Fix the operations with us, one improvement a month.
Operating Partner is Private Advisory plus one agreed improvement each month: a process, a tool setup or a management routine. We design it with you and review it when it lands. Your team keeps daily execution. The business grows faster and runs to a clear standard, and less of it routes back to you.
From $4,000 a monthMonth-to-month. Paid in advance. Cancel with seven days’ written notice before the next bill.
Written scope and price before any commitment. No payment or access is needed to ask.
What happens each month
We pick one improvement together: the thing that would break first if sales doubled, or the thing that keeps pulling you back in. We design it in a working session. Who owns it. What the standard is. Where the check sits. Where it lives in the tools you already use. Your team puts it in place. We review it when it lands and adjust until it holds.
- Choose. One improvement with a clear result, agreed in writing.
- Design. Owner, standard, check and tool setup, co-designed in session.
- Implement. Your team builds it with our guidance; your ops lead stays in the loop.
- Review. We check it against the standard and fix what didn’t land.
- Numbers. A short weekly review so you see the effect, not just the activity.
What you get
- Everything in Private Operating Advisory: four 45-minute sessions a month, preparation, decision recap.
- One agreed operating improvement each month, designed with you and reviewed when your team ships it.
- One deliverable a month: a documented process, a tool setup or a management routine your team can run.
- Clear next actions after every session, so nothing waits on the next call.
- Where a step repeats, an AI-assisted step with a named person reviewing anything that reaches a customer.
How it starts
Book a 30-minute call or send a note. If it fits, we hold a 60-minute working session on your situation. You get written scope and price before you pay. Work starts when payment and readiness are confirmed and START is agreed in writing.
What it is not
Operating Partner is not daily staff management, unlimited access or us building everything for you. If you want one process built end to end, the Workflow Sprint does that at a fixed price. If a defined part of the business needs someone senior to run it for a while, see Fractional COO.
Who it fits
A good fit when
- You have a team or contractors who do the work, and you want them held to a standard
- More than one process keeps coming back to you
- You want decisions and implementation, not a course
- You can give your ops lead four sessions a month and a few hours between them
Not a fit when
- You want someone else to do all the implementation (see the Sprint)
- You need daily management of staff or vendors
- You are deciding whether to hire at all and want advice only (start with Advisory)
- There is no one on your side to carry the work between sessions
Terms
Private Advisory plus co-design and implementation review for one agreed improvement. Your team owns implementation, daily execution and staff management. Working sessions and review fit within the same four monthly sessions, with total effort agreed in writing. Month-to-month, paid in advance. Cancel with written notice at least seven calendar days before the next bill, effective at the end of the paid period; no prorated refund except as required by law or signed exception.
Work starts only after the agreed payment and readiness requirements are met and START is confirmed in writing. Delayed inputs or approvals pause or re-slot the schedule. An inquiry does not reserve capacity. Existing signed or platform terms still govern existing work.
Questions about Operating Partner
How is this different from Advisory?
Advisory is the four sessions and the recaps; you decide and your team executes. Operating Partner adds one agreed improvement a month that we design with you and review when it lands. Same sessions, more hands.
How is this different from the Sprint?
The Sprint is one process, built by us in your tools at a fixed price, in ten business days. Operating Partner is month-to-month and builds with your team, one improvement at a time, across the business.
What if an improvement takes more than a month?
Then it rolls into the next month. We agree the deliverable and the total effort in writing, so neither side is surprised.
Can we stop?
Yes. It is month-to-month, paid in advance. Cancel with written notice at least seven calendar days before the next bill, effective at the end of the paid period.
Which improvement would you pick first?
Bring that to the call. You’ll get a straight answer on whether Operating Partner, Advisory or a Sprint fits, or whether none of them does.
Written scope and price before any commitment.