01 / DIAGNOSE
Find the real problem and the right next step.
Operational Clarity Session
$300 remote / $350 on-site
A focused 90-minute working session for one defined operational challenge.
Live problem-solving
Brief written recap
Recommended next steps
02 / BUILD
Turn the diagnosis into a working system.
Systems Improvement Project
Starting at $7,500
A defined project designed around one agreed operational outcome. (45 day implementation)
Monthly fee if extension
Workflow and process design
System configuration or automation
Data quality and validation
SOP Development
COMMON OUTCOMES
A reliable CRM or data system
A standardized operating workflow
An automated enrollment or billing process
A QA or validation framework
Diagnostic & Roadmap
A deeper assessment for recurring breakdowns, unclear ownership, or unreliable systems.
Stakeholder and workflow review
Root-cause findings
Prioritized action plan
03 / SUPPORT
Continue the work with clearly defined capacity.
Operational Coach
Starting at $1,250 / month
Continued guidance for established clients who need decision support and accountability.
Four (4) 30-minute operational coaching sessions
One (1) 60-minute team coaching hands-on session
KPI build-out and monthly review
Fractional COO
Starting at $3,500 / month (3-6 Month Commitment)
Active operational ownership and cross-functional support over a defined period.
Four (4) 30-minute operational coaching sessions
Two (2) 60-minute team coaching hands-on session
Team and vendor coordination
KPI build-out and monthly review
Twelve (12) backend implementation hours ( SOPs, training, and launch support)
12-24 hour response time
Weekly office hours