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Business Solutions

I help growing small to midsized businesses steady their operations through two types of support: Operations Training and Fractional COO Retainers. Each path strengthens how people, processes, and systems connect, so your business runs smoothly and grows sustainably without burning out your team or clients.

Strategic Operations Consulting

For business owners who need guidance before scaling or hiring. I assess your team structure, workflows, and systems to identify what’s slowing things down or creating rework. You’ll walk away with a simple, actionable plan to improve efficiency, strengthen accountability, and decide whether training or ongoing COO support is the right next move.

 

 

 

​Operate Better Training™

Before you add new tools, automation, or AI, make sure your operations can handle them. Operate Better Training™ helps growing businesses fix what’s slowing down delivery, strengthen accountability, and build the systems that support consistent performance and growth. Through practical, hands-on sessions, I teach business owners and managers how to set expectations, manage performance, and use existing tools more effectively. Each session is customized around your business and focused on building capacity that increases profit while reducing complexity.

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Focus areas include: role clarity, process improvement, reporting visibility, communication habits, knowledge management, tool alignment, and responsible use of AI to support team capacity.

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What happens:
We start by identifying one area that slows delivery, such as client onboarding, communication, project follow-through, or reporting. Then I design a simple framework your team can apply right away. Sessions are built inside your current systems like Microsoft 365, CRMs, or AI tools to make them work harder for you and eliminate unnecessary steps.

 

What you get:
• A framework to streamline one operational area
• Clear examples tailored to how you work
• A reference guide to maintain consistency after training
• Optional follow-up session to reinforce adoption

 

What it does for you:
Your team knows what “done” looks like, deadlines stop slipping, and you gain back time to focus on growth. 

 

Format:
Each session runs 90 minutes and focuses on one operational area that needs improvement. Sessions can be booked as a single workshop, a short three-part series, or a half-day session for teams that want deeper collaboration. Training can be delivered virtually or in person based on your team’s needs.

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Fractional COO Retainers

Ongoing operational support to align people, process, and delivery. Choose the level that fits your business needs.

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​20 hours per month: Operations Started

I help your operations get off to a solid start.​​

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What Happens: 

You’ll get an initial review of how your people, tools, and client processes fit together, plus a short plan that prioritizes what to fix first. Each month, I review key operational areas to identify bottlenecks and recommend clear next steps. If you need help with reporting, processes, or budget alignment, I can help there, too.

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What you get:
• A monthly summary of what matters most and what to tackle next
• A running list of action items to keep you on track
• A quick call if something urgent comes up

 

What it does for you:
You get a clear plan for what’s working, what isn’t, and how to fix it, without taking your focus off clients or growth.

 

30-Hour Retainer: Operations Builder

You pick one thing that keeps breaking, and I fix it so it stays fixed.

 

What happens:
Everything from the 20-hour tier, plus focused support to restructure one system that’s draining time or profit, could be client onboarding, project delivery, reporting, or internal transfer of work. I document the workflow, train your team to manage it, and make sure knowledge doesn’t vanish when someone leaves.

 

What you get:
• One working system that runs smoothly and predictably
• Team training so everyone follows the same process
• Simple documentation for long-term consistency

 

What it does for you:
Your projects stop stalling. Your clients get a consistent experience. Your team gets the clarity they need to deliver on time, and you get your headspace back. 

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40-Hour Retainer: Strategic Operations Partner

I help you manage multiple priorities at once and keep the business running smoothly as it grows.

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What happens:
Everything from the 30-hour tier, plus coordination of multiple initiatives, like service expansion, CRM optimization, or new team structure. I connect the dots across departments, track progress, and keep your leadership or project team focused on the right things at the right time.

 

What you get:
• A monthly report showing what’s on track, what’s delayed, and what needs a decision
• A live tracker or dashboard to view project and delivery progress
• Guidance for leadership or management meetings when needed

 

What it does for you:
You stay in control without being in everything. Your team knows what’s next. Your clients feel the difference.

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The difference between tiers in one line:
20 hours = I recommend what you need to fix.
30 hours = I fix one thing with you.
40 hours = I help you manage several priorities and keep them on track.

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