Agency Operating System
For marketing, consulting, creative, or service teams managing recurring client delivery.
Operations System Buildout
Build the operating system your team actually uses.
HRE Consulting helps growing teams turn scattered SOPs, unclear ownership, manual coordination, and messy project tools into practical operating systems for delivery, reporting, and execution.
Operations architecture
Most teams do not need more tools. They need a better operating system. We translate your workflows, SOPs, team roles, and reporting needs into a practical structure your team can use every day, with a focus on execution, visibility, and adoption.
- ClickUp
- Monday
- Asana
- Smartsheet
- Notion
- Airtable
From documents to operating system
We don't just write SOPs. We turn them into usable systems.
A preview of the kind of executive operations view we build, where work, ownership, and the next decision are visible at a glance.
Operations Command Center
Live viewActive Projects
12
Blocked Work
2
Due This Week
5
| Active Project | Owner | Due | Status | SOP | Next Decision |
|---|---|---|---|---|---|
| Q3 Client Onboarding | Ops Lead | Jul 12 | On track | View | Approve kickoff scope |
| Proposal — State RFP | Capture | Jul 09 | In review | View | Pink team sign-off |
| SOP Library Rollout | Delivery | Jul 18 | Blocked | View | Assign tool admin |
| Reporting Dashboard v2 | Ops Lead | Jul 22 | On track | View | Confirm KPI set |
Illustrative example. Not a real client system.
SOP-to-Execution Matrix
Every process becomes a connected chain, from documentation to the cadence that keeps it accountable.
SOP
Workflow
Owner
Tool View
Dashboard
Review Cadence
What we build
Three operating systems we build most often.
The PMO hub, onboarding workflow, and CRM & KPI system are the backbone of most engagements. Each is built around how your team actually works.
PMO & Operations Visibility Hub
Centralized projects, ownership, and executive visibility.
A single hub where recurring and project work lives, so leadership has visibility and every task has an owner.
Typical problems
- Work scattered across departments
- Leadership lacks visibility
- Unclear ownership
- Missed deadlines
- Inconsistent project tracking
What gets built
- Executive dashboards
- Manager dashboards
- Task ownership model
- Reusable templates
- Recurring work structure
- Risk tracking
- Reporting and meeting cadence
Deliverables
- Configured operations hub
- Executive and manager dashboards
- Ownership and reporting model
- Recurring workflow templates
- Risk and status tracking
Best fit
- Multi-department teams
- Founder-led firms scaling up
- Project and client delivery teams
Repeatable Onboarding Workflow
Role-based onboarding and offboarding your managers own.
A repeatable employee journey with templates, check-ins, and accountability, so onboarding no longer lives in one person's head.
Typical problems
- Inconsistent onboarding
- Onboarding lives in founder knowledge
- Manual HR checklists
- No visibility into progress
What gets built
- Role-based onboarding paths
- Employee journey mapping
- Manager check-ins
- Templates and checklists
- Compliance tracking
- Offboarding and knowledge transfer
Deliverables
- Onboarding workflow with owners
- Role-based checklist templates
- Manager accountability views
- Compliance and credential tracking
- Offboarding and handoff process
Best fit
- Distributed teams
- High-growth hiring
- Regulated or credentialed roles
CRM & KPI Tracking
Pipeline visibility, follow-up, and leadership KPIs.
A shared CRM and reporting layer so relationships, follow-up, and business development stop depending on memory.
Typical problems
- Contacts scattered across inboxes
- Follow-up depends on memory
- No pipeline visibility
- No KPI reporting
What gets built
- Lead tracking
- Contact management
- Opportunity tracking
- Business development pipeline
- Relationship management
- Pipeline reporting
- Executive dashboards
- KPI tracking
- Follow-up automation
Deliverables
- Shared CRM workspace
- Pipeline and lead tracker
- KPI and reporting dashboards
- Follow-up automation rules
- Leadership reporting views
Best fit
- Business development teams
- Professional services firms
- Relationship-driven pipelines
What a typical engagement looks like
Six steps from discovery to a system your team runs.
- 01
Discovery
Interviews and current-state review of how your team works today.
- 02
Workflow Mapping
Map processes, handoffs, ownership, and reporting needs.
- 03
System Design
Design the operating model: architecture, roles, views, and cadence.
- 04
Build
Configure spaces, templates, dashboards, and automations.
- 05
Training
Walkthroughs, admin coaching, and documentation for adoption.
- 06
Optimization
Refine the system after launch as the team runs on it.
Who this is for
Built for teams running recurring, multi-step work.
01
Your team manages recurring client or project work.
02
SOPs exist, but they are not tied to day-to-day execution.
03
Work is scattered across email, chat, spreadsheets, and project tools.
04
Leaders lack visibility into workload, blockers, and deadlines.
05
Handoffs depend too much on memory or individual follow-up.
06
You need a system that supports execution, not just documentation.
Packages
Three ways to engage, from clarity to full adoption.
Each engagement begins with a defined scope, milestones, and deliverables so the work stays controlled and transparent.
Bronze
Operating System Blueprint
Starting at$1,750
Typical timeline: 1–2 weeks
For teams that need clarity before committing to a full build.
Or schedule a fit callWhat it includes
- Discovery session and current-state review
- Workflow and SOP inventory
- Operating model recommendations
- Tool architecture blueprint
- Roles and permissions matrix
- Status, field, view, and reporting recommendations
- Automation opportunity list
- Phased implementation roadmap
Deliverables
- Operating system blueprint
- Workflow map
- SOP-to-execution matrix
- Permissions and ownership model
- Build roadmap
Best fit
- Your current system is messy, but you're not ready for a full rebuild
- You have SOPs that aren't connected to daily execution
- You want an expert build plan before investing in implementation
Most Popular
Silver
Core System Buildout
Starting at$6,500
Typical timeline: 3–4 weeks
For teams ready to build a clean, usable delivery system.
Or schedule a fit callWhat it includes
- Everything in Bronze
- Workspace hierarchy design
- Core spaces, folders, lists, or boards
- Reusable project or client templates
- Custom statuses and fields
- Core team views
- Recurring task structure
- Basic automations
- Knowledge base or SOP organization
- Initial QA and walkthrough
Deliverables
- Configured operating system
- Reusable delivery template
- Team views and dashboards
- Recurring work structure
- Basic automation rules
- Short written usage guide
- Walkthrough session
Best fit
- You need a functional system built, not just a strategy document
- Your team manages recurring client, project, or internal work
- You want to replace ad hoc coordination across email, chat, and spreadsheets
Gold
Full Operating System + Adoption
Starting at$10,000+
Typical timeline: 4–6 weeks
For teams that need the full build, automation layer, training, and adoption.
Or schedule a fit callWhat it includes
- Everything in Bronze and Silver
- Deeper SOP review and simplification
- Advanced templates and workflow logic
- Role-based views by team function
- Cross-client or cross-project reporting
- Expanded automations and reminders
- QA testing with a sample project or client
- Admin documentation
- Loom walkthrough
- Team training session
- Post-launch refinement period
Deliverables
- Full operating system build
- SOP-to-workflow implementation
- Advanced templates & role-based views
- Leadership reporting views
- Automation library & QA checklist
- Admin guide & Loom walkthrough
- Team training & post-launch refinement
Best fit
- You're replacing a messy or informal operating model
- You have multiple roles, handoffs, or client workflows
- You want adoption support and a system that scales with the business
Compare packages
What is included at each tier.
| Feature / Deliverable | Bronze | Silver | Gold |
|---|---|---|---|
| Discovery session | |||
| Workflow inventory | |||
| SOP review | |||
| Operating blueprint | |||
| Workspace architecture | |||
| Reusable templates | |||
| Custom statuses / fields | |||
| Views and dashboards | |||
| Recurring work | |||
| Automations | Basic | Advanced | |
| QA testing | |||
| Loom walkthrough | |||
| Team training | |||
| Post-launch refinement |
What a project could look like
Sample use cases, so you can self-identify.
SOP-to-Execution Buildout
For teams with documentation that needs to become actual workflows, checklists, recurring tasks, and accountability.
Project Delivery / PMO System
For teams that need better visibility into priorities, timelines, owners, risks, and reporting.
Automation & Reporting Layer
For teams that already have a tool, but need better routing, reminders, dashboards, and management visibility.
How we work
A phased model, not just configuring software.
We design the operating backbone, then build, test, and transfer it to your team.
Phase 1
Discover & Map
Stakeholder interviews, workflow and SOP inventory, pain-point mapping, and current-state review.
Phase 2
Design the Operating Model
Workspace architecture, roles and permissions, statuses, fields, views, and reporting structure.
Phase 3
Build & Automate
Spaces, templates, recurring work, dashboards, and automation rules configured and assembled.
Phase 4
Test, Train & Transfer
QA on a sample project, admin documentation, Loom walkthrough, team training, and refinement.
Optional add-ons
Extend the system as your needs grow.
Automation Expansion
from $1,500Additional routing, reminders, alerts, integrations, or reporting automation after the core system is stable.
Dashboard & Reporting Layer
from $1,500Leadership visibility into workload, overdue work, project/client health, capacity, KPIs, and delivery risks.
SOP Cleanup Sprint
from $2,000For outdated, duplicative, or overly complex SOPs that need to be simplified before implementation.
Training & Adoption Support
from $1,000Additional live training, office hours, admin coaching, or post-launch adoption support.
Platform Migration Support
from $2,500For teams moving from spreadsheets, Trello, Asana, Monday, Notion, Smartsheet, or another system.
Download the Sample Operating System Buildout Guide
An overview of the phased approach, Bronze/Silver/Gold packages, example deliverables, a sample timeline, what to prepare, common add-ons, and a fit checklist.
A note on pricing
Pricing shown represents typical starting points. Final scope depends on the number of users, workflow complexity, existing documentation, platform selection, automation requirements, reporting needs, and whether client, contractor, or guest access is required. Each engagement is scoped with defined milestones and deliverables before work begins.
Related services
Where clients go next.
Teams often pair a buildout with the platform-specific implementation or ongoing leadership to run it.
ClickUp Consulting & Implementation
The same operating system, built specifically in ClickUp.
Learn moreFractional COO Services
Embedded operations leadership to run and improve the system over time.
Learn moreGovernment Contracting
Capture and proposal operations infrastructure for GovCon teams.
Learn moreQuestions
Common questions about operations system buildouts.
Let's scope your operating system.
Start with a Fit Call to align on goals, scope, and the right package for your team.
Testimonials
Systems and automation work, in clients' words.
Feedback from teams whose tools, workflows, and templates Harry built.
Harry connected innovation to impact. He made AI real for leadership, turning proof-of-concept into production and skepticism into demand. In a time when vendors are promising their customers that AI will solve all their problems, Harry created realistic and contextualized examples of AI solutions and presented them flawlessly with an executive presence that established trust and credibility.
Justin
Executive Program Director
Harry was a tremendous help in building the cashflow template. He was efficient, detail-oriented, and quickly understood what was needed. His input made the entire process much smoother. A special thank you to Harry for the great support, really appreciated!
Abdullah
Past client
Harry was able to complete a project I thought would take days in a row in just one evening due to his VBA skills. He's very responsive and nice to work with as well. I recommend him to others.
Frank
Past client