The workspace built for Fractional COOs.

No consistent way to scope ops work

Every ops engagement is different. Some need a foundation build, others need process overhaul, and others need ongoing leadership. Without a structured approach, scoping takes hours.

Proposals don't capture the complexity

Ops work is nuanced and high-stakes. A basic proposal template doesn't communicate the systemic thinking you bring or justify enterprise-level pricing.

Decisions get lost across engagements

You're running three clients. Each has a different operating model. Decisions made in week 2 are forgotten by week 8. When things break, nobody can reconstruct what was agreed.

Status reporting is manual

Pulling together a weekly update across process work, hiring decisions, and team dynamics takes time you'd rather spend on the actual work.

Action items fall through the cracks

Ops work generates a constant stream of commitments, to the team, to the CEO, and to vendors. Without a system, something always slips, and it's always the one that mattered most.

Client context shifts without notice

A founder pivots strategy mid-engagement. A key hire changes the org design. Without structured notes and a decision log, your workspace context becomes stale and the weekly update suffers.

AI opportunity analysis

Paste discovery notes and get an ops-specific analysis, including what stage they're at, what they actually need, recommended COO engagement, and a precise next step.

COO offer library

Ops Foundation Build, Scaling Infrastructure, and Process Overhaul, pre-loaded with market-rate pricing. Proposals pre-fill in one click.

Proposal generator

Scope, phases, and pricing pre-filled from your analysis and offer library. Share a link, and your client accepts online, with the opportunity moving to Won automatically.

Client workspace

Track objectives, log operational decisions with timestamps, and save meeting notes and process docs. Engagement health visible at a glance.

Weekly update generator

The AI drafts an ops-focused update from your workspace context, including what systems were built, what decisions were made, and what's next. Two minutes per client.

Action items with due dates

Every operational commitment gets logged as an action item. Overdue items surface on your dashboard automatically, so nothing slips.

"Founder-led company at $8M, running on spreadsheets and tribal knowledge. No real ops."

→ Analysis recommended an Ops Foundation Build. Scoped it in 20 minutes and sent the proposal link that afternoon.

"Client's headcount doubled in 90 days. Systems are breaking everywhere."

→ Switched them to the Scaling Infrastructure retainer. Objectives and action items in the workspace keep the work organized across a chaotic period.

"Client asked why we restructured their fulfillment process in month 2."

→ Decision log entry with context, rationale, and outcome. The conversation took two minutes instead of twenty.

What COO-specific offer templates are included?

Ops Foundation Build, Scaling Infrastructure (ongoing retainer), and Process Overhaul, with 2025 market-rate pricing. All fully editable.

Can I manage multiple client engagements at the same time?

Yes, that's the core use case. The dashboard surfaces which clients need attention, which updates are due, and which action items are overdue across all engagements.

How does the AI know what ops engagement to recommend?

The analysis is personalized to your role and offer library. It evaluates company stage, urgency, and budget signals and recommends from the engagements you actually offer.

Can I upload process documentation for the AI to read?

Yes. The opportunity analysis form accepts file uploads, including PDF, Word, or .txt. Upload a company's process documentation before scoping a Process Overhaul engagement.