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Transform Your Practice with Elite Executive Support

Fractional Chief of Staff services designed to bring visionary leadership and measurable results to busy small law firm attorneys.

Schedule a 15-minute discovery call with me today and learn how we can elevate your business together. Let’s unlock your potential and set your practice on the path to success.

Feeling overwhelmed by the diverse needs of your growing practice?

Many attorneys, healthcare professionals, and other professional business owners struggle to deliver exceptional services to clients and manage the complexities of strategic planning, financial management, marketing, and technology. As these responsibilities mount, your focus on core competencies and client relationships can suffer.

Imagine missing opportunities for growth because you’re bogged down in operational details.

Imagine the stress of continuously juggling these critical elements without expert support. This disjointed approach can lead to missed opportunities, client dissatisfaction, and a chaotic work environment that not only stifles your growth but also impacts your profitability.

Introducing Fractional Chief of Staff services—a comprehensive support system that covers every aspect of your business.

My service is more than just oversight; it’s a transformative partnership designed to elevate every aspect of your practice. By integrating strategic planning, financial oversight, marketing innovations, IT enhancements, and improving operational efficiency, I align all facets of your business with your overarching goals. This approach boosts operational efficiency and financial performance and enhances marketing effectiveness. I’m here to mentor your team, streamline your processes, and optimize every part of your practice, freeing you to focus on what truly matters: your clients.

What You Get

Strategic Alignment Across All Business Functions

Ensure every aspect of your business—from strategy to finance—is aligned with your goals for cohesive and efficient progression.

Enhanced Operational Efficiency

A Fractional Chief of Staff refines processes and implements technology and best practices to enhance workflow, reduce costs, and free your team to focus on client service.

Leadership and Team Development

My services not only mentor your staff and foster leadership skills, but they also empower you to take control of your business’s future. I promote a culture of continuous improvement for sustainable business growth, giving you the confidence to lead your practice to new heights.

What I Do

  • Strategic Planning Facilitation – Guide developing and implementing strategic plans to ensure business objectives are met.
  • Operational Streamlining – Analyze and optimize workflows and processes for improved efficiency and reduced costs.
  • Performance Metrics – Establish and monitor key performance indicators (KPIs) to evaluate success and areas for improvement.
  • Marketing Strategy – Develop and execute marketing plans that align with business goals to drive growth and client engagement.
  • Vendor Relations – Manage relationships with vendors and service providers to ensure quality and cost-effectiveness.
  • Executive Coaching – Provide personal coaching to top executives, enhancing leadership qualities and decision-making skills.
  • Project and Change Management – Lead organizational change initiatives, ensuring smooth transitions with minimal disruption.
  • Technology Integration – Advise on and implement technology solutions that enhance business operations and client interaction.
  • Financial Oversight – Monitor financial operations, including budgeting, forecasting, and financial planning.
  • HR Management – Assist in hiring, training, and developing staff and help manage human resources policies.

How Does It Work?

1. Onboarding

First, we will get you access to the Chief of Staff Orientation and VisionaryMBA courses, and schedule our deep-dive and recurring meetings. The Chief of Staff course will educate you on exactly how our relationship will work. The VisionaryMBA is a compendium of lessons on leadership, management, finance, and more.

2. Deep Dive

It starts with a deep dive into your practice. In this deep-dive:

  • Questionnaire: You will fill out an assessment of your goals, value proposition, finances, people, production systems, and financial systems. Don’t worry; it’s not as daunting as it sounds.
  • Team Predictive Index: You and your team will take The Predictive Index. This will give us a great indicator of individual and team work styles – and it’s COMPLETELY FREE!
  • Individual Sessions: I will meet with your entire staff to get to know them better – their role, what is going well, and what they need help with.
  • Finances: We will perform a comprehensive review of your finances.

3. Quick Wins

Based on that deep dive, we will determine the first quarter’s priorities. This will generally involve starting team meetings, determining and tracking KPIs, completing a big project, staff training, etc.

4. Quarterly Planning and Execution

Each quarter, we will review the prior quarter’s projects, metrics, and finances and then determine the 2-3 priorities we want to accomplish that quarter.

What Else You Receive

  • Subscription to Ninety.io – The Leading Cloud-Based Business Operating System – Scorecards, Projects, Meetings, and more
  • Access to the VisionaryMBA – more than 30 lessons on leadership, management, finance, and more
  • Book Summaries – Access to hundreds of text and audiobook summaries from Blinkist and ReadItForMe
  • The Predictive Index – Personalized, science-backed HR software for hiring, developing, and retaining top talent
  • Private Community – a private community for your firm for messaging and collaboration

Testimonials

Craig has been a great addition to my team as a fractional COO. He has assisted in setting measurable goals and KPIs and has been able to get the team more organized, efficient, and utilizing technology to the fullest. If there is a question, Craig doesn’t hesitate to find the answer and offer suggestions on how to get things done.

Craig was extremely professional and knowledgeable. He assisted my firm with improving operations and efficiency and was able to jump right into the projects quickly. I appreciated his insight and would highly recommend him!

Craig is smart, kind, and just super likable. He is an incredible COO! He is structured and helps challenge the team while having fun and making astonishing progress. Craig’s resources are fantastic and if you get the chance to work with Craig you won’t regret it! It was one of the best decisions of my career! Craig thanks for being you!

Want to Learn More?

Learn everything about my Chief of Staff services with this document.

Ready to Transform Your Practice?

Schedule a 15-minute discovery call with me today and learn how we can elevate your business together. Let’s unlock your potential and set your practice on the path to success.