Operations
Fractional coo | leadership strategy
Let's clear things up
Delegation
You've tried delegating, but end up doing it yourself anyway. After all, how do you know you can trust someone else to do it as well as you can?
Burnout
You have a great offering that clients want to buy, but you're short on time and even shorter on energy. Can this business really feel sustainable?
Chaos
You're "building the plane while you fly it" and it's getting awfully windy. It's time to get operational support so you can focus on your work.
The Process
All Ships Rise
Operations is the heart of your business. It touches your finances, clients, team, schedule, vendors, and every other aspect of how you do what you do.
Katrina is a Fractional COO who works 1:1 with leaders and founders to capture existing processes, build and refine processes with support from a dedicated Operations Manager, and support your business's growth toward your goals.
Katrina is your strategic partner. Bounce ideas, get out of the weeds, and trust you have someone who cares just as much about your business as you do.
How we work
We specialize in the unique challenges of running a service business at the 7-figure level.
Our promise: All you have to do is answer our questions. We’ll do all the hard thinking for you.
Our structure: Having a COO and Operations Manager on one team means you get both strategy and implementation at the best possible price.
Our proven process
Step 1: Extract & Map
We’ll extract your operational processes from your brain and create visual maps of your business using our proprietary methodology. Getting all the puzzle pieces on the table allows us to systematically analyze and improve your operational infrastructure.
Step 2: Meet & Document
While an Operational Strategist keeps an eye on your big-picture strategy, you’ll meet your new Operations Manager. They will dig into the details with your team and build SOPs that actually work. We use AI to maximize your speed and ROI, but never lose the human touch.
Step 3: Build & Optimize
We’ll systematically remove bottlenecks, extract you from the day-to-day weeds, and strengthen how work flows throughout your business. We’ll make sure your profit goes up while the business’ reliance on you goes down.
Meet your chaos wrangler
Katrina is a dynamic chaos wrangler with an eclectic background organizing small businesses, entrepreneurs, and corporations. As an operations strategist, Katrina believes that true innovation and freedom often arise from the safety that structure provides.
She has worked in operations and content in a variety of industries including brand, media, marketing, wellness, and tech, giving her a broad view to support your business. What sets Katrina apart is her intuitive understanding of people and her ability to transform big ideas into tangible results.
Katrina is based in Boulder, Colorado.
In detail
1. Capture
Weeks 1-3
What Happens
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90-minute extraction call with you and your dedicated COO partner
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Visual process mapping of your operational engine as it exists today
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Role mapping that reorganizes each element by current ownership
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Project plan creation outlining how we’ll move from your current state to your vision for the future
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Team interviews as needed for a complete perspective
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Project management tool audit to identify gaps and opportunities
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Operations Manager onboarding to your team
Results
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A visual process map of your core operations
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A role map for your team
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A project plan for getting to your future state
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A project management tool audit report
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Clarity on where your business stands today
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An attainable path forward
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Relief in knowing that someone has your back and is doing the hard thinking for you
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Immediate, tangible progress towards a mature operational infrastructure
2. Build
weeks 4-12
What Happens
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Bi-weekly strategic calls with you and your COO partner
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SOP library structure and templates finalized for your needs
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Priority documentation roadmap focusing on the highest-impact processes first
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Process extraction and documentation by your Operations Manager
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Project management tool optimization and implementation
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A ‘process takeover’ for broken processes - we’ll take them over to run them, master/refine/document them, and hand them back to your team
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Team training and adaptation until your structure works perfectly
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Ongoing rhythm establishment for continuous operational improvement
Results
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An SOP library with all pre-existing documentation thoroughly organized
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A list of future SOPs, prioritized
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A tailored SOP template implemented in a custom GPT for the team to create SOPs in minutes
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An optimized and functional project management tool that your team actually uses
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Core processes refined and documented according to what you need
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An SOP library with all pre-existing documentation thoroughly organized
-
A list of future SOPs, prioritized
-
A tailored SOP template implemented in a custom GPT for the team to create SOPs in minutes
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An optimized and functional project management tool that your team actually uses
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Core processes refined and documented according to what you need
3. Grow
Weeks 13+
What happens
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Systematic owner extraction so you can leave the business for a month or more without anything breaking
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Engineering for scale using our proprietary 5-phase Smooth Operating System, so your operational infrastructure continues to grow stronger as you expand
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Using operations to increase your bottom line - great operations have a direct impact on your profitability
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Aligning roles for a powerful and happy team as you grow
Results
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An owner extraction workbook for systematically removing roles from your plate
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All necessary SOPs created and are being used by the team
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Deployment of AI to optimize efficiency
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Custom tools, dashboards, and frameworks tailor-made for your team
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Unplugged vacations
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Empowered team members who can make great decisions independently
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A powerful valuation for your business
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Increased profit margins
"What changed is my business is everything! My perspective, direction, driving force, focus on future income, ability to juggle more, simplify and see more, and engage with my company in a real and deeply meaningful way."
Fluidity Performance
YOUR EXPERIENCE
With the support of a Fractional COO and dedicated Operations Manager, our clients experience:
Increased profit margins
Less confusion, better systems, and more efficiency means less waste and more productivity.
less stress
Reduce worry over your team and clients getting what they need.
higher team retention
When the business runs smoothly, people are more likely to stay and grow.
schedule your free consultation
A Note of Gratitude
Our operations processes are based on the work of Ashlee Berghoff of Smooth Operator. After working together for several years, Ashlee passed the torch to pursue her writing career, and we still carry many of the systems and processes she established during her tenure. We are eternally grateful for her wisdom, guidance, and care.