Operating Partner™

Strategic Partnership for Healthier Businesses

The healthiest businesses aren't built alone. Operating Partner™ is designed for founders who want ongoing strategic support, accountability, and implementation as their businesses grow.

Every Operating Partner relationship includes:

  • Business Rounds™

  • Quarterly Business Checkups™

  • Strategic guidance and prioritization

  • Ongoing implementation support

  • Dashboard and KPI monitoring

  • Founder accountability

  • Priority access and support

Strategic

Best for founders looking for ongoing support and accountability as they build intentionally. 

Typical support includes:
- Monthly Business Rounds™
- Quarterly Business Checkups™
- Strategic guidance and prioritization
- Implementation support
- Dashboard monitoring
- Email support

Investment:
Starting at $1,500/month

Growth

Best for growing businesses looking for more hands-on strategic and implementation support.

Typical support includes:
Everything in Strategic, plus:
- Expanded implementation support
- Systems optimization
- Website and digital support
- Team and process improvements
- Priority response times

Investment:
Starting at $3,000/month

Embedded

Best for founders looking for an integrated strategic and operational partner.

Typical support includes:
- Weekly leadership meetings
- Monthly Business Rounds™
- Quarterly Business Checkups™
- Strategic implementation support
- Team collaboration
- Leadership support
- Priority access

Investment:
Starting at $5,500+/month

Find the Right Level of Support

Feature Strategic Growth Embedded
Monthly Business Rounds™ ✓ ✓ ✓
Quarterly Business Checkups™ ✓ ✓ ✓
Strategic Guidance & Prioritization ✓ ✓ ✓
Ongoing Implementation Support ✓ ✓ ✓
Founder Accountability ✓ ✓ ✓
Email Support ✓ ✓ ✓
Dashboard & KPI Monitoring ✓ ✓ ✓
Website Updates & Improvements Limited Expanded Comprehensive
Systems & Operations Support Limited Expanded Comprehensive
Team & Process Optimization — ✓ ✓
Marketing & Digital Support — ✓ ✓
Priority Response Times — ✓ ✓
Weekly Leadership Meetings — — ✓
Team Collaboration & Support — — ✓
Strategic Operating Partnership — — ✓
Dedicated Strategic Capacity — — Highest Level
Investment Starting at $1,500/mo Starting at $3,000/mo Starting at $5,500+/mo

The Operating Rhythm

Monthly Quarterly Ongoing
Business Rounds™ Quarterly Business Checkups™ Strategic Support
Priority Planning Business Health Reviews Implementation
Founder Accountability Goal Setting + Recommendations Problem Solving
Dashboard Review Business Health Scores Prioritization + Support