You’re the business. The visionary. The everything.
And right now, it’s all a little too much.
You’re running the show (or maybe with one or two part-time helpers) and wearing every hat
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​The day-to-day is overwhelming—admin tasks, client delivery, marketing… it’s never-ending
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You know you need systems and SOPs, but haven’t had the time (or energy) to set them up
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Your goals are big—but your calendar is full, and there’s no structure in place to support that growth
​You’ve told yourself, “I just need to get organized before I can delegate”—and it’s keeping you stuck
Start Small and Grow Strong with the Right Foundational Support
We designed this Solo Strategist Plan with solopreneurs in mind because your needs are different, and your support should be too!
General Administrative Assistance
For the CEO ready to stop doing everything alone. This package handles the everyday tasks that quietly eat up your week.
Includes:
✅ Inbox management + routine email responses
✅ Calendar scheduling + appointment reminders
✅ Data entry + spreadsheet upkeep
✅ Meeting notes + documentation organization
✅ Documentation and systems support
20 hours / month
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QuickBooks Diagnostic Review
One-time service to assess the health of your books. Perfect if you’re not sure what’s wrong, but know something’s off.
Includes:
✅ Full audit of your QuickBooks Online file
✅ Customized action plan
✅ Optimization suggestions
✅ 1:1 review call to walk you through it
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Project Management Startup Plan
For the business owner who are serious about scalability, efficiency, and aligning your long-term vision for success.
Includes:
Custom 90- day goals roadmap
✅ Optimized CRM, project management and communication tools
✅ Team training with role-specific onboarding and leadership best practices
✅ KPI dashboards setups for clear metrics to track and measure progress
✅ Quarterly check-ins to regularly review, refine and scale effectively
3-month committment
*For businesses with existing systems that need refinement
- For businesses starting from scratch: Starting at $5,500/month with a 3-month commitment
- Savings opportunity of 10% when paid in full
From Scramble to Systems
We’ll meet you where you are then build the structure that takes you where you’re going.
Identify the Chaos
We assess where you’re stuck with any admin, finances, systems, or all of the above.
01
Build the Basics
We implement lightweight systems and start taking tasks off your plate.
02
Create Clarity
We build SOPs, reporting rhythms, and simple delegation tools to give you breathing room.
03
​Lead Like the CEO
With your backend stable, you can start focusing on vision, growth, and your actual zone of genius.
04
A Strategic Partner for Founders in the Messy Middle
At Colliance, we’ve spent over five years helping early-stage founders get out of the weeds and into their role as leader.
Whether your inbox is exploding, your books are behind, or you feel like you’re the only one holding it all together and we’re here to change that.
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Our support isn’t just about ticking boxes. It’s about building a backend that gives you real freedom, financial clarity, and momentum to grow with systems that feel like they were built for you.
Bruce Hewlett
Immaculate Builders Council
Sandy and her team brought about a significant increase in profits and streamlined our business operations through the implementation of efficient systems and enhanced team management.
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If you're in the construction industry, consider Colliance OBM your ultimate lifesaver. Their dependable services have not only earned our trust but have also left us thoroughly satisfied. Their strategic business methods and overall business management prowess have been the driving force behind our success. Thanks to Colliance, we've been able to shift our focus to what we do best – building homes for our clients. The stress of handling every aspect of the business ourselves has been alleviated, allowing us to operate more efficiently and deliver exceptional results. We're confident that, just as they've done for us, Colliance OBM can work wonders for your business too.
Your Questions, Answered
More Ways We’ve Got Your Back
As your business evolves, your needs do too. These services are here to help you stay aligned, supported, and one step ahead.
