Consulting services for startup to mid-size companies
Mastering the Art of Scaling
As an experienced Integrator, I excel in scaling operations with finesse. I understand that growth requires a tailored approach rather than a cookie-cutter solution. Leveraging my experience, I identify the perfect timing and direction for growth, offering expert advice on how to grow effectively. I personalize strategies to ensures that your business seizes every growth opportunity while maintaining operational excellence.
Coaching and Mentorship
In addition to my operational expertise, I provide mentorship for both you and your team. I work closely with each stakeholder to ensure that everyone is aligned and supported. By fostering a culture of continuous improvement, I help create an environment where ongoing growth and development thrive.
Maximize Revenue and Minimize Costs
In addition to my role in operational management, I focus on enhancing profitability by identifying strategies to cut costs and boost revenue. I address key areas such as vendor negotiations, improving customer engagement, and optimizing sales margins. By ensuring the right positions and people are in the right seats, my comprehensive approach maximizes every opportunity for efficiency and growth, positively impacting your bottom line.
Monitor Operational Effectiveness
I assess operational health by tracking the quarterly meeting percentage of company rocks and revenue goals. My track record demonstrates consistent improvement in these metrics, which provides a clear view of how well your organization is progressing toward its objectives.
Enhance Employee Satisfaction and Retention
I focus on boosting employee satisfaction and retention by revitalizing your workforce. By analyzing team dynamics and ensuring that each individual's accountability is clearly defined, I create a structured environment with well-established roles and responsibilities. This approach lays the groundwork for improved employee satisfaction and reduced turnover.
Our Process
What We Offer
Services
See below the available packages to get your business rowing in the right direction!
Strategic Growth Facilitation Package
What’s Included:
(4-8 hours dedicated per week)
- Weekly L10 Meeting Facilitation
- 90-Day Rocks Creation
- Accountability Chart Refinement/ Creation
- Vision and Goals Planning
- Access & Training on How to Use 3 Key Toolkit Resources
What Clients Will Get:
This package offers focused support through structured meetings, strategic planning, and accountability coaching, ensuring your business stays on track with EOS integration.
Leadership & Visionary Alignment Package
What’s Included:
(6-10 hours dedicated per week)
- Everything in Package 1, plus:
- Biweekly One-on-One Leadership Team Coaching
- CEO/Visionary Coaching
- Role Clarity & Accountability Support
- Access & Training on How to Use 4 Key Toolkit Resources
What Clients Will Get:
A holistic package combining EOS integration with leadership coaching, helping your leadership team define clear roles and develop a visionary growth plan.
Full Business Integration & Management Package
What’s Included:
(10-12 dedicated hours per week)
- Everything in Package 2, plus:
- Core Process Creation
- Weekly Management Support
- Full Access to Toolkit Resources
- Full EOS Integration
What Clients Will Get:
A comprehensive solution for businesses seeking full EOS integration, process creation, and weekly management support, ensuring sustainable growth and operational success.
Organizational Process Optimization Package
What’s Included:
(Typically 4 - 5 weeks)
- Discovery sessions with HR, Operations, Marketing & key stakeholders
- Comprehensive review & analysis of people operations and departmental workflows
- Tailored recommendations for process improvements
What Clients Will Get: In-depth insights into operational efficiency and people management, with actionable steps to streamline processes across the organization, ensuring stronger alignment and productivity.
Flexible Service Options
Don't need the full realm of the above services? See below our flexible service offerings if you already identified exactly what your business needs to succeed!
Expert Meeting Facilitation
Ensure your leadership team stays aligned and focused with expertly facilitated weekly L10 meetings. I provide expert facilitation to ensure alignment, progress, and accountability. As your external partner, I’ll guide your leadership team through key priorities, challenge resolution, and accountability measures to keep everyone focused on the goals. (Additional fee for department and team L10 facilitation to enhance cohesion)
(90 minute L10 meeting/week)
Accountability & Role Clarity
Boost your team’s efficiency with a comprehensive approach to accountability and role clarity. I’ll guide you through creating a detailed accountability chart, refining or crafting job descriptions, and implementing the RACI model to define clear roles and responsibilities. This service ensures your team understands exactly who is responsible for what, streamlining operations and making sure the right people are in the right roles for optimal performance.
(4 week process)
90-Day Goal Creation
I work closely with your leadership team to define and execute 90-day rocks and milestones. I'll provide expert guidance to ensure key initiatives stay on track and are aligned with your 1-year, 3-year, and 10-year goals, driving long-term success.
(2-3 hours)
New Integrator Training & Mentorship
Equip your new Integrator with the skills and confidence they need to excel. Through comprehensive training and mentorship, they’ll learn the EOS methodology, master their responsibilities, and understand how to effectively support the Visionary. From understanding the role to navigating challenges, this program ensures Integrators are prepared to lead with clarity and drive success for the team and organization.
Project-Based Add-ons
From market research and feasibility studies to updating sections of playbooks, training modules, or new SOPs, this service provides the hands-on execution you need. I step in when your team lacks the resources or capacity to complete essential projects. Whether it’s strategic initiatives or operational tasks, ensuring progress and helping your business move forward with confidence.
Options to create custom service packages are available!