SOP's and Documentation
We write down how the work really gets done, then turn it into standard operating procedures your team can follow and be held to.
Business Strategy & Growth, LLC
I Help Small Businesses Find Ways to Increase Revenue and Sales
BSG Consulting helps funded and fast-growing tech founders turn what lives in their head into SOP's, systems and customer success playbooks, so the team can scale and the business runs without you in every detail.
Small business owners get the same support, plus hands-on project management that keeps every initiative moving from plan to finish.
Bring one problem to the call. We'll find where it starts.
Recommendations
What People Say About Working With Tamara
What impressed me most about Tamara was her ability to connect technology with business strategy. She brings a strong understanding of customer success, business development, and operational efficiency, with a clear focus on improving customer experiences and driving growth.
I highly recommend Tamara to any organization seeking a professional who combines strategic thinking, strong communication skills, and a genuine understanding of customer success and business growth.
Forward Deployed AI Product Lead, iBok AI
Taught Tamara in an AI training program at Innovations Labs
You made the experience seamless and fun. I've spoken at many conferences, and the care and attention that the Haitian Ladies Network team showed was unmatched.
Somatic Leadership Consultant
Founder, Radical Presence Coaching & Consulting
Speaker at a Haitian Ladies Network conference
Where Founders Get Stuck
Growth Exposes Every Gap in How the Business Runs
So let's name the gaps first. Here is what we hear from founders at this stage, and what it looks like once the systems are in place.
- 01
Everything depends on me.
Everyone has clear roles, responsibilities and job descriptions. You take a real vacation and the business does not miss a beat. - 02
My team isn't doing things consistently.
SOP's the team is accountable to, and proven methods that make every process run the same way every time. No surprises. - 03
I don't know where information is.
One centralized hub, like SharePoint, where every process, file and answer lives and anyone can find it. - 04
I'm losing clients because communication is messy.
A clear client follow-up routine that covers the whole relationship, from first conversation to final invoice. - 05
Every time I hire someone, I train them from scratch.
New hire onboarding with checkpoints and tests, so people are fully acclimated within six months. - 06
My team isn't aligned on where we're going.
Team meetings and town halls that communicate goals and strategy, so everyone shares the same vision. - 07
I feel anxious before I hit send.
Proposals, decks and client messages that look professional, so you walk into the room confident and own it. - 08
I don't know what's working and what's not.
KPIs tied to the work, so you can see what drives revenue and stop guessing.
Our Services
We Turn Knowledge and Ideas Into Repeatable Systems
Diagnose first, then build. Every engagement starts with how your work really gets done.
Process and Workflow Design
We find where work slows down, fix the handoffs and build workflows that survive growth and turnover.
Customer Success Systems
Onboarding, adoption, health monitoring and expansion playbooks. The same approach I used to bring nearly 5,000 advisors onto one platform.
See How It Works
Team Alignment and Accountability
Clear roles, new hire onboarding, town halls and KPIs, so everyone shares the same goals and knows what good looks like.
Presentations and Client Communication
Proposals, decks and client-facing messages that look as sharp as the work behind them.
Revenue and Sales Growth
Sales routines, client follow-up and the KPIs that show what is working, so revenue grows on purpose.
Project Management
Clear plans, timelines and owners, with someone keeping every initiative moving from kickoff to finish.
Small Business Support
Right-sized systems for owner-led teams: simple SOP's, clear roles and a sales routine you can actually keep up.
The Customer Success Difference
Customer Success Is How I Build Everything
I spent nearly 20 years in client-facing operations, most recently bringing acquired financial advisors onto a new platform during the fastest growth period in LPL Financial's history. That work taught me one thing. Growth holds only when customers adopt what you sell, and keep adopting it.
- 1
Onboard
Dashboards, documentation and email campaigns
- 2
Adopt
Webinars, tech demos and self-service resources
- 3
Monitor
Login activity, surveys and proactive outreach
- 4
Prove Value
Successful launches and measurable adoption
- 5
Grow
Account conversion and expanded product use
Scale Mindset
Brought high volumes of acquired accounts under management during rapid growth, with every account arriving complete and in good order.
Account Health and Feedback
Surveys before, during and after every transition caught at-risk relationships early, before small issues became lost clients.
Scalable Playbooks
A store manager playbook cut training time by 50% and was adopted across the district.
Digital Engagement
A webinar series for nearly 5,000 incoming advisors, plus an on-demand library that kept training available after the live sessions ended.
Group Facilitation
Recurring office hours, live demos and personal training, presented to audiences of 100+ including VP-level executives.
Expansion
Converted advisors to upgraded tools by listening to their feedback, needs and concerns first.
Case Study
Bringing Nearly 5,000 Advisors Onto One Platform
Two acquisitions, Prudential Advisors and Atria Wealth Solutions, with more than $170B in client assets. My job was to make the move easy and make it stick.
- Built and delivered the only formal training advisors received: a live webinar series plus an on-demand resource library.
- Tracked 100+ advisors in Excel dashboards and spotted stalled accounts early, so help arrived before small issues grew.
- Reached 90% platform adoption before launch against a 70% target.
- Used user activity data to help redesign account opening software for 30,000+ advisors, cutting errors by 30%.
Our Process
Observe, ask, diagnose, build, refine.
- 1
Observe
We watch how work really happens, not how the org chart says it does.
- 2
Ask
Practical questions first, before any assumptions.
- 3
Diagnose
We find where the friction starts and why it keeps showing up.
- 4
Build
SOP's, workflows and playbooks, built with your team.
- 5
Refine
We test, adjust and train until it sticks.
Every step is collaborative. We build it together so it sticks.
Who We Work With
Built for Teams That Have Outgrown the Founder's Head
- You already have traction, through funding or steady revenue, and want to grow.
- You are ready to scale, and the business still leans on you for answers.
- Your best process lives in one person's head or an out-of-date document.
- Customers adopt slowly, go quiet or churn after onboarding.
- Every new hire means training from scratch.
- You run a small business and need a clear plan, a steady routine and someone to keep projects moving.
Not Sure You Fit? Let's Talk It Through
A Clarity Call is the easiest way to find out. You describe where things get stuck, and we work out together whether systems are the answer.
About the Founder
Hi, I'm Tamara.
I'm a systems thinker with nearly 20 years in operations, client success and team development. The businesses that scale are the ones that write things down, then train people on them.
I have onboarded thousands of advisors, built playbooks that whole districts adopted and opened a store from the ground up in a former grocery building. BSG Consulting is where I bring all of that to founders who are tired of being the only one who knows how things work.
- LPL FinancialTransition Support Partner, two acquisitions, nearly 5,000 advisors onboarded
- CVS HealthStore Manager, playbook cut training time by 50%
- Bargain HuntHelped open 20 stores in one year, built a 25,000+ sq. ft. store from scratch
- TargetSix promotions in ten years, team ranked #3 of 67 stores
- TrainingLean Six Sigma White and Yellow Belt
- ToolsMicrosoft Dynamics CRM, Excel dashboards, WalkMe, Slido
Questions
What Founders and Owners Ask Before We Talk
Who Is BSG Consulting For?
Small businesses and tech founders who already have traction, through funding or steady revenue, and want to grow. If you are still the answer to every question, we should talk.
What Happens on a Clarity Call?
We talk through where work gets stuck in your business. You bring one problem, we ask practical questions, and you leave with a clearer picture of where it starts and what to fix first.
What Do You Actually Build?
Standard operating procedures, workflows, role descriptions, onboarding programs with checkpoints, sales and client follow-up routines, KPI tracking, customer success playbooks and project management. Everything is built with your team so it sticks.
How Long Does an Engagement Take?
Engagements are project based, and most run about three months at a time. We scope the work after the Clarity Call, once we know where the friction is.
Do You Work With the Tools We Already Use?
Yes. We start with what your team already uses and build around it. My experience includes Microsoft Dynamics CRM, Excel dashboards, SharePoint-style knowledge hubs and in-app guidance tools.
Do You Do the Work for Us or With Us?
With you. We build it together so the systems reflect how your team really works, and so your team owns them after we step back.
Let's Make It Easier, Together
Ready for the Business to Run Without You in Every Detail?
Book a Clarity Call. Bring one problem, and we'll find where it starts.
Difficult takes a day. Impossible takes a week.
954-632-9786
tamarabsgconsulting@gmail.com
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