You will get AI Operations Audit & Custom AI Stacking Playbook
Top Rated
Project details
Most businesses are using 30–40% of what their existing tools can actually do, and paying full price for the rest. I'm Jenee, founder of The Agile Assistant and a former high-level executive assistant turned AI Operations Consultant. I audit your full tech stack (CRM, project management, email, communication tools) score every tool across 4 AI dimensions, and deliver a custom AI Stacking Playbook that shows your team exactly what to activate and how to connect your tools for maximum efficiency. No new subscriptions. No tech overwhelm. Just a clear picture of what you already have and a practical plan to make it work. Every audit includes a scored AI Utilization Report, a prioritized 90-day implementation roadmap, and a one-page team guide for putting it all into action. I've worked at the highest levels of executive operations. I think the way business owners think, not the way tech vendors do. The result is recommendations your team can actually implement, starting the same week you receive your report.
Project Type
Business ConsultingWhat's included
| Service Tiers |
Starter
$297
|
Standard
$797
|
Advanced
$997
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 5 days |
Number of Revisions | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$150
Team walkthrough call
+$197
Extra tool audit
+$97Frequently asked questions
3 reviews
(2)
(0)
(1)
(0)
(0)
This project doesn't have any reviews.
MH
Miranda H.
Aug 13, 2026
📋 Executive/Personal Assistants Needed for Research Survey
AT
Angela T.
Jun 10, 2025
Executive Assistant to the CEO
Jenée's work is superb. I am a solopreneur with two businesses, and Jenée has seamlessly become a key teammate in my work. She is more than just an Executive Assistant as she is always anticipating my needs and addressing challenges before they arise. Her ability to balance multiple priorities with ease and her unwavering professionalism makes her an invaluable asset. She has provided me with the space that I needed to grow my business by freeing up my time, allowing me to focus on deep, undistracted work. Also, she's fun!
JS
Jennifer S.
Dec 29, 2024
Virtual Executive Assistant
About Jenee
Executive Assistant & Fractional COO | Run Smarter Operations
100%
Job Success
Katy, United States - 6:29 pm local time
That's where I come in.
For over 20 years, I've partnered with founders and executives as an Executive Assistant and Fractional COO, bringing strategic operations, structure, clarity, and calm to fast-moving businesses.
I offer two engagement types:
Fractional COO & Operational Leadership - For growing organizations needing strategic operational oversight, team coordination, and execution support. I audit operations, optimize processes, build scalable systems, and work with leadership to drive sustainable growth.
Executive & Founder Support - For leaders needing day-to-day operational partnership. I remove friction from your day so you can focus on leadership, growth, and visibility.
Clients hire me when they need someone who understands how businesses actually run, anticipates needs, and keeps operations moving without constant oversight.
How I support my clients:
📌 Operations Audit & Process Optimization - Map how work flows, identify decision bottlenecks, and streamline with purpose. Every step exists for a reason.
📌 Systems Architecture & Implementation - CRM setup and optimization, SOP development, workflow design, and building scalable operational foundations (with AI integration where it makes sense).
📌 Organizational Structure & Delegation - Audit decision authority, right-size roles, align team structure with business objectives, and ensure people lean into their strengths.
📌 Executive & Founder Support - Calendar and inbox management, content workflows, platform logistics, strategic communications, pitch decks, and decision support.
📌 Cross-Functional Project Management - Manage timelines, launches, and complex projects from conception to completion with cross-departmental coordination.
📌 Podcast & Content Operations - End-to-end podcast coordination, guest management, scheduling, and audience-facing content logistics.
📌 Performance Tracking & Optimization - Develop KPIs, monitor metrics, and identify opportunities for real impact aligned with business goals.
📌 Financial Operations & Budget Alignment - Invoicing, reconciliations, expense tracking, and aligning execution with budget and stakeholder requirements.
📌 Event, Travel & Vendor Coordination - End-to-end planning for retreats, conferences, speaking engagements, and stakeholder logistics.
What sets me apart:
I bring strategic calm, not hustle energy. I think ahead, communicate clearly, and build systems that support long-term sustainability, not burnout. My clients trust me to manage details thoughtfully so they can stay in their zone of genius.
I'm best suited for founders and executives who value consistency, discretion, and a long-term partnership over short-term fixes.
📌 Available for part-time, ongoing support (up to 20 hours/week)
📌 Hourly and retainer options available
If your days feel overloaded and your operations need a steady, experienced hand, send me a message and tell me what's currently pulling your focus. Let's make it easier.
TOOLS & SYSTEMS I USE
Communication & Collaboration - Google Workspace, Outlook, Zoom, Slack
Project & Workflow Management - Asana, Trello, ClickUp, Notion, Monday, Make
CRM & Systems - HubSpot, Salesforce, Airtable, Zoho Creator
Travel & Logistics - TripIt, Google Flights, Concur
Design & Presentations - PowerPoint, Canva, Google Slides
Financial Admin - QuickBooks, Wave, Excel, Google Sheets
AI Operations Audit Services
Beyond executive support, I also offer AI Operations Audits for growing businesses.
My years of experience managing the tools and operations of high-performing executives gave me an unusual perspective: I can look at a business's tech stack and immediately see where things are running smoothly, where they're stalled, and increasingly, where AI could be doing work that humans are still doing manually.
If your team is using tools like HubSpot, Asana, Slack, Mailchimp, ClickUp, or Monday and you suspect you're not getting full value from them (especially from the AI features built in), I can audit your entire stack and deliver a custom AI Stacking Playbook that tells you exactly what to activate, in what order, to reclaim hours every week.
See my AI Operations Audit portfolio project below for a sample of what that looks like.
Steps for completing your project
After purchasing the project, send requirements so Jenee can start the project.
Delivery time starts when Jenee receives requirements from you.
Jenee works on your project following the steps below.
Revisions may occur after the delivery date.
Review your completed intake questionnaire and research your tool stack
Schedule and conduct your 60-minute AI audit call