COO Clone

A solo management consultant with a $240K/year practice was turning away work because she couldn't scale herself. Every client engagement started from scratch. Onboarding packets were rebuilt per client. Deliverable templates lived in 14 different Google Docs across three Drive accounts. When she took two weeks off to travel, her pipeline stalled completely.

She needed systems, but she'd already paid $4,500 for a business coach who gave her advice, not files. She wanted the actual templates, configured and ready to run.

We delivered the COO Clone kit for consultants: a plug-and-play operations system built in Notion. The kit included a client onboarding workflow with automated welcome sequences, a project management system with engagement-type templates (strategy sprint, fractional advisory, one-time audit), 12 pre-written SOPs covering her entire delivery cycle, a financial tracking dashboard integrated with her invoicing tool, and a 58-minute video walkthrough that let her deploy it in a single afternoon.

No custom work. No consulting calls. A digital product that replaced what most consultants charge five figures to build.

Client onboarding time dropped from 6 hours to 45 minutes. She took on two additional engagements the following quarter without adding hours.