Operational Advisory & Coaching
Advisory that ends in systems, not notes.
You do not need another conversation that leaves the work on your desk. Operational Advisory & Coaching helps owner-led businesses decide what matters first, then build the SOPs, handoffs, follow-up rhythm, and weekly numbers that make the next decision easier to carry.
When the owner is still the operating system.
A customer question, a delivery issue, a hiring decision, a missed follow-up, and a weekly number should not all require the same person to translate the next step. The first job is to make one recurring decision visible: what triggers it, what context is needed, who owns it, what evidence closes it, and what comes back as an exception.
The work between sessions is part of the work.
Every engagement uses a private portal for AI-drafted session recaps, commitments with owners and due dates on both sides, and portal messaging between sessions. The portal keeps the operating record close to the work; it does not replace accountable people or create an implied emergency-response promise.
What can change first.
Intake, onboarding, or delivery
Map the path so the next person has the context and decision they need.
SOPs and handoffs
Document the minimum standard and the exception route—not a binder nobody opens.
Follow-up rhythm
Turn a good intention into a named commitment, owner, due context, and review.
Weekly numbers
Choose a limited set of measures that lead to a decision, not another status recital.
AI operations
Use AI to prepare work where a person still owns the review, correction, and final action.
How the relationship works.
Start with a short conversation and pre-work. Work deeply enough to map workflows, processes, and KPIs. Agree the cadence and first commitments. Then decide, document, implement, and review session by session.
A monthly retainer that should earn renewal.
- Monthly retainer
- The retainer flexes with your season
- No long lock-in
- Scope and cadence agreed in writing
- The work should earn renewal
Five engagement options, priced up front — from a free 30-minute audit to a fixed-fee Owner Operating Review and monthly advisory. See pricing and what each one includes.
Start monthly advisory within 30 days of an Owner Operating Review and $1,250 comes off your first month. Credits do not stack.
When advisory becomes a system.
If a field-service workflow is clear enough to configure, the next path may be Service OS Pro. If a professional-services record, portal, document-review, automation, or integration workflow is clear enough to scope, the next path may be Custom Builds & AI Operations. That is a separate operating and commercial decision—not an automatic upsell.
Client work
Case studies
These describe real client engagements and programs. They are descriptions of scope, not outcome claims — no result is implied beyond the work named.
Synergy Sessions · with Campbell Tax and Accounting
A local workshop series run in partnership with Campbell Tax and Accounting: tactical, facilitated working sessions that help local businesses move real growth work forward — decisions made in the room, with owners and next steps, not notes.
Start with the handoff that still needs you.
Bring one recurring decision, one workflow, or one week of operating friction. CSS will help identify the responsible first move.
Book the free AI Operations Audit