FRACTIONAL COO VIP INTENSIVES

Every Great Idea Needs a Plan

Make sure yours leaves nothing on the table.

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What Happens to Visionary Businesses When They
Don't Have Integrators?

Not much.

Maybe you…

  • Are planning for a big event or launch….and want to make sure your team, your tech...your WHOLE BUSINESS is ready to grab it with both hands
  • Are ready for the power of strategic planning. You want to move to a smooth, coherent annual and quarterly planning cadence – but one that’s built for you (and not some random template you spotted on a google search)
  • Are dealing with team issues, delegation issues, technology issues, or
    (my speciality) "I don't know what's wrong, but things need to change!"
  • Are operating at capacity and need to know your next move:  who do you hire, and when – and have you wrung every efficiency out of your current team as you possibly can?

If so, a VIP Intensive may be just what you need.

LET'S TALK

writing at work desk

What happens to visionary businesses when they don't have integrators?

Not much.

Maybe you…

  • Are planning for a big event or launch….and want to make sure your team, your tech...your WHOLE BUSINESS is ready to grab it with both hands
  • Are ready for the power of strategic planning. You want to move to a smooth, coherent annual and quarterly planning cadence – but one that’s built for you (and not some random template you spotted on a google search)
  • Are dealing with team issues, delegation issues, technology issues, or
    (my speciality) "I don't know what's wrong, but things need to change!"
  • Are operating at capacity and need to know your next move: who do you hire, and when – and have you wrung every efficiency out of your current team as you possibly can?

If so, a VIP Intensive may be just what you need.


Two ways to work together

Small business ops is never a "One Size Fits All" situation! Plus, your business deserves a unique, tailored solution. Here are two loose frameworks I use to cover nearly all of the client issues I see!

Planning for Growth
VIP Intensive

Anticipating some major growth coming up – OR – you're just getting your yearly/quarterly cadence in order.

We can: 

  • Decide who should you hire next, and when.
  • Put legs on that great new idea you have and turn it into a 30-60-90 roadmap for implementation. 
  • Determine which software to ditch and which to keep as your business grows in scale and complexity.
  • Build your go-to-market roadmap, with all the moving parts captured and the budget & assumptions transparently laid out.
  • Create a monthly projects calendar that will methodically bridge the gap between your current business and your big goals.
  • Tweak and make in-line adjustments for 3 weeks after, via Voxer and email.

Ops Rx
VIP Intensive

Bumping up against an internal "upper limit" and need to know your next move. Or you're wrestling with some team, delegation or technology-issues that you need fixed like now.

We can: 

  • Diagnose the problem all the way to its root cause, put a plan in place to fix – AND how to translate that to your team to get it done.
  • Optimize your team & org chart to fit both your growth goals and your budget, complete with a full team assessment and next-steps.
  • Audit your software and systems, and identify areas for automation, systemization and cost-savings.
  • Create a plan to bust through any bottlenecks that are throttling your business growth.
  • Tweak and make in-line adjustments for 3 weeks after, via Voxer and email.
Abigail Adams A2Land headshot

"I am 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 handling some of the things that seemed to overwhelm me just to think about."

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

How Can VIP Intensives Help Your Business?

A VIP Intensive will help you answer questions like: 

  • Who should I hire next, and when?
  • Should I switch software or can I scale with what I already have?
  • Which service products are my most profitable? 
  • This great new idea I have – how do I make it happen? 
  • How do I get out of the weeds of my business and stay in the CEO role that I love?

What can we complete in a day?

What we work on is unique to you & your business. Past client deliverables include:

  • A business growth plan that syncs your hiring & other spend with projected revenue, so everything is paced together.
  • A full go-to-market roadmap for a new product or service.
  • A customized tech stack blueprint of what you'll need (& won’t need) to expand – and whether your current tools can scale with you.
  • Team Assessment and org chart optimization, so you'll know who to hire next to keep pace with growth.
  • KPI Dashboards so that the whole team knows what the goals are.
  • A 30-60-90 prioritized implementation plan for that grew new business idea.

There are two business inflection points where you should consider getting strategic ops help

1️⃣ When you’re anticipating some serious growth over the next 12 months and want your team and business to be able to absorb it, make the most of it, and leave nothing on the table.

2️⃣ When it feels impossible to grow further — when you view your next big client as the straw that just might break the camel’s back. That means work capacity has hit an upper limit, and you need to bust through that upper limit to grow further. 

BOOK A FREE CALL

There are two business inflection points where you should consider getting strategic ops help

1️⃣ When you’re anticipating some serious growth over the next 12 months and want your team and business to be able to absorb it, make the most of it, and leave nothing on the table.

2️⃣ When it feels impossible to grow further — when you view your next big client as the straw that just might break the camel’s back. That means work capacity has hit an upper limit, and you need to bust through that upper limit to grow further. 

Lise Kuecker photo

"Working with Karen has been a tremendous asset to our business, and to me personally. She's a great investment – every dollar we spent was returned tenfold."

- Lisa Kuecker Founder & CEO of StudioGrow.co

FAQs

What’s the benefit of having one day to work together?

If I had to guess, I bet you’re the type of person that likes to pay for the Disney FastPass so you can skip the long lines and enjoy more rides. Am I close? Consider this day-long intensive your FastPass to business clarity and strategy. We’ll actually be able to cover more ground while we spend a day together instead of spending 6 hours together over several weeks.

How fast can I book my VIP Intensive?

I have 6 VIP slots open each month. If you’re reading this at the beginning of the month, there’s a good chance you can book your Intensive for the same month. You will be completing a questionnaire that must be submitted before your scheduled Intensive date. If you don’t complete the questionnaire, you will be rescheduled for the next available intensive booking date.

What deliverables are included?

Each client has a unique business challenge, which means that each client receives a unique, customized set of solutions and recommendations to implement in their business. To give you an idea of solutions that have been supportive for past clients, deliverables may include: 

  • A business growth plan that syncs your hiring & other spend with projected revenue, so everything is paced together.
  • A customized tech stack blueprint of what you'll need (& won’t need) to expand – and whether your current tools can scale with you.
  • A full go-to-market roadmap for a new product or service.
  • Team Assessment and org chart optimization, so you'll know who to hire next to keep pace with growth.
  • KPI Dashboards so that the whole team knows what the goals are
  • A 30-60-90 prioritized implementation plan for that grew new business idea.

How much is a VIP Intensive?

A VIP Intensive investment is $3,500. Together, we solve problems and make plans that will net your business a sweet ROI – and it only takes a day. You have my laser-focus on your business, my experience & expertise, my frameworks to plan, problem-solve, assess and streamline (and sometimes all four!) to see big results.

Hi, I'm Karen Sergeant.

I’m a small business operations strategist and my mission is to help visionary business owners bridge the gap between great ideas and consistent execution.

I’m a systems-thinker and a problem-solver. I have 25+ years of experience running operations, teams and projects. I can help you tackle strategy, operational planning and systems, so your business can grow – sustainably.