Services and Engagements

Start with a VIP Full-Day Intensive…

Unlock scalable growth and eliminate operational chaos in just one day.

This VIP day is designed to tackle your biggest operational challenges and deliver a clear, customized roadmap for the quarter ahead. The day is split into two parts: a focused session with you as the founder and individual interviews with the team for deeper analysis. 

What’s Included:

    • Pre-Workshop Prep - You’ll provide essential business information (org charts, financial snapshots, key processes) in advance so we can make the most of our time together.

    • Founder Session - A 2-3 hour intensive with you and your executive team to diagnose the key issues affecting your scalability. We’ll identify the root causes of operational chaos, review current systems, and clarify your 90-day priorities.

    • Team Interviews - Key team members will spend 30-60 minutes with us to further uncover challenges, gaps, and diagnose inefficiencies, setting up the foundation to alleviate bottlenecks and drive immediate results.

    • Custom Action Plan - You’ll receive a tailored 90-day roadmap with clear priorities and next steps to eliminate bottlenecks and improve operations.

    • Follow-Up Support - A 30-minute follow-up call within two weeks to ensure progress and adjust the strategy as needed.

Who This Is For: Founders ready to break free from the day-to-day chaos and lead their business to scalable growth—without the long consulting cycles.

Investment:  $5,000

…Grow with your COOPilots.

Empower your team, grow your clients, and win in business.

With your COOPilot by your side, you’ll have an embedded operations leader and fractional COO working directly in your business. Together, we’ll tackle the root causes of operational friction, align your team around clear priorities, and design systems that allow your business to grow while you step away from the daily grind.

What’s Included:

  • Embedded operations leader (10-15 hours a week) and COO-level expertise

  • Financial reports setup with ongoing analysis to drive informed decisions

  • Baseline operations flow to enhance value delivery and design a better client experience

  • 90-day triage to identify and prioritize immediate challenges

  • Root cause analysis of bottlenecks and growth challenges

  • Executive team alignment on goals, metrics, timelines, and operating agreements

  • Quarterly strategy sessions for workflows, growth initiatives, KPIs, and accountability plans

  • Team leadership and support to unblock, develop, or—if needed—hire and train new talent

  • Client engagement design with seamless handoff support, project, and delivery management

  • Founder freedom: Helping you step away from daily operations while your business grows and thrives

Who This Is For: Founders of professional services businesses who:

  • Feel daily operations absorb too much time and need trusted, expert help to take the reins

  • Struggle with bottlenecks that hold back growth

  • Want better alignment and accountability across their team

  • Are ready to focus on the big picture while operations run smoothly in the background

Investment:  $8,000-$12,000 monthly, pending assessment