Services
Systems, Automations & Operations
We help serious, right-of-center campaigns and organizations run like disciplined operations; building the systems and automations that keep work moving when things get busy.
What we mean by "Systems & Ops"
Campaigns and advocacy groups often rely on heroic effort instead of clear systems. Systems, Automations & Operations is where we replace last-minute scrambling with simple, documented workflows: how work comes in, who owns it, how it gets done, and how it’s tracked.
We’re not here to drown you in Zapier charts. We’re here to build practical systems your team can follow under pressure.
What you walk away with
Clear workflows, basic to advanced automations, and simple documentation your team can actually use.
Documented workflows
Step-by-step workflows for intake, approvals, outreach, and follow-up so the same process gets run every time.
Helpful automations
Automations for reminders, handoffs, and status updates that support your team instead of confusing them.
Roles & ownership
Clear ownership for key processes so staff and volunteers know what they’re responsible for; and what they’re not.
Basic ops dashboard
Simple views of key metrics; contacts, tasks, follow-ups --so leadership can see how the operation is running
How we build your operations system
We look at the way your work actually happens now—and then design something better that still fits your team.
Step 1
Map current reality
We map how work actually gets done today: who requests things, who does them, where they get stuck, and where information dies.
Step 2
Design new workflows
We design clear, realistic workflows that reduce bottlenecks and make responsibilities obvious.
Step 3
Implement systems & automations
We configure tools, set up basic to advanced automations, and make sure everything ties back into your main systems.
Step 4
Train & refine
We train your team, adjust based on real usage, and leave you with simple documentation.
Is Systems & Ops the right fit?
A good fit if…
You’re a right-of-center campaign or org with multiple moving parts and people.
You feel like everything is urgent and nothing is truly organized.
You have tools but no clear process for using them consistently.
You want fewer fires and more predictable weeks.
Probably not a fit if…
You’re running a tiny, one-person operation with almost no moving parts.
You refuse to document anything or assign clear responsibilities.
You just want a new tool, not changes to how you work.
Ready to run a calmer, tighter operation?
If your campaign or organization feels like a constant fire drill, we’ll help you build systems and automations that calm things down.
Or send us a quick question →
