The Work Well Process.

Who I work with.

I’m a strong fit if you are:

• A founder or CEO leading a 1–50 person company

• Growing faster than your systems

• Carrying too much operational load yourself

• Preparing for scale, investment, or integration

• Tired of reacting — ready to run the business more intentionally

I work best with leaders who value thoughtful execution, honest communication, and building companies that work — for the business and the people inside it. #starthere

Develop a game plan.

I prioritize your needs and develop a cost-friendly approach to augment you and your business - never burden it. (That would defeat our whole purpose.) From there, we tackle it together. #herestheplan

Ways I work.

New Business Start-up

The Jump Start Workshop is a focused, hands-on engagement designed to help founders establish (or reset) the core operating foundations of their business — quickly, correctly, and without unnecessary complexity.

This is not a webinar or a generic startup checklist. It’s real operator support, tailored to your business, delivered in a short, intensive format. Click here to learn more.

Fractional COO / Embedded Operator

I act as a founder’s right hand — owning execution, aligning teams, and bringing structure to day-to-day operations so you can stay focused on vision, product, and growth.

What this looks like:

• Weekly leadership cadence and priorities

• Cross-functional execution across people, finance, product, and go-to-market

• Decision support and operational follow-through

• Light team leadership and unblockers

• Translation between strategy, teams, and boards

Typical engagement:

• Monthly retainer · 1–3 days per week · 3-month minimum

Operating Foundations & Scale

I help early-stage teams build the operating systems they need before things break.

Common focus areas:

• Org structure and role clarity

• KPIs and operating cadence

• Budgeting, forecasting, and cash visibility

• Systems and tooling decisions

• Hiring plans aligned to runway and priorities

This work creates a foundation that supports growth without unnecessary complexity.

Typical engagement:

• Fixed-scope project · 6–10 weeks

Financial Stewardship & Cash Clarity

Hands-on financial leadership without a full-time CFO.

I help founders understand their numbers, manage cash confidently, and make decisions grounded in reality — not anxiety.

Includes:

• Cash flow forecasting and runway modeling

• Budget creation and tracking

• Monthly financial reviews

• Coordination with accounting, tax, and legal partners

Available as:

Monthly support or short-term advisory

People Systems & Org Design

I design people systems that scale — without corporate bloat.

Support includes:

• Role design and accountability

• Hiring plans and interview frameworks

• Compensation bands and leveling

• Performance management systems

• Restructuring or right-sizing when required

This work brings clarity to teams and reduces founder load around people decisions.

Post-Investment & Post-Acquisition Integration

Growth events only work if operations catch up.

I lead post-investment and post-acquisition integration to align people, systems, and reporting — so leadership teams can move forward with confidence.

Focus areas:

• Integration planning and sequencing

• Org and reporting alignment

• Systems and process unification

• Leadership transition support

• Repeatable integration playbooks

Board & Investor Readiness

I help founders show up prepared, credible, and confident with boards and investors.

Includes:

• Board decks and operating updates

• Metrics and narrative alignment

• Strategic planning support

• Board meeting preparation and facilitation

Often bundled with Fractional COO support.

Strategic Reset / Operator Cleanup

Sometimes things just feel… heavy.

This short, focused engagement brings clarity when priorities are blurred, execution is noisy, or leadership needs to reset.

Outcomes:

• Clear diagnosis of what’s not working

• Aligned leadership priorities

• A practical execution plan

• A focused 30/60/90-day roadmap

Hindsight is 20/20.

Neither of us can improve unless we see how far we've come. Upon project completion, a retrospective is done. We sit down to assess the results, what was learned, examine the value provided, and chat honestly about what worked and discuss opportunities for improvement. #lookingbacktogoforward

The fees are fair.

What you pay is what you pay - whether it’s a fixed fee or an hourly rate with a clear cap. No surprises, unannounced add-ons, clear service commitments, and deliverable schedules that you can depend on. #getwhatyoupayfor

Happiness guarantee.

If, during or at project completion, you feel the services provided don't meet or exceed the price you paid, we'll continue to work until we get it right. #iguaranteeit

Ready to get started?

Not sure if if you're ready? Got some questions? Let's connect for a brief, no-cost, consultation. Click here to get in touch. #askandyoushallreceive