Everything a full-time COO would do — without the full-time price tag.
Pick a single engagement or run with us on retainer. Every service is built for the realities of running a home service business.
Operational Audit
A two-week deep-dive across your ops, team, tools, and finances. You walk out with a prioritized 90-day roadmap.
Systems & SOPs
Scheduling, CRM, workflows, and standard operating procedures documented and installed — not just written.
Team Building
Org chart design, role scorecards, hiring loops, and leadership coaching. Right seats, right people.
KPI & Financial Dashboards
The three to five numbers your business actually runs on, reported weekly. Unit economics you can trust.
Tech Stack Setup
Housecall Pro, ServiceTitan, Jobber, QuickBooks — configured, integrated, and staffed to work together.
Weekly Ops Rhythm
L10 meetings, quarterly planning, and monthly business reviews. The heartbeat that keeps everything else honest.
How we work together
Two-week operational audit + 90-day roadmap. The fastest way to see if we can help.
- ✓Team & tools review
- ✓Financial snapshot
- ✓Prioritized roadmap
Ongoing partnership. We run the ops rhythm and deploy the roadmap alongside your team.
- ✓Weekly ops meetings
- ✓KPI reporting
- ✓Leadership coaching
- ✓System install
Targeted install of one system — new CRM, hiring loop, dashboards — start to finish.
- ✓Scoped in advance
- ✓Delivered in weeks
- ✓Handoff & training
Frequently asked questions
What exactly does a Fractional COO do?
+
A Fractional COO takes ownership of the operations your business runs on, without sitting in a full-time executive seat. At Ortiz Virtual Consulting, that means we step into the workflows, reporting, and decision points that currently run through you, and we run them instead. You get the operational leadership of a COO at a fraction of the cost and commitment of a full-time hire.
How is this different from hiring a consultant?
+
Consultants hand you a report and leave you to implement it. We don't. We take direct ownership of the function we're working on, inside your business, and we run it. If something breaks, we fix it. If a system needs building, we build it. You're not left holding a strategy document and a to-do list.
My business is too small for a COO, isn't it?
+
Probably not. If you're the one approving every decision, chasing every follow-up, and holding the business together through sheer effort, you don't have a size problem. You have a systems problem. That's exactly the stage where a Fractional COO makes the biggest difference, before the chaos compounds and gets more expensive to fix.
How much time do I need to commit to this?
+
Less than you think, and that's the point. The goal is to take work off your plate, not add meetings to your calendar. Early on we'll need your input to understand how things actually run. Once we're in motion, your time investment drops fast, and the hours you get back are the whole reason you're doing this.
What if I'm not sure this is the right fit yet?
+
That's what the first conversation is for. We'll talk through where your business actually stands, and we'll tell you honestly if you're not ready for this or if a lighter engagement makes more sense. If it's not a fit, we'll say so. No pressure, no pitch.
