Communication
You already know Teams is the right tool. The problem is that nobody has had the time to set it up properly, keep it organized, or connect it to the rest of your stack. Nacho fractional specialists work directly inside your Microsoft Teams environment, handling the configuration, governance, and day-to-day management that keeps falling off the priority list. This is not consulting or training. It is hands-on work inside your account, done by someone who has been in Teams environments before and knows where things break.
What we do
Concrete work our fractional specialists take on inside your Microsoft Teams account. No vague promises.
We audit your existing workspace (or build from scratch) and create a logical structure of Teams, channels, and tabs that matches how your departments actually work. Private channels, shared channels, and guest access are configured with the right permissions from the start. You get a documented map of the structure so nothing is a black box.
We create Planner boards pinned inside the relevant channels, assign buckets by project phase or department, and establish a consistent task-labeling system your team can follow. Recurring task templates are built so project kickoffs do not start from zero each time. The result is a task layer that lives where your team already communicates.
We configure recurring meeting templates in Teams, ensure recordings are saved to the correct SharePoint or OneDrive folder automatically, and set up a follow-up workflow so action items from meeting chat are captured and assigned. This removes the manual step of hunting down decisions made in a call.
We build Power Automate flows that connect Teams to tools like HubSpot, Salesforce, Jira, or Asana, posting alerts, updates, or approvals directly into the right channel. Native app connectors for tools like GitHub, Trello, or Zendesk are configured and tested inside your environment. Each integration is documented so your team knows what triggers it and where to look if something breaks.
We move scattered files, wikis, and reference documents into SharePoint document libraries surfaced as tabs inside the correct Teams channels. Folder structures are standardized, naming conventions are applied, and old links are updated where possible. The goal is that a new team member can find what they need without asking anyone.
We review your Teams admin settings for guest access policies, external sharing, data retention, and channel creation permissions, then produce a plain-language report of what is misconfigured or out of alignment with your IT or compliance requirements. We work within your existing Microsoft 365 admin access levels and flag anything that needs IT escalation rather than acting outside our scope.
The handoff
During onboarding, your dedicated Client Success Manager works with you to document your current Microsoft Teams setup, identify the biggest friction points (whether that is a chaotic channel structure, missing integrations, or no governance at all), and build a prioritized roadmap before any work begins. Your specialist then works directly inside your Microsoft Teams and Microsoft 365 environment using access you control and can revoke at any time. Every configuration change, flow, and structural decision is documented in a format your internal team can reference, and nothing goes live without your sign-off. Ongoing maintenance hours can be used for monitoring flows, adjusting channel structures as your team grows, or building new integrations as your tool stack changes.
Use cases
A few of the most common workflows our team has deployed with Microsoft Teams.
When a new project is created in Asana (or added to a tracking spreadsheet), a Power Automate flow creates a dedicated Teams channel, pins a Planner board with standard phase buckets, and posts an intro message with key links. The project lead does not have to manually set up the workspace each time.
A Power Automate flow watches for new HubSpot contacts tagged as inbound leads and posts a formatted card to the designated sales Teams channel, including the contact name, company, source, and a direct link to the CRM record. The sales team gets the alert where they already work without logging into a separate tool.
We build a scheduled Power Automate flow that pulls open task counts or milestone status from Asana, Jira, or Monday.com and posts a formatted weekly summary card to a leadership or operations channel every Monday morning. No one has to compile or send the update manually.
Using the Zendesk connector and Power Automate, we configure a flow that posts an alert to a dedicated support or on-call Teams channel whenever a ticket is marked urgent or escalated. The card includes ticket ID, customer name, issue summary, and a direct link, so the right person can respond without checking Zendesk continuously.
We configure a Power Automate flow triggered when a Teams meeting recording is processed, which moves the file to the correct SharePoint folder based on the meeting channel, and posts a message in that channel with the recording link and a prompt for the meeting owner to add notes. Recordings stop getting lost in the chat history.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will review your current Microsoft Teams setup, identify the highest-priority gaps, and give you a concrete plan before you commit to any hours. The onboarding fee covers the Strategic Delegation Plan, so you start with a roadmap, not a blank slate.