Five ways to build a stronger, more valuable business.
From self-serve systems to embedded executive leadership — choose the level of partnership that meets your business where it is today and moves it toward healthier operations, stronger margins, and an eventual exit on your terms.
Systems, tools, and advisory for every stage of growth
Self-serve playbooks when you want to move fast on your own, group advisory for the rhythm of accountability, and custom strategy when the business needs real infrastructure.
Insights Membership
For entrepreneurs, owners, and leaders who want proven systems and tools without 1:1 consulting.
Run smarter with a complete library of operating playbooks, AI tools, and monthly insights — at your own pace.
- Business Health Assessment
- Business Operating Toolkit
- SOP template library
- KPI templates
- Hiring & interview tools
- Performance review templates
- Leadership tools
- Sales templates
- AI prompt library
- Business insights & CEO resources
- Monthly business playbook
- Limited AI-powered business tools
Small Business
For growing small businesses that need better systems, structure, and management tools.
Install the dashboards, builders, and advisory rhythm that turn day-to-day chaos into clean, repeatable growth.
- Everything in Insights, plus:
- Full Business Health Assessment
- Quarterly Business Health Assessment
- Personalized 90-Day Business Plan
- Full AI Business Toolkit — SOP, KPI, Job Description, Performance Review & Sales Process Builders
- Business Planning Tools
- AI Business Advisor
- Monthly CEO/Owner Group Advisory Call
- Member Community
- Quarterly progress tracking
Growth Advisory
For established businesses requiring customized strategy and management infrastructure.
Get a custom operating infrastructure, monthly 1:1 strategy, and a 12-month roadmap built to scale the business — and its value.
- Everything in Small Business, plus:
- Initial Business Diagnostic
- Customized KPI Dashboard
- Organizational Structure Review
- Sales Process Analysis
- Operations Review
- HR Systems Review
- AI Implementation Roadmap
- Limited Custom SOP Development
- Monthly 60-minute 1:1 Strategy Session
- Quarterly Strategic Review
- 12-Month Operational Roadmap
- Implementation Support
Embedded infrastructure and leadership for established companies
When the business needs a custom operating system — or an executive who actually runs operations — these engagements deliver hands-on leadership, not a subscription.
Enterprise
For established organizations requiring customized operating infrastructure and implementation support.
Embed a tailored business operating system, custom AI knowledge base, and executive advisory across every department.
- Everything in Growth Advisory, plus:
- Customized Business Operating System
- Company & Department KPI Dashboards
- Custom AI Knowledge Base
- AI & Automation Roadmap
- Organizational Design
- Leadership Development
- Cost Reduction Analysis
- Sales Optimization
- SOP Library Development
- Executive Reporting
- Two Strategy Sessions per Month
- Quarterly Executive Planning
- Priority Advisory Support
Consultation required.
Fractional COO
Executive leadership — not a membership. Embedded senior leadership running your operations.
Gain a fractional COO who runs operations, holds leaders accountable, and drives the strategy that builds a less owner-dependent business.
- Embedded Fractional COO
- Weekly CEO/Owner Strategy Meeting
- Executive Leadership Meeting Participation
- Company KPI Oversight
- Financial Performance Review
- Department Accountability
- Leadership Development
- Hiring Strategy
- Operational Restructuring
- Sales Strategy
- Cost Controls
- AI Implementation
- Strategic Projects
- Quarterly Strategic Planning
- Annual Operating Plan
Availability is limited — consultation required.
See exactly what each level includes
One view across memberships, advisory, enterprise, and executive leadership — so you can choose the partnership that fits the business you're building.
| Capability | Insights | Small Business | Growth Advisory | Enterprise | Fractional COO |
|---|---|---|---|---|---|
| Business Health Assessment | Self-serve | Full + quarterly | Diagnostic | Custom | Oversight |
| AI Business Tools | Limited | Full toolkit | Full + advisor | Custom AI knowledge base | Implementation |
| SOP Library / Builders | Templates | SOP Builder | Limited custom dev | Library development | Operational buildout |
| KPI Dashboards | Templates | KPI Builder | Customized | Company & department | KPI oversight |
| 1:1 Strategy Session | — | — | Monthly, 60 min | 2 per month | Weekly CEO/owner |
| Group Advisory Call | — | Monthly | Monthly | — | — |
| Member Community | — | Yes | Yes | — | — |
| Quarterly Review | — | Progress tracking | Strategic review | Executive planning | Strategic planning |
| Operating Roadmap | — | 90-Day Plan | 12-Month roadmap | Custom operating system | Annual Operating Plan |
| Org Design & Leadership Dev | — | — | Org review | Yes | Yes |
| AI Implementation | Prompt library | Advisor | Roadmap | Roadmap | Hands-on implementation |
| Embedded Executive Leadership | — | — | — | — | Fractional COO |
| Executive Reporting | — | — | — | Yes | Yes |
Not sure where to start?
Take the Business Health Assessment to identify your company's greatest opportunities, risks, and priorities — then we'll recommend the level of partnership that fits.