Momentum Plan

Service Description

Keep things moving. This ongoing support plan is designed to help you implement better processes, smooth out team execution, and keep clients engaged, from onboarding to long term retention. You’ll get hands on strategic guidance, fractional COO expertise, and structured accountability every month. What’s Included: 1. Fractional COO level oversight of your onboarding, CS, and internal workflows 2. Ongoing process and ops optimization (including light SOP creation and updates) 3. Weekly working sessions to build, troubleshoot, or train in real time 4. Social content + client communication review (as applicable) 5. Website + tool usage feedback and troubleshooting support Pulse checks and goal alignment based on your metrics and growth plans Deliverables (monthly): - Action Plan & Roadmap: Prioritized areas of focus reviewed each month - Weekly Virtual Updates - Mini-SOPs + Docs: Process updates, templates, and internal guides - Progress Tracker: Shared view of what’s in motion and what’s next - Monthly Recap: Key learnings, blockers resolved, and the next cycle plan Who It’s For: Teams ready to build smarter systems without hiring full time leadership. Ideal for lean startups juggling growth and delivery.