Design the Shift Book 15-Min Audit
Fractional COO Services

Build an operating model your team can run.

Most agencies lose margin in the first 30 days without realizing it.

I work with $5M to $20M agencies to fix onboarding, eliminate rework, and give leadership time back.

Takes 5 minutes. Most agencies don’t know where they’re leaking margin until they map this.

Get My Onboarding Score See How It Works
15 to 25% Typical capacity unlocked through cleaner handoffs
30-day sprint Fast diagnostic and implementation path
Fewer escalations Leadership time shifts back to growth work

New clients come in without clear expectations. Assets are late or incomplete. Work gets redone. Communication becomes reactive. Leadership gets pulled back into the details.

This starts in the first 30 days, and it doesn’t stay contained.

Fix onboarding first. Or scaling just multiplies the problems.

Most agencies don’t have a delivery problem. They have a breakdown in the first 30 days that spreads across everything else. I start there. Then we extend the same system across your agency.

Fix onboarding first. Extend the system across your agency. Then step out of the day-to-day.

Onboarding Accelerator

When new clients slow everything down in the first 30 days

  • Find where onboarding is leaking time and margin
  • Install one clear path from sale to delivery
  • Remove asset delays and early-stage rework
Get My Onboarding Score

Operating Model Installation

When growth starts creating confusion, delays, and margin pressure

  • Standardize how work moves across teams
  • Remove unclear ownership and bottlenecks
  • Turn delivery into a system, not individual effort

Governance and Leadership Cadence

When the business still runs through you to stay on track

  • Install a leadership cadence that runs without you
  • Catch issues before they become client problems
  • Create accountability without constant oversight

Better questions.
Better behavior.

I do not sell generic consulting. I implement your operating model with your team. My approach closes the gap between what is written in strategy and what happens in daily execution.

Onboarding is the first operating system I install. From there, we extend the same ownership and execution standards across capacity planning, handoffs, and leadership accountability.

The Three-Phase Shift.

A structured path from functional chaos to profitable scale.

01

The Blueprint

I map your current workflows from sales through final delivery. I identify the leaks and create a financial impact model.

02

The Sprint

I install the systems. We focus on the highest-leverage constraints, automate repetitive tasks, and build team standards.

03

The Cadence

The systems stay fixed. I join your leadership cadence to manage ops reviews, triage variances, and coach managers to ensure behavior stays shifted.

Beyond the
first 30 days.

Onboarding is the wedge, but operational clarity covers the entire agency lifecycle. My work focuses on four specific pillars.

Capacity and Resource Planning

I install the visibility you need to see who is over-allocated and who is idle. We stop the reactive hiring cycles and expand capacity by 15-25%.

Utilization Mapping Hiring Triggers

Margin Protection

Profit disappears in the "middle" of projects. I build the tracking systems that catch rework and scope creep before they kill your margin.

Real-time Job Costing Rework Reduction

The Sales-to-Delivery Bridge

The biggest friction point in $10M agencies is the handoff. I define the criteria for a "clean" start so delivery never has to guess at scope.

Kickoff Automation Scope Frameworks

Leadership Leverage

I remove you from the "Functional Chaos." We install a governance cadence that allows you to lead from data, not from the weeds of PM tools.

Ops Review Cadence CEO Time Reallocation
Not sure where to start?

Take the 5-minute onboarding scorecard

Get a quick readout of what is leaking profit in your first 30 days, before you change a single process.

Get My Onboarding Score Book a diagnostic call