The Nomad Ops Book the audit

AI systems and automations, with a fractional COO beside them.

My AI automation services take routine work off your desk: replies, missed calls, invoices, reports, onboarding and the schedule. Then I work beside you as your fractional COO, so each system has an owner and the decisions stay with you.

Systems6 running
  • Reply deskOn
  • Call-backOn
  • CollectionsOn
  • Weekly reportMon 8:00
  • OnboardingOn
  • Morning list6:15 AM

Hand me the job that eats your week.

Drag a job onto Systems, or press Hand it off. You will see what the system does, what your team owns, and the part I play as your COO.

Your plate this morning

  1. Mail, 7:11 AMTwo prospects waiting on a replyPricing and next steps?
  2. Phone, 7:04 AMA missed call, no voicemailUnknown number
  3. InvoicesThree invoices past due14, 21 and 32 days late
  4. Team, 7:26 AMWho is pulling the weekly numbers?Needed before the 2:00 review
  5. Calendar, WednesdayA new hire starts WednesdayNo plan yet
  6. Texts, 6:40 AMNext week's schedule, rebuilt by textTwo changes and a cancellation

Every system drafts and prepares. A person decides and sends.

Your workspaceMonday
Nothing handed off yet.Pick a job from your plate.

Three ways to work together.

Most engagements start with a system and grow into the COO seat. The audit tells us which one comes first.

AI systems and automations

Built in full, in the tools you already use, and handed over running.

It fits when the work is routine but still waits on you: replies, follow-ups, invoices, reports, onboarding, scheduling.

I map the work first, then build each system as a role with one job: a reply desk, a call-back, a collections clerk, a weekly report, an onboarding coordinator, a morning list. Each one drafts and prepares. A named person on your team reads, decides and sends. My human in the loop AI guide shows where that person goes in each system.

Everything is written down before I hand it over, so your team can run and change it without me. For my own practice I run the same kind of system: an AI system I built in Claude Code reads my calendars, inboxes and project files every morning and hands me one ordered list. The AI Chief of Staff Starter Kit is that workspace as a template.

What you get

  • A map of the work, and the order to build in
  • Each system built and tested on real work
  • A named owner and a written procedure for each one
  • Clear limits: what it may draft, and what always comes to a person
  • Training for the people who run it
  • A support window after handover

Two of these start with a fixed two-week setup. In the Speed-to-Lead Setup, I set up and tune the lead reply tool you pick, then run what happens after the booking. The AI Operations Setup connects the AI you already pay for to your inbox, calendar and job software.

Fractional COO

Operations leadership inside your business, part-time.

It fits when every decision still lands on your desk and nobody else owns the operation.

I work inside the business part-time. I sit in the team meetings, run the weekly review, and make the operational calls that reach your desk today. I decide with you what gets automated, who owns each process, and which calls stay yours.

I answer for the outcome. If the model is new to you, read what a fractional COO does and when to hire one, or how an engagement runs.

What you get

  • An operations audit in week one
  • A weekly leadership rhythm and review
  • Decision rights: who owns what, and when it comes to you
  • A one-page weekly report and job profitability checks
  • Written procedures for every core process
  • Vendor and contractor management
  • A monthly performance review with you

Operations team build-out

The people who run the systems: defined, screened and onboarded.

It fits when nobody owns hiring, roles are vague, and you train everyone yourself.

A system needs an owner. I write the role, screen applicants against a written playbook, run the interviews and build the first week, so the person you hire knows exactly what they own.

At a home services company I hired and onboarded the operations coordinator who now runs the day to day.

What you get

  • Role definitions and a hiring scorecard
  • Screening against a written playbook
  • Interviews and offer support
  • Paperwork due within 48 hours of an offer
  • A first-week plan where every step has an owner
  • 30, 60 and 90 day measures, and oversight if you want it

Every system has an owner.

This is the COO half of the work. Before anything goes live, we write down who owns it and when it comes to you. Here is what that page looks like.

Example decision rights: each process, what the system does, who owns it, and when it comes to the founder
ProcessThe systemOwnerComes to you when
RepliesDrafts every answerSales lead sendsA price exception
Missed callsTexts back and logs the callbackOffice managerNever
InvoicesReminds on a scheduleBookkeeperThe final notice
Weekly numbersBuilds the one-page reportOps lead reviewsA number looks off
New hiresRuns the checklistTeam leadThe hire itself
MorningsBuilds the 6:15 listYouOne list, in order

Any industry, the same pattern.

The vocabulary changes from one business to the next, but work that waits on one person looks the same everywhere.

Not sure which one fits? The audit answers that.

45 minutes on one ordinary week of your business. You leave with the first system to build and who should own it.

Book the Operations Leak Audit

Complimentary while this season's openings last. I run every audit myself, so I keep the number small.

Book the Operations Leak Audit