Strategic Operations with Heart for Impact-Driven Founders
I provide high-level operational leadership that allows a CEO to be a CEO rather than a CEE — Chief of Effing Everything.
Get back to peak visionary mode and watch this biz run like clockwork.
WHAT???
You’ve built a fulfilling, impact-driven business that’s making a real difference in the world? Revenue is strong (hitting that $500k to $2M mark), your mission is clear, and demand is growing?
HOLY SHIZ THAT’S BEYOND AMAZING.
But feeling like the central bottleneck in your own company?
Huh…well…that part not so much. 🙃
Whether it’s just you and a few brilliant independent contractors, or a close-knit team of employees, your business has grown past the "figure it out as we go" stage.
Right now, you’re the primary problem-solver, systems fixer, and team air-traffic controller. You want to deliver an incredible experience for your clients, support your people, and continue growing sustainably…without working 60-hour weeks just to keep the operational machine running.
In other words: You’re ready to step back into true visionary leadership.
But as Diane Keaton and Jack Nicholson famously reminded us back in 2003… something’s gotta give!
You don't just need another virtual assistant to check off tasks; you need a strategic partner to organize the chaos, manage the moving pieces, and protect your energy.
What if…
😃 You had a trusted Operations Leader in your corner to oversee the big picture, help you make strategic decisions, and manage your contractors?
😃 You had the time to focus meaningfully on the high-level, revenue-generating tasks that only you can handle?
😃 The back-end of your business was organized, standardized, and human-friendly? Systems and protocols in place so you and your team always know what’s expected, without the burnout?
If all this sounds like a big sigh of relief, good! As an operations leader with a decade of experience helping small businesses thrive, I’m here to help.
Why Hire An Operations Leader?
You already have support — a great VA, a marketing person, other talented contractors or maybe a small core team. So why does it still feel like you’re working around the clock?
Because having doers isn't the same as having a leader running the machine behind them. Here’s why bringing in an Operations Leader is the missing link for a $500k–$2M business:
You stop playing manager all day. Your time should be spent on tasks ONLY you can do, not assigning tasks and answering a million daily questions.
Projects drive real goals. Big initiatives don't just get finished; they’re mapped to your high-level targets, revenue goals, and key performance indicators (KPIs) so every effort has direction.
No more wasting time on repetitive backend chaos. You eliminate the constant search for misplaced files, broken SOPs, and reinventing basic processes every single time a new client comes in.
Your team’s time and the bottom line are protected. Someone is keeping an eye on the big picture (software costs, workloads, and efficiency), so you grow profitably without burning anyone out.
You don't have to make every single decision alone. You get an experienced partner who holds the big picture, helps guide business decisions, and looks out for the overall health of your operations.
No more operating in a vacuum. Here is what I bring to the table as your Fractional Director of Operations:
Strategic Partnership & Leadership
Goal-setting, capacity planning, and strategic mapping
Acting as your co-pilot to brainstorm and ensure nothing slips through the cracks
Managing day-to-day operations and overseeing your existing contractors/team
Systems, Automation, & Project Execution
Project Management architecture (turning messy tools into streamlined hubs)
Writing, maintaining, and overseeing SOPs (Standard Operating Procedures)
CRM set-up, workflow creation, and email marketing automation
Designing seamless, nurtured client experiences (Onboarding to Offboarding)
Mapping out sales funnels, product launches, and membership areas
(Thinking of something I haven’t mentioned? Just ask!)
Who I Love Working With
I am passionate about partnering with impact-driven businesses that prioritize steady, profitable growth over "scaling to the moon" at all costs. I do my best work with businesses in these spaces:
♥️ Personal & professional development
♥️ Aging well, rebranding aging, & caregiving
♥️ Health, wellness, & mental/spiritual wellbeing
♥️ Community & belonging
♥️ Financial independence
♥️ Social impact
♥️ Home design & personal style
Ways To Work With Me
Vision To Reality Roadmap
You have big plans for your business, but right now, your backend feels like it’s living entirely in your head or scattered across a project management tool, while your team navigates hidden operational friction you don't even see. Between upcoming launches, software renewals right around the corner, and big 1-year goals, everything feels urgent, but no one has the bandwidth to pause and sort it out.
My 2-week operational audit takes all that invisible noise, gets it written down, and turns it into a clear, grounded 90-day roadmap. We map your real operational bottlenecks against four practical filters: immediate quick wins, urgent fixes, what’s happening in your life and business over the next 90 days, and your vision for the next year+. You walk away knowing exactly what to fix first, how to protect your team's capacity, and precisely what it looks like to carry out your growth plan with total confidence.
What’s included:
A holistic deep-dive scan across your entire backend (systems & automation, team capacity, client journey, marketing operations, and financial operations) to make the invisible friction visible.
A 90-minute executive strategy session where we get under the hood, map your actual team bandwidth, and align your backend with your near- and long-term vision.
A fully sequenced 90-day execution roadmap and presentation call that prioritizes your quick wins and urgent fixes so you and your team know exactly what to focus on next (or what it looks like for me to step in and execute it for you).
One-time fee of $2500
Ops Leadership Ongoing Retainer
Packages start at $4700 / month with a 90-day minimum requirement so we can see real progress.
You started your business to make a meaningful impact and build a life you actually have time to enjoy living.
With my monthly retainer, you get dedicated operational leadership to streamline your backend, manage the moving pieces, and elevate your client experience, so your business can thrive without taking over your life.
What’s included:
Guaranteed space and prioritization in my calendar to work on and in your business each week. I only work with 2 retainer clients at a time because I become a fully embedded team member — I want the time and energy to be ALL UP IN THERE with ya. I genuinely care about the businesses I serve as much as their founders do.
Recurring status and strategy meetings so you have a sounding board for growth plans and team performance and feel in the know about what’s happening behind the scenes.
A custom scope of work matched to your unique needs, so you get exactly the high-level support you pay for.
(Note: I never jump straight into working on retainer. We’ll begin with the Vision to Reality Roadmap mentioned above so that I really know what we’re working with and so we can see how we work together.)
Whether you’re sure of what you need or could use some help figuring it out, you’re in good hands.
Click here to provide some quick context for your inquiry and book a needs assessment call so I can learn about your business, share more about my services, and we can see if and how we’d like to proceed from there.
Organization, sustainable growth, and peace of mind await you at the click of a button. 😊
Curious about how I work with clients? What the cadence and flow is like? What my values are and what you can expect? Click here to learn more.
-
![]()
“Thanks to Erica's expertise and dedication, my client onboarding process is so much more efficient. Her meticulous approach optimizes every step of the client journey, from initial interest to post-service nurturing. This not only saves me time, but also delivers a professional and transformative client experience. She even helped me implement opportunities to increase sales by offering follow-up services in a natural, authentic way.
What truly stands out is how Erica turned what I initially saw as a dull and routine task into a chance for me to infuse love and authentic support into the services I provide for my cherished customers. This was a real eye-opener for me, as it makes me see any so-called “boring” aspect of doing business as a way to be creative and of service.
Now I can focus more on delivering insightful Jyotish readings and spend less time reinventing the wheel every time a new lead comes in. Erica’s support has elevated my business, and I can't recommend her enough to anyone looking to streamline their operations and provide a top-notch client journey.”
- Monika Vijh, Transformational Life Coach
-
![]()
“Having Erica in my corner as my online business manager is a relief in so many ways. As someone who usually prefers to be in control, I'm surprisingly comfortable giving her the reins because she’s a pro at identifying tasks that require attention. She’s reliable as they come, and I knew from the second we started working together that she has my business' best interests at heart.
My album release party was a hit, and having Erica manage much of the project was a big part of that. From crafting a detailed project plan to coordinating with vendors and handling unforeseen challenges with ease, she was there every step of the way. With her taking care of much of the behind-the-scenes stuff, I could focus on rocking the stage and connecting with my audience.
I’m becoming more proactive than reactive due to Erica helping me organize my projects and tasks, as well as how I spend my time each week. This is having a hugely positive effect on my business' bottom line…and my stress levels!
Erica's skillset, passion, and genuine commitment make her an invaluable long term asset to any business. I’m relieved to know I have guaranteed time in her schedule for my business’ needs. If you're in search of a leader to oversee your operations, she's a rockstar you can count on.”
- Cassie Fireman, singer-songwriter / artist / wellness practitioner
-
![]()
“I've always been driven by creativity, but when it came to the technical side of managing my hair salon, I felt a bit lost. I knew I had ideas that could take my business to new heights, but the disorganization of my current operations were holding me back.
That's when I realized I needed help to clean up my business behind the scenes so I could focus on bringing my new ideas to life.
Erica stepped in as my online business manager, and it was a total game-changer. She not only helped me tidy up my operations, but also guided me in crafting a strategic roadmap for my future plans, carefully considering the steps needed to turn my visions into reality.
By introducing standard operating procedures, Erica has helped me see how I can create smoother workflows and maximize efficiency. What's more, these procedures will make it a breeze to bring on new team members when the time comes.
Knowing that Erica had my back as my OBM brought me immense peace of mind. I could focus on what I do best, and trust that the intricacies of my business were being taken care of with the utmost professionalism and attention to detail. It was like having a reliable safety net that allows me to shine in my creative zone without any worries.”
-Monica Brady, Hair Salon Owner, Stylist, and Educator (Salon Troy and Oribe)
Signs You’re Ready for An Operations Partner
You're missing a central hub: You have no project management tool (or a very messy one), and you need someone to architect it and keep projects moving on time and on budget.
Your tech isn't talking: You run your business on the fly. You need help integrating tech tools that make your sales funnel and client delivery flow together with automation.
You're the bottleneck: You have a small team or contractors, but feel like you have to micromanage because no one’s totally clear on what needs to be done. You need someone to manage them so you don't have to.
Your client experience is just okay: You treat your clients well, but you know they aren't getting that ultra-smooth, premium experience you want them to have.
You want sustainable growth: Your revenue is growing, but you know you can’t keep it up without burning out. You need an operational foundation built for steady, profitable growth, without adding 20 hours to your workweek.
