Operations & Business Management

Building the Operational Foundation for Sustainable Growth

David supported Licensed Peptides across operations, process development, reporting, team coordination, inventory planning, customer service, communications systems, supplier planning and brand protection.

AT A GLANCE

Client

Licensed Peptides / Licensed Research Vials LLC

Focus

Operations Management & Scaling Readiness

Services

Operations Management, Process Optimization, SOPs, Reporting and Team Coordination

Outcome

Clearer responsibilities, documented processes, stronger reporting and improved operational readiness

The Challenge

  • Operational information was distributed across multiple tools and spreadsheets
  • Team responsibilities and daily priorities required clearer ownership
  • Customer-service, inventory and fulfillment processes needed stronger documentation
  • Supplier lead times created inventory-planning and forecasting challenges
  • Reporting was fragmented and required more structured visibility
  • Phone and SMS systems required vendor coordination and compliance work
  • Copycat websites and brand impersonation created additional operational risk
  • The business needed systems that could support future hires, suppliers and continued growth

"David managed the Purchase Order support team, which helps provide white-glove services for HMs on Microsoft. He managed to keep maintaining high quality despite the ongoing changes."
— John De O.

What We Did

  • Defined the organizational structure and operational responsibilities below the owner
  • Created an organization chart covering leadership, customer service, inventory and fulfillment functions
  • Developed a comprehensive company handbook covering roles, tools, customer support, orders, shipping, escalation and internal communication
  • Reviewed warehouse and fulfillment procedures and documented recommendations for SLAs, exception handling, claims, cycle counts, stock controls and pack-out processes
  • Established new reporting processes and customer-service tracking
  • Supported team training and operational knowledge development
  • Coordinated inventory-system improvements and new inventory spreadsheets with Brian
  • Supported backup-supplier research and supplier-planning activities
  • Connected inventory planning with marketing timelines and expected demand
  • Recreated and improved an AI-supported inventory process and provided implementation guidance
  • Managed phone and SMS registration work involving RingCentral and GoHighLevel
  • Coordinated website, policy, consent and compliance requirements for toll-free SMS registration
  • Managed copyright and brand-protection actions against copycat websites and impersonation
  • Successfully reported two infringing pages that subsequently removed the copied content

Result

  • Clearer operational ownership and accountability
  • More structured internal reporting
  • Stronger documentation for current team members and future hires
  • Better visibility across customer-service and inventory activities
  • Improved preparation for supplier delays and seasonal demand
  • More consistent escalation and exception-management processes
  • Stronger operational foundations for continued growth
  • Two infringing online pages successfully removed

Deliverables

Company Handbook
Organization Chart
Customer-Service Reporting
Inventory Planning Tools
Supplier Planning Process
Team Training Materials
Escalation Procedures
Fulfillment SOP Review
Brand-Protection Documentation
DMCA Takedown Requests
SMS Compliance Workflow

KEY IMPROVEMENTS

Measurable Impact Across the Organization

01

Clearer Ownership

Defined operational responsibilities and escalation paths improved accountability.

02

Stronger Documentation

Handbooks, SOPs and training materials reduced dependence on undocumented knowledge.

03

Better Operational Visibility

Reporting processes and tracking systems improved visibility across customer service, inventory and ongoing projects.

04

Reduced Brand Risk

Coordinated copyright and takedown actions resulted in the removal of infringing online content.

SERVICES USED

Project & Operations Management

SOPs & Documentation

Reporting & KPI Visibility

Team Coordination & Process Adoption

CLIENT FEEDBACK

"I'd recommend David for anyone looking to systemize their business and clean up operations, he pays attention to detail, and is accountable! Certainly someone you want on your team."

— Jeff, Licensed Peptides

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