Operational Advisory & Coaching
Five ways to work together, priced up front.
Start with a free conversation. Move to a fixed-fee review when you need a structured view of the constraint. Continue monthly only if the work earns it.
Free 30-minute AI Operations Audit
Qualification and triage. Start here if you are not sure which path fits.
- One 30-minute conversation
- Identify one operating or AI workflow
- Name the human review boundary
- The immediate next decision, and the appropriate CSS path
- A custom report
- Implementation, workflow build, or integration
- Portal setup
- A security or compliance conclusion
- A detailed written operating plan
Owner Operating Review
An owner who needs a structured view of the current constraint before choosing a path.
- Pre-work and a 90-minute working session
- One operating constraint map
- 90-day priorities
- KPI and decision-cadence recommendations
- Written recap and action plan
- A route recommendation — advisory, Service OS Pro, Custom Builds, a focused sprint, or no immediate engagement
- Custom software
- Direct staff management
- Unlimited SOP production or revisions
- Daily availability
- Legal, HR, or accounting advice
- Embedded execution outside the two-week review
Operational Advisory
Owners who need decision clarity, a recurring rhythm, accountability, and documented operating rules — not a hands-on implementation team.
- Two 75-minute working sessions a month
- Private portal with AI-drafted, human-reviewed recaps
- Commitment tracking with owner and due context
- Portal messaging between sessions, within agreed boundaries
- Review of up to two existing artifacts a month
- One active operating constraint at a time
- Up to three hours a month of async analysis or document review
- Custom software development
- Direct staff management
- Unlimited SOP production
- Daily availability
- Unlimited artifact review
- Legal, HR, accounting, or tax advice
- Commitments outside the agreed active constraint
Advisory + Implementation
An owner who needs an implementation-minded operating partner to move one workstream into documented, reviewable practice.
- Weekly 60-minute working session
- Private portal, commitment tracking, and human-reviewed recaps
- Up to eight hours a month of CSS implementation and documentation work
- One active workstream
- SOP, handoff, KPI, and meeting-rhythm artifacts for that workstream
- Monthly executive operating review
- Custom software development
- Direct staff management
- Legal, HR, accounting, or tax advice
- Unlimited revisions or workstreams
- Unapproved out-of-scope work
Embedded Operations Partner
A business needing cross-functional operating support and leadership cadence beyond a normal advisory relationship, but not a full-time operations executive.
- Weekly leadership cadence
- Up to 20 hours a month
- Cross-functional operating support
- Leadership-meeting participation
- Implementation oversight and KPI review
- Vendor and system coordination, when scoped
- Executive authority or direct-report management
- Signing authority or employment status
- P&L ownership
- The right to make client decisions unless a written agreement grants it
The Owner Operating Review credit.
Start Operational Advisory or Advisory + Implementation within within 30 days of your Owner Operating Review and $1,250 comes off your first month. The credit does not stack with any promotion, grandfather rate, discount, or other credit.
Standard terms.
| Initial term | 90 days for any monthly engagement |
|---|---|
| Continuation | month to month after the initial term |
| Cancellation | 30 days' written notice after the initial term |
| Billing | monthly in advance |
| Unused capacity | does not roll over |
| Out-of-scope work | Requires approval; $250/hour or a fixed quote |
| Client delay | Does not automatically extend reserved capacity, term, or delivery window — reprioritize through the agreed cadence |
Start with a 90-day operating term, then continue month to month with 30 days' written notice. The work should earn renewal.
Refund, payment, and legal terms are confirmed in your written agreement. Scope and cadence are agreed in writing before work starts.
Not sure which one?
Bring one recurring decision, one workflow, or one week of operating friction to the free audit. If you need a map, a 90-day plan, or written recommendations, we will point you at the Owner Operating Review rather than stretch a 30-minute conversation.
Book the free AI Operations Audit