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Choose your Path and Pace

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Operations Transformation

Focus on growth while we improve your operations and ensure a valuable client experience. Includes a transformation improvement plan, avoiding change fatigue, us leading implementation and strategy calls.

Strategy Calls
Implement and Training Calls
Improvement Plan
Growth Staff Profit Projection
Functional Organization Design
Role and Responsibility Clarity Chart
Lean® Process Improvements
Software and Integration Map
Change Acceleration Techniques
Provider Vetting and Connections
and more….

Let's Talk
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Operations Consulting

Get answers to hurdles, techniques and templates to accelerate decisions, help leading improvement projects and strategy meetings, and process design guidance.

.

  • Strategy Calls
  • Get-it-Done Calls
  • Improvement Plan
  • Lite Projection of Growth, Staff, Profits
  • Roles & Responsibilities Clarity
  • Lean® Process Improvements
  • Software and Integration Map
  • Acceleration Techniques
  • Provider Introductions
  • Ensure healthy, bi-directional communication
Let's Talk
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Operations Boost Call

Jump on a Zoom to gain innovative solutions to a challenging hurdle.

Or obtain a second opinion on a critical decision before taking the leap.

Avoid costly missteps that slow down growth and success.

Schedule Boost Call
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2nd's Mastermind Groups

Join an intimate group of 2nd in Command Business Operations Leaders to share wins and hurdles, support each other with solutions to hurdles, and learn new skills.

Mastermind Waitlist
Two women and four men in business attire, sitting together talking, at a wood table with a laptop and papers with different types of graphs

Operations Transformation

Focus on growth while we improve your operations and ensure a valuable client experience. Includes a transformation improvement plan, avoiding change fatigue, us leading implementation and strategy calls.

  • Strategy Calls
  • Working Get-it-Done Calls
  • Improvement Plan
  • Projection of Growth, Staff, Profits
  • Functional Organization Design
  • Role and Responsibility Clarity Chart
  • Lean® Process Improvements
  • C Suite Ops Training
  • Software and Integration Map
  • Compensation Structure
  • Acceleration Techniques
  • Provider Vetting and Connections
  • and more….
Learn More
Two women and four men in business attire, sitting together talking, at a wood table with a laptop and papers with different types of graphs

Operations Consulting

Get answers to hurdles, techniques and templates to accelerate decisions, help leading improvement projects and strategy meetings, and process design guidance.

.

  • Strategy Calls
  • Get-it-Done Calls
  • Improvement Plan
  • Lite Projection of Growth, Staff, Profits
  • Roles & Responsibilities Clarity
  • Lean® Process Improvements
  • Software and Integration Map
  • Acceleration Techniques
  • Provider Introductions
  • Ensure healthy, bi-directional communication
Learn More
Cardboard rocket ship set on a light blue background with rolled up balls of paper acting as the exhaust trailing behind it

Operations Boost Call

Jump on a Zoom to gain innovative solutions to a challenging hurdle.

Or obtain a second opinion on a critical decision before taking the leap.

Avoid costly missteps that slow down growth and success.

Schedule Boost Call
Cardboard rocket ship set on a light blue background with rolled up balls of paper acting as the exhaust trailing behind it

Operations Peer Groups

Join an intimate group of C-Suite leaders or Operations Managers to learn and share business wins, hurdles, and solutions.

 

Peer Group Waitlist

Experience the Results

Rockstar
People

Empower your team with alignment of responsibilities, roles and authority, and career paths with skills, passions, and goals. Clarify your client journeys, experiences, and profitability. Develop solutions to gap fill and ensure quality service, profitability, and capacity.

Higher Productivity

Utilize IDEOS® to maximize the use of staff, providers, tech to reduce work and improve the client experience. Identify and recommend improvements through design thinking, process and tech flow diagrams, and ‘sell, not tell’ communication methods.

Increased Profitability

Project 5-year Growth and 1-Year Profitability that includes goals and recommendations. Visually  review the impact of goals  on infrastructure and staffing changes. Define priorities, timeline, resource allocation,  and changes to achieve your goals.

Enhanced Presence

Uncover major gaps to building trust. Measure marketing and sales efforts. Identify and implement quick wins to attract referrals and inquiries. Incorporate growth and marketing experts into a realistic action plan.

Hear what our Clients say

Matt
Co-Founder & Partner

Ari
Chief Executive Officer

Corey
Chief Executive Officer

Valerie
Co-Founder & Business Manager

Andy
Co-Founder & Managing Partner

Brad
Certified Financial Planner

Mark
Co-Founder

Catherine
Director of Strategy & Operations

 Jon
Chief Operating Officer

 Jason
Managing Partner

Lisa
Business Owner

Laura
Business Owner

Use IDEOS™ to Continually Improve

Integrate

Identify, educate & implement tech integrations to reduce the work

Benefit:
Eliminate Work

Delegate

Create processes to power delegate the work & monitor operations

Benefit:
Embrace Clarity

Eliminate

Eliminate unnecessary work through automation improvements

Benefit:
Energize Growth

Outsource

Identify & integrate outsourcers to further streamline your operations

Benefit:
Ease the Learning Curve

Staff

Recalibrate staff into roles and career paths best suited to skills & passions

Benefit:
Engage Staff

INTEGRATE

Identify, educate & implement tech integrations to reduce the work

Benefit:
Eliminate Work

DELEGATE

Create processes to power delegate the work & monitor operations

Benefit:
Embrace Clarity

ELIMINATE

Eliminate unnecessary work through automation & process improvements

Benefit:
Energize Growth

OUTSOURCE

Identify & integrate outsourcers to further streamline your operations

Benefit:
Ease the Learning Curve

STAFF

Recalibrate staff into roles and career paths best suited to skills & passions

Benefit:
Engage Staff

LEARN MORE ABOUT IDEOS™

Change has a considerable psychological impact on the human mind. To the fearful it is threatening because it means that things may get worse. To the hopeful it is encouraging because things may get better. To the confident it is inspiring because the challenge exists to make things better.

- King Whitney, Jr.

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