Closed clients still require someone to remember the project setup.
Operations systems for growing service businesses
Your agency grew. Your operations didn’t.
Alignory helps marketing agencies and service firms fix the messy handoff between sales and delivery — so leads, clients, projects, tasks, and team workload stop living in everyone’s head.
- Sales-to-delivery handoffs
- Founder visibility
- Team adoption
Ops health snapshot
Work is moving, but accountability is scattered across chats and notes.
Clients, projects, tasks, templates, and dashboards connected cleanly.
The real problem
The tools are not the issue. The operating system is.
Most growing service businesses do not need another shiny platform. They need someone to diagnose where work is leaking, design a simple process, build it, and help the team actually use it.
01
No clear handoff
New clients are sold, but delivery starts with manual copying, messages, and memory.
02
No live visibility
The founder can’t quickly see pipeline, active clients, project health, and team load.
03
No adoption
The system exists, but the team doesn’t trust it or use it consistently.
How it works
A simple 3-step process
Alignory focuses on the structural decisions first, then builds only what the business will actually use.
1
Diagnose the chaos
We map how leads become clients, how clients become projects, and where work breaks between people, systems, and habits.
2
Build the operating system
We create the databases, dashboard, templates, SOPs, and core automations needed to run the business with fewer dropped balls.
3
Train, adjust, and maintain
The system is launched with training and a support window. Retainers keep it clean as the team, clients, and process change.
Sample systems
How the operating system can look in practice
Explore sample build concepts for focused systems, connected sales-to-delivery workflows, and ongoing operational health.
Sample build
Single System Sample
A focused CRM or delivery workspace: 3-4 connected databases, one clean dashboard, and simple templates.
Sample build
Sales + Delivery Sample
A connected system where closed work creates a client, project, onboarding tasks, team notification, and dashboard updates.
Sample build
Ops Health Sample
A monthly view for system health, overdue tasks, workload, improvement requests, and maintenance decisions.
Pricing
Visible ranges to pre-qualify the right fit
Start with a focused build. Add a capped monthly retainer only when ongoing support makes sense.
Focused build
Single System
$500–$1,000
One system only: CRM-focused or delivery-focused. Best when the business needs a simple foundation.
- One discovery call
- 3-4 connected databases
- One simple dashboard
- One follow-up adjustment call
Flagship build
Sales + Delivery
$1,500–$2,500
For growing agencies that need sales, projects, tasks, dashboards, templates, and one core automation connected.
- Discovery + design review
- Pipeline and client/project structure
- CEO dashboard
- Closed deal → onboarding workflow
- Training call and 2-page SOP
Heavier build
Migration + Automation
$2,000–$3,500
For messy spreadsheets, old tools, data cleanup, additional automations, and broader team training.
- Everything in Flagship
- Data migration/cleanup
- 2-3 additional automations
- Second dashboard
- 4-week support window
Ongoing support
Monthly retainers are capped by deliverables — not open-ended hours.
Maintenance starts only after the system is live and useful. Ranges typically run from $200–$1,000/month, with embedded support available later for systems that become load-bearing.
Ready to see what’s broken?
Book a short ops diagnosis call.
The call maps how sales becomes delivery, identifies the biggest leaks, and clarifies whether a focused build makes sense.