Rue Solutions ยท Service Delivery Guide

What you actually open
on your laptop
on Day 1.

This guide tells you exactly what tools to use, what to build, in what order, for each service. You already have the skills. This is the map.

๐Ÿ’ก

The thing nobody tells you about consulting: Your clients don't hire you because you know something they don't. They hire you because you'll do the thing they don't have time to do. You organize what's already there. You build the system they keep saying they'll build "next month." You already know how to do this โ€” you did it at Evergreen (logistics workflows), at Scent Stories (e-commerce backend), at Amore Sydney (catalog systems). You just need to know how to do it for other people's businesses now.

Before Any Work

The Intake Form โ€” Send This After They Sign

๐Ÿ“‹

This is step zero for every project. Before you open Notion, before you build anything โ€” send this form. The answers tell you exactly what to build. Without this, you're guessing. Use Google Forms or Notion form. Keep it simple.

Standard Client Intake Form โ€” Questions to ask every client

Service 1

Backend Organization System

๐Ÿง 

What this is in plain language: You're building a business's "brain" โ€” one central place where everything lives, everyone knows what's happening, and tasks don't fall through the cracks. Think of it like building a filing system, a team dashboard, and a process guide โ€” all in one Notion workspace.

Backend Org System โ€” What You Actually Build

Starter ($800) ยท Standard ($1,300) ยท Advanced (from $2,000)

1
Audit their current setup
Day 1 ยท 2โ€“3 hours
What you do: Look at their intake form answers. Ask for access to their current tools. Go in and take notes on what exists, what's missing, what's broken.

Questions to answer for yourself:
โ†’ Where do new tasks come in? (Email, WhatsApp, DMs, verbal?)
โ†’ Where does information live? (In their head, in a spreadsheet, scattered?)
โ†’ Who handles what? Is it documented anywhere?
โ†’ What tool do they already use most? Start there.

Output: A short written audit (for yourself, not the client) โ€” current state vs. what you'll build.
Notion Google Sheets Loom (to screen-record their setup)
2
Build the Task Management System
Day 2โ€“3 ยท 3โ€“5 hours
What you build in Notion:

A Tasks database with these properties:
โ†’ Task name
โ†’ Status (Not started / In progress / Done / Blocked)
โ†’ Priority (High / Medium / Low)
โ†’ Assignee (who owns it)
โ†’ Due date
โ†’ Project/category (which area of the business it belongs to)

Then create views of this database:
โ†’ Board view (like a Kanban โ€” columns by status)
โ†’ Table view (full list, sortable)
โ†’ Filter: "My tasks this week" (filtered by assignee + due date)

Don't overcomplicate this. A task system with 3 properties they actually use beats a 12-property system nobody touches.
What this looks like

A Notion page called "๐Ÿ“‹ Tasks" with a database where the client can see all their active work at a glance. They can filter by person, by project, by due date. No more "what am I supposed to be working on today?" โ€” they open this page and know.

Notion (databases, views, filters)
3
Build the Central Dashboard
Day 3โ€“4 ยท 2โ€“3 hours
What you build: A "Home" page in Notion โ€” this is the first thing they see when they open their workspace. It links to everything.

Include on the dashboard:
โ†’ A filtered view of "Tasks due this week" (pulled from the task database)
โ†’ Quick links to the most-used pages (their client list, projects, SOPs)
โ†’ A "Today's priorities" section (simple 3-item list they fill in each morning)
โ†’ A "Team notice board" if they have a team (announcements, updates)

Think of this like a cockpit. Everything they need in one view. No hunting around.
What this looks like

A clean Notion page with sections: "This week's tasks," "Quick links," "Active projects," "Team." They open it Monday morning and immediately know what's happening without checking 5 different places.

Notion (linked databases, callout blocks, toggle sections)
4
Build the SOP Starter Templates
Day 4โ€“5 ยท 2โ€“4 hours
What SOPs are: Step-by-step instructions for things they do repeatedly. "How to onboard a new client." "How to handle a refund request." "How to post on social media." So anyone can do it, not just the founder.

How to build them:
1. Ask the client: "What are 2โ€“3 things you do over and over that you always have to explain to your team?"
2. Ask them to walk you through each one on a Loom call โ€” you watch, they talk
3. You transcribe it into a Notion page with numbered steps, screenshots if helpful, and a short checklist at the end

SOP template structure:
โ†’ Title (e.g. "How to Onboard a New Client")
โ†’ What this SOP is for
โ†’ Who does this
โ†’ Step-by-step instructions (numbered)
โ†’ Common questions / troubleshooting
โ†’ Last updated date
Notion (template pages) Loom (to record them walking through the process)
5
Build Workflow Structure
Day 5โ€“6 ยท 2โ€“4 hours
What workflows are: The path that work follows through the business. A new client inquiry โ†’ goes to intake โ†’ goes to discovery call โ†’ goes to proposal โ†’ goes to project. You map this out and build it as a visual flow or a database pipeline in Notion.

Common workflows you'll build:
โ†’ Client pipeline: Lead โ†’ Discovery call โ†’ Proposal sent โ†’ Won/Lost โ†’ Active project โ†’ Delivered โ†’ Follow-up
โ†’ Order/project tracker: New order โ†’ In production โ†’ Quality check โ†’ Delivered โ†’ Payment received
โ†’ Content workflow: Idea โ†’ Draft โ†’ Review โ†’ Approved โ†’ Scheduled โ†’ Published
โ†’ Hiring workflow: Application โ†’ Interview โ†’ Trial โ†’ Hired/Pass

In Notion this is usually: A database with a "Status" property + board view showing columns for each stage. Plus a linked view on the dashboard so they can see the pipeline at a glance.
Notion (board view, status property, linked databases)
6
Record walkthrough + deliver
Final day ยท 1โ€“2 hours
What you do: Open Loom. Share your screen. Walk through everything you built โ€” the dashboard, the task system, the workflows, the SOPs. Explain what each piece is for and how to use it. Aim for 5โ€“10 minutes. This is included in every package.

Then: Share the Notion workspace with the client (invite their email as a full member). Send the Loom link. Send the final invoice.

Message to send: "Here's your complete system โ€” I've recorded a walkthrough so you can go through it at your own pace: [Loom link]. I've also added you to the workspace. Let me know if anything needs adjusting and I'll take care of it within your revision rounds."
Loom Notion (share workspace) Wise (final invoice)
Service 2

Automation Systems

โšก

What automation is in plain language: You connect two tools so that when something happens in one, something else automatically happens in another โ€” without the person having to do it manually. "When a client fills out this form โ†’ automatically create a task in Notion + send a confirmation email." That's an automation.

Automation System โ€” What You Actually Build

Starter ($600) ยท Standard ($1,200) ยท Advanced (from $2,200)

1
Identify what to automate
Day 1 ยท 1โ€“2 hours
The rule: Only automate things that happen the same way, every time. If it varies โ€” don't automate it yet.

Ask the client:
โ†’ "What do you do manually that you wish happened by itself?"
โ†’ "What do you forget to do and then scramble when you remember?"
โ†’ "What do you copy-paste from one place to another all the time?"

The most common automations clients need:
โ†’ Client fills out inquiry form โ†’ you get notified + task created in Notion
โ†’ Client pays invoice โ†’ automatically moved to "Active" in CRM
โ†’ New Instagram DM โ†’ notification in Slack or email
โ†’ Task marked "Done" in Notion โ†’ client gets automatic update email
โ†’ New Shopify order โ†’ task created to fulfill it
โ†’ Weekly reminder sent automatically every Monday morning
2
Build the automation in Zapier or Make
Day 2โ€“4 ยท 3โ€“6 hours per automation
Which tool to use:
โ†’ Zapier โ€” easier to learn, great for beginners, free plan allows 5 automations. Start here.
โ†’ Make (formerly Integromat) โ€” more powerful, better for complex multi-step automations, free plan is generous. Learn this after Zapier.

How Zapier works (very simple):
1. Trigger: "When THIS happens..." (e.g. new form submission in Typeform)
2. Action: "...do THIS." (e.g. create a task in Notion)
That's it. Every automation is just: trigger + action(s).

Example โ€” Client inquiry automation:
โ†’ Trigger: New submission in Google Forms / Typeform / Tally
โ†’ Action 1: Create new page in Notion CRM database with client name, email, what they need
โ†’ Action 2: Send confirmation email to client from Gmail ("Thanks for reaching out, I'll be in touch within 24 hours")
โ†’ Action 3: Send yourself a Slack or email notification

Free tools to use for the form trigger: Tally.so (free, beautiful), Google Forms (free), Typeform (free tier)
What this looks like

The client shares a link to their inquiry form. Someone fills it out. 10 seconds later โ€” a new entry appears in their Notion CRM, the client gets a warm auto-reply, and the business owner gets pinged. They did nothing manually.

Zapier (free: 5 zaps) Make.com (free: 1,000 ops/mo) Tally.so (free forms) Notion Gmail
3
Test every automation before delivery
Day 4โ€“5 ยท 1โ€“2 hours
Always test with real data. Fill out the form yourself. Place a test order. Complete a test task. Confirm everything fires correctly. Fix whatever doesn't.

Document each automation: Write a short note for the client: "Here's what this automation does, when it triggers, and what to do if it breaks." Put this in their Notion workspace. Clients need to understand what's running so they don't panic when something changes.
Zapier / Make (test mode) Loom (walkthrough)
๐Ÿ“š

Learn Zapier before your first client. Go to zapier.com/learn โ†’ free tutorials. Spend 4โ€“6 hours building practice automations for yourself. Connect your own Gmail, Notion, and Google Sheets. Once you've done 3โ€“4 personal automations, you'll understand 80% of what clients need. Make is worth learning after โ€” same concept, more powerful.

Service 3

Website Systems

๐ŸŒ

What this is in plain language: You already know how to do this. You built Shopify stores from scratch for Scent Stories and Amore Sydney. That is website systems work. For non-Shopify clients, you'll use Framer (which you already use for ruesolutions.com) or Webflow. You're not starting from zero here โ€” you have real experience.

Website System โ€” What You Actually Build

Landing Page ($900) ยท Business ($1,600) ยท Advanced (from $2,500)

1
Understand what they need before touching any tool
Day 1 ยท 1โ€“2 hours
Ask the client:
โ†’ What is the goal of the website? (Get leads? Sell products? Book appointments? Show a portfolio?)
โ†’ Who is the website for? (What kind of person visits it?)
โ†’ Do they have a logo and brand colors? (Get these before you start)
โ†’ Do they have copy/text already or do they need you to write it? (Copywriting is out of scope โ€” they provide the text)
โ†’ What pages do they need? (Home, About, Services, Contact โ€” minimum)
โ†’ Any websites they like the look of? (Shows you their taste)

Do not start building until you have answers to all of these.
2
Choose the right tool for their business
Day 1
Which builder to use:

โ†’ Framer โ€” best for service businesses, consultants, portfolios. You already know this (it's what ruesolutions.com is built on). Use this for most clients.
โ†’ Shopify โ€” only for e-commerce (physical or digital products). You built this for Scent Stories and Amore Sydney. Use this when they're selling things.
โ†’ Webflow โ€” more powerful than Framer, better for complex sites. Learn this after Framer. Free to design, clients pay for their own hosting.
โ†’ Carrd โ€” single-page sites, landing pages. Super fast to build. Good for Basic package clients.

For most of your clients starting out: Framer for service businesses. Shopify for e-commerce. That covers 90% of what you'll be asked for.
Framer (you already know this) Shopify (you already know this) Carrd (for simple landing pages)
3
Build, connect forms, test on mobile
Day 2โ€“6
Standard page structure (most service sites):
โ†’ Hero: Big headline (who you help + what you do) + CTA button
โ†’ About: Who they are, their credibility, why clients trust them
โ†’ Services: What they offer + outcomes + price (optional)
โ†’ Testimonials: Real client quotes with name and photo
โ†’ Contact: Form + email + social links

Always do:
โ†’ Connect contact form to their email
โ†’ Test all links and buttons
โ†’ Check on mobile โ€” must look good
โ†’ Add basic SEO: page title, meta description, og:image
โ†’ Submit sitemap to Google Search Console after launch

You provide: The built site. Client provides: Their own domain, hosting subscription, all text/copy, all photos.
Service 4 (Optional)

Content System

Content System โ€” What You Actually Build

Setup ($500) ยท Advanced Setup ($800) ยท Monthly (from $600/mo)

1
Content planning system in Notion
2โ€“3 days
What you build: A Notion content calendar โ€” a database where every piece of content is tracked from idea to published.

Database properties:
โ†’ Post title / idea
โ†’ Platform (LinkedIn, Instagram, Twitter, Blog)
โ†’ Status (Idea / Writing / Ready / Scheduled / Published)
โ†’ Publish date
โ†’ Content type (Teach / Show / Story)
โ†’ Link to post (filled in after publishing)

Views to create:
โ†’ Calendar view (see content mapped to dates)
โ†’ Board view by status (drag from Idea โ†’ Published)
โ†’ Filter: "This month's content" (date filter)

Also build: A content workflow SOP โ€” step-by-step instructions for their posting process. "Monday: write draft. Tuesday: review + schedule. Wednesday: post goes live."
Notion Buffer (scheduling)
Tools

Your Complete Tool Stack โ€” Free Versions First

๐Ÿ’ก

Start with free tools only. You don't need to pay for anything until you're making consistent income. Every tool listed here has a free plan that covers everything you need for your first 3โ€“5 clients.

Build โ€” System Hub

Notion

Your main build tool. Every Backend Org System is built here. Task systems, dashboards, SOPs, workflows, content calendars โ€” all Notion. Learn this first and deepest.

โœ“ Free plan covers everything you need
Build โ€” Automation

Zapier

Connect apps without code. "When X happens in App A โ†’ do Y in App B." Start here before Make. Free plan: 5 automations (Zaps), 100 tasks/month.

โœ“ Free plan ยท 5 automations
Build โ€” Automation (Advanced)

Make (formerly Integromat)

More powerful than Zapier. Better for multi-step automations. Learn this after you're comfortable with Zapier. Free plan: 1,000 operations/month.

โœ“ Free plan ยท 1,000 ops/month
Build โ€” Websites

Framer

You already know this โ€” it's what ruesolutions.com runs on. Use for service business websites. Client pays for their own hosting plan (~$10โ€“15/mo).

โœ“ Free to design ยท Client pays hosting
Build โ€” E-commerce

Shopify

You already know this from Scent Stories + Amore Sydney. Use for clients who sell physical or digital products. Client pays their own Shopify plan.

โœ“ You know this already ยท Client pays plan
Build โ€” Forms / Intake

Tally.so

Free, beautiful forms. Use for client intake forms, discovery call prep, and any form that feeds into a Notion database via Zapier. Much better looking than Google Forms.

โœ“ Free plan ยท Unlimited forms
Deliver โ€” Video Walkthroughs

Loom

Record your screen while you talk. Used for: delivering the system walkthrough, showing clients how to use what you built, recording your demo workspace. Free: 25 videos, 5 min each.

โœ“ Free plan ยท 25 videos
Admin โ€” Contracts

PandaDoc

Send contracts for e-signature. You already have your service agreement and proposals built here. Free plan: 5 documents/month โ€” enough to start.

โœ“ Free plan ยท 5 docs/month
Admin โ€” Payments

Wise Business

Send invoices and receive USD from international clients. Low fees, fast transfers. Required for your DNV evidence โ€” Wise monthly statements are your proof of income.

โœ“ Free to open ยท Small transfer fees
Admin โ€” Booking

Cal.com

Free scheduling link. Clients pick a time slot from your availability. Connects to Google Calendar. The link on your "Book a call" button points here.

โœ“ Fully free
Content โ€” Social Scheduling

Buffer

You're already using this. Schedule LinkedIn + Instagram posts in advance. Free plan: 3 channels, 10 posts per channel queued.

โœ“ You already have this
Content โ€” Simple Landing Pages

Carrd

Single-page websites, fast. Good for clients who only need a landing page or simple one-pager. Takes 2โ€“4 hours to build. Free plan works for most use cases.

โœ“ Free plan ยท $19/year for pro
Learn This

What to Learn Before Your First Client

๐ŸŽฏ

Don't try to learn everything before you start. Learn just enough to take the first client. You'll learn the rest while doing it. Every real consultant does this. The goal is: know how to build a basic Backend Org System in Notion before you accept money for one.

Week 1โ€“2 of being in PH โ€” Practice builds

Build these for yourself, not a client:

1. Build a fake client workspace in Notion. Call it "Sunshine Studio โ€” Demo." Build a task system, a dashboard, 2 SOPs, and a simple client pipeline. This becomes your demo. This is what you show in proposals.

2. Build one Zapier automation for yourself. Connect Tally.so (a new inquiry form) โ†’ Notion (creates a new entry in a "Leads" database) โ†’ Gmail (sends you a notification). This exact automation is what 80% of clients need. Once you can do it for yourself, you can do it for anyone.

3. Record a Loom of your demo workspace. 3 minutes. Walk through what you built and why. This is your sales asset. Attach it to every proposal.

Free resources to learn from

Notion:
โ†’ notion.com/help โ€” official docs, start here
โ†’ YouTube: "Thomas Frank Notion" โ€” best free Notion tutorials, very clear
โ†’ YouTube: "Keep Productive" โ€” Notion + productivity tools

Zapier:
โ†’ zapier.com/learn โ€” official free course, takes 2โ€“3 hours
โ†’ YouTube: "Zapier tutorials" โ€” search for your specific use case

Make.com:
โ†’ make.com/en/help/tutorials โ€” official tutorials
โ†’ YouTube: "Make.com tutorial for beginners"

Framer:
โ†’ framer.com/learn โ€” you already know the basics

Business systems thinking:
โ†’ YouTube: "Alex Hormozi systems" โ€” how to think about business operations
โ†’ Podcast: "Built to Sell" โ€” how founders think about their business backend
The point of all of this

"You don't need to know everything.
You need to know enough to solve
the problem in front of you.
The rest, you learn while doing it."