Embedded operations experts to help founders of professional services
scale faster.

Boost client satisfaction, increase profits, and take your business to new heights.

Trusted by Clients

Get out of the day-to-day and start growing with ease.

Here’s how we help:

Deep Dive & Unique Pairing

We assess your financials, team, client processes, and goals to identify bottlenecks. Then, we hand-pick the right embedded duo: an experienced founder as COO + an operations lead.

Immediate Relief

In the first 90 days, we triage immediate issues and deploy executive scorecards, giving you clear visibility and metrics to track progress.

Building Your Growth

Working with your executive team, we prioritize growth objectives to scale in 18-24 months, improve profitability, and free you from the day-to-day grind. Your operations lead drives progress and accountability.

Examples of Growth Objectives

  • Productizing services to create scalable offerings

  • Streamlining client experience to boost satisfaction and referrals

  • Improving profitability through process automation and efficiency

  • Developing a data-driven decision-making culture with real-time KPIs

  • Optimizing your team's capacity and ensuring smooth handoffs

  • Predicting cash flow accurately to stay ahead of financial needs

  • Engaging and retaining top talent while encouraging innovation

Your COOPilot Continues

We’re in this for the long haul. Your operations lead continues running the day-to-day and could even become your next full-time hire.

We’ve helped businesses take flight - and stay airborne.

“I am absolutely thriving. I'm really enjoying my work. I'm really enjoying feeling like I've got the support that I need to make the decisions that I need to make.

And it's taken a layer of stress off of me when it comes to being able to say yes to projects. So I can do what I love doing, which is how conversations with people which provoke them to take action without worrying about the backside of the business.”

— Dan Morris, Founder of Mindracer Consulting

Our Team’s Career Experience

  • More than $18M revenue generated for clients + $3M fundraised

  • Over 100 founders served

Caitlin Ferguson, Founder and CEO

“I’ve been where you are. As a multi-time founder with a successful exit, I know the challenges of scaling a services business.

We’re not just advisors—we jump in and grab an oar. With embedded talent and a proven framework, we tailor solutions to your business—not off-the-shelf advice.

Financials lead the way - they’re a powerful north star, tool for driving impact and client value.

Our mission goes is two-fold: we help founders scale while creating flexible, remote-first opportunities for top-tier talent balancing caregiving and career growth.”

— Caitlin Ferguson, Founder & CEO of COOPilots.io

Industries We Support

Professional Services (Consulting, Legal, Accounting)

Creative and Marketing Agencies

IT and Managed Service Providers

Digital Product Development and SaaS

Coaching and Leadership Development Firms

Healthcare and Wellness Practices

HR, Recruitment, and Talent Development Services

Engagement Models

Business Audit

VIP Full-Day Intensive

Unlock scalable growth and eliminate operational chaos in just one day with a VIP session that delivers a customized 90-day roadmap tailored to your biggest challenges.

$5,000

COOPilots Embedded Team

Embed a seasoned COO and operations lead into your business to remove bottlenecks, create sustainable growth, and set the foundation for long-term success.

Each engagement is customized, but a typical range is $8,000-$12,000 per month.

Strategy Projects

Need a custom strategy? Let’s connect to design a project tailored to your unique goals and business needs.

 FAQs

  • We focus in professional services, including: Consulting, Accounting, Creative and Marketing Agencies, IT and Managed Service Providers, Digital Product Development and SaaS, Coaching and Leadership Development Firms, Healthcare and Wellness Practices, HR, Recruitment, and Talent Development Services.

    If you don't see your industry reflected, please get in touch. We'd be happy to help you find a partner we recommend and trust who can support you.

  • The VIP day is perfect if you’re a founder looking to tackle blockers to growth, free your time, and get a clear, actionable plan with a single day of focus. We deliver a 90 day roadmap and have a follow-up session to help with implementation.

  • If you have completed a VIP Day with us, we offer a credit towards your next engagement. Contact us for details.

  • We focus on immediate relief and clarity into the core of the business. We're identifying and resolving pain points in scoping and delivery, creating or clarifying management reports (P&L, Balance Sheet, Statement of Cash Flows), and developing executive dashboards. This results in greater executive clarity into the current state of business and less work on your shoulders as we drive more of the work.

  • While engagements are initially 3 or 6 months, we aim to support your growth over 18-24 months. The COO offers significant support upfront and gradually steps back as operations stabilize. The Operations Lead handles the day-to-day, with hours that scale to match your business needs —and can even become a permanent hire.

  • We pair you with experienced professionals who share expertise in your industry and complement your leadership style, communication style, and business goals.