assessment to Partnership:

services that drive results

Operational Assessment

Included

  • A structured, scored audit across 10 operational dimensions

    • From financial health and project delivery to team utilization, client retention, and leadership alignment — giving you a clear picture of where your agency stands today.

    • Each of the 10 inspection points is scored and benchmarked against industry standards, so you know not just what's broken, but how far off you are and what "good" actually looks like.

    • Includes a deep dive into your P&L, AR pipeline, margins, and revenue concentration risks — identifying the hidden cash flow and profitability gaps that are quietly limiting your growth.

  • Evaluates your project management process, tooling, and delivery workflow

  • Assesses team structure, capacity, utilization, and hiring practices to surface burnout risks, retention issues, and the organizational design changes needed to scale

  • Delivered as a comprehensive scored report with a prioritized action plan, followed by a live executive debrief session where we walk through findings and next steps together.

  • You walk away with a clear 90-day roadmap — ranked by impact and urgency — so you know exactly where to focus energy first.

Recurring Monthly Support

Coaching & Leadership Team Advisory

Included

  • Monthly 1:1 strategic sessions with the founder or CEO focused on the decisions, priorities, and leadership challenges that are hardest to navigate alone — drawing on 15+ years of agency operations leadership.

  • Ongoing coaching for your leadership team (optional)

    • Helping directors and managers develop the skills, confidence, and frameworks needed to lead their teams, own their numbers, and stop funneling every decision upward

  • Accountability support built around your goals:

    • Whether you're running EOS, OKRs, or your own system — keeping your leadership team aligned, honest about progress, and focused on what actually moves the needle.

  • Support building a culture of performance

    • Helping you create the right rhythms, communication norms, and team dynamics that drive retention and results — informed by the practices that earned Best Places to Work recognition.

  • Quarterly planning facilitation to set goals, align your team, and build the 90-day execution plans that connect your big-picture vision to day-to-day priorities.

Propped & Integrated

Your Embedded Operations Leader

Included

  • Functions as a dedicated senior operations leader within your team:

    • available on a defined weekly basis to be assigned work

    • lead initiatives and drive outcomes as though I'm on your payroll, without the full-time cost.

  • Takes ownership of specific strategic projects from kickoff to completion:

    • process redesign

    • tooling implementation

    • new service line development

    • or whatever your agency most needs moving.

  • Supporting cross-functional delivery:

    • coordinating between your creative, strategy, project management, and account teams to remove bottlenecks, enforce accountability, and keep complex programs on time and on budget.

  • Brings P&L discipline to your operations:

    • overseeing budget management, margin tracking, utilization, and financial forecasting so your leadership team has the visibility to make confident decisions.

  • Integrates seamlessly into your existing tools, rhythms, and culture — built to be an extension of your team, not a consultant parachuting in with a generic playbook.

“Grant not only aligned our team on clear priorities but enabled us to be able to achieve them. Honestly, it wasn’t the same after he left.”

– Jonathan A.

Get In Touch

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