Alignment
What good looks like 6 months out. Who to talk to. Existing materials to share: KPIs, OKRs, cycle data, board decks.
beforeTwo days with you and your team. You walk out knowing where to dig in first.
The operating system runs on five dimensions: intent, strategy, people, operations, systems. Where the drag lives is different for every company. The audit names it, ranks by leverage, and tells you what to fix first. The audit is a paid engagement because the read is worth paying for, not because it leads somewhere else.
On-site where the team is, remote where it isn't.
What good looks like 6 months out. Who to talk to. Existing materials to share: KPIs, OKRs, cycle data, board decks.
beforeOwner plus key team across functions. Where the operating system actually runs, where it doesn't.
days 1-2Five operating dimensions, scored. Written report, my call on the order.
end of 2Walk through findings. Decide what comes next. Retainer if it fits, clean handoff if not.
afterSample read across the seven patterns owner-operated companies fall into. Click a pattern to see the typical first moves. The audit names yours.
The dream is real. Nothing else is built yet.
Powerful vision, no team to carry it, no infrastructure to support it. The intent is real. Everything else is aspirational. The gap between ambition and infrastructure is where the value hides.
Vision sharp. Owner believes it.
No shape past the next quarter.
Solo, or one early hire.
Owner is doing the work.
Notes, screenshots, memory.
You see the destination. Now you need the map.
Strong vision and product-market fit. Capable team. The map between vision and execution doesn’t exist yet. Closing that gap is where the lift comes from.
Owner sees it. Team almost does.
Priorities shift quarterly.
Capable team. Looking for direction.
Workflows still re-improvised.
Tooling fragmented.
Your machine runs. Now point it somewhere.
Day-to-day operations work. Things ship, clients are served. Nobody can articulate why or where it’s all heading. The opportunity is connecting what works to a strategy that compounds.
Direction implicit, not named.
Growing by accident.
Team executes well. No plan to point at.
Daily ops humming.
Tools work, no cohesion.
You’re building from the ground up.
Everything needs work. Sequencing matters. Companies in transition: post-pivot, post-founder departure, rapid unplanned growth, long-deferred organizational debt. Start with intent and strategy, the rest follows faster than you’d expect.
Vision unclear after a transition.
No plan past the quarter.
Roles unclear, hires pending.
Workflows in flux.
Tools and docs scattered.
Your team delivers through heroics, not systems.
Past startup phase, processes still improvised. Tools fragmented. The team compensates through overtime and institutional memory. Most common pattern in growing companies. Highest-leverage place to invest.
Direction set. Team mostly tracks it.
Plans exist, often shift mid-quarter.
Capable team. Burning out.
Improvised processes. Repeat work.
Fragmented tools. Tribal knowledge.
Everything works because you make it work. That won’t scale.
Well-run company. Capable team, working processes. The owner is the glue holding it together. Systems lag the human capital that’s carrying the load. Building infrastructure is the next move.
Owner clear. Direction set.
Plans live in the owner’s head.
Capable team. Reliant on you.
Processes work, undocumented.
Manual work. Tools fragmented.
The foundation is solid. Time to build on it.
No major gaps. Operating system functional across the board. The conversation shifts from fix-what’s-broken to what’s-the-next-level: optimization, automation, scale prep.
Vision is clear, lived by team.
Goals set, tracked, met.
Strong team. Owner not the bottleneck.
Processes work without effort.
Tools work, automation incomplete.
“I worked with Matias as our interim COO building technology and processes for more scalable operations. Very efficient, proactive, gets stuff done. We're continuing our partnership.”
context30-person services firm. The first AI-focused engagement: interim COO seat, with the operating system built and automations shipped alongside. 14 months in. Still 1 day/week.
Matias has helped me build our organisation, solve organisational problems, streamline processes and systematise growth. Working with him has clarified my thinking.
Conversations across the team, and your existing materials.
Archetype, scoring, ranked next moves. Written report and working-session debrief.
what we'd start withThe audit first. Then we build the operating system around it.
New automation every 1–2 weeks. Three months minimum, then monthly.
if the audit shows fitConversations and data, synthesis, a working session. No commitment to what comes next.