Pocket COO - Karen Sergeant

You're always thinking about impact.
But curveballs & distractions get in your way.

Many small business owners set goals and begin work — and quickly find that they spend more time fighting fires 🔥 than doing the work that gets them to their goals. It's not a "you" problem and it's not a willpower problem — it's a systems problem.

Turns out there's a way to build healthy habits to keep your main thing the main thing. I believe that managing distractions and protecting priorities is the Hidden Work of Leadership — and I have evidence-based tools & frameworks for you to reach your goals and achieve the impact that you want.

When you and I work together, we'll use these tools to ✅ remove you as the bottleneck in your business, ✅ translate your goals into day-to-day guidance for your team, and ✅ double the time you spend working towards your goals (without working more hours) — inside of 90 days.

You're always thinking about impact. But curveballs & distractions get in your way.

A lot of small business owners set goals and begin work — and quickly find that they spend more time fighting fires 🔥 than doing the work that gets them
to their goals.

It's not a "you" problem and it's not a willpower problem — it's a
systems problem.

Turns out there's a way to build healthy habits to keep your main thing
the main thing.

I believe that managing distractions and protecting priorities is the Hidden Work of Leadership — and I have evidence-based tools & frameworks for you reach your goals and achieve the impact
that you want.

When you and I work together, we'll use these tools to ✅ remove you as the bottleneck in your business,
✅ translate your goals into day-to-day guidance for your team, and ✅ double the time your spend working towards your goals (without working more hours) — inside of 90 days.

In each 3 month session, you get:

A pre-session audit and comprehensive diagnostic. Easy for you to complete and insightful for me to begin to structure our time together.
One 90-minute kick-off call to review the audit and set goals, experiments and success metrics.
Six 1-hour calls (2 per month), on a set schedule, where we monitor progress, troubleshoot challenges, upskill — following my framework and reacting to what your business needs.
Three 30-minute 🆘 sessions (1 per month) to use if/when you need extra support on short notice. You get short-notice access to my calendar.
Private Slack support. We'll have a private channel together, in my Slack, where we can audio & text each other for support between meetings. (24 hr response time)
Priority scheduling for any add-on sessions or project work

Who is Pocket COO built for — and what results can you expect?

You’re in the right place if your growing business isn't quite ready to hire a full-time COO, but you want C-level ops advice to draw on through your next chapter.

Pocket COO is for business owners who need to remove themselves as the bottleneck in their business, get themselves out of the weeds, and spend less time fighting the "fire of the week" — and more time actually doing the priority work that gets them to their goals.

Have a team (even a small one) that needs to expand, where responsibilities need to shift, and/or team performance needs to improve.
Are maxed out, wearing too many hats, or have unclear scopes.
Wish you had someone there to talk through staffing, performance and team culture issues with.
Need team-management time to shrink, so you can stay focused on your goals.
Crave a sounding board for strategy, priority-setting and operational planning. You want to be clear on where you’re going, and have it feel more-than-possible to get there.
Know you can't layer more work on top of the way things are now. Something definitely needs to change.

Work plans to make traction against 100% of your goals. Get your goals off your vision board and align your daily work around them.
80% of your time is spent on traction towards your goals. Stop setting fires and fighting them.
Monitor your progress with built-in early warning systems to tackle challenges early. It's not just about dashboards — it's about using them to effectively manage your business.
100% of your team in the right seat, with the right scope, for the right pay. Learn the assessment that puts team members into the correct place in your org chart — where they can thrive.
Double your confidence & effectiveness in handling distractions. Put the 4 Filters of Distraction Management to use and become an expert.

Can I bring questions/issues to the sessions?

Yes! The kick-off call has a set agenda, but there's always room for us to discuss anything you want — and our semi-monthly calls are usually full of discussion and problem-solving. All operational and team issues are on the table: Strategy, tactics, team issues, KPIs, new ideas, old ideas, financials, planning, etc.

Do we meet at a set time?

Yes, the semi-monthly 1-hr sessions will be a regular, repeating meeting. This keeps us on a regular cadence. Let’s pick a time that will consistently work for you. (Of course we can reschedule if you’re going to be away.)

The 30 mins 🆘 Session has its own scheduling link, and you get short-notice access to my calendar whenever possible.

What can we do over Slack?

Advice, commiseration, support, clarification, floating ideas, venting, cat gifs. I’m here for it all.

What’s the refund/ reschedule/no-show policy?

Once we get started, there's no refunds or pausing (except for true emergencies), even if sessions go unused.

If you need to reschedule the regular meeting, please notify me in advance, and definitely 48 hours ahead of time. If we’re inside the 48 hour window, and I’m not able to accommodate a reschedule request, the session will go unused for the month.

No-shows mean the session is forfeit, and too many of them may mean this program isn’t a good fit. We can see what works for what you need.

Do unused 🆘 sessions roll over?

No. SOS sessions are to be used within each 30-day period and do not roll over. This is so I can offer short-notice assistance to anyone who needs it — without over-booking myself or inconveniencing anyone.

Can I customize this a little?

Why not!? Shoot your shot. Tell me what you’re thinking.

C-Level Ops Strategy That Fits Your Growing Business.

C-Level Ops Strategy
That Fits Your Growing Business.

You're always thinking about impact.
But curveballs & distractions get in your way.

You're always thinking about impact. But curveballs & distractions get in your way.

Team & Operations Strategy — Pocket Sized

In each 3 month session, you get:

Investment: $3,250 for the 3 month program
(or 2-pay of $1,625)

Who is Pocket COO built for — and what results can you expect?

Pocket COO works best for founders and business owners who:

Results you can expect in the first 90 days:

Wins from Happy Clients

Are You Wondering…

C-Level Ops Strategy That Fits Your Growing Business.

C-Level Ops Strategy That Fits Your Growing Business.

You're always thinking about impact. But curveballs & distractions get in your way.

You're always thinking about impact. But curveballs & distractions get in your way.

Team & Operations Strategy — Pocket Sized

In each 3 month session, you get:

Investment: $3,250 for the 3 month program(or 2-pay of $1,625)

Who is Pocket COO built for — and what results can you expect?

Pocket COO works best for founders and business owners who:

Results you can expect in the first 90 days:

Wins from Happy Clients

Are You Wondering…

C-Level Ops Strategy
That Fits Your Growing Business.

You're always thinking about impact.
But curveballs & distractions get in your way.

Investment: $3,250 for the 3 month program
(or 2-pay of $1,625)