Deeper Scale

For teams and organizations that want to scale with integrity

When the vision, the strategy, the day-to-day and the numbers are too big for one person to hold. 

You’ve done an amazing job growing to this point. 

But at  a certain revenue point, there is simply so much that goes into making a business run smoothly at the executive, operational, and management level. 

And you need the executive experience and a visionary eye to help build the business infrastructure you need for the next level - and coordinate the essential business priorities you don’t have time for.

That laundry list of projects that will improve your business gets longer every day - with no one to do them but you

You’ve got growing revenue but struggling to meet your profit or owner pay goals

Your team feels disjointed and consumed by “fire drills” and urgent deadlines - so you don’t have time for CEO-level tasks

You need more clarity on the key metrics, objectives, and projects in your business - and how to organize your team to deliver these

You’re alone at the helm of your business - with no one that can help you build the business for sustainable growth

You don’t need an “operations person”. 

You need a high-level partner to co-pilot your WHOLE operation in the right direction. 

Including You. 

I look at the whole picture: I see the gaps in your business AND implement lasting solutions. 

Go from juggling tasks and putting out fires, to stewarding your business with foresight and clarity.

Over the course of 3-6 months, consider me your co-pilot or fractional Chief Operations Officer as we define and implement the strategies, tools, and processes so that your team can work effectively towards a shared vision - and you’re no longer the bottleneck.

I’ll help you shift from doing the work to truly leading an organization through right-sized strategy, a profitable financial model, team-wide processes and systems, and defining your leadership identity.  

"Working with Jessica transformed our strategy and operations. She’s led our strategic planning process for over two years, helping determine our strategic priorities and projects. As our interim operations leader, she enhanced our Notion dashboard to keep everyone on the same page in a remote environment. Our account management process became more effective, saving us hours each month while adding more value to our clients. She streamlined our coach management process to go from manual to automatic coach matching. We pushed through initiatives that had been on the radar for months.

Jessica led the Operations department through an entire turnover of the team, including onboarding two new members, setting department agendas, and making sure we continued delivering to our clients and customers without missing a beat. We consider Jessica a part of the team."

Alex Simmons, CEO of Boon Health

You’re busy delivering, juggling, keeping it all together. 

Let me implement the high-level strategy that gets you out of the weeds & into the business you want.

I’ve operated in both big business and small startups - bringing best-in-class business strategy but unafraid to get my hands dirty as I dig in on your business.

You’re not just getting a consultant that hands you the plan - I work on your business with you to identify, design, and implement the structures, systems and processes you need to grow.

We’ll work together to design intentional, strategic, operational solutions to make your business run more smoothly so you can focus on the CEO-level responsibilities in your business.

Imagine how it would feel to have…

Clear direction across your whole team on the critical priorities to grow the business - and who’s going to own them

White space on your calendar to be the CEO, not just another “do-er” in the business

A robust plan for the money and metrics in your business

Less weight on your shoulders, because someone else is with you at the helm

Seeing the complexity of your business get simplified and organized for your brain and for your team’s clarity

The Deeper Scale Process

The Deeper Scale Process is designed to build the infrastructure of your scalable business through annual strategic and financial planning, quarterly prioritization and hands-on implementation for your most important projects.

Dive In and Diagnose

Through a holistic business assessment, we’ll start to understand what’s really going on in your business. We’ll review your financial outlook, your business vision, your organization, and your key processes.

You’ll leave with a clear view of your financial outlook, your key sales and marketing metrics, gaps in your organization, and your priority business roots to address.

Define

We then outline the business-building projects to take on over the next quarter and the near-term actions over the next month. You’ll never be left wondering about your next business priority.

Each quarter, we’ll outline your business building priorities and decide whether to implement them in-house or bring on an expert.

Design and Implement

Consider me your right-hand to help you implement these priorities, as I either build or project manage these priorities. But you’re no longer working from a blank sheet of paper or having to delegate - I’m managing you, including creating the first draft of project briefs and process docs all with an eye to efficiency and effectiveness.

Weekly, I work 1-2 hours on your highest priority projects.

Session 4: Direction

We instill the Deeper Business Operating System into your business, ensuring you’re taking action on your key business priorities while reviewing the critical metrics and indicators of a healthy, sustainable business.

We meet weekly, with a set cadence of weekly, monthly, and quarterly activities to review strategic priorities and key business metrics.

YourBusiness Roots for Scale

  1. Mission: Create the vision for your business, craft your leadership identity, and identify the strategic bottlenecks standing in the way of bringing that vision to life.

  2. Model: Create a financial forecast, aligned pricing, and a clear sales plan so you can build and retain your right-sized team

  3. Methods: Step out of the day-to-day processes and into the visionary role in your business by automating, streamlining, or delegating processes while maintaining the quality, results, and reputation you worked so hard to build.

  4. Management: Implement the internal operating systems and team performance processes so you can build your future organization without being a micromanager or getting trapped in the daily grind and away from your CEO-level responsibilities.

  5. Metrics: Know what metrics matter to you and define the cascading objectives and key results for your team members.

Over 6-12 months, we’ll strengthen the Deeper Business roots designed to build a next-level organization.

Example Projects

  • Create your business plan, team budget, and key metrics to share with your team

  • Overwhelmed by so many tasks in your business? We’ll implement a streamlined system for your projects, tasks, and key meetings (including setting up your agendas)

  • You’re probably missing some key roles as you scale. I help you design your future org, outline roles and job descriptions, and create onboarding plans

  • I help design, prepare, and facilitate executive and team-wide strategy sessions to set team priorities and key projects. I also work with teams to reprioritize projects and maintain focus on the “big rocks”

  • Feeling like processes aren’t efficient? I observe your key processes, looking for ways to eliminate waste and strengthen outcomes.

  • Have a cross-functional challenge that’s not in anyone’s responsibilities? Bring on a trained generalist to surface the underlying issue and find solutions for everyone.

What’s your investment?

How it works:

  • Quarterly Half-Day Deep Dive Strategy session. A potent session to define your vision, uncover your bottlenecks, and craft your roadmap so you feel crystal clear about next steps.

  • Weekly CEO Calls. We meet weekly, with a set cadence of weekly and monthly activities to review strategic priorities and key financial and sales metrics or dig in on tactical problem solving.

  • Project Implementation. I work on the top 2-3 projects every quarter, in concert with your team or with outside experts as the primary implementation partner.

  • Team Meetings. I support you in key team meetings as we implement your internal operating cadence.

  • Email access with 24-hour turnaround time.

How we track progress:

  • Customized Deeper Business Suite

    • Deeper Business Roadmap: your 1-year business model and your 3-6 month action plan to make it happen.

    • Deeper Financials: a customized financial forecast to help with pricing and your expected profit

    • Deeper Business Dashboard: your core metrics and projects, all in one place

  • Project and Task Management. I work in your project or task manager or set you up in one to keep you and your team fully aligned on projects and tasks.

  • Monthly Deeper Business Operating System. We update your metrics and plan your month together to keep your eye on the most crucial parts of your business.

Your Investment: Starts at $3,500 per month, 3 month minimum engagement

Once you apply, we’ll have a short call to confirm this is a fit - and then upon payment you’ll receive your assessment and onboarding instructions.

Meet Jessica:

Ready for someone to truly dive deep with you?

I worked for years in consulting, business, and engineering at places like McKinsey and Company and Harvard Business School. I was trained to diagnose what’s happening deep in your business from the perspective of math, metrics, and strategy for businesses big and small and across a variety of industries.

And I know just looking at business by the numbers lacks humanity. Because I have felt the pain of putting profit before people.

So I bring both deep business expertise, with a human-centered approach.

Most consultants will just hand you the plan and leave you to it. Not here. Because otherwise you’re just left with more to-dos.

From strategy sessions to running reports in SalesForce, you need someone who can dive in to the mechanics of your business with you.

So let’s build you a business that runs without you being underwater. 

A business that runs without you tangled in the weeds. 

A business that thrives without taking a toll on you as the leader.