My Expertise

Common tasks requested by my clients.

  • Support principal's prioritization to make them more effective.

    • Execution

    • Investor relations

    • Communication strategy

  • Streamline processes to enhance productivity.

    • Project management

    • KPIs and OKRs

    • Recruitment and onboarding

  • Lead strategic initiatives from inception to delivery.

  • Gain insights to make informed business decisions.

    • Go-to-market development

    • Identify opportunities and threats

    • Competitive analysis

  • Boost brand visibility and increase credibility.

    • Writing

    • Editing

    • Social media

  • Optimize finances for profitability and stability.

    • Budgeting

    • Forecasting

    • Cash flows

Benefits

Tasks

Add as many task requests to my to-do list.

Monthly Rate

Pay the same fixed price each month.

Flexibility

Scale up or down as needed.

Strategic Partner

Hands-on support from an experienced partner.

Example of Completed Projects

  • Partnered with CEO in application to state innovation program, including drafting content and managing consultants and stakeholders; when awarded, project was company’s most valuable booking by 9x

  • Reduced the monthly financial close timeline by 53% to a 7-day cycle in partnership with CFO

  • Led sales operations transformation project for Series B company, instituting Hubspot as their CRM and reducing time spent on building revenue forecasts by 90%

  • Created company’s first inventory forecast and integrated it into financial model, improving on previous one-off procurements, providing better understanding of hardware and cash flow needs against sales pipeline

  • Supported investor relations by drafting agendas and content for board meetings, managing fundraising due diligence requests, and liaising with current and prospective investors

  • Managed company-wide goal setting and OKRs, collaborating with executives and team leads to define, track, and measure progress, ensuring transparency and accountability for execution and results

  • Led forecasting and sales reporting for company’s largest revenue driver, providing president and other senior executives with critical insights in driving tens of millions in revenue

  • Built a business intelligence dashboard used by 100+ employees, ensuring data integrity and consistency across various sources

  • Reduced monthly forecast-to-actuals variance by 80% by enhancing cross-functional collaboration, improving forecast methodology, and defining data requirements

  • Streamlined executive report drafting from 10 hours/week to 2 by optimizing data inputs, managing SQL queries, scaling analyses, and automating workflows

  • Improved report output for three cross-functional teams by 25% through the development and enhancement of a project management system for streamlined data evaluation

  • Supported business development team in securing $500M+ in new supply deals through thorough market and data analyzes and accurate revenue forecasts

Frequently Asked Questions

  • A fractional chief of staff is an experienced strategist and operator who works for you part-time on an hourly rate or flat fee retainer. Fractional COO/CoSs often help organizations design systems and processes, achieve growth, execute strategy, or raise new capital.

  • The primary benefits of a fractional chief of staff include:

    Strategic alignment: I help align teams and projects with your business goals so that everyone is working toward the same direction.

    Operational efficiency: I execute tasks that would otherwise eat up your time, allowing you to focus on high-impact activities. I'm I'm doing my work well, I should be saving you 20 hours per week.

    Improved communication: I act as a hub for internal communication, ensuring better information flow across teams.

    Project oversight: I manage and oversee key initiatives from beginning to end, collaborating with various stakeholders to execute successfully.

    Decision support: I provide data-driven insights and analyses to support you in making informed decisions.

  • If the bullets below resonate with you, you likely need a CoS:

    • Struggling to find time for critical priorities

    • Stalled and often reacting to fire drills

    • Missing the support you need to think strategically and executive

    • Spending time on tasks that exhaust your energy

    • Becoming a decision bottleneck

  • Hiring a full-time chief of staff can cost upwards of $300k when considering salary, benefits, and time spent interviewing and recruiting. The fractional model is typically more cost-effective, especially when considering you're only paying for expert support when you need it.

  • Onboarding is comprehensive, so we can deep dive into your company's mission, values, and goals. I embed into the company, instead of working from afar, and regular check-ins ensure continued alignment.

  • Of course! The fractional model offers flexibility -- whether your business is scaling or facing unforeseen challenges, my support can adjust to meet your specific needs at any given time.

  • Most founders and CEOs eventually need a full-time CoS. I'm happy to help source, interview, and onboard your next CoS to ensure a seamless transition.