Business Process Consulting Services

Business Process Consulting Services

Growth is a good problem. Operations that cannot keep up are not.

If your day is a loop of “Where is that file?” and “Who is waiting on whom?”, you are already doing process work. You are just doing it man**lly, which wastes time that could be spent on high-value tasks and wears everyone out.

Business process consulting helps to get work out of your head and into a process your team can follow. With 12 years in SaaS leadership and 6 years as an automations and operations consultant, I’ve seen how small gaps turn into bottlenecks, and how quickly things start moving once they’re fixed.

What’s Keeping You From Your Zone of Genius?

If this list feels familiar, it might be time to bring in a business operations specialist like Day by Day to take a look at your systems.

When there’s no clear process behind your work, these patterns can show up across your team.

  • Handoffs that disappear halfway through
  • Admin tasks you swear you already dealt with
  • One role doing five different jobs before lunch
  • Client delivery that changes from one project to the next
  • Deadlines tracked by memory and hope
  • The same questions popping up again and again
  • Growth that’s panic-inducing instead of exciting

What Business Process Consulting Does for Your Business

We don’t just recommend software and send you on your way. We build systems that work for your brain and your team.

Know What’s Going On

You can see where work sits without chasing updates across Slack, email, and who-know-what-else. No more “who has this?” Just a clear view of what’s in motion and what’s next.

Keep Things Moving

Projects don’t stall because you’re busy or a client pivots mid-project. Strong business operations keep things moving without constant follow-up.

Get Your Brain Back

Clear workflows and documentation mean fewer dropped balls and less back-and-forth. You stop acting as the human glue keeping everything together and focus on the work you enjoy.

Grow Without the Back-End Drama

More clients shouldn’t mean your backend starts wheezing. When your business process is solid, your operations can handle growth without everything feeling stretched.

Hear It From Our Happy Clients

Irit is my sherpa, my friend and my guide

This is one not to be missed! Anyone out here that struggles to make things flow, make things look their best or is scattered several times a week or month in "oh, I have to send that form over" QUIT! Join her, pay her, or you will pay double next year and be a year behind where you could be. Learn from someone who figured out how to work 5 hours a day! Work on her family chosen schedule AND MAKES IT WORK! This is who you get to learn from, my sherpa, my friend, my guide to system woes for life, Irit Levi.

Jacob Roig
@ Next Level Coaching
Countless hours saved in researching the right platforms

I used Irit as a business coach, a strategist to help me plan things. She helped me choose the right tools for each launch — and I’ve done a lot of things. There's a lot of tech that goes into setting all that up. Even if I’d wanted to do that myself, I wouldn’t know how to. But she was good about teaching me. She's just very knowledgeable in many areas. I take it for granted now, because I just know she knows everything. She saved me hours and hours and hours of researching the right platforms, venues, and tools. She held my hand through all the pieces.

Rena Yudkowsky
@ Memory Matters
Vast knowledge and an amazing methodology

Irit is by far the most humble, genuine and intelligent person I had the chance to work with. She has vast knowledge and an amazing methodology to help small businesses thrive and become successful. I am always amazed by her natural talent in connecting the dots and delivering outstanding results. I highly recommend her!

Juliana Jackson
Digital Analytics Architect @ Media.Monks
A gem... incredibly reliable

Wow, what a gem Irit is! I came across Irit on LinkedIn at a time when I was looking for help in my business with project management and processes. Irit worked with me for several months and throughout that time, her expertise really helped me and my team. She expertly managed the team members and the project, was incredibly reliable and I knew that I didn't have to worry about the job getting done. I'm so grateful that I got the chance to work with her!

Leah Chazan
Founder & CEO @ Creative Marketing Engine

What Happens Inside the Business Process Deep Dive?

Here’s how we take a magnifying glass to your work and define the steps we can take to improve it.

What Irit Levi can help you with

1. See how work currently runs

We look at real tasks and projects to understand where things slow down or get messy.

2. Build a clear workflow

We map a clearer way for work to move, with defined steps and ownership that make sense for your business.

3. Roll it out

If you choose to go ahead, the process is put into use with your team so it works in day-to-day operations.

4. Refine as it runs

We adjust what needs tightening to keep the process in place as your business grows.

The Nitty Gritty Details of Process Consulting

This is where things get built out. We spot what’s not working, take what we uncovered, and turn it into a clear structure your team can use. The exact scope will vary, but the approach is consistent:

Operational Process Audit — Spot What’s Slowing You Down

A task comes in. It either moves or it gets stuck. Someone asks a question in Slack. Someone else hunts for a file. We follow that path from start to finish so you can see exactly where work slows down (or disappears completely), and why.

Process Redesign Build a Workflow That Carries the Work

This is where the structure gets sorted. We redesign your workflow to be clear and repeatable, with ownership fully defined, so work keeps moving without relying on one person to remember everything (or remind everyone else).

Process Documentation Make It Easy to Follow

Your processes need to live somewhere your team will actually use, not a graveyard of documents no one touches until something breaks. We build simple SOPs and templates that are easy to find and easy to update.

Role & Accountability Design Clarify Who Owns What

Everyone knows what they’re responsible for and when. We also define how decisions get made and what happens when someone is out, so things don’t stall while everyone politely waits.

Process Governance Keep It Current

It’s important that your processes do not go stale. We put a simple structure in place to keep the process current, so updates happen consistently, and the workflow evolves alongside the business.

Process Implementation Roll It Out So It Sticks

Rollout is where things get real. Once the team starts using the new workflow, “wait, what do I do here?” moments pop up. We stay close by, so anything confusing gets fixed and updated in the documentation right away.

Are you ready for a full process review?

Book your consultation now
What working with Day-by-Day looks like

What Change Will Look Like

  • Your team moves things forward without checking in every five minutes
  • Work doesn’t get stuck in random corners of Slack and inboxes
  • Tasks land with the right person the first time
  • Projects keep their momentum from start to finish
  • Client delivery is consistent across every project
  • Your head is no longer the system for everything
  • New work slots in smoothly instead of causing a scramble

The Day by Day Way

We don’t hand you a tool and disappear. We build solutions that fit the way you already think and work.
Designed around your existing habits and workflows
Complete solutions, not just setup or quick fixes
Start simple, then layer on what you need
Built with you, so you understand every part
If something isn’t working, we adjust it

These Businesses Were Strong. Now Their Processes Are Too.

Goldy prevented work from trespassing on life

Goldy Buxbaum

Slay Copy
Goldy prevented work from trespassing on life

She got one view-all system that automated most admin work — with no need to hire a VA

Now, when somebody reaches out to me I'm not like, “Where's my paper? Let me get a paper.” That was the biggest thing for me... I can now open Airtable and say, ‘Okay, I can’t start anything new for the next three weeks.’ So if someone wants something tomorrow, even with a 30% -50% rush fee — I can see it’s not worth it for me right now. If I can’t do it, I'm not going to do it. I'm not going to lose sleep for 30% more money.

Zineb created her first course and launched it twice — with 285% growth

Zineb Layachi

Raise the Runway
Zineb created her first course and launched it twice — with 285% growth

She started placing a premium on her own creativity — and automated or delegated everything else

Irit came in and was like “Tell me what you’re trying to do,” and once she understood that, she just… click-click-click— set it right up. She’s super blunt and honest , and she’ll tell me “Zineb, this?!? No. Here are three other options.” I love that. She gets into marketing, too. Loads of ideas there. She wants to see me win.

Hudi went from manual work to sleek automation

Hudi Bloch

Pixel Purple Design Group
Hudi went from manual work to sleek automation

She got processes out of her brain — and into a system of tools that talk to each other

We now have a smooth process internally and externally for the client. They feel taken care of. And I don't have stress taking care of them. Everything is automated, and there are templates that get customized. My clients got a very seamless experience because my employees are using everything within the system.

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Ready to Strengthen Your Business Processes?

You don’t need to be an operations expert to run your business smoothly. You just need a working system.

Business process consulting gives you clarity on what needs to change and where to start, so your business can run without everything relying on you. If you want a focused session to understand your operations and define the next steps, you’re in the right place. Book your deep dive with Day By Day to get a clear direction for your business.

Let's talk about your processes

FAB-B-B

Frequently asked But-But-But's.

Can't find the answer to your question?

But what is business process consulting?

The role of a business process consultant is to help define how work moves through your business and then tighten it. This service covers steps, ownership, approvals, and documentation, so delivery stays consistent as you grow.

But how is this different from business automation consulting or tech consulting?

Process consulting defines the workflow first, while automation and tech can support it later. A tool cannot fix unclear ownership or missing approvals on its own

But can you help small businesses?

Yes. My expertise as a small business operations consultant is centered on scaling service businesses where the processes need clearer definition. When you are still carrying too much in your head or stepping in to clarify daily operations, that is usually the moment to put a structure in place

But how long does a business operations consulting engagement usually take?

How long the business operations consultation takes depends on how much we’re untangling. Some teams need clarity around one core workflow. Others want to reset how operations run across the business. We define the scope upfront so there are no surprises along the way.

But what if our process changes often?

It is normal for a process to change often in a growing business. We define a stable core workflow and a clear way to handle exceptions, so changes do not send the whole system into chaos.

But will this disrupt our current work?

No, you can’t afford to disrupt your workflow. We work with real, active projects and real deadlines. Some adjustment is normal, but we phase changes so delivery keeps moving while the structure gets stronger.

But what if my team already has “a way” of doing things?

That’s expected. We don’t erase what works; we only clean it up and make it easier to follow. Most teams feel relief once expectations and handoffs are finally clear.