How We Help Companies Scale Smarter
As your fractional COO, we deliver a full suite of operational services, strategy, leadership, processes, and tools tailored to help growing companies scale efficiently
Our Core Services
We help growing businesses build operational strength, leadership focus, and scalable structures.
Operational Strategy Development
Build and align company operations to achieve short-term targets and long-term business goals. This includes setting service structures, role clarity, and organizational priorities.
Leadership Coaching and Department Oversight
Conduct regular leadership check-ins with Service Desk, Projects, Account Management, and other teams. Guide leaders on decision-making, accountability, and removing operational bottlenecks.
Process Improvement and Scalability
Map out existing workflows, identify inefficiencies, design improved processes, and implement best practices to increase scalability and reduce waste.
Technology Integration and Automation Strategy
Guide PSA, RMM, and operational tool stack optimization. Support automation initiatives and AI adoption to improve efficiency, profitability, and service scalability.
Additional Operational Services
Financial Review and Cleanup
Work with finance teams or bookkeepers to organize P&L accounts for clean, understandable reporting. Restructure reporting if needed to allow leadership to scale with financial visibility.
Business Operating System Management
Oversee the rollout of a structured operating system (such as EOS, Results, or similar). Assist in tool selection and manage the implementation across leadership and departments.
Client Profitability Reviews
Review client contracts, service levels, and account profitability. Identify loss-making accounts and recommend pricing changes, scope adjustments, or strategic exits.
Scaling Playbooks and SOPs
Build internal playbooks and Standard Operating Procedures (SOPs) to make operations repeatable, trainable, and scalable as your company grows.
Organizational Design and Role Structuring
Create organizational charts, define leadership structures, and ensure every role has clarity, accountability, and alignment with business goals.
Change Management and Execution Support
Lead and support operational changes across teams, including communications, training, adoption strategies, and leadership coaching during transitions.
Vendor and Technology Management
Evaluate, select, and optimize vendor relationships and technology platforms. Ensure all tools align with operational goals and reduce overhead.
Metrics and Reporting Implementation
Define key operational KPIs, set up reporting cadences, and ensure leadership teams have visibility into real-time business health.
Pricing
Our services are structured to deliver true operational leadership, not just advice. Whether you need a one-time audit or ongoing leadership, we offer scalable options to fit your business stage and goals.
Operations Audit
$3000 one-time
A preview of the insights you'll get. Our full report goes much deeper.
Operational Maturity Snapshot
Trusted Advisor
$5000/mon.
Fractional COO
$7500/mon.
Interested in something not listed?
If your needs don’t fit perfectly into a package, let’s talk. Book a free 60-minute consultation and we’ll map out a plan that fits your company’s operational goals.
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