ABOUT
#GROWTHPLANS
CLIENT RESULTS
NEED A POCKET COO?
ABOUT
#GROWTHPLANS
CLIENT RESULTS
NEED A POCKET COO?

1:1 WORK WITH BUSINESS OWNERS WHO WANT POCKET-SIZED COO SUPPORT:

Expert C-Level Ops Guidance That Fits Your Growing Business.

Evidence-based tools to defeat distraction, align your team around the priority work, and 2x the time you spend working towards your goals — in 90 days.

Book a Free Discovery Call

1:1 WORK WITH BUSINESS OWNERS WHO WANT
POCKET-SIZED COO SUPPORT:

Expert C-Level Ops Guidance That Fits Your Growing Business.

Evidence-based tools to defeat distraction, align your team around the priority work, and 2x the time you spend working towards your goals — in 90 days.

Book a Free Discovery Call

Your business is growing.
I can help you grow it sustainably.

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

Turns out there's a way to defeat distractions and build healthy habits to keep your main thing the main thing. When we work together, we'll use evidence-based tools to ✅ defeat distraction, ✅ align your team around the priority work, and ✅ double the time your spend working towards your goals (without working more hours) — inside of 90 days.

Your business is growing.
I can help you grow it sustainably.

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

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

When we work together, we'll use evidence-based tools to
✅ defeat distraction, ✅ align your team around the priority work, and
✅ double the time your spend working towards your goals (without working more hours) — inside of 90 days.

What results can you expect — and who is it really for?

Pocket COO is for business owners who need to 🙆🏻 remove themselves as the bottleneck in their business, 🧑🏾‍💼manage & run their business (while staying 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. Remember: these are private 1:1 sessions — I tailor each session to acknowledge and honor each client's individual business and challenges.

Results you can expect:

  • 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.

This is for you if:

  • You have a team (even a small one) that needs to expand, where responsibilities need to shift, and/or team performance needs to improve.
  • You and your team are maxed out, wearing too many hats, or have unclear scopes.
  • You wish you had someone there to talk through staffing, performance and team culture issues with.
  • You need your team-management time to shrink, so you can stay focused on your goals.
  • You 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.
  • You know you can't layer more work on top of the way things are now. Something definitely needs to change.

Defeat distraction. Extinguish the daily fires.
Double the time you & your team spend
working towards your goals.
(Without working more hours.)  

Wins from Happy Clients

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Nancy Levin headshot

"Karen truly supported me in delegating and releasing ownership of pieces of my business that do not need me meddling in them to provide time, space, energy and creativity for the the things that only I can do, and what I love doing the most.

If you want to learn a proven process to get out of your own way so your business can evolve and flourish without you micromanaging every aspect, this is for you!"

- Nancy Levin Master Coach, Bestselling Author

"I’m in the process of growing my business and was in desperate need of some COO guidance. The weight was lifted off my shoulders knowing you would be helping with some of the things that seemed to overwhelm me just to think about."

- Abigail Adams Principal/Owner, A2 Land Consulting, LLC

Team & Operations Strategy — Pocket Sized

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 their willpower — it's their systems that let them down.

Pocket COO is structured to serve you and your business right where you are. We implement systems (think of them as healthy habits for your business 🏋🏼) to defeat distraction, keep you and your team aligned on the priority work — and allow you to manage your business and make smart, data-informed decisions without getting into the weeds. 🌱

I consistently get clients the results they are looking for by following a flexible framework I call the 4 Step Momentum Roadmap:

1️⃣ Identify the Goals. We sift through and finalize worthy, workable goals for the next 6-12 months of your business. And we ID the first 90 day "bite" to take towards those goals. This isn't "visioning" — this is concrete business planning based on your vision.

2️⃣ Plan the Work. We translate the goals into actual work — the experiments & projects your team will undertake that will fulfill your goals. We also develop Success Metrics so we know how well the plans are working with plenty of time to trouble-shoot and pivot.

3️⃣ Track-as-We-Go. As work begins we track progress and use Dashboards to monitor progress and to highlight issues and challenges. Dashboarding is one of the most powerful tools you have to keep a pulse on your business while staying out of the weeds.

4️⃣ Problem-Solve. When issues arise, we will skillfully identify upstream sources and downstream consequences, use data and other criteria to surface potential solutions — and learn to make good decisions that stick.

And, as a fringe benefit:

↗️ Me as a sounding-board and advisor, for business-, team-, P&L-, and other operational challenges.

Pocket COO is a 3-month package of 7 calls total + private Slack support in-between.

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

 Investment: $3,250 or 2x $1,625 for the 3 month program.

Book a Free Discovery Call

FREQUENTLY ASKED QUESTIONS

Are You Wondering…

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.