Our Work Together
Let's move fast & fix things.
You're the bottleneck in your own business. That's a solvable problem. Bottleneck Rx gets delegation working. Pocket COO keeps it working. I also do custom engagements. Start with an Intro Call and we'll figure out which one fits.
Bottleneck Rx
Delegate work that stays delegated.
Build a team that can run without you.
Most delegation fails because it's treated like a single act — hand it off and hope.
Bottleneck Rx is an 8-week engagement built on a 5-step blueprint that fixes why your handoffs keep breaking, moves your top recurring responsibilities off your plate, and gets you to the point where everything you're doing is work only you can do.
Fire yourself as the Fixer-in-Chief.
Stop doing everyone else's job and start doing yours.
Fee: $2,250 x 2
Pocket COO
(Ongoing Support)
A COO in your pocket — without putting one on payroll.
Sometimes you don't need a fractional embedded in the business. You need someone you can pull into the room when the decision is hard, the pattern is murky, or the elephant has been standing there for three weeks and nobody's named it.
Pocket COO is the standing arrangement for owners who've already built the operating baseline and now want a second set of eyes for the calls that matter — and the ones that keep coming back around.
Each month includes:
- Two 60-minute working calls
- Decision support when the call is hard or the path is murky
- Pattern-spotting across what's actually happening in your business — including the things you've been talking around
- Priority protection and guardrails against execution drift
- Structural troubleshooting when something keeps drifting back
- Scenario analysis for the moves you're considering
Good for: Owners who've worked with me before, or who already have their operating baseline in place. You're buying judgment, applied steadily, by someone who'll name what they see.
Fee: $1,000/month
Your Bottleneck Lives Upstream of Everything You've Already Tried
I'm a fractional and advisory COO for owner-led B2B service teams. I created Upstream Leadership™ for founders who've been looking for the fix in every room of the house except the one the problem is in.
Human in the Loop: Because Tools Don't Lead Teams
Most AI content is about tools. I talk about the bottlenecks those tools were meant to solve.
Start Here:
• Upstream Leadership™: You're the bottleneck. Here's the real reason you haven't fixed it yet. (Read Here)
• The Four Worketypes™ You've been calling it a performance problem. I'll show you what it actually is: a role mismatch. (Read Here)
• Upstream Leadership™ Tradecraft: The 4 foundational practices for Upstream Leaders. (Read Here)
• Upstream Leadership™ Team Performance Fixer: The 3-part framework for solving team performance problems. (Read Here)
© 2026 KAREN SERGEANT • ALL RIGHTS RESERVED