The method
We rebuild how your business runs.
A fractional COO retainer, embedded inside the business and accountable to operating metrics — not activity. Three phases, named owners, and a system your team keeps running after we step back.
Not a slide deck. We design the system and the metrics — your team owns the numbers.
Embedded, not advisory. An operator inside the business, accountable to the same numbers you are.
Discipline, not software. No tool to log into — people-led operating rhythm that holds.
Phase 01 · Discovery
Diagnose
Find the leaks fast. We trace every step from referral to billed hour and quantify where the demand is dying.
What we map
Where inbound inquiries stall before they become a client.
The days between a signed client and a first paid shift.
Open shifts and the cost of every one left uncovered.
Caregiver capacity sitting idle against live demand.
You leave with: a quantified leak map and the single number inaction is costing you.
Phase 02 · Install
Install
Install the system that controls conversion and capacity — and put a named owner on every metric inside your team.
What we install
Defined intake and start-of-care process with the handoffs that stop leads from dying in the gaps.
Scheduling and utilization controls that match caregiver supply to the demand already in the door.
Every operating metric assigned to a person on your team — owned, not outsourced.
You leave with: a running system and a team that knows who owns which number.
Phase 03 · Ongoing
Hold
Enforce the discipline so the gains don't leak back out. A weekly operating rhythm that runs without the founder in the room.
The operating rhythm
A standing operating review against the metrics that move the business.
Visibility from referral to billable hour, so leaks surface before they cost.
Calibrated expansion — only adding load the system can actually carry.
You leave with: a rhythm your owner runs — and a founder no longer in every decision.
The engagement
A fractional COO retainer — structured like an operator, not a project.
Structure
Embedded retainer, not hourly advisory or a one-off project.
Measured by
Operating metrics — utilization, conversion, billable hours.
Ends with
Your team owning the system — not a dependency on us.
Start here
It starts with the diagnostic.
A discovery process to find the leaks and put a number on them. No deck — a quantified map of where your growth is leaking, and what it's worth to close it.
626.421.8643 josie@operantpartners.com