Our AI-Native Operational Framework
Systematic transformation powered by deep expertise and AI leverage
For Business Operations
- 1. AI Operations & Tech Stack Audit Identify bottlenecks, tech redundancy, automation opportunities. Assess AI readiness and quick-win areas.
- 2. Pilot-to-Production Planning Move AI experiments into reliable workflows. Design systematic implementation with clear ROI.
- 3. Implementation with AI Leverage Deploy automation, predictive analytics, decision support systems. Measure efficiency gains.
- 4. Ongoing Fractional COO + Optimization Continuous improvement, AI integration expansion, strategic guidance on Operations/HR/Technology.
For Family Enterprises
- 1. Strategic Family Enterprise Assessment Map coordination complexity, technology barriers, family communication patterns. Identify systematic solutions.
- 2. Tech-Life Integration Planning Design dignity-first independence systems. Set up AI-powered monitoring and predictive support.
- 3. Professional Service Implementation Coordinate life operations (not caregiving). Integrate technology, family communication, daily support.
- 4. Ongoing Life Operations + AI Monitoring Proactive coordination, crisis prevention, continuous optimization. Family peace of mind.
Both services deploy the same I-shaped operational foundation: Deep mastery in Operations, HR, and Technology—amplified by AI tools like Claude, Make, and systematic automation. Whether auditing your business tech stack or designing your family's independence systems, you get senior-level judgment powered by cutting-edge AI leverage.
Why This Dual Expertise Matters
12 years of operational mastery uniquely positions us to serve both business and life enterprises
Business Operations Authority
12 years fractional COO experience serving $100K-50M companies. Deep I-shaped expertise in Operations, HR, and Technology. AI-native approach moving pilots to production.
15-20 hours/week reclaimed for owners
10-25% profitability increases
30% operational cost reductions
Family Operations Innovation
Personal journey with grandmother's Parkinson's revealed the gap. Applied business thinking to life coordination. Creating "Strategic Family Enterprise Operations" category.
60% reduction in family coordination time
80% crisis prevention rate
95% independence preservation
AI & Technology Leadership
Small, senior-led team using AI as operational foundation. Claude-powered systems, Make/Zapier automation, predictive analytics. Moving from experiments to production-ready workflows.
Not just advisors—we implement
I-shaped depth vs. generic AI agencies
Delaware/Main Line market expertise
Transparent, Value-Driven Pricing
We believe in complete transparency—here's exactly how our pricing works
Location-Based Fairness
Your price reflects actual travel time and distance from our Folcroft, PA headquarters. Closer clients pay less—we value efficiency.
Time-Optimized Sessions
90-minute sessions maximize value. Includes session time, travel, prep, and follow-up—no hidden fees or surprise charges.
Outcome-Focused Value
Pay for transformation, not just time. Every engagement includes systematic planning, expert execution, and measurable results.
AI-Powered Efficiency Creates Better Value
Our AI-native approach means you get senior-level expertise amplified by systematic automation—delivering outcomes that would typically require full-time staff
Starter Operations
/month*
- 2 strategic sessions monthly
- 90-minute focused visits
- Technology optimization
- AI-powered progress tracking
- Phone support between visits
Integrated Operations
/month*
- Weekly optimization visits
- 90-minute comprehensive sessions
- Full tech + logistics coordination
- AI-enhanced family communication
- Proactive planning & predictive support
Executive Operations
/month*
- 2× weekly strategic support
- Extended session options
- Complete life optimization
- Priority AI-monitored response
- C-suite level coordination
Strategic coordination powered by AI monitoring, predictive support, and systematic workflows means fewer crises, better outcomes, and preserved independence—at a fraction of fragmented service costs or institutional care.
*Final pricing includes travel time and distance from our Folcroft, PA headquarters
For Accomplished Individuals Who Value Systematic Excellence
Our clients are:
- Former executives and business owners
- Professionals who value systematic approaches
- Lifelong learners embracing technology strategically
- Individuals who want partners, not caregivers
- Families seeking operational coordination, not crisis management
"I ran a company for decades. I know the value of systematic operations—now I need that same excellence applied to my life."
"Technology should be my tool, not my barrier. I need professional support that respects my intelligence."
"My time is too valuable to waste coordinating fragmented services. I need one trusted operational partner."