Tier 3 — Operations Partner

$2,500–$25,000 per month. Your fractional operations partner. Monthly KPI reviews, process optimization, owner coaching, and continuous improvement — without a full-time COO cost. Depth scales up to full day-to-day management under a service agreement — you retain sign-off on major decisions. Scoped to how much you want us to take on.

No required minimum term. Retainers are paid in advance, month-to-month — cancel any month. Most partnerships continue 12+ months because the work compounds, but you're never locked in.

What's Included

• Monthly KPI Tracking & Performance Reporting. Core metrics monitored every month — utilization, margin, close rate, cash flow — with issues flagged before they compound. Weekly operational snapshots plus a full monthly report.
• Staff Scheduling & Performance Oversight. Scheduling, utilization tracking, and performance accountability for every person on your team.
• Vendor & Supplier Management. Vendor and subcontractor relationships held accountable, contracts reviewed, costs negotiated.
• Financial Oversight & Cash Flow Monitoring. Monthly P&L review, receivables aging, invoicing oversight, and cash position reporting.
• Customer Relationship & Escalation Management. Client issue resolution, review management, and relationship oversight for your highest-value accounts.
• Process Improvement & Optimization. Recurring working sessions to tighten workflows and adapt systems as the business evolves.
• Owner Advisory & Coaching Calls. Structured monthly sessions on leadership, delegation, priorities, and the operational moves that matter most.
• Strategic Planning & Growth Execution. Quarterly strategic sessions — growth targets set, priorities agreed, and the operational plan built to get there.
• Day-to-Day Operations Management (optional). Full oversight of daily operations — so the business runs on systems, not on the owner's personal availability. Depth is scoped to how much you want us to take on.
• Priority Implementation Support. Retainer clients receive priority scheduling for any implementation project that surfaces.

You built it. Now let someone you trust run it. Book a discovery call — we discuss what a retainer looks like for you.