What does an operations consultant actually do?

An operations consultant figures out which tasks should not exist in a business, then builds the systems that handle the rest. The work is mostly connecting tools the business already pays for, automating repetitive tasks, and integrating AI where it makes sense. The result: the founder stops being the bottleneck.

What is the difference between an operations consultant and a virtual assistant?

A virtual assistant executes tasks you assign them. An operations consultant figures out which tasks should not exist in the first place, then builds the systems that handle the rest. VAs handle work. Operations consultants eliminate work. Most small businesses need both eventually. If a founder is choosing where to start, the operations consultant should come first.

How can I integrate AI into my small business?

Start by identifying the 5 to 10 repetitive tasks that consume the most time in a typical week. AI integration works best when it handles a clearly defined repeatable task with structured input and output (inbox triage, content drafting, meeting summarization, lead scoring, SOP generation). The Coastal Collaborative offers an AI Power Hour ($197) to work out which tools actually fit a specific business, then builds the workflows as a scoped engagement from there.

What does The Coastal Collaborative cost?

Discovery call is free, and so are both assessment tools: the 5-Minute Ops Quiz and the AI Visibility Scan. From there, the Full Visibility Dashboard is $297, the AI Power Hour is $197, and the Operations Audit is $597. AEO, GEO, and SEO optimization is priced by how many pages need changes: $1,500 up to 10 pages, $2,400 up to 25 pages, and from $3,600 for larger or more complex sites. Ongoing visibility monitoring is $97 per month, or $397 with fixes included. Coastal Built starter websites are $750 through the sister brand Get Coastal Built, and platform builds you can manage yourself start at $2,500. Larger systems and automation work is quoted per engagement.

Who does The Coastal Collaborative work with?

Small business owners and solopreneurs, typically $100K to $5M in revenue, with 0 to 8 employees. Industries include healthcare, financial services, federal contracting, nonprofits, tech startups, agencies, coaches, and service businesses. Common signals: too many tools that do not talk to each other, processes that live only in someone's head, work falling through the cracks because there is no system, or burnout from holding it all together alone.

Do you only work with clients in Wilmington, NC?

No. The Coastal Collaborative is fully remote and works with clients across the United States and internationally. The team is based in Wilmington, NC, but every engagement happens online.

What tools and platforms does The Coastal Collaborative specialize in?

Asana (Certified Pro and Ambassador), HubSpot (Inbound, Sales, and CRM certified), GoHighLevel, Zapier (300+ integrations built), Make, Claude AI (Builder certification in progress), ChatGPT, Slack, Google Workspace, Calendly, Stripe, DocuSign, Notion, Granola, Otter, Fireflies, Bluevine, Gusto, Kit, and Toggl. Also builds custom-coded websites that integrate with whatever stack the client is running.

How fast can you start working with a new client?

Discovery call within 48 hours of inquiry. Contract and onboarding wrap inside one week. First active work begins within 7 to 10 days of the initial conversation.

Google Workspace

Who can help me get Google Workspace under control?

Google AI Essentials certified

I can. Most businesses run on Google Workspace and treat it as email plus a pile of documents. Built properly it is where onboarding, reporting, approvals, and scheduling actually happen, automatically, without anyone opening a folder they cannot find.

What I build in Google Workspace

Shared drive structure a new hire can navigate on day one without asking.
Documents that generate themselves: proposals, onboarding packets, and reports populated from your real data.
Calendar structure that protects focus time while keeping client meetings prioritized.
Automated reporting into Sheets so the numbers you check weekly build themselves.
Workspace connected to your CRM and task manager so an email or form does not require retyping anything.

Not everything here is a big build. Some of it is one time and done, some is worth me sticking around for, and plenty of it is an afternoon of work. I'll tell you which one you actually need.

Quick answers

Straight answers about Google Workspace

Can you fix our Drive so people stop losing files?

Yes, and the structure matters less than the rules around it. A naming convention and a place for everything only works if the documents land there automatically. I build the automation alongside the structure, otherwise it degrades in about six weeks.

Can Google Workspace replace other tools we pay for?

Sometimes, and I will tell you when it can. Plenty of businesses pay for a tool that does one thing Workspace already does. Consolidating is often the cheapest win available.

Want it handled?

Twenty minutes, no pitch. If someone else is a better fit, I'll tell you and point you to them.

Tell me what is a mess