Advisory - For Growth-Stage Founders
Strategic guidance to scale your business without burning out.
Key terms
Is this where you are?
Founders with existing revenue who need a strategic partner, not another hire.
Business owners with a team of 2-5 people and growing operational complexity.
People who want expert guidance without hands-on execution taking over their business.
Everything included in this engagement
Monthly strategy sessions with Julia as your fractional COO at the table.
Quarterly business reviews across operations, finance, and growth.
Direct access to the CSB team for questions between sessions.
Strategic recommendations on hiring, systems, and capital allocation.
Accountability check-ins to keep execution moving against the plan.
How we work together
Step 1 - Onboarding & Assessment
We review your financials, org structure, and current systems to baseline where you are.
Step 2 - Monthly Strategy Sessions
A scheduled monthly working session to set priorities, make decisions, and unblock the team.
Step 3 - Quarterly Business Reviews
Every 90 days we review performance against plan and reset the roadmap.
Step 4 - Ongoing Accountability
Between sessions we stay available for decisions and check in on execution milestones.
What changes after we work together
Strategic
Clarity on priorities and next hires
Faster
Decision-making with a partner at the table
Aligned
Team working toward the same roadmap
Quarterly
Reviews keep the plan on track
The people who step into your business
Julia in a monthly advisory session
Julia on the Advisory engagement - 60 sec
What clients say about this work
"Having Julia as a fractional COO changed how I make decisions. I finally had someone who had seen it before sitting at my table. The quarterly reviews keep me honest."
Tomi A.
Founder, $800K services firm
"I did not need more hands. I needed a brain that had built this before. The advisory sessions gave me the clarity to hire right and stop doing the work myself."
Dana R.
Founder, 4-person team
Frequently Asked Questions
Ready to take the next step?
Book a 30-minute intake call. We will identify what is holding the operation in your hands and start building it out.
Apply for Advisory