RUN SMARTER. SCALE FASTER.
BREATHE EASIER.
We partner with founders, executives, and discerning families to bring strategic clarity, operational leadership, and seamless execution—without adding full-time headcount.
Amplifying your impact in business and life through strategic partnership and trusted execution.
AT THE HELM provides fractional Chief of Staff support for founders, executives, and families navigating fast-paced, high-responsibility lives. We act as a strategic extension of your leadership—bringing structure to complexity, translating ideas into outcomes, and ensuring nothing important falls through the cracks.
Whether you are growing a company, running a household, or doing both at once, we offer the clarity, discretion, and momentum you need to lead with focus. With a high-touch approach and fluency in systems, logistics, and intelligent automation, we help you move forward with confidence and ease.
Precision, Partnership, Peace of Mind
Systems Review
A focused operational audit to uncover friction, clarify priorities, and identify opportunities for alignment across your business, your household, or both. We assess systems, tools, roles, and communication patterns to streamline how your world runs.
Rapid Single‑Mission
High-touch support for one critical initiative, delivered with speed and precision. Ideal for urgent projects, time-sensitive events, or focused objectives that need expert guidance and quick results.
Navigator Retainer
Ongoing fractional Chief of Staff support one to two days per week. We provide strategic alignment, priority management, and seamless coordination across work and life, helping you stay focused while we keep things moving.
Training and Enablement
Design and delivery of custom learning systems to support onboarding, performance, and accountability. From video-based training to household staff education, we ensure your team or vendors are aligned and equipped to deliver at a high level.
Events and Experiences
Concept, planning, and execution of high-touch gatherings such as executive offsites, investor meetings, milestone celebrations, or family legacy events. We blend logistics and vision to create meaningful experiences with polish and discretion.
Stabilize ‑ Optimize ‑ Scale
Our three-phase model brings calm, clarity, and momentum to complex environments, whether inside a business, a household, or both. First, we stabilize the systems that support daily execution so you can operate with confidence and breathe a little easier. Then we optimize workflows, communication, and decision-making to reduce noise, surface what matters most, and keep priorities moving. Finally, we scale intentionally by embedding smart automation, AI-ready infrastructure, and strategic routines that create lasting traction well beyond the engagement.
Whether you bring us in for a focused season or as an ongoing strategic partner, we help you reclaim your time, align your world, and move forward with less friction and more focus.
Stabilize Operations
We step in as your fractional Chief of Staff to build a strong foundation behind the scenes of everything you lead. Our goal is to reduce friction, increase visibility, and bring calm to the chaos so you can focus on what matters most.
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Map current workflows and identify the top operational and logistical gaps
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Establish a steady cadence for meetings and reporting to keep priorities, owners, and timelines clear
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Document key processes and decision pathways across finance, team operations, or household systems
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Strengthen data accuracy and budget tracking, and launch a live dashboard to monitor what matters
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Clear early bottlenecks to create space for growth, creativity, and high-leverage decision-making
Optimize Processes
With a strong foundation in place, we elevate how your world runs by building systems that create efficiency, clarity, and follow-through.
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Redesign workflows from end to end to eliminate friction, reduce effort, and cut operational waste
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Automate repeatable tasks and introduce AI where it enhances speed, accuracy, or insight
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Clarify ownership through role alignment, task visibility, and custom scorecards
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Coach leaders and staff on cadence-based habits that maintain momentum without micromanagement
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Launch feedback loops that surface wins, track improvements, and strengthen accountability across your team or household
Confidently Scale
Growth looks different for every leader. We align your people, systems, and routines to help you adapt with clarity, control, and confidence—whether expanding a business, a household, or your legacy.
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Build an AI-ready roadmap and integrate systems that reduce complexity as demands increase
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Automate repeatable tasks across sales, service, communication, or daily logistics
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Develop scalable playbooks for onboarding, household transitions, or team alignment
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Deliver high-impact training for staff, vendors, or collaborators with built-in accountability
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Lead strategic planning, succession preparation, and change management to keep momentum strong
What our clients say
"Rachel is a force! Spending time with her is a reminder of what genius looks like when it’s grounded in clarity and execution. Love how she simplifies the complex, especially when it comes to making AI actually work in business. Her insights on operationalizing are smart and transformative. Absolutely keeping her in close orbit."
“Rachel brought the kind of clarity, structure, and follow-through every leader hopes for. She served as the operational backbone of Selling Energy, translating strategy into systems and leading critical transitions, including our move to online training. From coordinating complex travel logistics and high-stakes events to streamlining daily operations, her ability to manage complexity and deliver results made her an indispensable partner in our growth.”
“Rachel transformed SF Green Space into a premier destination for corporate events. Her attention to detail, creativity, and operational precision ensured that every event, whether it was an executive offsite or a multi day training, ran seamlessly. She had a unique ability to anticipate needs, elevate the experience, and make both clients and attendees feel supported from start to finish.”
Case Studies
SITUATION
A national sales training company, led by a recognized public speaker, relied on outdated PowerPoint voiceover recordings to deliver its flagship programs. The format lacked visual appeal, was time-consuming to update, and limited to English-only delivery.
SOLUTION
At The Helm converted the entire training library into dynamic AI avatar-led video content using a digital clone of the speaker’s voice and appearance. The updated content now features modern visuals, streamlined scripts, and is instantly translatable into multiple languages, making global delivery easier than ever.
IMPACT
The new format led to increased learner engagement and improved customer satisfaction. Leveraging AI reduced translation costs by over 95% and cut update cycles from weeks to hours. The company is now equipped with a future-ready training platform that scales without added production burden.
SITUATION
A growing consulting firm was running key operations through spreadsheets, email threads, and disconnected tools. Manual processes slowed down delivery, created inconsistent client experiences, and consumed valuable team bandwidth.
SOLUTION
At The Helm conducted a comprehensive process audit, mapping out all backend workflows and identifying automation opportunities. The team migrated core operations into HubSpot and connected additional systems using Zapier and Make.com to streamline client onboarding, task management, and internal handoffs.
IMPACT
The firm increased operational visibility, reduced errors, and significantly improved turnaround efficiency. With automation in place, the company scaled by 50% while reducing labor costs by 25%, all without adding headcount.
SITUATION
A newly launched corporate event and training venue had strong early demand but lacked standardized processes for client intake, event execution, vendor coordination, and facility management. The absence of structure made it difficult to scale while maintaining a premium client experience.
SOLUTION
At The Helm partnered with the founders to design the business operations from the ground up. This included documenting workflows, building out SOPs for every major function, and creating a comprehensive operations manual covering client onboarding, event planning checklists, AV setup, staff roles, and post-event debriefs.
IMPACT
With the new systems in place, the venue consistently delivered high-quality experiences and ran with operational clarity and efficiency. The foundational work enabled the team to maintain excellence during periods of peak demand and set a strong operational precedent during the business’s active years.
Ready to get started?
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