Coleman Management Advisors

Fractional COO & Business Operations — Coleman Management Advisors

Run a Tighter Operation. Scale Without the Chaos.

From fractional COO leadership to process redesign and KPI dashboards, CMA embeds directly into your business to build the systems, structure, and clarity you need to grow with confidence.

  • Fractional COO leadership without the full-time executive cost
  • Redesign broken workflows and eliminate costly inefficiencies
  • Real-time KPI dashboards so you always know where you stand
  • Develop your team into a high-performance operational unit
  • Project management that keeps initiatives on time and on budget
What Clients Gain
40%+
Average reduction in time spent on manual operational tasks
Faster decision-making with real-time KPI visibility
60%
Less owner involvement in day-to-day firefighting
COO-Level
Strategic leadership at a fraction of the full-time cost
What We Do

Five Core Fractional COO & Business Operations

Every engagement is customized. We go deep on what’s actually holding your business back—not a generic checklist.

Fractional COO Services

Senior-level operations leadership on a part-time basis—giving you the strategic oversight of a full-time COO without the $200K+ salary. We embed directly into your business and lead from within.

  • Strategic planning and operational roadmapping
  • Team leadership, accountability, and performance management
  • Vendor and partner relationship management
  • Executive decision support for the CEO/Founder
Process Improvement & Workflow Design

We map your current workflows, identify every bottleneck and redundancy, and redesign your processes so your team can execute faster with fewer errors and less friction.

  • End-to-end workflow mapping and documentation
  • Bottleneck identification and root cause analysis
  • SOP creation for repeatable, scalable execution
  • Implementation support and team rollout
KPI Tracking & Reporting

Stop guessing how your business is performing. We build custom dashboards that surface the metrics that matter most—so you can make faster, smarter decisions with real data.

  • Custom KPI selection based on your business model
  • Real-time operational and financial dashboards
  • Weekly, monthly, and quarterly reporting structures
  • Data integration from your existing tools and systems
Team Development & Training

Your systems are only as strong as the people running them. We develop your team’s capabilities, create accountability structures, and build a culture where operational excellence becomes the standard.

  • Role clarity, org design, and accountability frameworks
  • Manager and team lead coaching and development
  • Onboarding systems and training documentation
  • Performance review systems and retention strategies
Project Management

We keep your critical initiatives on track from kickoff to completion—managing timelines, resources, stakeholders, and risks so your projects actually get done on time and within budget.

  • Project scoping, planning, and resource allocation
  • Milestone tracking and progress reporting
  • Risk identification and mitigation planning
  • Stakeholder communication and change management
Our Approach

How We Work With You

We don’t parachute in with a report and disappear. We work alongside you through every phase until the results are real and sustainable.

01
Operational Assessment

We conduct a deep-dive diagnostic of your current operations—workflows, team structure, systems, and data—to identify exactly where the gaps and inefficiencies are.

02
Strategy & Roadmap

We deliver a prioritized action plan tailored to your business goals, resources, and timeline—so you know exactly what to fix first and why.

03
Implementation & Execution

We don’t just advise—we help execute. We work directly with your team to implement new processes, tools, and structures that stick.

04
Monitor & Optimize

We track performance against your KPIs, course-correct in real time, and optimize continuously until your operations are running at their full potential.

Who We Serve

Built for Business Owners Who Are Ready to Scale

If you’re too involved in the day-to-day to focus on growth, our Fractional COO & Business Operations were built for you.

  • Founders & CEOs Wearing Too Many HatsYou’re great at the business but drowning in operations. We take that off your plate so you can lead.
  • Growing Businesses Outpacing Their SystemsRevenue is growing but operations can’t keep up. We build the infrastructure your growth demands.
  • Teams Without Operational ClarityPeople are busy but not productive. We create role clarity, accountability, and systems that drive results.
  • Businesses Flying Blind Without DataYou make decisions on gut feel because you don’t have reliable reporting. We change that with real dashboards.
  • Organizations Preparing for a Major InitiativeExpansion, acquisition, restructure, or new market entry—we provide the operational backbone to execute it successfully.
Signs You Need Fractional COO & Business Operations Now
  • You can’t take a vacation without things falling apart
  • The same problems keep coming up week after week
  • You’re adding headcount but not adding efficiency
  • Projects miss deadlines more often than they hit them
  • You don’t have clear visibility into what’s working and what isn’t
  • Your team is talented but lacks direction and accountability
  • Growth has slowed because operations can’t scale with demand
Investment

Flexible Engagement Models

Every engagement is scoped to your specific needs. Pay only for what you actually need.

Targeted
Project-Based
Defined scope, clear deliverables, fixed timeline
Custom quote
  • Operational Assessment From $1,500
  • Workflow Redesign From $2,500
  • KPI Dashboard Build From $1,500
  • Full Ops Overhaul From $7,500
Get a Quote
⭐ Most Popular
Ongoing
Monthly Retainer
Continuous operational leadership and support
  • Advisory Only $1,500/mo
  • Active Support $2,500/mo
  • Fractional COO $4,000/mo
  • Full Embed $6,000+/mo
Book a Discovery Call
Flexible
Hourly Advisory
On-demand strategic support when you need it
$50/hr
  • Strategy Sessions ✓ Included
  • Process Reviews ✓ Included
  • Team Coaching Billable
  • Documentation Billable
Get Started

All engagements begin with a free 30-minute discovery call. Final scope and pricing based on business size, complexity, and engagement depth.

Client Outcomes

What Clients Say

“Dallas came in and within 30 days had mapped every workflow we had, identified three critical bottlenecks, and had a plan to fix all of them. We cut our fulfillment time in half within 60 days.”
— CEO, Multi-Location Service Business
“Before CMA, I had no idea which parts of my business were profitable. The KPI dashboard they built changed everything—I now make data-driven decisions every single week.”
— Founder, Professional Services Firm
“Having a Fractional COO was exactly what we needed. We got senior operational leadership without committing to a full-time executive. CMA paid for itself in the first quarter.”
— Owner, Regional Healthcare Practice
Why Coleman Management Advisors?
  • We Show Up and ExecuteWe travel to your location, sit in on operations, and help implement strategy in real time—not just on Zoom calls.
  • MBA & JD BackgroundOur legal and business education means we think about risk, compliance, and structure—not just efficiency.
  • Data-Driven, Not Opinion-DrivenEvery recommendation is backed by operational data from your actual business—not industry templates.
  • Cross-Industry ExperienceHealthcare, real estate, retail, professional services, nonprofits—we adapt our methodology to your context.
  • Results You Can MeasureWe set clear KPIs at the start of every engagement so you can see exactly what’s improving and by how much.
FAQ

Frequently Asked Questions

Still have questions? Email us directly.

A consultant typically delivers a report and recommendations then exits. A Fractional COO actually leads—attending meetings, managing people, overseeing execution, and staying accountable for results. We’re embedded in your business, not observing it from outside.
It depends on your needs. Advisory-only retainers start at around 8–10 hours per month. Active fractional COO engagements typically run 20–40 hours per month. We scope the exact commitment during your discovery call so there are no surprises.
Most clients see meaningful operational improvements within the first 30–60 days. The assessment and quick-win implementation happen fast. Deeper structural changes (team development, KPI systems, full workflow redesigns) typically mature over 60–90 days.
Both. We travel to client locations when on-site presence adds the most value—especially during the assessment phase, team training, and major implementation milestones. Regular ongoing work is handled remotely with structured check-ins and reporting cadences.
We’ve worked across healthcare, professional services, real estate, retail, construction, nonprofit, staffing, and more. Our methodology adapts to your industry rather than forcing a generic framework onto your business.
Absolutely—that’s how we prefer to work. We integrate with your existing team, complement your leadership, and build internal capability so your organization doesn’t become dependent on us long-term. The goal is always to make ourselves unnecessary.
We work with businesses ranging from early-stage startups (5–10 employees) to established organizations with 100+ staff. The sweet spot is typically businesses generating $500K–$10M in annual revenue that are ready to scale but need stronger operational foundations.
Book a free 30-minute discovery call via the button on this page or fill out the contact form. We’ll learn about your business, identify the most pressing operational challenges, and scope an engagement that fits your budget and timeline. No commitment required.
Let’s Get to Work

Your Operations Should Work For You,
Not Against You.

Every week your operations stay broken is revenue, time, and growth left on the table. Let’s fix that—starting with a free 30-minute discovery call.

Get In Touch

Tell Us About Your Operation

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What Happens Next
  • 1
    Discovery Call (30 min)We learn about your business, your team, and the specific operational challenges holding you back.
  • 2
    Operational AssessmentWe conduct a deep diagnostic of your workflows, systems, data, and team structure to find exactly where the gaps are.
  • 3
    Proposal & RoadmapWe deliver a clear scope of work, prioritized action plan, and engagement proposal tailored to your budget and goals.
  • 4
    We Get to WorkExecution begins immediately. We embed with your team and start delivering measurable results within the first 30 days.

No commitment required for the initial discovery call. We’ll build a proposal that fits your budget before any work begins.

Fractional COO & Business Operations is a service of Coleman Management Advisors, Dallas, TX. Results vary based on business complexity, team adoption, and engagement scope. © 2025 Coleman Management Advisors. All Rights Reserved.