C‑Level ADVISING Fractional COO · AI

Find the blind spots. Fix the gaps.

We're a hands-on fractional COO/President and CEO-coaching practice for growth-stage companies — surfacing what leadership can't see, fixing the core challenges, and launching AI the right way, including AI virtual employees that run 24/7 at a fraction of the cost of headcount.

0
Years operating & scaling
0
Companies advised since 2021
0
Industries operated in
2021
C‑Level Advising founded

What we do

CAPABILITIES
01

Fractional COO / President

Operational leadership for growth-stage companies — owning execution, accountability, and the systems that keep a scaling business under control.

02

CEO coaching & advisory

A trusted partner to the CEO — helping you see your blind spots, navigate the challenges of growth, evolve culture, and scale your leadership.

03

Safe AI launch & oversight

Adopt AI the right way — enabling users, protecting the business, ensuring data integrity, and overseeing safe, responsible usage end to end.

04

Dashboards & AI virtual employees

Turning scattered, manual reporting into real-time visibility — and deploying AI virtual employees that run 24/7 at a fraction of the cost of traditional headcount.

How we work

METHOD
01

See clearly

Dig into how the business actually runs and surface the blind spots leadership can't see from inside.

02

Find the gaps

Pinpoint the core challenges in visibility, data integrity, and execution that hold growth back.

03

Fix & build

Fill the gaps, drive accountability, and put the right people, process, and tools in place.

04

Scale safely

Launch dashboards, tools, and AI so the business runs leaner and decides faster.

THE DIFFERENTIATOR

AI virtual employees, launched the right way.

Pick a task below and watch a virtual employee work it in real time. They run around the clock at a fraction of the cost of headcount — and we deploy and oversee them so they stay safe and accountable.

ONLINE · 24/7 --:--:--
Assign a task
Or type your own
Illustrative. Real deployments run continuously against your own systems.
ai-employee — operations
› Idle. Select a task on the left to dispatch the AI virtual employee.

Clean data first

DATA FOUNDATIONS

In most organizations the data needed to run the business lives in many disconnected places — financial systems, HR, sales reports, databases, operations systems, CRMs — each with its own format, gaps, and duplicates. No dashboard, analysis, or AI is trustworthy until that data has been audited and cleaned. That groundwork is the work I do first.

01 · WHERE IT LIVES
Financial systemsHRSales reportsDatabasesOperationsCRMs

Scattered across six-plus systems that don’t agree with each other.

02 · THE AUDIT & CLEAN
Audit
Inventory every source, field, and owner.
Reconcile
Resolve conflicts, dedupe, fill the gaps.
Validate
Accuracy checks against the system of record.
Unify
One clean, documented data layer.
03 · WHAT YOU GET
One source of truth
AccurateCurrentTrusted

Now dashboards, analytics, and AI actually work — because the numbers underneath them are right.

Then make it visible

REAL-TIME DASHBOARDS

Once the data is clean, it becomes a live picture of the business — scattered, stale, manual reporting turns into real-time visibility leadership can act on. Drag the divider.

LIVE · REAL-TIME VISIBILITYupdated 2 min ago
Gross margin
38.4%
▲ 6.1 pts QoQ
Cash days
41
▼ 19 days
Util. rate
82%
▲ on plan
Gross margin $K · by month▲ trending up
182
201
176
214
242
271
288
JAN
FEB
MAR
APR
MAY
JUN
JUL
Intelligence · what the system flagged
March dip (−$25K): traced to one client’s scope creep on fixed-fee work — repriced at renewal.
Hardware line bleeding: 9% margin vs 38% blended — flagged for exit before it dragged the quarter.
Cash freed: 19 fewer days outstanding = ~$310K back in the business, caught by automated AR follow-up.
STALE · MANUAL REPORTING
acct
last mo
??
status
#4471
12,400
#REF!
stale
#4472
?
missing
#4473
9,1??
#REF!
stale
⚠ 3 versions of this file in email
⚠ numbers 6 weeks behind
⚠ no one agrees which is right
‹›
◄ BEFORE
AFTER ►
FRACTIONAL COO

Scaling chaos → operating control at a regional MSP

READ →
PROFITABILITY

Finding the margin leaks in a services firm

READ →
CEO COACHING

From founder bottleneck to scalable CEO

READ →
LET'S TALK

Let's talk about what's really going on.

A confidential, no-pressure conversation about where you're stuck — and whether we can help. Thirty minutes, no deck.

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