For small service businesses

UpcurrentMaui

Bring your day-to-day work up to current.

I help small businesses spot the manual processes slowing them down — then build a simpler, more modern way to get that work done.

Practical process upgrades — one workflow at a time.
Review how it works today Build a clearer system Train the team

Sound familiar?

A lot of “how we do things” still lives in spreadsheets, inboxes, and side conversations.

That can work for a while. Then the day gets busier, someone is out, or you’re the only one who knows how the pieces fit together.

  1. 01Information gets copied from one tool into another — every day
  2. 02Schedules, orders, or reports are rebuilt by hand each morning
  3. 03Confirmations happen by text or phone, with no clear status trail
  4. 04Only one or two people truly know how the process runs

The offer

Ops Sprint: modernize one process in about two weeks.

We look at how the work happens now, agree on what “better” means, and build a simple system your team can use right away.

Step 01

Look closely

A 60–90 minute walkthrough of the current process — tools, handoffs, and where time gets lost.

Step 02

Build the upgrade

A practical web tool, automation, or report that replaces the manual version of that workflow.

Step 03

Hand it off

Short training, a simple how-to, and one revision round after your team tries it for real.

Step 04

Measure the win

Hours saved, fewer mistakes, or a faster daily routine — then decide what to improve next.

Common starting points

  • Daily scheduling and assignments
  • Order, lunch, or inventory summaries
  • Confirmations with a clear status
  • Owner reports from existing spreadsheets or exports

Example

A tour company’s daily ops — moved out of spreadsheets.

Same approach I’d use with you: understand the bottleneck, replace the manual dance, train the team, and keep what works.

Daily schedule screen from a live tour operations web app showing tours, guides, vans, and status
Live ops system — Daily Schedule Scheduling, lunch orders, rack cards, confirmations, and more

Before

Heavy Excel workbooks and scattered follow-up — assignments, lunch orders, printouts, and confirmations pieced together by hand each day.

After

  • Import the day’s bookings in one pass
  • Assign guides and vans on a live board
  • Generate lunch totals and daily packets
  • Text guides and track who confirmed
  • Give partners a clean resource site

Also built

Other examples of the same approach.

Different industries — same idea: take a manual process and give people a clearer way to run it.

Investing operations dashboard with account and strategy controls

Investing operations dashboard

A clearer control panel for account views, strategy settings, and scheduled runs.

Tax prep assistant with guided document upload steps for a small business

Tax prep assistant for a small business

A guided intake that turns scattered files into a clean package for the tax professional.

A good fit if…

You run a service business and the office still leans on spreadsheets.

Tours, hospitality, wellness, home services, retail with field staff — usually teams of about 5–50.

  • Someone spends hours each week re-entering the same information
  • The morning routine depends on one person’s memory
  • You can’t see status without asking around
  • You’ve thought, “There has to be a simpler way to do this”

Pilot pricing

Start with one process. Keep the scope honest.

First three clients get a pilot rate in exchange for a short case study. One process, one outcome, one revision round.

Phase What Price
Discovery call 30 minutes to see if there’s a clear fit Free
Process review 60–90 minute deep dive into the workflow $150 (credited if you continue)
Ops Sprint pilot Review + build + hand-off (~14 days) $1,200 (later $2k–$2.5k)

Let’s talk

What’s the process that still feels stuck in the past?

Tell me what slows the day down, and roughly who touches it. We’ll figure out whether an Ops Sprint is the right next step.

Erik McLellan
erikmclellan@gmail.com
808.268.2875
Maui, HI

Easy start

A free 30-minute call. No pitch deck — just a look at the work.

Email to book a call