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01Orchid & Oak Consulting

Operations Specialist & Business Process Automation Consultant

I build the systems that run your business — so you can be home for dinner instead of catching up on emails.Other things I help owners do: spend your time growing the business, not running it; stop being the only person holding it all together; take the vacation you keep postponing; focus on the clients and ideas that actually move the needle; finally close your laptop without a mental to-do list running.

I'm Alicia, and I work directly with small business owners to automate the busywork — lead tracking, calendars, project boards, workflows — using Power Automate, SharePoint, and Planner. No team, no handoffs. Just me, in your business, building what actually works.

See how I work
Alicia at home with a latte and laptop
Meet Alicia · Your hands-on operations partner

Scattered inputs in. One clear system out.

02Services

What I Build With You

I don't take tasks off your plate. I build the system that makes the task disappear — and I do it alongside you, not around you.

Because it's just me, every engagement is direct. You're not routed to a team — you're working with the person actually building your system, from the first audit call to the final handoff.

Flagship / 01Power Automate · SharePoint · Zapier · AI

Systems & Automation Consulting

The flagship. I find the repetitive work quietly eating your week and build the system that makes it disappear.

  • 01

    Automation Sprints

    Power Automate workflow builds for repetitive manual tasks.

  • 02

    Bulk Calendar Build-Outs

    Quarterly task and reminder loads, fully automated.

  • 03

    Planner Board Auto-Builds

    Form-triggered project board generation, no manual setup.

  • 04

    Lead Intake & Follow-Up Automation

    Routing, logging, and follow-up triggers so no lead falls through.

  • 05

    SharePoint Organization & List Architecture

    Structured, scalable systems built around how you actually work.

  • 06

    Data Extraction Automation

    Pull data from PDFs or images and export it into clean, structured spreadsheets.

  • 07

    Workflow Audits

    Process mapping to find exactly where your time is leaking.

See full service breakdown
02 / Supporting

Marketing Operations Support

  • CRM/Pipeline Setup & Management
  • Content Calendar Systems & Scheduling Automation
  • Email Marketing Workflow Automation
  • Reporting Dashboards & KPI Tracking Setup
Learn more
03 / Ongoing support

Ongoing Support & Administration

  • Inbox & calendar management
  • Meeting scheduling & coordination
  • Recurring admin support
Learn more

Not sure which service fits?

03How it works

How We'll Work Together

  1. 01

    Audit

    We start with a real conversation about where your time is going. I map your process, not a template.

  2. 02

    Build

    I build your system, checking in with you along the way — this isn't a black box, it's a partnership.

  3. 03

    Handoff or Retainer

    You get a system you understand, fully documented. If you want me to stay on and keep building, I'm here.

04About

Meet Alicia

Alicia seated in a cream sweater
Alicia · Founder of Orchid & Oak

I'm Alicia — founder of Orchid & Oak, and I fix the thing everyone else works around.

Ten-plus years in corporate marketing and retail taught me the same lesson every time: it's rarely a strategy problem. It's a systems problem. Today I work as an analyst and spend my time doing professionally what I've always done instinctively — finding where a process breaks and rebuilding it so it doesn't break again.

When I take on a client, I'm not a vendor you check in with quarterly. I'm the person who understands your operations well enough to see the fix before you ask for it — a partner in the parts of your business nobody else wants to touch.

When I'm not building systems, I'm outside somewhere in Minnesota, espresso latte in hand — and lately, relearning patience one stitch at a time with needlepoint. Turns out precision is precision, whether it's a workflow or a thread count.

The name isn't decoration. An orchid needs the right conditions to grow. An oak builds them. I'm the oak — and I build that structure with you, not for you and gone.

Let's build yours.

Read my full story
05Recent builds

Systems I've Built With Clients

Real builds, told plainly. Names and details stay private; the problems will probably sound familiar.

01

Multi-Channel Lead Tracking

I worked with a client whose leads were scattered across multiple funnel channels with no unified way to track them.

What I builtA tracking system using Microsoft Forms, Power Automate, and SharePoint Lists.

ResultOne clear pipeline. My client could act on lead status instantly instead of guessing.

02

Year-Long Campaign Scheduling Automation

I automated a full year of campaign dates and events, removing manual calendar entry entirely.

03

Idea-to-Planner Automation

I built a system where a new campaign idea automatically generates a Planner board, tasking the right people at the right time.

See all case studies
06The toolkit

Built in the tools you already own.

Most small businesses are paying for Microsoft 365 and using a sliver of it. I start there. Where your work lives elsewhere, Zapier connects it, and AI-assisted steps handle the tedious parts, with a person always reviewing what matters.

  • 01

    Power Automate

  • 02

    SharePoint

  • 03

    Microsoft Planner

  • 04

    Microsoft Forms

  • 05

    Outlook & Teams

  • 06

    Microsoft 365

  • 07

    Zapier

  • 08

    AI-assisted workflows

07FAQ

Questions Before You Book

More questions

Every engagement starts with an audit. We'll have a real conversation about where your time is going, and I'll map your actual process, not a template. From there I scope a specific build with you, build it while checking in along the way, and hand it off fully documented. If you'd like me to stay on, we move into a retainer.

Most of my builds live in the Microsoft 365 ecosystem: Power Automate, SharePoint, Planner, Forms, Outlook and Teams. When your business runs on other apps, I use Zapier to connect them, and I add AI-assisted steps where they genuinely save time, always with a person reviewing anything that matters.

It depends on scope. A focused automation sprint can move quickly, while a full SharePoint architecture with several connected flows takes longer. After the audit I'll give you a clear timeline for your specific build before any work begins, so you're never guessing.

Yes. Some clients want a clean handoff and a system they run themselves, and that's exactly what the documentation is for. I also offer Ongoing Support & Administration retainers for clients who want consistent help with day-to-day work, whether alongside a build or after it.

08Start here

Let's Build Yours

Tell me a little about your business first. Then pick a time for a free 30-minute discovery call. No pitch deck, no pressure.

What's eating your time right now?

Choose one or two. We'll start where it matters most.

Just a couple more thingsoptional

This opens a calendar in the next step. No inquiry is stored or sent here; your name, email, and selected topics are passed to Calendly for booking.

An orchid needs the right conditions to grow. An oak builds them.

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Say hello

LetsGrow@orchidandoakconsulting.com

Working 1:1 with small and medium businesses from Minnesota, remotely everywhere.

© 2026 Orchid & Oak Consulting. Operations & business process automation.I build the systems that run your business.