Our Services

At Streamline Strategies, we empower small to mid-sized B2B businesses with strategic operations consulting, high-impact team leadership, and streamlined internal systems — all delivered with authenticity, precision, and heart.

Operations & Management Consulting

  • Internal Process Mapping & SOPs

  • New Hire Onboarding & Training Frameworks

  • Engagement & Performance Planning

  • Customer Service Training

  • Escalation & Customer Lifecycle Playbooks

Systems & Tools Optimization

  • AI Tool Identification & Onboarding

  • CRM/Marketing Tool Setup (HubSpot, Mailchimp, ZoomInfo)

  • Tech Stack Audits

  • Data Clean-up & Excel Dashboards

  • Tool Implementation & Enablement

Strategic Leadership & Project Management

  • Project Management of High-Priority Initiatives

  • Cross-Functional Leadership Support

  • Executive-Level Presentations & Business Cases

  • Meeting Cadence, Planning & Accountability Systems

  • Sales & Operations Alignment Support

Special Projects & Initiatives

  • CSR & Culture Program Development

  • KPI Dashboards & Reporting Systems

  • Contingent Workforce & Talent Strategy Consulting

  • Mentorship Program Design

  • Remote Operations Setup

  • Vendor Assessments

HOW IT WORKS

  • Free 30-minute Discovery Call

  • Custom Strategy Proposal

  • Project Launch

  • Weekly Updates + Execution

  • Wrap-Up or Ongoing Retainer

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!