RUN SMARTER.
SCALE FASTER.
Fractional COO and Chief of Staff support for growing businesses ready to break through bottlenecks and accelerate success.
We transforms operations with automation and AI at the core, and you AT THE HELM
We build intelligent systems that streamline execution, reduce manual work, and unlock scalable growth. Whether you need fractional leadership or support for a critical project, we align strategy with systems, apply EOS principles when helpful, and ensure your team has the tools and training to thrive in a tech-driven environment. The result is a business that runs leaner, faster, and more intentionally.
From vision to execution
Systems Review
A focused operational audit designed to uncover gaps, reduce friction, and identify opportunities to streamline your systems and prepare for scale.
Rapid Single‑Mission
Fast, focused support to move one high-impact initiative across the finish line. Delivered in 1 to 2 weeks to create momentum and measurable progress.
Performance Sprint
A ten-week engagement that streamlines workflows, installs automation, and aligns teams around live dashboards.
Navigator Retainer
Fractional COO and Chief of Staff support one to two days per week to guide execution, manage change, and sustain growth.
Training Development
Designs, builds, and launches a best‑fit LMS with custom content and learner analytics that turn knowledge into performance.
Stabilize ‑ Optimize ‑ Scale
Our three‑step model moves companies from reactive firefighting to confident automated growth. First we stabilize operations so the business can stand on solid ground. Next we optimize processes and performance to unlock speed and clarity. Finally we scale with confidence by embedding AI‑ready infrastructure and change management that keeps momentum high long after our engagement ends.
Stabilize Operations
We step in as your on‑call Chief of Staff or COO to create a rock‑solid operating base.
- Map current workflows and surface the top ten operational gaps.
- Stand up a weekly meeting and reporting rhythm so priorities, owners, and deadlines stay visible.
- Document critical SOPs and decision rights across finance, people, and customer delivery.
- Tighten data integrity and budget controls, then launch a live metrics dashboard.
- Clear quick‑win bottlenecks that free leadership to focus on growth.
Optimize Processes
With the foundation set, we drive measurable efficiency and accountability.
- Redesign end‑to‑end workflows to remove handoff friction and reduce cost to serve.
- Automate repeatable tasks, weaving in AI where it delivers clear ROI.
- Install a RACI ownership model and role‑specific scorecards for every team.
- Coach managers on cadence based leadership so execution stays crisp without micromanagement.
- Launch continuous improvement loops that capture wins and broadcast them across the company.
Confidently Scale
Grow without chaos. Align your people, systems, and data to scale with clarity and control.
- Build an AI-ready roadmap and integrate the right systems to support growth
- Automate sales workflows, forecasting, and enablement with minimal manual effort
- Develop scalable playbooks for sales, onboarding, and customer success
- Design and deliver high-impact training with performance tracking built in
- Lead OKRs, change management, and succession planning to sustain momentum
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 was the operational engine behind Selling Energy’s growth. She built the infrastructure that powered our daily operations, led key transitions including our shift to online training, and developed the systems that enabled us to scale efficiently. Her ability to turn strategy into structure and drive execution made a lasting impact on the company’s success.”
“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?
Tell us a bit about your growth goals and we will reply within one business day with personalized next steps. If you are ready to dive right in, skip the form and book a complimentary 30‑minute discovery call.