I Help Agencies Unlock Profitability and Scale

Operations consulting that goes beyond handing over a power point presentation and wishing you well — I integrate with your team and help implement the changes your agency needs to achieve stability, profitability, and growth. 

The Results

  • Up TO 13x Increase in EBITDA

  • 15% - 25%+ Increase in Utilization

  • 25%+ Increase in RevENUE PER FTE

The Methodology

I’ve developed a unique operational framework that addresses a critical yet common gap found in many agencies: the misalignment between financial operations, delivery operations, and people operations. Too often, these areas are managed in isolation, with separate teams handling each aspect—leaving agency owners without a clear, cohesive view of key performance indicators and overall agency health. 

My framework integrates these core areas into a unified system, providing the clarity needed to understand where your agency stands and what steps are necessary to drive profitability and sustainable growth.

Typical SILOED Operations Model

“This isn’t working and I’m not sure why.”

VS

OPTIMIZED Operations Model

“I know where we’re at and I know where we’re going.”

My Services

FULL AGENCY AUDIT

A deep dive look into agency financials, delivery operations, and people operations, as well as other areas of the business.  I provide an executive summary and recommendations for what areas of the business should be prioritized.

This is great for agency owners who want to understand how they’re doing or to get a second outside opinion.

(3-6 weeks)

FULL Ops Overhaul

This is implementing the entire operations framework I’ve developed. It includes the agency audit, which will help set priorities and timing for all of the necessary changes.

I will then work with select agency employees and implement all of the changes required to fully optimize your agency based on your goals.

(4-9 months)

Fractional COO ADVISORY

Sometimes, having a second set of eyes or help with important decisions makes all the difference. With this model, I stay involved with the agency at a high level, providing guidance to you and the team on key decisions and necessary changes.

(Ongoing / As-needed)

Why HIRE AN OPS consultant or fractional COO?

  • No long-term employment contract

  • No fully-loaded salary + benefits

  • No equity grants

Investing in a full-time head of Ops/COO can be extremely beneficial, but for agencies under $10MM in yearly revenue, it’s a massive decision that can come at a high cost. Generally, most qualified candidates will require a high salary and some type of equity grant. This might make sense in some cases, but in other cases, it’s a big expense and a long term commitment that you could come to regret down the road.

I offer all of the same services you’d get from a head of Ops/COO, but at a lower monthly pay rate, no long term commitment, and without impacting your current cap table.

About Me

I’m Sam, and I’m passionate about streamlining agency operations so teams can focus on what they do best—delivering outstanding work for clients. With a background in Project Management (PMP certified) and over 15 years of experience in the agency world, I’ve held various roles - from managing projects to leading large teams and driving operational efficiency.

My focus has always been removing “blockers” and simplifying processes, naturally leading me to take on broader operations leadership positions. Because of my success, I started being approached by agency owners who needed help transforming operations at their agencies. I’ve spent the last several years helping agencies optimize operations based on their short-term and long-term goals.

OTHER CAREER Highlights

  • Up to 3x increase in employee net promoter scores

  • Revenue forecasting to within 5% Accuracy

  • COMPENSATION BENCHMARKING, Leveling, & PLANNING

  • Price Benchmarking & Strategies

  • M&A + Due Diligence Experience

Let’s Talk