What I do — and what you get.
Three engagements. Each one designed to give you something concrete, not a deliverable you'll file and forget.
Operations Diagnostic
A focused 30-day engagement to map what's actually broken in your business — and build a prioritized plan to fix it. Most founders know something is wrong. They don't know exactly where, or what to fix first. The Diagnostic answers both questions with specifics, not generalities.
Best fitYou know the business is leaking time, margin, or momentum, but you need an outside operator to identify where the breakdowns are and what to fix first.
- +Bottleneck map — where work is stalling and why
- +Handoff audit — where decisions and tasks are falling through
- +Owner dependency scan — decisions and processes that still run through you
- +AI opportunity review — where automation creates real leverage vs. adds complexity
- +Tool stack assessment — what's working, what's redundant, what's missing
- +Prioritized 90-day action plan — sequenced by impact, not difficulty
A strategy deck. A framework slideshow. A report you read once and shelve.
Fractional COO Retainer
Ongoing operating leadership — not as a full-time employee, but as an operating partner inside the weekly rhythm of the business. Not advisory calls. Active work.
Best fitYou've identified what's broken, you have the budget to fix it, and you need someone in the operating seat to make sure it actually happens.
- +Weekly operating rhythm — standing call, priorities, blockers
- +Project and accountability tracking
- +Workflow design and implementation
- +KPI dashboard setup and review
- +AI automation implementation — specific, mapped, tested
- +Vendor and team coordination where needed
- +Ongoing process improvement as the business evolves
A monthly check-in. A sounding board. Advice without execution.
AI Workflow Implementation
Specific automations built around how your business actually operates. Most businesses have tried AI tools. Most haven't made them stick — because the process underneath was broken before the automation was added. I fix the process first, then automate the work that shouldn't require human effort.
Best fitYou have a workflow that's stable enough to automate and you want it built, tested, and handed off — not prototyped and abandoned.
- +Client intake and onboarding workflows
- +Proposal and estimate generation
- +Follow-up and communication automation
- +Meeting notes to task assignment
- +Internal SOP generation and maintenance
- +Reporting and dashboard automation
- +Admin and document processing
A ChatGPT setup session. A prompt library. A tool recommendation list.