Stop Reinventing the Wheel
Growing professional services firms face the same operational challenges. We've built the systems you need — so you can focus on what you do best.
Everything is scattered
Information lives in people's heads, email threads, and random folders. Nothing is documented or repeatable.
Proposals take forever
Every RFP response starts from scratch. Team bios are outdated. Past projects are hard to find.
Audits create panic
Compliance is reactive. Certifications expire unexpectedly. Audit prep means weeks of scrambling.
Professional-grade systems,
without the overhead
ClearOps Studio provides battle-tested operational templates and systems designed specifically for professional services firms with 5-50 employees.
- Excel-based templates that integrate with your existing workflows
- Created by an experienced operations director who's been in your shoes
- Implementation guides that help you hit the ground running
- Affordable, one-time purchases — no subscriptions
15+ Years
Operations experience in professional services
Choose Your Toolkit
Each toolkit is designed to solve specific operational challenges. Or get all three with our complete bundle.
Core Operations Starter Kit
Everything you need to build foundational operational systems for your growing firm. Transform scattered processes into organized, repeatable systems that scale with your business.
- 5 Excel templates for core operations
- Comprehensive implementation guide (PDF)
- Roles & responsibilities framework
Founders and Operations Managers who need foundational operational systems
Proposal & Credential Management System
Stop recreating proposals from scratch. This system helps you organize, track, and quickly assemble winning proposals using templates, credential libraries, and past performance databases.
- 5 Excel templates for proposal management
- Quick-start guide (PDF)
- Proposal tracking dashboard
Firms responding to RFPs and proposals
Compliance & Document Control Toolkit
Stay audit-ready year-round with organized compliance tracking, document version control, and certification management systems. Move from reactive panic to proactive confidence.
- 5 Excel templates for compliance management
- Audit preparation guide (PDF)
- Compliance tracker & deadline calendar
Firms dealing with audits and certifications
Trusted by Growing Firms
Operations professionals are building clarity with ClearOps Studio
"These templates saved us weeks of work. We went from scattered processes to organized systems in days, not months."
Sarah M.
Operations Manager, Design Firm
12 employees
"The proposal system alone paid for itself on our first RFP. We cut proposal prep time by 60% and our win rate improved."
Michael R.
Principal
Environmental Consulting
"Finally, compliance tracking that doesn't make my head spin. We actually feel prepared for audits now instead of panicked."
Jennifer L.
Director
Engineering Firm