A systems plan for a growing studio.

This was advisory, not a build. We walked the operation end to end: where the admin hours were going, which of them were rules-based enough to hand to software, and what the founder should keep her own hands on. The output was a concrete systems path, one custom CRM as the single source of truth, with an AI assistant layered on top for the admin, calculations and analytics.

• The ops map: where admin was capping client capacity
• A consolidation path from multiple CRMs and accounts to one system
• The design for an AI assistant layered on the founder’s real workflows
• Human approval points marked for anything that touches a client
• A sequenced plan the business could run with, in-house or with any builder

The advisory plan marks where human approval and escalation should sit, and proposes consolidating client records into an access-controlled CRM. Logging coverage, permissions, migration, and security acceptance would need to be proven during a separate implementation.

Human approval points

Sensitive actions wait for a person to sign off before anything sends or triggers.

Escalation rules

When something falls outside the rules, the system hands it to a person instead of guessing.

Logs and visibility

In-scope actions are recorded where connected tools expose the required events.