This private intake form is designed to help us understand your business, your leadership style, and your current operational landscape. It’s both a high-level strategic review and an opportunity to explore whether this kind of partnership is the right fit for your next chapter.
Your thoughtful responses will ensure we begin with clarity around goals, scope, and expectations.
Choose the one that best fits your current needs. We’ll clarify together during follow-up. Here’s a brief description of the available service packages:
🔹 Fractional COO: Ongoing strategic partnership. Lisa acts as your in-house COO, leading operations, systems, and execution across the business.
Investment: $10K/month (9-month minimum)
🟢 Second-in-Command Accelerator: A guided done-with-you engagement to train and equip your chosen #2 to run the business backend with COO-level clarity and structure. Investment: $15K/month (typically a 3-month sprint)
🏗️ Hire Ready: A 4–6 week done-with-you engagement that builds your company’s complete hiring infrastructure — HR policies, org chart, pay bands, role definition, job description(s), interview process, onboarding framework, and a clear 30-60-90 day performance plan — built directly into your systems, so you own it for this hire and every hire after.
Investment: $3,500–$5,000 flat fee, depending on team size and complexity.
⚡ 2-Day Diagnostic: A strategic session to assess, optimize, and systematize a key area of your business. Includes a 9-month action plan and guidance on next steps.
Investment: $5K