Three operations,
rebuilt to run without me.
Every engagement below is real work for a real portfolio. Client names, addresses and figures are redacted or generalised where the work was confidential.
Cluster operations at 15,000 units.
The situation
Multiple property teams, thousands of units, and a peak season where guest issues arrive faster than any one person can triage them. At that volume, nothing survives on memory or good intentions — an operation either has rules or it has chaos.
What we built
Cluster-level coordination across property teams: a single triage path for guest escalations, scheduling that held across shifts and time zones, and defined ownership so every issue had a named owner within minutes rather than hours.
What changed
Escalations stopped bouncing between teams: each one landed with a named owner within minutes, and the same playbook held across every team through the busiest dates of the year. When the season ended, the triage path stayed — because it was written down, not remembered.
Forty-plus units, lease to close.
The situation
A long-term rental portfolio where every stage — tenant vetting, leasing, maintenance, renewals, reporting — landed on the owner's desk. Growth had made the portfolio bigger without making it easier to run.
What we built
One operator owning the whole lifecycle, with the process written down at each stage: screening criteria that didn't move, a maintenance path with vendors already vetted, renewal timelines that started before they were urgent, and reporting the owner could read instead of assemble.
What changed
Forty-plus units ran through vetting, leasing, maintenance and renewals on one operator and a documented process — renewals started before they were urgent, and the owner’s involvement shrank to reading a weekly report instead of fielding daily questions.
Four tools, one source of truth.
The situation
Work spread across spreadsheets, inboxes and half-adopted tools, with the real process living in one person's head. Nothing was broken enough to fix, and everything was slow enough to hurt.
What we built
An audit of every recurring task and handoff, then the infrastructure underneath it: written SOPs, ClickUp and Airtable builds that matched how the work actually ran, and automation across GoHighLevel, Make and n8n to remove the copying-between-tabs entirely.
What changed
The copying-between-tabs disappeared: work entered once and moved through ClickUp, Airtable and the CRM on its own. And because every step was written down, the process stopped depending on any one person — a new team member could run it from the SOPs.
Selected engagements.
Work that didn't need a full case study — same standard, same documentation.
Your portfolio, documented.
If any of the above sounds like your operation, the first call is twenty minutes and costs nothing.