Initial Discovery Call

(30 Minutes)

A focused conversation to understand your organization and determine fit.

We’ll discuss:

• Your current challenges

• Your leadership structure

• Whether you’re running on EOS (or considering it)

• What kind of operational support you need

This is a mutual evaluation — no pressure, just clarity.

Leadership Discovery Session

(60–90 Minutes)

If there’s alignment, we meet with your leadership team.

The goal:

• Assess team dynamics and readiness

• Clarify expectations of the Integrator / COO role

• Answer questions openly

• Determine whether this partnership makes sense for everyone

Strong leadership alignment starts before the engagement begins.

The Explore Phase

(First 2–4 Weeks)

This is where we build the foundation.

Objective: Develop a rapid, practical understanding of your business and leadership rhythm.

Focus areas include:

• Building trust with the Visionary and leadership team

• Clarifying vision, strategy, and growth priorities

• Identifying bottlenecks and accountability gaps

• Reviewing structure, metrics, and financial drivers

Outcomes:

• Clear definition of the Integrator role and authority

• Agreement on top priorities and quarterly Rocks

• Summary of key execution constraints

• A practical roadmap for ongoing work

The Embedded Integrator phase

(Ongoing)

Objective: Operate as a consistent, embedded operational partner.

Core responsibilities include:

• Leading weekly Level 10 Meetings

• Driving accountability for Rocks and Scorecard metrics

• Translating vision into executable plans

• Surfacing and resolving issues that impede progress

• Strengthening cross-functional alignment

Measures of success:

• Clear ownership across the leadership team

• Consistent completion of quarterly priorities

• More productive meetings

• Increased predictability in results