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Running a small business comes with endless moving parts—clients and customers to serve, sales to close, teams to manage, and systems that should make things easier but often add to the chaos. You need more than just tools—you need strategy, structure, and action-takers in your corner.

That’s where I come in! With a background in engineering, project management, health coaching, and startup operations, I take a holistic approach to my work. I build systems that don’t just function—they flow, align with your vision, and grow with you.

Whether you need high-level planning, hands-on implementation, or an intensive strategy session, I’m here to help (with a touch of alchemy)!

-Kate Branna, PMP

SERVICES

Operations & Systems Management Retainer

Ongoing support to maintain, optimize, and evolve your systems as you grow.

This retainer is ideal if you want a strategic partner and a hands-on implementer; someone who understands your goals and keeps your backend running smoothly while you focus on the front end.

We start with a powerful strategic planning session, then we’ll bring that plan to life. What’s included:

  • Weekly touch points to review progress, discuss priorities, and address any challenges or opportunities

  • Systems & tech support, from workflow improvements to ongoing tech maintenance

  • Automation setup & troubleshooting

  • Monthly metrics report & analysis to track KPIs and make informed business decisions

  • Project management to strategically plan and execute on business objectives, ensuring alignment with your overarching goals and vision

  • Team management to ensure you have the right people in the right seats and everyone has what they need to be successful

  • Strategic input & customized support to meet your unique business needs

Starting at $1199/mo

Systems Build Out

You know what tool you want to use, now you just need someone to set it up right.

This done-for-you service is for business owners who already have the platform picked out, but want a clean, strategic, fully functional setup that works from day one. What’s included:

  • Strategic planning set up call to understand your goals and vision for this tool

  • Full setup of one platform

  • Custom workflows, automations, templates, and backend organization

  • Testing & refining period to ensure everything runs smoothly

  • Handoff support through video walkthroughs and documentation

    Contact me here for custom pricing

Systems & Tech Consulting

Custom audits and implementation plans to help you choose and optimize the right tools… without the tech overwhelm

This service is ideal if you know something in your backend needs to change, but you're not sure where to start, or what tools are worth the investment. We’ll zoom out, assess your full ecosystem, and create a clear, customized plan to align your systems with your business goals. What’s included:

  • A comprehensive audit of your current tech stack, systems, and workflows

  • Expert guidance to solve your biggest operational challenges and recommendations for efficiency

  • Tool recommendations with pros, cons, and use cases (no fluff)

  • A 3-month strategic action plan customized to your specific business needs

  • A follow-up session to review your action plan and strategize your next step

  • Optional implementation or a detailed handoff plan for your team

    Starting at $999

Not sure where to start?

Let’s chat. I’ll help you figure out which service fits your current season of business and make sure your systems finally feel like they’re working for you, not against you.

I support my clients remotely or in-person in the Greater Seattle area. Fill out the form below to learn more!