Clarity First. Thoughtful Strategy. Sustainable Operations.
At Out of the Box Ops, we don’t rush to build systems or “fix” teams.
We start by understanding what’s actually happening inside your business, across both people and systems, so every next step is intentional, aligned, and sustainable.
Whether you’re overwhelmed, stuck, or preparing for growth, there’s a clear place to begin.
How We Work Together
Phase 1: Clarity
Order of Operations Audit
Can you step away confidently?
We identify where oversight is still required and why.
Phase 2: Strategy
Solutions Strategy Session
What actually needs to change?
We design a right-sized, sequenced path forward.
Phase 3: Leadership Support
Ongoing Partnership
How do you sustain it?
We provide ongoing operational leadership to build long-term resilience.
Order of Operations (OOO) Audit
A Diagnostic for Systems + People
What would happen if you stepped away from your business for two weeks? Would things move forward — or quietly stall? The Order of Operations Audit is designed around that question. This diagnostic engagement evaluates your business through the lens of operational independence. We assess both systems and people operations to determine whether your organization can function without constant owner oversight.
-
Why does everything still feel hard?
Where are systems breaking down?
Why does so much still rely on the owner?
What’s missing vs. what’s simply misaligned?text goes here
-
Pre-work assessment and document review
Upfront strategy call
Systems + people operations analysis
Identification of root causes and pressure points
Clear, prioritized findings and proposed solutions
Final walkthrough callon text goes here
-
Investment: $2,500
Format: Assessment → Kickoff Call → Audit Presentation CallA $1,250 deposit is required to begin the audit process.
Once the initial audit is completed and the findings are sent, the remaining balance will be invoiced before scheduling the Presentation Call.
Solutions Strategy Session
From Diagnosis to a Clear Plan
The Solutions Strategy Session is for leaders who are ready to move beyond insight and into intentional design. This is a deeper, immersive engagement where we take what we’ve learned and map out how to move forward, thoughtfully and realistically.
-
Translating findings into practical solutions
Designing systems and people operations that fit your business
Sequencing priorities (what now, what later, what not at all)
Clarifying the level of support needed for implementation
-
Pre-session review and preparation
Full-day working session (virtual or in-person)
Collaborative solution design
A clear, actionable roadmap
Retainer recommendations (if appropriate — never assumed)
-
Investment: $5,000 (In-person, including travel) | $3,500 (Virtual)
Ongoing Support & Partnership
Once clarity and strategy are in place, some clients choose ongoing partnership to support implementation, refinement, and growth over time.
These engagements are intentionally structured as partnerships, not project management.
Operations Partner
Steady, Strategic Support
Operations Partner is designed for organizations that want consistent strategic support without full operational immersion.
-
Supporting implementation of agreed-upon solutions
Ongoing planning and prioritization
Systems and people operations alignment
Thought partnership as your business evolves
-
A trusted operational sounding board
Support maintaining momentum
Strategic guidance without over-engineering
Accountability and structure without heavy integration
Increased oversight without increasing overhead
-
Investment: $3,000 monthly retainer
Operations Lead
Deeper Integration, Higher Touch
Operations Lead is a more embedded partnership for organizations navigating growth, complexity, or transition.
-
Deeper involvement in planning and execution
More hands-on operational leadership
Ongoing refinement of systems and people operations
Support across higher-stakes initiatives and transitions
-
A more integrated operational partner
Support navigating growth, hiring, or structural shifts
Greater operational independence from the founder
Stronger cross-functional alignment
A Fractional COO presence that helps lead forward momentum
-
Investment: $4,000 monthly retainer

