Focused implementation engagements
Fix one thing first. Fix it properly.
Your company grew. Your systems didn't. For impact-driven digital companies, and growing companies with a digital team, scaling from $3M to $20M, it's often one operational problem holding everything else back. If you're not ready for an ongoing Chief of Staff, a focused engagement solves that one problem, from start to finish, with your team.
How focused engagements work
Not a report. The fix, put in place.
Plenty of consultants can tell you what's wrong. I work with your team to put the solution in place and make sure it sticks.
We agree up front on what gets fixed, what you'll have at the end and how long it takes.
You know the cost before we start, so it's easy to plan and easy to approve.
If it's working well, we can continue as a fractional Chief of Staff engagement. If not, you keep everything we built.
Where focused engagements help most
Three common places to start
These are the problems that most often show up once a digital company, or a company's digital team, outgrows its early systems. Each one is scoped to your business. Not sure which fits? That's what the strategy call is for.
Focused engagement
Financial Tracking, Dashboards & Invoicing
Real-time cost tracking, live dashboards and cleaned-up invoicing often uncover money that was already there, just untracked.
- One invoice schedule and standard templates
- Project costs tracked as work happens
- Dashboards leaders can actually use
- You don't have a clear, current view of how the business is performing
- Financial data is scattered across spreadsheets with no real structure
- Invoices go out late or miss billable work
- You're not sure which projects or clients actually make money
Focused engagement
AI & Digital Transformation
AI and automation, one clear place to find information, and change management so your team actually adopts what you put in place.
- Review of current tools and workflows
- Automation of manual reporting and admin
- Training and support so new tools stick
- Your team re-types the same information in different places
- Reports are built by hand
- New tools never quite stick
Focused engagement
Operational Clean-Up
A full review of current processes, blockers and challenges, followed by new processes, the right tools and clear documentation like SOPs.
- Standard project intake and tracking
- Clear capacity and staffing picture
- Documented processes and SOPs
- Your processes aren't working, or only exist in people's heads
- Project budgets keep going over
- Resourcing is always off: some people are overloaded while others wait for work
- Digital projects run late or grow beyond their original scope
How we'd start
The first 60–90 days, then a retainer as needed
There's no fixed engagement length. Most work starts with a focused 60–90 day contract to make the key operational changes, then moves to a retainer if and when it makes sense.
Month one
Understand and prioritize
- Review financial workflows
- Map decision bottlenecks
- Review software and tools
- Find duplicated effort
- Agree on quick wins
Months two & three
Put the fixes in place
- Set up reporting and dashboards
- Standardize meetings and decision logs
- Write SOPs
- Reduce manual work
- Strengthen accountability
After 90 days
Retainer, as needed
- Keep the operating rhythm running
- Track results against your goals
- Take on the next priorities
- Support your team as you grow
A focused engagement follows the same first steps on a smaller scope: understand the problem, put the fix in place, then hand it to your team or continue together.
Not sure where the biggest cost is?
See what your current setup is costing you.
Use the cost calculator to estimate what slow decisions, misalignment and founder overload cost your business each year. It takes about a minute.
Let's talk
Have one problem you'd like fixed?
I work with founders of impact-driven digital companies scaling from $3M to $20M who've outgrown the way they run. Book a 30-minute strategy call. Tell me what's getting in the way, and we'll figure out whether a focused engagement or a fractional Chief of Staff makes more sense.
Book a Strategy CallLet's talk
Book a strategy call
30 minutes, no obligation, no slide deck. Just a conversation about what's going on in your business.
Pick a time that works
The fastest way to get started is to grab a slot directly on the calendar below.
- 1. Book a 30-minute strategy call at a time that suits you
- 2. We talk through the problem and what's getting in the way
- 3. We agree on a clear next step: a 60–90 day engagement, a focused project, or a straight "not a fit"
Having trouble with the calendar? Open it directly on Calendly.