OPERATIONS FOR OWNER-LED BUSINESSES

Stop being the operating system for your own business.

Your Genius Deserves Better Infrastructure.

You built this business because you’re exceptionally good at what you do.

You were never supposed to become its scheduling system, reminder app, project manager, client follow-up department, software troubleshooter, and keeper of every tiny detail.

When the business depends on you to remember, chase, answer, approve, fix, and hold everything together, the problem isn’t your time management.

The business has outgrown the way it operates.

You built a business to create more possibility in your life — not to make yourself indispensable to every part of it.

BOOK YOUR AUDIT — $850 CADIncludes your 30-Day Done List Blueprint. 100% credited toward future implementation if you choose to work together.

WHAT’S ACTUALLY GOING ON

You don’t have a time management problem. You have an infrastructure problem.

The business works, but far too much of how it works still depends on you.

01
Operational knowledge and decisions routing back to the owner

The business lives in your head.

You remember what needs following up, where the information lives, what the workaround is, and what needs to happen next.

02
Information being manually carried between disconnected tools

Your tools create work instead of removing it.

Information gets copied between systems. Routine follow-up stays manual. You have software, but not necessarily a system.

03
Administrative interruptions pulling attention away from high-value work

Your best hours disappear into administration.

Your best attention is being spent on work that doesn’t deserve it — leaving less of you for the work, decisions, people, and life that actually do.

You may not need more software or a larger team. You need to see what the business is unnecessarily asking you to carry — and what needs to change so it can carry more of its own weight.

THE DONE LIST STRATEGIC FILTER

Before we take more off your plate, we decide what deserves to be there at all.

Every recurring piece of work gets a decision.

The Done List Strategic Filter sorting tasks into delete, redesign, automate and delegate
01 / DELETE

Should this happen at all?

02 / REDESIGN

The outcome is necessary, but the current process is badly structured.

03 / AUTOMATE

The work is necessary, predictable, and appropriate for technology to execute or trigger.

04 / DELEGATE

The work is necessary and requires human involvement, but it does not require the owner.

The goal isn’t simply to get work off your plate. It’s to stop spending your time and attention on work the business should be able to handle another way.

WHERE WE START

The 90-Minute
Strategy Audit

$850 CAD

A focused operational diagnostic for owners who are tired of being the person who has to remember, connect, chase, approve, and hold the whole thing together — and want to know what needs to change first.

For 90 minutes, we get the business out of your head and in front of us.

I identify what should be deleted, redesigned, automated, or delegated.

Example 30-Day Done List Blueprint organized into fix first, automate, delegate, redesign, delete and later

WHAT HAPPENS AFTER YOU BOOK

1

Pick Your Time & Share Your Mess

Choose a time and complete a short, 3-question intake.

You don’t need to organize anything. Just tell me what tools you use and what’s making the business harder to run.

2

The 90-Minute Focus Session

We meet on Zoom and map how the business actually works.

We identify the friction, the workarounds, the repeated decisions, and the things that keep coming back to you.

3

Get Your Blueprint Within 48 Hours

You receive your customized 30-Day Done List Blueprint — a prioritized plan showing what to fix first, what can wait, and what should be deleted, redesigned, automated, or delegated.

No 50-page strategy binder.

No giant transformation project you now have to manage.

You get the clearest next moves.

WHAT YOU WALK AWAY WITH

Clarity first. Then action.

The Business Out of Your Head

The operating picture becomes visible instead of living in memory, inboxes, scattered tools, and personal knowledge.

Clear Priorities

You can see what deserves attention first instead of treating every operational problem as equally urgent.

Your Capacity Back

You see where the business can stop relying on your memory, attention, and constant involvement — so more of your capacity is available for the work and life you actually want it for.

The goal isn’t better operations for their own sake. It’s a business that asks less of you where you shouldn’t be needed — so you get more choice over where your time, attention, and energy go.

A FEW EXAMPLES OF THE WORK

Different businesses. Same job:
find the thing making everything harder.

Trades and service business project example
TRADES & SERVICE BUSINESS

A trades business that had grown around the owners holding everything together.

We clarified responsibilities, streamlined systems, and began moving the operation out of owner memory and into repeatable processes.

The shift:

From “the owners know how everything works” to “the business knows how the business works.”

Wellness coach project example
WELLNESS PRACTICE

A wellness practitioner whose expertise had become buried under too many credentials, modalities, titles, and offers.

We clarified the through-line in her work, identified the people she was best positioned to help, and simplified her offer around that.

The result:

A clearer offer, a stronger point of view, and far less uncertainty about how to talk about her work or what to focus on.

The shift:

From “Here are all the things I can do” to “This is the work I do, who it’s for, and why it matters.”

School and community partnership project example
SCHOOL & COMMUNITY PARTNERSHIPS

A school with a strong community event — but a sponsorship ask that wasn’t clearly communicating its value to businesses.

We reframed the opportunity around what sponsors actually care about: audience, visibility, community connection, and business value — then built a clearer sponsorship structure and outreach strategy around it.

The result:

A sponsorship offer that was easier to understand, easier to communicate, and much clearer about why a business should say yes.

The shift:

From “Would you like to sponsor our event?” to “Here is why this opportunity is valuable to your business.”

WHAT HAPPENS AFTER THE AUDIT

Take the plan
and run with it.

Your Strategy Audit is complete on its own.

Use the blueprint yourself, hand it to your team, or give pieces to existing contractors.

Close-up of an actionable Done List Blueprint

Want me to build it with you?

Implementation partnerships are available for owners who don’t want another operational project added to their own Done List.

Depending on what the business needs, that may include workflow redesign, automation, software integration, SOPs, CRM organization, client follow-up systems, delegation, or operational cleanup.

If we continue into an implementation partnership, your $850 CAD Audit fee is credited 100% toward the engagement.

The point is not to build more infrastructure than you need. It’s to make the business capable of carrying work you should no longer have to carry personally.

FREQUENTLY ASKED QUESTIONS

Do I need to clean up my systems before our call?

No. In fact, please don’t.

Bring the chaotic spreadsheet, the half-built tools, the mental workarounds, and the process everyone keeps asking you about.

You do not need to organize the mess before I can see what’s creating it.

What if I don’t have time to execute the blueprint?

Your Audit is complete on its own, but you don’t have to implement the plan alone.

If you want me to build the recommendations with you, implementation partnerships are available and your $850 CAD Audit fee is credited toward the engagement.

Will this just result in a long list of expensive software I have to buy?

No.

Tools create work when they aren’t tied to a clear operational system.

The goal is to simplify and remove friction — often by using what you already have better or eliminating tools you no longer need.

Erika, founder of The Done List

BEHIND THE DONE LIST

Hi, I’m Erika.

I build operational engines for business owners who care deeply about their work.

For the last two years, I’ve run The Done List officially — but the instinct behind it has been there much longer.

I’ve founded, owned, and run businesses across physical products, client services, retail, consulting, and digital offers.

I know what happens when the business grows but the systems underneath it don’t grow with it. I know what it’s like to be the person holding the whole thing together.

When I look at your business, I see both the big picture and the hundred small frictions you’ve gradually learned to tolerate.

My job isn’t to make your business more sophisticated. It’s to strip away the drag, build the structure the business actually needs, and give you back more choice over where you put yourself.

Because you should get to decide what your business gets from you — not spend your days responding to whatever it demands.

READY?

Bring me the
messy version.

The half-built system.

The spreadsheet you hate.

The process everyone keeps asking you about.

The thing only you know how to do.

You do not need to organize it before we talk. That’s the point.

You don’t need to get better at holding it all together.

We need to make the business ask less of you.

Your business — and your life — should feel like yours.

90-Minute Strategy Audit — $850 CAD

Includes your 30-Day Done List Blueprint delivered within 48 hours.

Prefer to start on your own?

The Business Friction Scan shows where operational drag is concentrated and where to investigate first.

START WITH THE SCAN
Not sure where you fit?SEND ME THE MESSY VERSION