coordination
- Document, Email, and Calendar Management
- Basic Bookkeeping & Reporting
- Tech Tool Support and SOPs
How Packages Are Determined
Packages are determined based on the level of execution support required, the complexity of your operations, and the priorities identified through strategy or prior planning.
Pricing reflects:
Pricing reflects:
- The time and expertise required
- The level of ongoing coordination
- The tools, systems, and resources involved
Package Options
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Packages are selected based on priorities identified through strategy and can be adjusted for scope—not structure.
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This package focuses on keeping your backend running smoothly so small tasks don’t pile up and slow you down.
Scope: Up to ~8 hours/month
Solopreneurs or small teams who need dependable admin support without the overhead of a full-time assistant. |
For growing businesses that need coordination—not chaos. Designed for entrepreneurs who are juggling projects, clients, and systems and need structured support to stay on track. Scope: Up to ~12 hours/month What’s included:
Entrepreneurs who are ready to grow but feel stretched thin managing projects, follow-ups, and systems. |
For established businesses ready for proactive operational support. This package provides advanced execution support and operational oversight for fast-moving teams. Scope: Up to ~16 hours Here’s what that includes:
Established business owners or teams who want a steady, professional backend that supports growth without constant oversight. |
$95/hour 10-hour Minimum
On-demand operational support—when you need backup. Designed for short-term needs, overflow work, or specific projects. Use it for:
Businesses that don’t need consistent monthly support but want expert backup when things get hectic. |
Packages reflect the level of execution support required once priorities and direction are clear.
What You Can Mix & Match
Support is customized around your priorities and strategic objectives—not a pick-and-choose task list.
Client Care & Communication
- Inbox triage, scheduling, CRM hygiene
Projects & Execution
- Deadlines/owners, light resourcing, status notes
Docs & Data
- Slides, forms, lists, SOPs, and clean digital filing
Financial Admin
- Invoicing, post payments, expense logs, reminders, and simple reconciliations
Meetings & Coordination
- Agendas, minutes, action follow-ups
Research & Prep
- Market/competitor/product scans, 1-page briefs
Tech & Website
- Tool setups, basic troubleshooting, updates/monitoring, content updates
Tasks are prioritized based on agreed capacity and package level.
- Inbox triage, scheduling, CRM hygiene
Projects & Execution
- Deadlines/owners, light resourcing, status notes
Docs & Data
- Slides, forms, lists, SOPs, and clean digital filing
Financial Admin
- Invoicing, post payments, expense logs, reminders, and simple reconciliations
Meetings & Coordination
- Agendas, minutes, action follow-ups
Research & Prep
- Market/competitor/product scans, 1-page briefs
Tech & Website
- Tool setups, basic troubleshooting, updates/monitoring, content updates
Tasks are prioritized based on agreed capacity and package level.
Optional Add-On Services
(Custom Pricing)
Some operational needs fall outside the scope of monthly capacity-based support. The following services are available as project-based or premium add-ons, scoped and quoted separately to ensure the right level of support and expertise.
Available add-ons may include:
Contact us to discuss scope and pricing.
Available add-ons may include:
- Advanced system automation and integrations (e.g., Zapier, CRM workflows)
- SOP creation and process documentation
- CRM setup, cleanup, or migration projects
- Event execution support (virtual or in-person)
- Large-scale data cleanup or system reorganization
- Temporary surge support for launches, transitions, or peak seasons
Contact us to discuss scope and pricing.
