Fractional Operations

Advisor

$2,999

Monthly

Work with a strategic partner to position your business for sustainable growth through high-level planning and collaborative guidance.

Best for pre-seed startups and small teams in the early stages of growth.

Includes:

  • Weekly operations meetings

  • Operational health assessment

  • Process review & enhancement

  • Workflow optimization planning

  • Available as needed for strategic decision making

  • Operations Budget Development and Oversight

Executive Leader

$6,999

Monthly

You are looking for a second in command to take responsibility of operational execution. Someone to turn plans into action by managing projects, processes, and people.

Best for Rapidly scaling startups and teams looking to continue their growth momentum.

Includes Advisory +:

  • Day-to-day operational oversight

  • Direct leadership of key projects

  • Partner & vendor management

  • Cross-departmental alignment

  • Executive reporting & performance tracking

  • Assist CEO with task delegation

Areas of Focus

Leadership:

  • Cross functional process enhancements

  • Master workflow development

  • Strategic planning

Sales & Marketing

  • Sales process & scripts

  • CRM optimization

  • Sales team development

  • Sales to onboarding process optimization

Production

  • Production process

  • Product briefs

  • Project management system optimization

  • Audit of products / services

  • Product / service production optimization

  • Cloud storage optimization

Human Resources

  • Developing hiring, onboarding processes

  • Employee development and management planning

  • Active in hiring, onboarding and off-boarding of all team members

  • Policy & handbook development

  • Standard operating procedure writing + training

Finance

  • Accounting Process

  • Financial reports review

  • Accounting & payroll system optimization

  • Operations budget development

Operations Dictionary

Unlock the language of operations. This dictionary simplifies key terms so you can confidently navigate and optimize your business systems.

If you don’t see what you’re looking for, feel free to contact us—we’re happy to help!

  • The simulation of human intelligence in machines that are programmed to think, learn, and make decisions. AI systems can process large amounts of data, recognize patterns, and adapt to new inputs, enabling them to perform tasks that typically require human intelligence, such as problem-solving, speech recognition, and decision-making.

  • The use of software, AI, or tools to perform repetitive business processes without manual intervention, increasing efficiency and reducing errors.

  • A defined sequence of steps used to complete a task or workflow, ensuring consistency and efficiency in operations.

  • Documented guidelines that outline how tasks, processes, and workflows should be performed to ensure consistency and quality control.

  • The structured combination of processes, tools, and workflows that allow a business to operate efficiently and scale effectively. Examples include CRM systems, project management software, and ERP platforms.

  • Individual action items or steps that must be completed within a process, typically assigned to a person or system for execution.

  • The step-by-step execution of tasks and processes, often visualized as a flowchart or automation sequence to optimize efficiency.