Services & Retainer Packages

Scaling isn’t one-size-fits-all. That’s why my packages flex with your needs — whether you want a sounding board, an operator in the weeds, or a partner embedded with your leadership team.

Let’s Talk Strategy

What is a Fractional CSOO?

A Fractional Chief Strategy & Operations Officer (CSOO) is an experienced senior executive who partners with your business on a part-time, or "on-demand," basis. Instead of a full-time hire, you get the strategic vision and operational leadership you need to grow, without the cost or commitment of a full-time position.

My role is to translate your vision into a clear blueprint, aligning your team, processes, and priorities for sustainable growth.

Translates your vision into a clear strategic blueprint.

Aligns and optimizes processes to improve efficiency.

Ensures your team, tools, and priorities work in perfect alignment.

Choose the level of strategic support your business needs

The Elevate & Align Continuum
From Blueprint → Advisor → Operator → Partner
Every business evolves through distinct phases — each calling for a different level of operational support. The Elevate & Align Continuum guides founders and CEOs through each stage, from foundation to full integration.

New Owner Blueprint

Perfect if you’ve just bought or launched a business and need a foundation that works.

Includes:

One 90-min strategy session/month → build clarity and structure from day one.
Baseline business audit → review key systems, cashflow rhythm, and team setup.
Custom 90-day roadmap → define priorities and create your first operational rhythm.
Resource templates & rhythm tools → simplify decisions and daily execution.
Email / IM support → guidance and accountability between sessions.

Strategic Advisor

Perfect if your business is moving fast (or messy) and you need someone in the weeds with you.

Includes:

One 60-min strategy call/month → clarity & accountability check-in.
Light SOP/process review → quick insights without heavy lift.
High-level input on hiring/vendor/systems → experienced perspective before you decide.
Email / IM support → keep momentum between calls.

Embedded COO

Perfect if you need an interim COO to drive change, align leadership, and stabilize operations.

Includes:

Weekly leadership calls → hands-on executive alignment.
SOP + KPI build-out → structure and accountability across departments.
Delegation optimization → free leaders from the weeds.
Vendor/external representation → one point of contact, fewer headaches.
Priority access + change management → keep momentum in real time.
Option to co-lead initiatives/interim COO role → stability during transition.

Growth-Stage Operator

Perfect if your business is moving fast (or messy) and you need someone in the weeds with you.

Includes:

Two strategic calls/month → keep leaders aligned.
Weekly team syncs → cross-department accountability.
Process/system optimization → eliminate waste and bottlenecks.
Hiring flow + onboarding → get the right people in the right roles.
Dashboard oversight → visibility at a glance.