Work With Me | Outsourcing & Automation Strategist
Work With Me
Jeralyn Siase · Outsourcing & Automation Strategist · Delegation that sticks · Automations that don’t break

I don’t take on every project.

I’m Jeralyn Siase — an Outsourcing & Automation Strategist. When we work together, I lead the design and implementation of your operating system — people, processes, and platforms — so delivery becomes calm, repeatable, and scalable.

Request to work together → See how engagements work
We’ll work inside tools you already use — GHL, ClickUp/Notion, Make/Zapier, and your existing stack.
Why this works

Operator-led systems — built for real life.

You’re not buying theory. You’re getting an operator who has built and run remote teams, tech stacks, and execution rhythms for founders and agencies since 2008.

Delegation that actually runs
Role scorecards, paid trials, onboarding SOPs, QA, and performance cadences so your team delivers consistently — without you micromanaging.
Automation that doesn’t break
GHL for comms and funnels, ClickUp/Notion for execution, Make/Zapier for glue — with naming, tags, fields, and guardrails that keep workflows stable.
Clarity you can execute
Short roadmaps, clear owners, and practical steps. You’ll know what to do next — and why it matters.
Systems that outlive the project
Documentation + handover + team coaching so your new process survives after implementation and keeps improving.
How I engage

I design execution — across people, process, and systems.

As an Outsourcing & Automation Strategist, I personally implement key parts of the system and, when useful, coordinate trusted specialists under my direction — and you always work directly with me.

People & Process (Delegate)
For teams who need consistency, accountability, and a clear way of working.
  • Role scorecards & hiring workflow
  • Paid trials & structured interviews
  • Onboarding SOPs, QA & SLAs
  • Team cadences (daily / weekly / monthly)
  • KPI dashboard & performance rhythms
We define what “good” looks like, then build a path for your team to hit it — repeatedly.
Platforms & Workflows (Automate)
For teams who need tools to reduce busywork — not create more of it.
  • Capture: forms, chat, calendars, lead ads
  • Nurture: email/SMS sequences & reminders
  • Route: SLAs, notifications, assignment rules
  • Close: pipelines, tasks, proposals/invoicing
  • Report: attribution & ROI dashboards
  • Stack: GHL · ClickUp/Notion · Make/Zapier · Stripe/Woo/Shopify
We start with your current process, then wire it into automations that make sense for your business.
Process

Focused sprints — from clarity to build to upkeep.

Step 01
Fit Call

We align on goals, constraints, and quick wins — across team, tools, and timelines.

20–45 mins · video call
Step 02
Roadmap

A clear plan with priorities, owners, and timelines — sized for your real capacity.

Simple doc · no fluff
Step 03
Build Sprint

Implementation: SOPs, hiring workflow, GHL workflows, routing, dashboards, and team handoff.

4–6 weeks for most setups
Step 04
Optimize

Ongoing improvements, coaching, and documentation so the system stays strong as you grow.

Monthly or project-based
What you do: share goals, grant access, review key decisions, and give feedback based on your reality.
What I do: architect, implement, document, and coach — so the new way of working sticks.
Engagement paths

Common ways clients engage me.

These are starting points. Final scope is aligned after we confirm fit and priorities.

Engagement 01
Setup Sprint
Best for early-stage founders who want structure fast.
  • Role scorecards + hiring flow starter
  • Onboarding SOPs and QA basics
  • Minimal stack alignment (GHL + task manager)
  • Lead capture essentials
  • First automations: form → inbox → reminders
Typical duration: 4–6 weeks
Ideal if you’re moving from “in my head” to “operationally real.”
Discuss fit →
Engagement 02
Growth & Optimization Retainer
Best for teams that are operating but feel messy or manual.
  • Ops + automation roadmap and priorities
  • GHL workflows: nurture, reminders, routing
  • Inbox structure with SLAs and notifications
  • Pipelines, tasks, and follow-through rhythms
  • Reporting + monthly review cadence
Typical duration: 3–6 months
Best if you already have clients/team, but execution still depends on you too much.
Discuss fit →
Engagement 03
Custom Systems Build
For complex workflows, migrations, and multi-layered systems.
  • Multi-brand or multi-location architecture
  • Webhook-heavy & API-based workflows
  • Migrations from existing tools / CRMs
  • Advanced routing, scoring, and reporting
  • Documentation & handover training
Timeline: scoped after discovery
Priced based on complexity and scope — we’ll define it clearly before anything starts.
Discuss fit →
Client words

What founders, agencies, and operators say.

These are the kinds of experiences clients share after we clean up ops, build systems, and create clarity.

Working with Jeralyn was a game-changer for my VA agency. The roadmap and systems gave me the clarity I needed to scale efficiently. Practical, direct, and extremely organized.
Kris T. · VA Agency Owner
I came in at the earliest stage of my business, and the guidance helped me go from idea to execution smoothly. The structure and priorities were exactly what I needed.
Ricky B. · Founder
I was stuck figuring out how to automate and optimize. Jeralyn helped implement systems that freed my time and made follow-through predictable.
Amy A. · eCommerce Business Owner
The strategy sessions gave me structure and confidence. The approach was hands-on and the steps were actionable right away.
Mary A. · Founder
FAQ

A few answers before we talk.

I lead engagements as an independent consultant. Depending on the scope, I may personally execute the work or coordinate trusted specialists under my direction. You always work directly with me.
Yes — role scorecards, sourcing, paid trials, onboarding, SOP/QA, and performance rhythms. We’ll map what roles you need, test candidates, and put structure around how they’re managed.
GHL for comms/funnels; ClickUp/Notion for execution; Make/Zapier + webhooks for integrations; and Stripe/Woo/Shopify as needed. If you already have a stack, we start there and only add what’s necessary.
Yes. I audit fields, tags, naming, pipelines, and assets, then consolidate and rebuild so your team knows exactly what to do — and why.
Setup engagements are typically 4–6 weeks. Retainers are usually 3–6 months. Custom builds vary by complexity and are scoped after we confirm requirements.
Book a fit call → if aligned, we confirm scope and priorities → then your first sprint. You’ll always know the next step and who owns what.
Yes — mainly through lifecycle systems: lead capture, nurture sequences, routing, pipeline stages, and reporting. If you have an existing marketing strategy, I’ll build the operational system that supports it.
Yes. If your business relies on people + process + tools, we can design a system that fits your model.

Let’s see if we’re a good fit.

If you value clarity, ownership, and systems that last beyond the project, we can explore what working together would look like.

Book an Audit → Not sure yet? Book a Vibe Check Call →
On our first call, we’ll look at your current setup, your constraints, and the quickest improvements we can implement without overhauling everything.

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