OPERATIONS PARTNER FOR OWNERS AND LEADERS
OPERATIONS PARTNER FOR OWNERS AND LEADERS
OPERATIONS PARTNER FOR OWNERS AND LEADERS
You didn’t build a business to become its most overworked employee.
I help owners and leaders ready to scale make the leap from running their business to leading it.
You didn’t build a business to become its most overworked employee.
I help owners and leaders ready to scale make the leap from running their business to leading it.
Where I’ve done this work.
PayPal
WWT
MiiHealth AI
Elevated Eats
TEKsystems
S&P
Pacific Metrics
Terra Dotta
SOUND FAMILIAR?
You got here by doing everything yourself. That’s also what keeps you stuck.
SOUND FAMILIAR?
You got here by doing everything yourself. That’s also what keeps you stuck.
The Problem
Every decision, big or small, still lands on your desk. Your phone buzzes on a Sunday and you answer it. You know what would grow the business. You just never get to it.
The Problem
Every decision, big or small, still lands on your desk. Your phone buzzes on a Sunday and you answer it. You know what would grow the business. You just never get to it.
The Way Out
Build a business that runs without you holding it together. Clear processes, the right automation and AI, and a team that knows how things get done without tracking you down.
The Way Out
Build a business that runs without you holding it together. Clear processes, the right automation and AI, and a team that knows how things get done without tracking you down.
The framework
What changes when it stops running through you.
The framework
What changes when it stops running through you.
01
Your Team Stops Asking
Clear processes and SOPs mean people know how things get done without finding you first.
01
Your Team Stops Asking
Clear processes and SOPs mean people know how things get done without finding you first.
01
Your Team Stops Asking
Clear processes and SOPs mean people know how things get done without finding you first.
02
The Busywork Runs Itself
Scheduling, follow-ups, reporting. Automation and AI employees handle the repetitive work so your people can focus on the work that matters.
02
The Busywork Runs Itself
Scheduling, follow-ups, reporting. Automation and AI employees handle the repetitive work so your people can focus on the work that matters.
02
The Busywork Runs Itself
Scheduling, follow-ups, reporting. Automation and AI employees handle the repetitive work so your people can focus on the work that matters.
03
You Lead Again
Your hours go back to hiring, strategy, and the growth you keep putting off.
03
You Lead Again
Your hours go back to hiring, strategy, and the growth you keep putting off.
03
You Lead Again
Your hours go back to hiring, strategy, and the growth you keep putting off.
THE FRICTION AUDIT
Two weeks. A clear roadmap. One real win.
THE FRICTION AUDIT
Two weeks. A clear roadmap. One real win.
01
I Come to You
I spend time on-site (or virtual) with you and your team and watch how work actually gets done, not how it is supposed to.
01
I Come to You
I spend time on-site (or virtual) with you and your team and watch how work actually gets done, not how it is supposed to.
01
I Come to You
I spend time on-site (or virtual) with you and your team and watch how work actually gets done, not how it is supposed to.
02
I Find the Leaks
Where your time and money are slipping away, ranked by impact. Usually the top three to five issues.
02
I Find the Leaks
Where your time and money are slipping away, ranked by impact. Usually the top three to five issues.
02
I Find the Leaks
Where your time and money are slipping away, ranked by impact. Usually the top three to five issues.
03
I Fix One Before I Leave
A set of SOPs, an automation, a simple dashboard, or an AI employee that takes a repetitive job off your plate. Something your team uses the next day.
03
I Fix One Before I Leave
A set of SOPs, an automation, a simple dashboard, or an AI employee that takes a repetitive job off your plate. Something your team uses the next day.
03
I Fix One Before I Leave
A set of SOPs, an automation, a simple dashboard, or an AI employee that takes a repetitive job off your plate. Something your team uses the next day.
ABOUT JOSH
Different industries. Same problem.
ABOUT JOSH
Different industries. Same problem.
I’m Josh. For 20 years I’ve been the person who makes things run, inside companies big and small. I helped scale a lending program at PayPal, led end-to-end operational systems optimization at WWT, and served as a fractional COO for an AI health-tech startup and a growing food company serving professional athletes and ultra-high-net-worth clients. Every one had the same issue: talented people buried in work only they knew how to do. I’m also an executive coach, so I know the systems are the easy part. Letting go is the hard part. I’m based in Carmel and work with owners on the Monterey Peninsula and beyond.
I’m Josh. For 20 years I’ve been the person who makes things run, inside companies big and small. I helped scale a lending program at PayPal, led end-to-end operational systems optimization at WWT, and served as a fractional COO for an AI health-tech startup and a growing food company serving professional athletes and ultra-high-net-worth clients. Every one had the same issue: talented people buried in work only they knew how to do. I’m also an executive coach, so I know the systems are the easy part. Letting go is the hard part. I’m based in Carmel and work with owners on the Monterey Peninsula and beyond.
Where I’ve done this work:
PayPal
WWT
MiiHealth AI
Elevated Eats
TEKsystems
S&P
Pacific Metrics
Terra Dotta
Where I’ve done this work:
PayPal
WWT
MiiHealth AI
Elevated Eats
TEKsystems
S&P
Pacific Metrics
Terra Dotta
WAYS TO WORK TOGETHER
Start small. Keep going when it works.
WAYS TO WORK TOGETHER
Start small. Keep going when it works.
Friction Audit
$1,500, one time. About two weeks (up to four for larger teams) on-site (or virtual) to find where your time and money are leaking, plus one fix delivered.
•
On-site (or virtual) with you and your team
•
Top issues ranked by impact
•
One quick win delivered
•
A clear roadmap you keep
Friction Audit
$1,500, one time. About two weeks (up to four for larger teams) on-site (or virtual) to find where your time and money are leaking, plus one fix delivered.
•
On-site (or virtual) with you and your team
•
Top issues ranked by impact
•
One quick win delivered
•
A clear roadmap you keep
Ongoing Partner
Monthly support to work through the roadmap together, so the business keeps getting lighter to run.
•
Weekly check-ins
•
SOPs and process builds
•
Automation and AI employee setup
•
A thinking partner in your corner
Ongoing Partner
Monthly support to work through the roadmap together, so the business keeps getting lighter to run.
•
Weekly check-ins
•
SOPs and process builds
•
Automation and AI employee setup
•
A thinking partner in your corner
Fractional COO
Part-time operations leadership for growing teams that need more than advice.
•
Leadership team support
•
Quarterly planning and priorities
•
KPIs and reporting
•
Team structure and hiring
Fractional COO
Part-time operations leadership for growing teams that need more than advice.
•
Leadership team support
•
Quarterly planning and priorities
•
KPIs and reporting
•
Team structure and hiring
Common Questions
Everything you need to know before we talk.
Common Questions
Everything you need to know before we talk.
Who is this for?
Owners and leaders who built something real and now spend their days putting out fires instead of growing it. Restaurants, retail, real estate, property management, service businesses, SaaS companies, multi-location operators, and growing teams.
What does the Friction Audit include?
About two weeks, up to four for larger teams. I spend time on-site (or virtual), talk with you and a few team members, rank the top issues by impact, and fix one of them before I leave. You keep the roadmap either way.
How much of my time will it take?
About three hours total. My job is to give you time back, not take more of it.
Do I need to be tech savvy to use automation or AI?
No. I only bring in tools that make your day easier, from simple automations to AI employees that handle repetitive tasks, and I set them up so your team can actually use them.
How do I get started?
Book a 20-minute call. We will talk about where your time is going and whether the audit is a fit. No pitch deck.
Start the Conversation
Let’s find out what’s slowing you down.
Twenty minutes. No pitch deck. Just a real conversation about where your time is going.
Start the Conversation
Let’s find out what’s slowing you down.
Twenty minutes. No pitch deck. Just a real conversation about where your time is going.
Start the Conversation
Let’s find out what’s slowing you down.
Twenty minutes. No pitch deck. Just a real conversation about where your time is going.