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Our typical operations client

The who

A typical operations services client is a CEO, Owner or Founder who has 10-50 employees, likely doing $5-$50 million in annual revenue.

The CEO typically doesn’t yet have a COO (Chief Operating Officer).

The CEO has come to a point where their plans exceed their operations capabilities and they want to take their business to the next stage of development.

The CEO is successful and wants to do even better. 

They are typically product or service visionaries who don’t enjoy handling operations and staff challenges.

The CEO is now ready to make change, is open to getting expert operations help from someone they trust and is willing to pay for it.

The CEO wants their operations to improve, so their business can scale successfully and profitably, so they can attain their dreams.

They may also be an Operations services or Recruiting client of PBS but not necessarily.

This service is industry agnostic.

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Operations services

The why

CEOs, Owners & Founders like you turn to PBS for operations help when they…

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Have too much on their to-do list

Are you overwhelmed despite working long hours with projects on your to-do list for months or years?

Have plans that exceed operations capabilities

Do you not have a COO and wish you could contract part-time, expert operations help?

Lack trusted advice

Do you feel it’s time for a trusted sounding board who can help you with your business?

Want to grow to the next level

Have you put your heart successfully into your business and want tools and processes so the weight can come off your shoulders and you can scale to the next stage and grow profits?

Don’t love operations challenges

Do you not love operations and know you want help with it?

Don’t have operations best practices

Have you not implemented current best practices and scalable processes into your operations, staffing, technology, finance and growth?

Our operations solutions

The how

1.

Strategic planning

2.

Coaching & advising

3.

Business projects & project management

4.

Staff & team development / Human resources / HR

5.

Operations & process improvement

6.

Revenue growth

7.

Money, finance & legal

In order to clarify your problems, opportunities and suggested solutions, we start working with clients by assessing your business.

Then you choose which operations & recruiting services you want to improve your business and take advantage of discovered opportunities.

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To help us prepare for helping you with your operations, we first conduct a discovery process we call our Operations & Profit Improvement Assessment.

The Operations & Profit Improvement Assessment discovery process phase evaluates your Leadership, Strategy, Products & Services, Marketing, Sales, HR & Team, Recruiting, Operations, Finance & Accounting and Vendors & Advisors. The end product is a list of Findings and Recommended Actions across each of these areas. You also get a report card for each of those areas of your business showing what its Stage of Development is and a gap analysis of steps to advance to the next Stage by area, should you wish.

Following the presentation from the Assessment phase of our Findings, Recommended Actions, Stage of Development Gap & Assessment Report, you get to choose which operations and recruiting services you want PBS to handle to improve and advance your business and take advantage of discovered opportunities.

The where

PBS offers operations services, including Assessments, onsite, hybrid or fully virtual.

The investment

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The cost for an Operations Assessment is a reasonable flat fee.

After the presentation of its findings, you can then choose which Recommended Actions and Stages of Development Gaps you wish PBS to address. Those can be priced project based, on demand hourly, ongoing monthly with a retainer or on a Fractional COO basis and can evolve as your needs change as you scale.

PBS believes the investment should provide value to you and meet your needs.

Operations client testimonials

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“Adam and team improved our performance addressing operational challenges related to employees and negotiations with vendors, replacing our accountant and making key introductions. Adam provided coaching and was an invaluable strategic sounding board.”

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Glenna Crooks, PhD
Founder, SHP Intl.

TRUSTED FOR OPERATIONS HELP BY GREAT COMPANIES

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Get started with operations help

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1. Schedule your free discovery Zoom

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2. PBS performs assessment

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3. You receive Recommended Actions and Stage of Development Gap Report

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4. You prioritize the actions

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5. PBS starts providing operations services

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