COO • CMO • CFO • Founder, Notebook of a COO
A C-suite executive with 15 years of experience as a Chief Operating Officer, Chief Marketing Officer, and Chief Financial Officer, scaling companies from $500K to $1B+ across multiple industries. Founded Notebook of a COO as a fractional executive firm so small business operators in the $300k to $5M+ range get embedded executive support without a $250K full-time hire.
C-suite experience across these organizations
Designing repeatable workflows, SOPs, and operating models that let businesses scale without the founder becoming the bottleneck. The core discipline behind everything at Notebook of a COO.
Systematic, channel-agnostic lead generation engines that produce consistent pipeline regardless of market conditions. Not tactics. A repeatable system.
Translating AI tools from novelties into operational infrastructure, including lead qualification, SOPs, content production, and customer support workflows that run without constant oversight.
CFO-level thinking applied to small business reality: gross margin, cash runway, CAC, and the metrics that determine actual business health rather than vanity numbers.
CMO-caliber positioning, content strategy, and customer profiling frameworks for operators who do not have marketing teams but still need to compete with people who do.
Fractional COO engagements with operators in the $300k to $5M+ range. Three to six months of focused work installing SOPs, KPI dashboards, hiring scorecards, and financial cadences alongside the team, then handing off.
There's a difference between someone who starts a business and someone who runs one. All three paths are built for the second type.
Three printable PDFs matched to operator archetypes: the Foundation Builder Field Guide, the Stuck Operator Diagnostic Guide, and the Scale-Ready Audit Guide. Same diagnostic tools we use with fractional clients. No opt-in required.
See the Guides →One-time engagement. We map every function in your business, identify the three highest-leverage moves, and build the install plan together. Two strategy calls plus a 15 to 20 page written audit. The typical front door for operators who end up wanting deeper fractional support.
Learn More →Embedded executive support. Three tiers depending on how embedded you want us. SOPs, KPI dashboards, hiring scorecards, financial cadence, capacity planning. The whole operating stack installed in three to six months.
See Tiers →Every episode is built around one goal: giving operators the frameworks and decisions they need to run a business that actually works. No hype. No hustle culture. Operator thinking, how businesses work when the cameras are off.
Book a free 30-minute Operator Strategy Call. We look at your numbers and figure out the right next move together.
Take The Assessment →Free • 30 minutes • Zoom or phone