FAQ | Fractional COO Services

Consultants typically analyze and advise. I execute. I sit in the mess with you—I don't prescribe solutions from the outside and walk away. I work hands-on in your business, in the trenches, to actually build and implement the systems you need. You get an operator who's doing the work alongside you, not an advisor who hands you a report and disappears.

Most clients work with me for 6-12 months. That's usually enough time to fix the major issues, build scalable systems, document everything, and prepare your team to run independently.

My sweet spot is B2B companies doing $500K-$5M in revenue with 5-25 employees. Smaller than that and you might not have the budget or complexity yet. Larger than that and you probably need a full-time COO.

That's perfectly fine! I offer focused engagements starting at $2,500/month designed for specific projects. We can tackle just sales operations, just customer success, or just one operational bottleneck—whatever you need most.

I work with B2B companies across various industries: SaaS, fintech, professional services, staffing & recruitment, agencies, consulting firms, and other B2B service businesses. The principles of operational excellence apply across industries.

I'm platform-agnostic but have deep experience with: Ninety.io, CRMs (HubSpot, Salesforce, Pipedrive), project management tools (Asana, ClickUp, Notion), and various sales/CS platforms. I'll work with what you have or recommend what you need based on your situation.

Weekly video check-ins (scheduled at a consistent time), unlimited Slack/email access during business hours, and ad-hoc calls as needed. Everything is documented in shared workspaces so you have full visibility.

I'll tell you honestly in our discovery call. If I don't think I can deliver significant value for you, I'll say so—and I'll try to point you toward resources that might be a better fit.

You own everything we build together—all processes, SOPs, documentation, templates, and training materials. My goal is to make myself obsolete by building your internal operational capability. You'll never be locked in or dependent on me.

Yes to both. I'm happy to sign your NDA, and all my engagements are structured as monthly retainers with clear scope and deliverables.

Frequently Asked Questions

How is a Fractional COO different from a consultant?

How long do engagements typically last?

Do I need to be a certain size to work with you?

What if I only need help with one specific area?

What industries do you work with?

What tools/platforms do you work with?

How do we communicate during the engagement?

What if we're not a good fit?

What happens at the end of our engagement?

Do you sign NDAs or work on retainer contracts?

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