CEO Advisory & Coaching


Strategic guidance to help leaders get the most value from the CEO Operating System™


The CEO Operating System™ provides clear visibility into your organization’s performance.


Our advisory services help CEOs and leadership teams turn that visibility into better decisions and stronger results.


We work directly with leaders to interpret the data, align teams around key metrics, and ensure that dashboards and reports translate into meaningful action.

CEO Coaching & Executive Advisory

A dedicated strategic advisor for CEOs who want to scale faster with less friction.


Deliverables Include: Bi-weekly executive coaching sessions, unlimited Slack/text support,  Strategic KPI guidance (EPIC framework), Quarterly OKR alignment, annual operating plan and budget support.


Rates:

  • $3,500/month – Standard.
  • $8,000/month – Premier (includes monthly board-ready and  KPI reporting)


Fractional COO / Integrator

Hands-on executive operating support to drive alignment across product, operations, finance, marketing, and customer success.

Responsibilities May Include:

  • Weekly executive leadership meetings
  • KPI buildout & company operating system implementation and management
  • Accountability systems & performance dashboards
  • Product & go-to-market alignment
  • Team development and hiring support
  • Operational process optimization
  • Board and investor meeting support

Rates:

  • $12,500/month – Core (30–35 hours/month)
  • $17,500/month – Growth (50–60 hours/month)
  • Custom monthly retainers available for deeper involvement


Strategic Consulting Projects

Project-based engagements for specific initiatives.

Common Projects:

  • KPI system design (EPIC Platform)
  • Annual strategic plan development
  • Pricing & packaging strategy
  • AI automation and data integration design
  • Product & roadmap strategy
  • Fundraising narrative, pitch deck and model preparation

Rates:

  • $15,000 – Starter Project
  • $30,000 – Standard Project
  • $50,000+ – Transformation / Multi-month Project



Optional Add-Ons


  • On-site strategy day: $7,500 + travel
  • Financial model creation: $5,000–$12,000
  • KPI dashboard development: $5,000–$25,000 (scope-dependent)
  • Leadership training workshops: $5,000–$15,000


Why CEOs and Founders Work With Us


  • Proven tech CEO who built and exited a category-leading SaaS company
  • Deep domain expertise in B2B SaaS, data analytics, KPIs, and AI
  • Ability to rapidly align teams and install an operating system
  • Board-level strategic thinking combined with operator execution
  • Strong investor network and fundraising experience


Clarity, accountability, and measurable outcomes

Contact us to see if we are a good fit for your needs.

Why CEO Guidance Matters

Data Alone Doesn’t Drive Better Decisions


Most analytics tools display charts and reports.


But many CEOs still find themselves asking:


• What do these numbers actually mean?

• Which metrics matter most right now?

• What actions should we take next?


The CEO Operating System™ provides visibility. 

Our advisory services help leaders turn that visibility into clarity and direction.