The Legacy Framework™ | Stone Operations

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6-Month Systems Partnership

The Legacy Framework™

A high-touch, 6-month build with Michelle to turn scattered delivery into calm, streamlined operations so you can scale without stretching your capacity past its limits.

Consolidate tools, tasks, and processes into one clean operating system.
Standardize delivery so clients experience consistent quality without you in every step.
See pipeline, capacity, and revenue clearly in a dashboard you trust.

Apply for The Legacy Framework™

Applications are reviewed weekly. If it’s a fit, you’ll receive a private consult invitation.

6-month build 10+ hours back per week* Cleaner delivery Team clarity Fewer dropped balls Data-backed decisions Sustainable scale

The promise of The Legacy Framework™

In six months, you move from operations that exist mostly in your head to a simple, documented system your team can run. You will gain time back, improve delivery consistency, and make decisions from data instead of pressure.

*Time savings are based on typical client results. Actual outcomes depend on your starting point and implementation.

Is this the right season for Framework?

Delivery depends heavily on you, and your tools, tasks, and email live in too many places.
Follow-ups slip, internal communication is patchy, and you feel like you are always catching up.
Reporting is manual or inconsistent, making decisions feel heavy and slow.
Demand is not the problem. Capacity and structure are.

Fit criteria

You lead a coaching, consulting, or service business with active clients and consistent revenue. You want clearer structure, smoother delivery, and visibility without adding unnecessary complexity.

This is best for founders who are ready to make decisions, delegate, and implement. It is not a starter offer; it meets you at an established stage with real operational demands.

What changes in your business over 6 months

The Framework is built for measurable, operational outcomes you can see and feel, not just nicer-looking systems diagrams.

Time returned

You remove repeat work, manual follow-ups, and duct-tape processes that drain your capacity.

10+ hours per week freed for leadership and strategy (typical)
Fewer late-night admin catch-up sessions

Delivery consistency

Clients move through a clear journey with fewer delays, missed steps, or last-minute scrambles.

Standardized workflow and communication
Clear handoffs between you and your team

Decision clarity

You stop guessing. A CEO dashboard and simple metrics give you a clean view of pipeline, capacity, and revenue.

Know what to say yes/no to faster
See the impact of your decisions in real time

How the 6-month Framework unfolds

Month 1

Relief & clarity

Systems mapping, quick wins, and a 90-day plan. You see exactly what needs to change and in what order.

Month 2

Foundations built

Tech stack simplified, delivery workflows defined, and core automations installed.

Month 3–4

Systems scaled

SOPs, team playbooks, and ClickUp structure so your team can move work without you in every detail.

Month 5–6

Optimize & grow

Refinement, training, and a Legacy Roadmap™ so the systems you built keep serving you long after we’re done.

Timeline can be adjusted based on your starting point, team size, and pace. The structure remains the same; implementation is tailored.

What’s included in The Legacy Framework™

Systems map & 90-day plan

A clear view of your current operations, prioritized upgrades, and a phased plan with owners and timelines.

Delivery workflows

Documented client journeys and internal processes for inquiry, onboarding, delivery, and offboarding.

Automations that matter

Intentional automations for handoffs, follow-ups, reminders, and status updates that protect your time.

ClickUp architecture

Clean spaces, lists, views, and cadence that match how your business actually runs.

SOPs & playbooks

Short, usable SOPs and team guides so people know what “done” looks like and how to get there.

CEO & ops dashboards

At-a-glance views for pipeline, capacity, delivery, retention, and revenue so you can steer with data.

High-touch partnership

Biweekly working sessions, async support, shared workspaces, and change-management guidance. This is built with you, not handed off as a one-time plan.

Why you can trust this process

The Framework is designed so you always know what is happening, what is next, and what has been completed. You are never left guessing whether your systems build is actually moving forward.

Quick-start momentum

Within the first 2–3 weeks, you will have a full systems map and at least one implemented quick win that creates immediate relief.

Legacy Pulse™

Light weekly status notes summarizing what moved, what’s in progress, and what’s next so you always feel in the loop.

Legacy Review™

Quarterly-style review at the end of the engagement so you leave with a clear roadmap beyond our work together.

Client results

“Within weeks, I had client delivery out of my inbox and into systems. I got my evenings back with my kids.”

– Consultant

“We crossed 20k months without nights and weekends. Our delivery finally feels predictable and sustainable.”

– Leadership Coach

“I finally have a dashboard I trust. I can see capacity at a glance and make clean decisions each week.”

– Agency Founder

Frequently asked questions

Investment

How much does The Legacy Framework™ cost?

This is a premium, high-touch 6-month partnership. Investment details are shared privately after application so we can consider your specific needs and scope before quoting.

Time

How much time will I need each month?

Plan for biweekly calls plus light approvals and feedback between sessions. We handle the heavy operational build so you can stay focused on clients and leadership.

Tools

Do I have to be on ClickUp?

ClickUp is our primary build environment, but we can work with your existing tools where appropriate. Part of the process is deciding what to keep, what to simplify, and what to sunset.

Team

Do I need a VA or team in place?

A VA or contractor is helpful but not required. Framework often prepares the structure you need before expanding your team, or organizes the team you already have.

Support

What does support look like between calls?

You’ll have access to async support and a shared workspace for questions, approvals, and updates. You are never left wondering what is happening or what to do next.

Next steps

What happens after I apply?

We review applications weekly. If it’s a fit, we’ll invite you to a private consult to discuss goals, scope, and timing. From there, you can decide whether to move forward.

Investment & availability

The Legacy Framework™ is a bespoke, 6-month 1:1 partnership with limited spots each quarter. If you are ready to build systems that match the level of your work, the next step is to apply.