Operations Audits
A clear-eyed look at where your time actually goes, and what to fix first.
Operations consulting & AI adoption · Remote + Louisville
Operations built for how your business actually runs.
I'm Sara — an operations consultant who helps founders and operations leaders save 5+ hours a week by streamlining the messy stuff: workflows, tools, and the back-office tangles you've been meaning to fix. AI when it helps, not because it's trendy.
What I Help With
Practical, owner-friendly fixes for the parts of your business that shouldn't be this hard.
Workflow & Tool Cleanup
Stop duct-taping six apps together. We pick the right ones and connect them properly.
AI Where It Earns Its Keep
After-hours FAQ bots, meeting notes, data entry, marketing captions — only where it saves real hours.
Done-With-You Implementation
I don't just hand you a 40-page report. We build it together so it actually sticks.
How It Works
A simple 5-step process — no jargon, no surprise invoices.
-
Free Fit Call
We talk about your business, your headaches, and whether we're a match. Zero pressure.
-
Operations Audit
A focused review of your workflows, tools, and time drains. You get a written summary with priorities.
-
Plan & Pick One
We agree on the highest-leverage fix and what success looks like.
-
Build Together
I set it up alongside you so your team owns it after I'm gone.
-
Check-In & Hand-Off
Two follow-ups to make sure it sticks. Then you're free.
The Offer
Transparent starting points. Final scope shaped in your fit call.
Operations Opportunity Audit
Starting at $750
A focused review of where your time goes and what to fix first. Written priorities + a 60-minute walk-through call.
Best for: Owners who suspect they're losing hours but can't pinpoint where.
AI Adoption Package
From $2,500
Strategy session, team workshop, custom implementation, and a written AI policy — everything you need to actually start using AI without the trial-and-error.
Best for: Owners who know AI could help but don't know where to start.
Custom Project
Quote on request
Mix and match from the à la carte menu below. I build the systems, train your team, and hand you the keys — no monthly retainer to keep the lights on.
Best for: Owners who know exactly what they need built.
À La Carte Services
Pick exactly what you need. I build it, train your team, and hand you the keys — no monthly retainer to keep it running.
AI Adoption
Where AI meets your actual business — no hype, no waste.
AI adoption strategy session
90-minute working session to map where AI can save your team the most time. Deliverable: a prioritized roadmap you can act on immediately.
Custom quote
AI tools workshop for your team
Two-hour hands-on training on ChatGPT, Claude, and Perplexity — tailored to your industry. Up to 10 people.
From $500
Group AI 101 workshops
Industry-specific workshops for chambers of commerce, networking groups, and professional associations.
Custom quote
Custom AI implementation
I set up and train your team on the specific AI tools that fit your workflow — not the ones with the loudest marketing.
Custom quote
AI policy & guidelines
A short, plain-English written policy so your team knows what's okay and what's not. Protects your client data and your reputation.
Custom quote
Never Miss a Client
AI-powered client capture — so leads don't fall through the cracks after 5pm.
Website design & build
One-page or multi-page, mobile-friendly, professionally hosted. Like this one.
Custom quote
AI answering service setup
Answers your phone 24/7, takes messages, books appointments. Configured, tested, and handed off.
Custom quote
Automated call-back system
Missed a call? AI texts them back within 30 seconds so the lead stays warm.
Custom quote
Website chat widget
AI chat on your site that answers FAQs and captures leads while you sleep.
Custom quote
Two-way business texting
Clients text your business number; AI drafts replies, you approve. Never lose a text lead again.
Custom quote
Online booking & scheduling
Calendly or Acuity connected to your calendar — clients book themselves without the email tag.
Custom quote
Marketing & Presence
Set up the systems that keep your name in front of the right people.
Social media management setup
Content calendar, scheduling tools, and template library set up. Your team runs it from there.
Custom quote
Email marketing setup
Mailchimp or Flodesk configured, first three campaigns built, and templates ready to reuse.
Custom quote
Google Business Profile setup
Complete profile, optimized for local search, review-response templates ready to go.
Custom quote
Review request automation
Auto-text happy clients to ask for a Google or Yelp review — right when they're most likely to say yes.
Custom quote
Back-Office Setup
One-time builds. I set it up right, train your team, and hand you the keys.
Client intake automation
Forms, welcome sequence, and task triggers that fire the moment a new client signs up.
Custom quote
Invoicing & payment setup
QuickBooks, Stripe, or Square configured for your workflow. Recurring billing, ready on day one.
Custom quote
Contract & document templates
Reusable service agreements, NDAs, proposals — customized to your business and ready to send.
Custom quote
CRM setup & organization
HubSpot, GoHighLevel, or Notion CRM built around how you actually track leads and clients.
Custom quote
File organization overhaul
Google Drive or OneDrive rebuilt with a real folder system and naming rules your team will actually follow.
Custom quote
SOP documentation
Three to five of your core processes written down so you can hire, delegate, and finally take a vacation.
Custom quote
Communication Setup
Stop drowning in your inbox. Set up the systems, then own them.
Email inbox setup & templates
Organized inbox with folders, filters, and a template library for the emails you send over and over.
Custom quote
Auto-responders & FAQ setup
Smart auto-replies so nobody waits more than ten minutes for a first response — even at 2am.
Custom quote
Sound familiar?
These are the moments business owners describe to me on the first call. If any of these sound like your Tuesday, here's where I'd start.
“We keep missing leads because nobody answers the phone.”
What I'd build: an AI answering and callback system that captures every caller, texts them within 30 seconds, and books the follow-up on your calendar — even at 2 a.m.
“I spend two hours a day on emails that could be templates.”
What I'd build: an inbox system with saved responses, auto-routing, and AI drafts you review in one sitting. Most owners get 5+ hours a week back.
“Our onboarding is a mess — every new client feels like starting from scratch.”
What I'd build: a client intake system — one form, automated welcome sequence, contract sent, invoice queued, kickoff booked. All hands-off after the first click.
“Everyone's talking about AI. I don't know where to start.”
What I'd build: an AI Adoption Workshop for your team — which tools fit your actual work, what to ignore, and a 90-day rollout plan built around your workflow, not a vendor's demo.
“We reinvent the wheel every time someone new joins.”
What I'd build: documented SOPs and Loom walkthroughs of your operations — onboarding takes days instead of months, and nothing lives only in one person's head.
“Reviews and social media are always the thing that falls off.”
What I'd build: review-request automation and a social content calendar with 30 days of templates. You approve, it posts, done.
Don't see yours? Let's find your leak.
Book a Free Fit Call →About Sara
I've spent 20 years inside operations — building the systems that keep contracts moving, teams aligned, and back-office chaos from swallowing the workday. My background is in regulated industries, so I'm trained to find the leak before it floods the basement, and to build fixes that hold up under audit, scale, and turnover.
Vaught Advisory is the operations partner I wish more business leaders had: someone who understands how the work actually gets done, tells you the truth, and builds the fix with you instead of dropping a deck on your desk and disappearing.
I work with founders, ops leads, and executive teams — from growing service businesses to established mid-size companies — who want to move faster without adding headcount. I'll tell you when an AI tool is a waste of money, and I'll build the ones that aren't.
If that sounds like the kind of partner you're looking for, let's talk.
Let's Talk
Book a Free Fit Call
The fit call is free and lasts 30 minutes. You'll leave knowing whether we're a match — and either way, you'll get one honest takeaway you can use.
Book a Free Fit Call →