Our Solutions

The Entry Point: Digital Workspace & Policy Health Check

Digital Workspace & Policy Health Check

Digital Workspace & Policy Health Check A low-risk operational audit to pinpoint security gaps and file clutter before committing to a full project.

Quiet Background Audit: I inspect your Google ecosystem asynchronously without interrupting your team's workflow.
Risk & Vulnerability Review: I check sharing permissions, file chaos, and missing legal policies.
1-Page Action Plan: You receive a custom Operational Gap Report during a 30-minute review call.

Investment: $300 Flat Fee (100% credited toward any package if upgraded within 14 days)

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The Day One Pristine Suite

The Day One Pristine Suite Turnkey operational infrastructure built right from Day One for newly forming businesses and nonprofits.

Unified Master Operational Dashboard: You get one central Google Sheet portal that houses your Master File Index, Policy Access Vault, and Compliance Trackers all in one place—giving your team a single-click bookmark for everything you own.
Google Infrastructure Setup: Domain configuration, Business Standard onboarding, and corporate data ownership.
5-Pillar Drive & Inbox System: Clean Shared Drives (Admin, Finance, Ops, Marketing, HR) paired with background Gmail filters to clear out admin noise.
Essential Policy Templates: Pre-loaded boilerplate templates for key policies (Conflict of Interest, Tech Security, Document Retention).
Nonprofit Add-In (Optional): An "Always-Ready" directory tab for 501(c)(3) tax letters, bylaws, and grant cheat sheets.

Estimated Timeline: 1 to 2 Weeks

Investment: $1,450 Flat Fee (Includes full Google Workspace setup & permissions for up to 3 team members; additional seats available upon request).

Signature Transformational Projects

The Workspace Architecture Overhaul

The Workspace Architecture Overhaul A complete Google Drive reset that moves your team out of file chaos and into a simple, organized cloud setup.

5-Pillar Shared Drive Structure: Clean, standardized folders (Admin, Finance, Ops, Marketing, HR) so files are easy to find.
Master File Library Index: A single-click Google Sheets directory listing your key files—including 10 core files organized and linked for you.
Strict Security Locks: Confidential HR, payroll, and executive files stay locked to authorized leadership only.
Team Training & Standards: Includes a File Naming Guide and a short video tour for your team.

Timeline: 1–2 Weeks | Investment: Starts at $950 Optional Add-On: Organize & index up to 25 additional daily files (+$300)

The Policy Matrix & Compliance Overhaul

The Policy Matrix & Compliance Overhaul Protect your business, streamline employee onboarding, and build a central hub for all corporate governance.

Central Document Matrix: A multi-tab Google Sheets portal organizing your core policies across Operations, Finance, HR, and Leadership.
Essential Governance Templates: Standardized templates customized to fill critical gaps (such as Remote Tech Security, Code of Conduct, Document Retention, and Social Media Policies).
Dual-Link Security: Staff access clean, read-only PDFs, while leadership retains secure edit access to internal drafts in Google Drive.
Automated Compliance Trackers: Easy-to-use tracking sheets to log employee policy acknowledgments, annual disclosures, and audit records.
Nonprofit Grant-Readiness (Optional Tab): Tailored specifically for 501(c)(3) entities to store tax determination letters, board rosters, bylaws, and grant application cheat sheets.

Estimated Timeline: Approximately 2 Weeks

Investment: Custom-Quoted based on complexity (Starting at $1,200)

Modular A La Carte Services

Targeted, rapid-delivery projects to solve specific administrative headaches.

Project A: Operational Inbox Alignment (Email Organization)

Escape the daily inbox trap and reclaim hours of productive focus.

What is included:

5-Pillar Gmail Setup: A custom label system that matches your Google Drive structure, plus background rules to sweep invoice and newsletter noise out of your main inbox.
Pre-Programmed Email Templates: A built-in Gmail Template Vault with pre-written responses for your most frequent emails.
Live "Inbox Triage" Training: A 30-minute Zoom session for your staff covering your new system, email templates, and our signature Do, Delegate, Defer workflow.

Estimated Timeline: 3 to 5 Business Days

Investment: Starting at $450

Project B: The Grant-Ready Asset Vault (Nonprofits Only)

Ensure your organization is positioned to capture major funding at a moment's notice.

"Always-Ready" Legal Directory: A secure, read-only folder housing your mandatory funding attachments (501c3 determination letters, historical audits, bylaws, and board rosters).
Master Grant Cheat Sheet: A copy-paste reference sheet stocked with your core organizational data to dramatically speed up grant writing.

Estimated Timeline: 3 to 5 Business Days

Investment: Starting at $350

Bundled Solution Packages

Maximize your budget and secure complete operational harmony by choosing one of our pre-packaged, outcome-driven service suites featuring built-in incentive discounts.

The Digital Workspace Alignment Bundle (Drive & Email Reset)

Clear the clutter from both your digital files and your email inbox at the same time.

5-Pillar Drive Structure & Master Index: Complete file reorganization with secure permission locks, plus your single-source Master File Library Index (includes initial setup of 10 core files).
Gmail Inbox Alignment & Triage: Customized 5-Pillar label system to match your Drive, automated filters for noise reduction, pre-built template vaults, and live team training.
Unified System Language: Your inbox and file storage use identical naming conventions—eliminating duplicate work and keeping operations in perfect harmony.

Package Rate: Custom-Quoted (Starting at $1,150)

The Secure Drive & Compliance Foundation

Designed for established teams looking to secure their intellectual property, automate compliance, and build an audit-ready digital home.

Unified Master Operational Dashboard: You get one master Google Sheet portal housing both your Master File Library Index (includes initial setup of 10 core files) and your Policy & Compliance Matrix in simple, organized tabs.
5-Pillar Drive Structure: Clean Shared Drives (Admin, Finance, Ops, Marketing, HR) with secure background permission locks to protect sensitive company data.
Governance & Policy Overhaul: Customized legal policy templates (Remote Tech Security, Code of Conduct, Document Retention) paired with automated employee sign-off trackers.
Nonprofit Grant-Readiness (Optional): Pre-built tab for tax letters, bylaws, board rosters, and grant cheat sheets.

Package Rate: Custom-Quoted (Starting at $1,850)

The Clear Workspace Suite (The "Whole House" Overhaul)

The Clear Workspace Suite (The "Whole House" Overhaul) Our ultimate all-in-one cleanup package to align your Google Drive, email, and company policies.

Unified Master Workspace Portal: You get one master Google Sheet that acts as your central hub—housing both your Master File Library Index and your Policy & Compliance Matrix in simple, organized tabs. No jumping between multiple trackers!
Complete Google Drive Overhaul: Clean 5-Pillar folder structure, secure background permission locks, and organization of your top core files.
Inbox & Email Alignment: 5-Pillar Gmail label system and background filters to sweep out administrative noise.
Grant & Audit Readiness: Essential legal policy templates and executive vaults so you are 100% prepared for financial audits or funding opportunities.

Package Rate: Custom-Quoted (Starting at $2,450)

Continuous Protection: Digital Data Guardian

Continuous Protection: Digital Data Guardian Ongoing Data Governance & System Maintenance

Building a pristine digital office is the first step—keeping it that way as your team scales is the real challenge. The Digital Data Guardian retainer provides long-term monitoring in the background so your system stays clean and secure.

Monthly Backend Audits: Routine checks of your folder structures and file audit logs to catch organizational drift before it compounds.
Security Permission Oversight: Active monitoring to ensure private executive, payroll, and board data remain strictly locked down.
Executive Health Reports: A monthly 1-page report card confirming your workspace infrastructure is clean, secure, and fully compliant.

Pricing: Flat-rate monthly retainer options available for existing clients.

> Note: Priority retainer slots are reserved for organizations that have completed a primary Workspace Architecture Overhaul.

Ready to Eliminate Daily Digital Friction?

Let’s start with a low-pressure, high-value assessment to see where your system stands.

Step 1: Complete Your Health Check — Fill out our brief intake form below so we can understand your current digital ecosystem and pain points.
Step 2: The Visual Tour — Join a brief live call to explore our Google Workspace "Showroom" sandbox and see exactly what a clean, elite corporate architecture looks like.
Step 3: Custom Scope & Proposal — Receive a clear, flat-fee proposal tailored specifically to your organization's budget, structure, and team size.

Request Your Health Check

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