Operation Experts

Why Strategy Systems Matter…Even Without a Consultant

At Switch Strategy Solutions, strategy isn’t just about meetings and whiteboards—it’s about creating scalable systems that free up your time and help your business run on autopilot. We specialize in digital tools, templates, and training designed to help you optimize operations, improve customer experience, and implement automation, without hiring a consultant or building everything from scratch.

Whether you’re a solopreneur, a scaling team, or a C-suite leader tired of duct-tape operations, our self-guided systems give you the clarity and structure you need to make smarter decisions, reduce friction, and drive growth.

Think of us as your behind-the-scenes operations strategist delivering solutions that are ready when you are.

Strategic competencies we implement within our consulting:

Self-Guided Toolkits & Digital Products

  • Admin Efficiency Audit Toolkit – A comprehensive guide for assessing and improving business operations.

  • Process Optimization Templates – Ready-to-use templates for process mapping, SOP creation, and workflow automation.

  • CX Strategy Framework – A step-by-step playbook for enhancing customer experience through self-service and automation.

  • Workflow Automation Guide – A practical guide to implementing automation tools like Zapier, UiPath, and Automate.io.

Subscription-Based Services

  • Monthly Process Audit Reports – AI-powered insights into workflow inefficiencies with actionable recommendations.

  • Business Efficiency Resource Hub (Membership - $49/month) – Access to exclusive templates, automation guides, mini-trainings, and industry insights. Includes:

    • SOP templates (onboarding, billing, communication)

    • Automation starter workflows

    • Client journey optimization guides

    • Admin productivity planners

    • Monthly mini-webinars & how-to walkthroughs

    • Template Library: SOP checklists, email scripts, productivity trackers, and KPI dashboards

    • CX Templates: Client onboarding journeys, support email flows, CX survey templates, and feedback response guides

    • Automation Workflows:

      • Lead capture automation (Form > CRM > Email)

      • Appointment scheduler + confirmation (Calendly/Zapier)

      • Invoice + payment reminder flow

      • Task assignment system (ClickUp/Asana templates)

      • Client onboarding workflow (Airtable + Email sequence)

    • Admin Templates:

      • Weekly Admin Planner

      • Inbox Zero Email System

      • SOP Dashboard Template

      • Monthly Operations Audit Checklist

    • CX Optimization Templates:

      • Client Journey Map Worksheet

      • Welcome Email Sequence Template

      • Client Offboarding Checklist

      • Support Ticketing Flow

    • KPI Dashboards:

      • Admin Efficiency Tracker

      • CX Metrics (Net Promoter, Response Times)

      • Process Audit Reports

    • Bonus AI Prompt Packs:

      • SOP Generator Prompts

      • AI Audit Review Summary

      • "Optimize This Process" Prompts