What Ops Czar does
Operations consulting for agencies and service-based businesses
Most operational problems don't stay in their lane. A utilization problem is also a resource planning problem. A CRM that's a mess is also why proposals take too long. The reason most consultants only fix one piece is that most consultants only know one piece.
Below is everything I actually do, scoped up front and priced flat, no hourly meters, no surprises. Skim for what's breaking right now. Most engagements start with one thing and pull in two or three more once I'm actually in the business and can see how they connect.
What does a fractional COO actually do?Read the guideGoogle Workspace
Company email on your own domain, shared drives, connected calendars. Migrated over without losing a thing, set up right, and managed so it stays that way.
Email on your own domain, shared drives that make sense, calendars that actually connect — Google Workspace is the backbone most small organizations are running badly or not at all. I set it up correctly from the start: accounts, groups, permissions, and the security settings that usually get skipped.
If you're already somewhere else — old Gmail accounts, Outlook, whatever your registrar bundled in — I migrate everything over without losing a message, a contact, or a calendar invite.
And after launch, it's managed. People join, people leave, questions come up — that's mine to handle, not another thing on your plate.
Real-time Team Collaboration
Tools like Slack end the email threads that fork and bury decisions. A workspace built around how you actually work — channels, integrations, and norms your team will follow.
Email is where decisions go to get buried. Somebody forks the thread, somebody drops off the cc line, and three weeks later nobody can find what was agreed. Slack fixes that — when it's set up deliberately.
I build the workspace around how your team actually works: a channel structure that maps to your real projects, integrations with your calendar and files, and notification defaults that don't drive everyone insane.
Then I write down the norms — what goes where, what deserves a channel, what still belongs in email — so the tool sticks instead of becoming one more inbox.
Project & task management
See what's due, who owns it, and whether it's done. The right tool — Notion, Asana, Basecamp, Teamwork — whatever fits — built around your real workflow, not a template.
Every team says the same thing: we don't know what's due, who owns it, or whether it's done. A project system fixes that — but only if it's built around your actual workflow instead of somebody else's template.
I'm tool-agnostic. Notion, Asana, Trello, ClickUp — the right answer depends on how your work flows, and I've built on all of them. I set up the boards, the ownership, the statuses, the recurring work, and the templates.
Then I roll it out with your team and document how it runs, so it survives past the first two weeks of enthusiasm.
Website design & development
Custom sites from scratch — no templates, no CMS to learn, no platform dependency. A site that reflects the quality of your work. Built fast, maintained by me.
Custom sites, written from scratch — no templates, no page builders, no monthly platform hostage fee. Just fast, clean code that reflects the quality of your work.
I handle the whole arc: structure, copy shaping, design, build, and launch. You review real pages as they come together, not wireframe abstractions.
And once it's live, I maintain it. Need a change? Send an email. No CMS to learn, no training videos, no “quick call” with an agency.
Custom application development
The app you wish existed — connecting systems that don't talk, or running a workflow no off-the-shelf tool touches. At a fraction of agency cost.
Sometimes the tool you need simply doesn't exist: your registration system needs to talk to your website, your intake process needs a portal, your team runs a workflow no off-the-shelf product touches.
I design and build custom web applications that connect the systems you already use and automate the work between them. The Park Avenue platform in the case study — eight live integrations, a full admin back office — is exactly this service.
One experienced person, a flat scoped price, and a fraction of what an agency would bill for the same build.
Domain & DNS management
The invisible plumbing behind whether your email lands and your site loads. Taken off your plate and kept correct, so you never think about it again.
DNS is the plumbing nobody thinks about until email stops landing or the site stops loading. Records rot, registrations lapse, and the person who set it all up left three years ago.
I take it over cleanly: consolidate your domains, fix the records, set up the email authentication (SPF, DKIM, DMARC) that keeps you out of spam folders, and document everything.
Then I keep it renewed and correct. You never think about it again — which is the entire point.
Business process optimization
I map how the work actually flows, find where it stalls, and rebuild the process so it runs without you holding it together. Documented and handoff-ready.
Most operational pain isn't a tool problem — it's a process problem wearing a tool costume. Work stalls at the same handoffs, data gets entered twice, and one person quietly holds the whole thing together.
I map how the work actually flows — not the org-chart version, the real one — and find where it breaks. Then I rebuild it: fewer handoffs, automation where it's earned, and clear ownership at every step.
Everything gets documented and handed off. The goal is a process that runs without you standing next to it.
AI integration
Real AI agents that eliminate whole categories of manual work — not party tricks. I find the repetitive tasks eating your team's time and automate them.
Not chatbots. Not party tricks. Working agents that take real tasks off your team's plate — drafting the routine responses, categorizing the intake, moving data between systems that used to require a human ferry.
I start by finding the repetitive work that's eating hours, then automate it with guardrails: human review where judgment matters, full automation where it doesn't.
It builds on the tools you already run, so it feels less like adopting AI and more like the busywork quietly disappearing.
Graphic design
Thirty-five years behind every mark and layout. Logos, brand systems, marketing collateral — the visual language that makes you look like what you are.
Thirty-five years of professional design practice behind every mark, layout, and system — including two decades running one of the industry's most respected design agencies.
Logos and identity, brand systems, decks that don't embarrass you in the room, one-pagers, templates your team can actually use without breaking them.
You get real files, organized and handed off properly, plus the rules for using them — so the brand stays coherent long after I'm done.
Email marketing
Newsletters and campaigns that reach the inbox and get read. Platform, templates, and automations set up so staying in front of clients just happens.
The newsletter that actually goes out is worth ten that were planned. I set up the platform, the templates, and the list so staying in front of your clients becomes routine instead of a quarterly guilt spiral.
That includes the technical part almost everyone skips: domain authentication, so your email reaches inboxes instead of spam folders.
Signups, segments, and the automations that make sense for your business — welcome sequences, reminders, follow-ups — wired in and documented.
Payment processing
The customer-facing side of getting paid. I set up how you accept money — cards, invoices, recurring billing — and the workflow that chases what's outstanding, so a subcontractor bill or a client invoice never just sits there again.
This is the customer-facing side of getting paid: how you accept cards, take deposits, send invoices, and run recurring billing — set up so paying you is the easiest part of working with you.
I also build the follow-up workflow, because the real leak isn't the processing fee — it's the invoice that sits unpaid for sixty days because nobody chased it.
Everything connects to your bookkeeping, so getting paid and recording it aren't two separate jobs.
Bookkeeping setup
The financial system of record behind all of it, built on Xero — my preferred platform. I establish your chart of accounts, configure it around how your business actually earns and spends, and connect bill pay and payments so your books reconcile themselves instead of living in your memory.
The financial system of record behind everything else, built on Xero — my preferred platform. I set up your chart of accounts around how your business actually earns and spends, not a generic template.
Bank feeds, bill pay, and payment platforms all connect, so your books reconcile themselves instead of living in your memory and a shoebox of receipts.
When it's done, you — and your accountant — get clean books and a system that stays clean. Tax season stops being archaeology.
Payroll setup & processing
Paying people should be the one thing that never slips. I get you running on Gusto — employees and contractors, taxes and filings, direct deposit — configured so payroll runs on schedule without you re-learning it every cycle.
Paying people is the one operational task with zero tolerance for “oops.” I get you running on Gusto: employees and contractors, tax withholding and filings, direct deposit — configured correctly the first time.
It connects to your bookkeeping so every payroll run books itself, and it runs on schedule without you re-learning the system every cycle.
CRM Setup & Administration
The pipeline that's supposed to tell you what's coming in usually can't. I set up HubSpot, Salesforce, or Pipedrive properly, clean up the data that's already a mess, and build the automations that keep leads from disappearing between "interested" and "signed."
Most CRMs get set up in a hurry during a slow week and never get touched again. Fields go unused, stages don't match how deals actually move, and half the pipeline is stale data nobody's cleaned out in a year.
I set it up the way it should have been from the start: stages that reflect your real sales process, required fields that actually get filled in, and automations that route leads and follow-ups without someone having to remember to do it manually.
If you're migrating from spreadsheets or switching platforms, I handle the migration too, so you're not starting from zero or dragging bad data into a clean system.
HR Systems & Onboarding
Hiring someone and handing them a laptop isn't onboarding. I set up the HRIS platform, build the hiring workflow, and create an onboarding process that gets new people productive instead of guessing.
A good hire can go sideways fast if the first two weeks are disorganized. No clear process, no documentation, nobody assigned to actually walk them through how things work.
I set up the HRIS system that runs the administrative side, cleanly, correctly, and connected to payroll. Then I build the actual hiring and onboarding workflow: job postings, candidate tracking, offer letters, and a first-week plan that doesn't rely on someone's memory.
The result is a process that works whether you're hiring your second employee or your twentieth.
Project Definition & Scoping
Scope creep starts before the project does, the moment both sides assume they mean the same thing. I run a defined process before discovery: stakeholder interviews, a real roadmap, and a workshop where everyone agrees on scope before a dollar gets spent.
Most scoping happens too fast, based on assumptions nobody checked. A brief gets read, a proposal gets written, and three months later everyone realizes they had different pictures of what "redesign" or "platform migration" actually meant.
I run project definition as its own phase: stakeholder interviews to find out what success actually looks like, a roadmap that breaks the work into estimable pieces, and a workshop where both sides reconcile any remaining gaps before committing to budget or timeline.
What comes out is a scope document both sides helped build and both sides trust, which makes the rest of the engagement, and the eventual SOW, dramatically less likely to blow up.
Resource Planning & Utilization
The utilization report your tool shows you is usually wrong. I find the real number, figure out where capacity is actually going, and fix the staffing and planning habits that are quietly costing you margin.
Utilization looks like a simple number until you ask what counts as available time and what counts as billable work. Most tools get both wrong by default, which means the dashboard is lying to you in a way that feels authoritative.
I audit how time is actually being logged, find where untracked work is disappearing, and get to a number you can actually manage against. Then I fix the resource planning that depends on it, so staffing decisions are based on real capacity instead of gut feel or whoever's least busy this week.
This usually surfaces margin leakage nobody had a name for until someone looked at the whole picture at once.
Documentation & Process Handoff
If a process only works because one person remembers all the exceptions, it's not a process, it's a liability. I document how things actually run so the business doesn't depend on anyone's memory, including yours.
Every business has at least one process that lives entirely in someone's head. It works until that person is out, or busy, or gone, and then nobody can run it.
I sit with how the work actually happens, not how it's described in a meeting, and write it down properly: the steps, the exceptions, the judgment calls that usually go unspoken. The result is documentation someone else could actually follow.
This matters most during hiring, during a busy stretch, or any time you need the business to keep running without you personally holding it together.
Metrics & Reporting Review
Most dashboards get built once and never questioned again. I audit the reports you're already looking at, figure out which numbers are real signal, and fix the ones that are quietly telling you the wrong story.
A report that was accurate when it was built two years ago is often wrong now, not because anyone broke it, but because the business changed and the report didn't. Nobody revisits a dashboard that still loads and still shows a number.
I go through what you're actually tracking, check it against what's really happening, and find where the two have drifted apart. Sometimes the fix is a formula. Sometimes it's realizing the metric was never the right one to track in the first place.
You end up with fewer reports, but ones you can actually trust.
Something not on the list?
If it's operational and it's broken, it's probably in scope. Ask.
Ready to get sorted?
Start with the one that's on fire.
Tell me what's broken and I'll tell you what it takes to fix it. I'll be in touch within two business days.
Get sorted