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SOUND FAMILIAR?
THE REAL WORK
01
We start with a deep workflow mapping session. Where does work actually come in? How does it move through the team? Where does it break? What does your team work around?
Then I design the architecture including databases, workflows, automations, dashboards, permission structure, the whole operating environment.
02
I build it. Notion, Airtable, or your preferred Operating System depending on what fits your team. n8n automations for the work nobody wants to remember. Integrations with the tools you already use: Harvest, QuickBooks, Slack, Google Workspace, Copper etc.
Built in parallel with your current systems. No disruption to active work. Your team keeps operating until the new system is ready, tested, and they're trained on it.
03
Once the system works, I train your team. Live sessions, role-based walkthroughs, documentation built around how your team actually thinks.
Then I stay for 30 days of post-launch refinement. The edge cases that surface in week two. The workflows your team adapts as they use it. The questions nobody thought to ask until it was running.
When I leave, the system runs without me.
Most "Notion builds" and "ops consultants" hand you a template, train your team on it once, and disappear. Three months later your team is back to building their own workarounds.
The CEO Build is the opposite of that. I come in, learn how your business actually runs, and build the infrastructure around how your team works instead of how a template or mass produced tool thinks they should. Every workspace, automation, and dashboard is built from scratch for your business. Then I train your team, document everything, and stay through stabilization.
The result is operational infrastructure that finally sticks.
VERONIKA POPYK - FOUNDER, HERÓN DESIGN STUDIO
DELIVERABLES
A complete operational workspace. Whether it's Notion, Airtable, another industry specific tool. Built around how your business actually runs
Documentation and training so your team owns the system instead of depending on you to run it
Custom automations in n8n that eliminate the manual work nobody wants to remember
Real-time dashboards showing project margin, team capacity, financial visibility, and operational health
THE TOOLS
While I have my favorites, I refuse to sell a methodology bolted onto one tool. I build on whatever fits your team and your business.
Common builds include:
→ Notion - for agencies that need flexible, custom workspaces with deep relational logic
→ Airtable - for agencies that already have strong existing setups worth refining
→ n8n - for automations that connect everything: Harvest, QuickBooks, Slack, Google Workspace, Copper, Asana, and dozens more
→ Custom integrations - when off-the-shelf doesn't fit, I build it
I won't make you switch tools your team loves. I'll connect the ones that matter and retire the ones that aren't earning their keep.
You're running a $750K to multi-7 figure agency. You have a real team, real clients, and real revenue. You've tried the courses, the consultants, the templates. None of them finished the job in a way that fits your unique business and team process.
You're ready for someone to come in, understand how your business actually runs, and build the infrastructure that takes you out of the middle of every decision, every fire, and every step.
You're ready for the rebuild.
20+ hours saved
veronika popyk
founder héron design studio
In just 30 minutes, she found multiple gaps in my agency that would ultimately cost me dollars, time and potentially legal issues. Lori's candor throughout was a huge bonus."
"I'm finally able to work less while more than doubling my income from last year. You've forever changed my business and my life."
"Under CEO Haus, my business witnessed remarkable transformations. Significant revenue increases alongside a reduction in operational overwhelm have greatly changed how my business operates."
jen hartmann
founder, neat the agency
founder pitch please
alyssa troncoso
founder, reign a beauty collective
co-founder, slice strands
aja miyamoto
founder, opanova digital
founder, sakura web designs
IS THIS YOU?
WHAT IT TAKES
The CEO Build is a custom engagement. Scope, complexity, and timeline are different for every agency, so the investment scales with what your business actually needs.
8 to 14 weeks for most builds. Longer for full multi-phase architecture builds at $5M+ agencies.
Engagements run $10K–$50K+ depending on scope and complexity. Most builds land in the $15K–$30K range.
Phased delivery. Built in parallel with your existing systems. No disruption to active client work. Payments structured by phase.
Most clients start with the CEO Audit before committing to a build. That's almost always the right call.
AFTER YOU APPLY
You fill out a short application telling me about your business, your team, and what's actually broken. If we're a fit, I'll reach out personally to schedule a working session.
That session is the start of the engagement. It's not a pitch to get you to sign. By the end, you'll have a clear picture of what we'd build, how long it would take, and what it would cost. You decide from there.
If it's not a fit, I'll tell you that too, and point you toward what is.
If it's not a fit, I'll tell you. I'll point you toward what is. I'd rather lose the sale than build something that doesn't work.
That's normal. The platform decision gets made during diagnosis, after I understand how your team actually works, not before.
Some agencies land on Notion. Some refine their Airtable. Some use both or neither. You don't have to decide before we start.
That's the most common thing I hear at this revenue level. Every founder I work with has tried something that didn't stick. The difference is in the build process and my personal commitment.
I build with your team, not at them. I invest myself into the long-term success of your business and that requires a strong commitment to integrity. Adoption is built into the engagement, not hoped for at the end.
Yes. Most of my work is exactly this: agencies running 15 to 25 disconnected tools. Part of the build is consolidation. We figure out what stays, what goes, and what gets connected. n8n handles most of the heavy lifting. Custom integrations get built where needed.
Less than you think. The intensive part is the diagnosis phase. Workflow sessions with you and your operations lead, usually 4 to 6 hours total over the first two weeks. After that, I run on my own and check in weekly. The builds are typically completed in 8-14 weeks depending on your availability to help test and refine. From there, another 30 days of refining and handling edge cases as needed before final hand off.
YOUR NEXT MOVE
The CEO Build is for agency owners who are done waiting for things to slow down so they can fix it.
Apply below. If we're a fit, I'll reach out within 48 hours.
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