Fractional Operations

Advisor

$999

Monthly

Optimize your processes and set the foundation

Includes:

Leadership & Organization

  • Ensure operations alignment with Mission

Sales & Marketing

  • Sales process & scripts

Production

  • Production process

  • Product briefs

Human Resources

  • Onboarding Process

  • Off-boarding Process

Finance

  • Accounting Process

  • Financial reports review

Strategic Leader

$1,999

Monthly

Upgrade your systems with today’s technology 

Includes: Advisory +

Leadership & Organization

  • Oversee systems integration

  • Develop organizational chart

  • Automation development + maintenance

Sales & Marketing

  • CRM development

  • Proposal software integration

  • Connection of CRM to website, prospecting, marketing, & proposal software

Production

  • Project management system buildout

  • Integration of complimentary production systems

Human Resources

  • Performance reviews

  • HR system integration

  • Communication systems and guidelines

  • Cloud storage organization + implementation

  • Standard operating procedure writing + training

Finance

  • Accounting + Payroll system development

  • Operations budget development

  • Connection of proposal and accounting systems

Executive Leader

$3,999

Monthly

Scale your business through team leadership

Includes: Advisory + Strategic Leadership +

Leadership & Organization

  • Team leadership according to your Vision, Mission, and Values

  • Master workflow development

  • Planning for future needs

Sales & Marketing

  • Sales handbook creation

  • Sales team policies creation

Production

  • Regular audit of products / services

  • Future-proofing of product / service production

  • Service handbook creation

  • Service team policies creation

Human Resources

  • Departmental Team onboarding & training planning

  • Departmental Team onboarding & training execution

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

Finance

  • Accounting handbook

  • Accounting team policies

And Much More

  • Dedicated to solving any operational roadblock to our continued growth and success

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.