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

Essentials

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:
$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:
$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:
$5,500+/month

Begin a 3-month Operating Partnership within 30 days of completing your Business MRI™, and your full $950 MRI investment will be credited toward your partnership.

Not sure which level you need? Your Business MRI™ Treatment Plan will help determine the right level of support based on your priorities.

Find the Right Level of Support

    
      
          Feature
          Essentials
          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
          10 hrs/mo
          20 hrs/mo
          40 hrs/mo
        

          Investment
          $1,500/mo
          $3,000/mo
          $5,500/mo
        

    
  
Essentials
10 hours / month
$1,500/mo
✓ Monthly Business Rounds™
✓ Quarterly Business Checkups™
✓ Strategic Guidance & Prioritization
✓ Ongoing Implementation Support
✓ Founder Accountability
✓ Email Support
✓ Dashboard & KPI Monitoring
Limited: Website Updates & Improvements
Limited: Systems & Operations Support
Growth
20 hours / month
$3,000/mo
✓ Monthly Business Rounds™
✓ Quarterly Business Checkups™
✓ Strategic Guidance & Prioritization
✓ Ongoing Implementation Support
✓ Founder Accountability
✓ Email Support
✓ Dashboard & KPI Monitoring
Expanded: Website Updates & Improvements
Expanded: Systems & Operations Support
✓ Team & Process Optimization
✓ Marketing & Digital Support
✓ Priority Response Times
Embedded
40 hours / month
$5,500/mo
✓ Monthly Business Rounds™
✓ Quarterly Business Checkups™
✓ Strategic Guidance & Prioritization
✓ Ongoing Implementation Support
✓ Founder Accountability
✓ Email Support
✓ Dashboard & KPI Monitoring
Comprehensive: Website Updates & Improvements
Comprehensive: Systems & Operations Support
✓ Team & Process Optimization
✓ Marketing & Digital Support
✓ Priority Response Times
✓ Weekly Leadership Meetings
✓ Team Collaboration & Support
✓ Strategic Operating Partnership

Feature	Essentials	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	10 hrs/mo	20 hrs/mo	40 hrs/mo
Investment	$1,500/mo	$3,000/mo	$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
        

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