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

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

Ready for a partner in the business?

You don’t have to figure out every priority, or implement every solution, on your own.

Operating Partnership™ gives you ongoing strategic support, implementation, and accountability to keep your business moving forward intentionally.

Start With A Business MRI™

Your Business MRI™ will identify your priorities and help determine the right level of ongoing support.

Already completed your Business MRI™? Reach out to discuss your Operating Partnership.