Tier 3 — Operations Partner

$2,500–$15,000 per month. Your fractional operations partner. Monthly KPI reviews, process optimization, owner coaching, and continuous improvement — without a full-time COO cost.

What's Included

• Monthly KPI Tracking & Performance Reporting. Core metrics monitored every month — utilization, margin, close rate, and cash flow — with issues flagged before they compound.
• Process Improvement Sessions. Recurring working sessions to tighten workflows, eliminate waste, and adapt systems as the business evolves.
• Owner Advisory & Coaching Calls. Structured monthly sessions on leadership, delegation, hiring decisions, and the operational moves that matter most right now.
• Vendor & Supplier Management Oversight. We hold your vendors and subcontractors accountable so you are not chasing performance or renegotiating the same issues repeatedly.
• Staff Scheduling & Performance Oversight. Crew scheduling, utilization monitoring, and performance accountability — managed on your behalf.
• Financial Monitoring & Cash Flow Oversight. Monthly review of P&L, receivables aging, and cash position — with clear reporting on what changed and why.
• Customer Relationship & Escalation Management. Client issue escalation handling, review management, and relationship oversight for your highest-value accounts.
• Priority Implementation Support. Retainer clients receive priority scheduling for any implementation project that surfaces — no waiting, no separate queue.

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