Stage 12 · Operate · side path
Fractional COO / Integrator
Turn your priorities into a weekly operating rhythm your team runs.
Is this you?
·You run a consulting, training, coaching, or agency business — and you still sell and deliver.
·You already have good people. You want someone connecting them and owning follow-through.
·You want routine decisions made within agreed limits, and real tradeoffs brought to you with a recommendation.
What's included
✓Weekly operating meeting — agenda, facilitation, decisions, owners
✓Weekly business scorecard
✓Issues list — identify, discuss, solve, track to done
✓Quarterly priorities (Rocks) set and tracked
✓Clear ownership and decision boundaries
✓Sales → onboarding → delivery handoffs
✓CRM and proposal follow-through
✓Asana / project tool workflows
✓Core processes documented
✓Event, webinar, and speaking prep checklists
✓Invoicing, collections, and budget visibility
✓Works with EOS, Scaling Up, or your own system
✓1 year of Waymaker access
What you walk away with
Day 30: the weekly meeting, scorecard, and issues list are running, and two recurring workflows are owned.
Day 60: cleaner handoffs, documented processes, and capacity or budget risks surfaced early.
Day 90: fewer last-minute escalations, less of your week spent coordinating, and a recommended operating structure going forward.
How it runs
Scoped to your hours
Ownership, decision limits, and the first priorities agreed before we start.
90 days, then month to month
A 30 / 60 / 90 plan with checkpoints. Stay on, scale down, or hand it to your team.
Your system, documented
Meeting format, scorecard, and processes live in your tools — not in our heads.
Your next move
The operating rhythm is running.
Coach + Training Kit
Train the team to own it, or keep us in the seat month to month.
See Coach + Training Kit →
Journey Credit from this kit: $450
Where this sits on the map