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Operational Leadership Without the Full-Time Overhead.

We embed as your operational partner — driving execution, accountability, and agentic AI adoption across your business. Not a consultant. Not a slide deck. A partner who shows up and gets it done.

You Need a Partner, Not a Consultant

Founders at the Bottleneck

Every decision routes through you. Your team is capable but lacks the operational structure to execute without your involvement. You're the constraint.

Post-Sprint Companies

You've completed a Transformation Sprint and have deployed AI agents. Now you need ongoing operational leadership to drive adoption, accountability, and continuous improvement.

Scaling Service Businesses

You're growing but ops can't keep up. Margin is eroding as you add headcount. You need a system that scales — not more people doing the same broken processes.

How We Show Up as Your Fractional COO

Bi-Weekly Leadership Alignment

Structured bi-weekly sessions with you and your leadership team. We align on priorities, remove blockers, and drive accountability across the org.

Weekly KPI Reviews

We build and maintain your operational scorecard. Every week, we review metrics that matter — not vanity numbers — and make decisions based on data.

Daily Ops Problem-Solving

We're available for day-to-day operational questions, escalations, and decisions. You have a partner in your corner, not just a monthly check-in.

Agentic AI Sprint

Every engagement includes a dedicated AI sprint using the ScaleOS™ framework — identifying and deploying the highest-ROI automation opportunities in your business.

Margin Recovery

We identify and eliminate cost drivers that erode margin as you scale. Most clients see measurable margin improvement within the first 90 days.

Team & Vendor Management

We help you structure your team for scale, manage key vendor relationships, and build the operational infrastructure your business needs to grow without you.

Ongoing · Retainer

Everything in the Fractional COO Engagement

📅
Bi-Weekly Alignment

Leadership sessions with accountability tracking

📊
Weekly KPI Reviews

Operational scorecard built and maintained

🤝
Daily Availability

Ops problem-solving and decision support

🤖
Agentic AI Sprint

ScaleOS™ framework applied to your highest-ROI workflows

💰
Margin Recovery

Cost driver identification and elimination

👥
Team Structure

Org design for scale, not just headcount

📋
SOPs & Playbooks

Documentation that makes your team independent

🎯
Vendor Management

Key relationships managed on your behalf

We're a Certified EOS® Integrator

The Entrepreneurial Operating System (EOS®) is the most widely adopted operating framework for lower middle market companies. It gives leadership teams a shared language, a clear accountability structure, and a proven cadence for running the business.

As a certified EOS® Integrator, we implement the full Traction® toolset: Vision/Traction Organizer (V/TO), Rocks, Level 10 Meetings™, Scorecard, Issues List, and the People Analyzer. These aren't just tools — they're the operating rhythm that makes everything else work.

When combined with the ScaleOS™ AI methodology, EOS gives your business both the human operating system and the AI infrastructure to scale with confidence.

EOS® Tools We Implement
Vision/Traction Organizer (V/TO)
Align your entire team on where you're going and how you'll get there
Rocks
Quarterly priorities that keep leadership focused on what matters most
Level 10 Meeting™
Weekly leadership meeting cadence that actually solves issues
Scorecard
Weekly pulse on the 5–15 numbers that tell you if the business is healthy
Accountability Chart
Right people, right seats — clear ownership across the org
Issues List (IDS)
Identify, Discuss, Solve — eliminate recurring problems permanently

Every Pillar Has a Framework Behind It

We don’t improvise. Every aspect of how we run your operations is backed by a proven methodology — from AI deployment to team execution to project delivery.

Pillar 1

AI & Process Design

  • ScaleOS™ (Map, Mine, Design, Deploy)
  • Mine Before You Design™
  • Microsoft Process Mining
  • Harvard A.G.E.N.T. Playbook
  • Six Sigma Root Cause Analysis
Pillar 2

Operating Rhythm & Leadership

  • EOS® (Entrepreneurial Operating System)
  • Level 10 Meetings™ & Rocks
  • V/TO Vision Alignment
  • Scorecard & KPI Governance
  • Accountability Chart Design
Pillar 3

Execution & Delivery

  • Agile / Scrum (Sprint-based delivery)
  • Kanban (Continuous flow management)
  • Project Management (Scope, schedule, risk)
  • Program Management (Multi-workstream)
  • Product Management (Roadmap & backlog)

What Our Clients Achieve

95%
Ops Cost Reduction

By eliminating manual processes and deploying targeted AI agents.

60 days
To Measurable ROI

From engagement start to first measurable operational improvement.

12x
ROI by Week 8

Average return on engagement investment for Transformation Sprint clients.

The ScaleOS™ Customer Journey

Most clients start with Discovery and move to Fractional COO once they\'ve seen the data.

4 Weeks
Discovery Sprint
12 Weeks
Transformation Sprint
You Are Here
Fractional COO ✓
PE / Acquisitions
Operating Partner

Common Questions

A consultant gives recommendations. A Fractional COO executes. We're embedded in your business — attending leadership meetings, managing KPIs, and driving accountability. We're accountable to outcomes, not deliverables.

We typically engage for a minimum of 3 months. Most clients stay for 6–12 months as they build out their operational infrastructure.

Not required, but strongly recommended. The Discovery Sprint gives us the data we need to prioritize correctly from day one. Without it, we spend the first few weeks doing that work anyway.

Minimal. We structure our engagement to require as little of your time as possible. Bi-weekly alignment sessions are the primary commitment — typically 60–90 minutes each.

Yes. We work within your existing team structure. We don't replace people — we help them work better, with better systems and clearer accountability.

EOS® (Entrepreneurial Operating System) is a complete business operating system used by 200,000+ companies worldwide. You don't need prior EOS experience — we implement it from scratch. Most clients find it transforms how their leadership team communicates and executes within the first 90 days.

EOS provides the human operating system: meeting cadences, accountability structure, and quarterly priorities. ScaleOS™ provides the AI layer: process mining, automation, and agentic AI deployment. Together they give your business both the people infrastructure and the technology infrastructure to scale.