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Automation & Ops for SMBs

I help SMBs turn manual work into automated systems so you can scale up without hiring more.

Lean companies hire me to find bottlenecks, advise on processes & operations, and build high-impact systems to cut costs, increase capacity, and drive growth.

While I’ve developed a series of highly-leveraged technical skills, these make up only half of what helps me drive value.

I bring these 5 traits to every project I touch:

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Curiosity
  • Ask the unobvious questions to uncover hidden insights & opportunities.
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Non-Consensus Thinking
  • Bring bold, fresh perspectives.
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Bias for Action
  • Move quickly, curious of what may happen; or worse - what might never be.
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Resourcefulness
  • Tap into my diverse toolbox to bring ideas to life in a cost- and time-effective way.
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Attention to Detail
  • Go the extra mile to deliver excellence for clients & partners.

I thrive in the unknown.

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“You know when you meet someone early in their career and think — I am going to end up working for this person one day, so I might as well hire them know to delay that day as long as possible?

That’s how I felt about Joe.

And I was right.

He is a truth teller. He is razor smart. He is clever. He is entrepreneurial. He is insightful. He is scrappy. He has grit. Honestly, he is a bit of a wizard 🧙‍♂️.

He’s a wonderful, enlightened, precocious human.

He does a little bit of everything, and does everything well.”

Andy Dunn, Founder of Bonobos

“There are such common pitfalls that [business owners] fall in; one of the things is getting to the point where you can't scale because you don't know how to put systems in place. And like this is just, it's just insane. You're you're very, very talented. I'm very impressed.”

Lauren Mabra, Co-Founder of Lauren Labeled

“I've worked with Joe on a consulting basis over the couple months and he's helped us completely revamp our internal processes, saving my team many hours. Joe you're amazing!”

Brandon Pourmorady, Founder of Adhesive Media

Case Study: Lauren Labeled

Approach

Data

Data is the foundation to all business operations. If your data is not structured correctly, it is impossible to work with it in any meaningful way. We’ll get you organized.

Apps & Interfaces

This is where you, your team, and your partners will view your data. Think: user portals, analytics dashboards, payment summaries - you name it.

Automation

We’ll run automations that help you save hours of busywork, increase your capacity, and grow your business. We can automate things you didn’t know were possible.

Happy to learn more about what you’re working on! Feel free to email me at josephkattan1@gmail.com

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