Fractional COO

Turn strategy into execution

Most founders don't need another consultant. They need someone who can step into the business, organize the chaos, and make sure the right work actually gets done.

As your Fractional COO, I become an extension of your leadership team—building scalable processes, improving operations, leading key initiatives, coaching your managers, and creating accountability across the organization. I don't just recommend improvements. I help implement them.

With more than 15 years of experience inside 200+ founder-led companies, I help businesses strengthen the people, processes, and systems required to scale so the company becomes less dependent on the founder and more capable of growing without constant oversight.

Common focus areas

• Sales performance optimization & team coaching

• Operational leadership

• Process documentation & optimization

• Team accountability & coaching

• KPI dashboards & business metrics

• Project implementation

• Automation & operational efficiency

• Employee & client onboarding

• Financial and operational health

Business Operating System (BOS)

Build a business that runs without you

If every important decision still comes back to you, you're not running a scalable business—you're running one that's dependent on you. Your team works hard but lacks alignment and accountability. You're constantly putting out fires, growth feels harder than it should, and taking time away seems impossible.

A Business Operating System (BOS) is the framework that enables your business to operate consistently without relying on the founder. It defines how your company plans, executes, communicates, measures performance, solves problems, manages people, and serves clients.  My goal is simple: to build a business where your team can execute and make sound decisions without you in the room.

Built from more than 200 real-world implementations in founder-led companies, my approach isn't another off-the-shelf framework. I personally assess your vision, goals, and business, identify what's limiting your growth, and build a customized BOS Playbook tailored to how your company operates. Together, we'll address the operational challenges across planning, marketing, sales, client operations, technology, finance, HR, and project management.

The result? A business that no longer depends on you. A leadership team that owns results. Systems your people actually follow. Consistent execution. Sustainable growth. And a company that's built not only to scale, but to become a valuable, transferable asset when you're ready to step away.

Founder Thought Partner

Navigate complexity. Think clearly. Decide faster. Lead with confidence.

Running a business can be isolating. The biggest decisions rarely have obvious answers, and the people around you often have limited perspective or their own agenda.

As your thought partner, I become your strategic sounding board.

Together we work through the challenges that don't fit neatly into a spreadsheet: difficult leadership decisions, organizational issues, growth opportunities, acquisitions, hiring executives, navigating change, or deciding what deserves your attention next.

I ask the hard questions, challenge assumptions, provide objective perspective, and help you make confident decisions backed by experience, not emotion.

For more than 15 years, I've worked alongside founders as they built, scaled, restructured, and prepared businesses for growth. My role isn't to tell you what to do.

It's to help you think better, decide faster, and lead with greater clarity.

Complimentary BOS Assessment

Email gail@gailworonick.com. This is not a sales call.

You'll learn:
✓ How to run your business with less reliance on you.
✓ What's limiting your growth
✓ Your biggest operational blind spots
✓ High-impact priorities to improve execution

Learn more:
🌐 bosplaybook.ai
▶️ youtube.com/@bosplaybook

Strategic planning and execution

• As needed, assist with setting organizational goals for marketing, sales, client onboarding, product and service fulfillment, accounting, human resources, mergers and acquisitions, and/or other business processes.

• Conduct thorough assessments of external factors, internal capabilities, financial needs and budgeting, and perform SWOT analysis.

• Formulate an effective plan to achieve the goals and metrics to track progress.

• As needed, spearhead projects including merger and acquisition transitions.

Budget projections

• Prepare a budget projection that aligns the firm’s financial goals with its strategic plans to allocate resources effectively, manage cash flow, invest wisely and avoid unnecessary debt, and evaluate performance against financial benchmarks. It also helps ensure the financial health of the firm.

Problem solving and critical thinking

• As needed, facilitate sessions to assist with critical thinking and asking the right questions to get deeper insights into the problem’s true nature (i.e., the root cause) to prevent the issue from recurring. Also, train the team techniques on how to do this independently.

Project and task management

• Project management entails facilitating sessions with stakeholders to conduct accurate needs analysis for a particular project, planning that is tailored to the size of the firm, budgeting, securing the necessary technology and resources, and oversight throughout the project to ensure it gets completed accurately, on budget and on time.

• Task management entails oversight of day-to-day tasks to ensure they are completed accurately and on time, assisting the team with resolving issues, and setting up metrics to help track performance.

Lead generation, sales and client onboarding

• Facilitate the process for defining, documenting and training on best practices for lead generation, nurturing leads and clients, qualifying leads, deal management, closing deals and onboarding clients.

• Review techniques to shorten the sales cycle including effective qualifying, positioning, follow-ups and handling objections.

• Review how to effectively onboard clients to establish a solid foundation for a successful and long-term relationship. It sets clear expectations, provides a structured introduction to services, and ensures that clients feel valued and understood from the outset. A well-executed onboarding process can lead to improved client satisfaction, reduced time to value, higher retention rates, and increased revenue potential.

Standard operating procedures (SOP) and process optimization

• Create SOP manuals, checklists, videos and/or ClickUp/Trello/Asana workflows to help employees be productive in their jobs, and use when employees are absent and back-up is required. As we go through this process, we will optimize and automate processes as needed to improve efficiency and accuracy.

System implementations or optimization

• Spearhead system implementation to include gathering requirements, preparing RFPs, performing vendor due diligence and contract negotiations, creating project budget and timeline to ensure the team stays on track, defining efficient workflow processes, creating system design prototypes, performing the system set-up (i.e., custom fields, lookups, related lists, reports, import files, permissions), handling data conversion (i.e., data scrubbing, field mapping, importing), creating user documentation and conducting training.

• System optimization consists of facilitating sessions with the team to review your existing technology stack to assess if the firm should keep or kill applications, new applications are required, applications should be integrated, new features of existing technology are required, and/or simply training is required.

Meeting facilitation, coaching and training

• Facilitate all-team, leadership, department and quarterly strategy meetings. Meetings include team building, cross functional collaboration, performance tracking, accountability management, project management, training and coaching, and problem solving. Training includes how to perform day-to-day tasks, technology and professional skills such as time management; effective delegation; how to lead, manage and hold people accountable; concise and effective communication; boost engagement and cross functional collaboration; critical thinking; mental strength; emotional intelligence; etc.

• Conduct high performance team coaching and development.

• Conduct leadership team coaching and development including “professional roles” that do not have direct reports. Most small organizations have flat organizations so the distinction between management and professional roles get blurred, as professionals often find themselves managing processes without having direct reports - they must manage people that do not report to them. To navigate this complexity, they must develop skills that include effective delegation, accountability, self-motivation, problem-solving, expectation setting, clear communication, and cross-functional project management, influencing without authority, and driving process execution through indirect leadership.

People management

• People management is an extension of the human resources process.  The goal is to help employees use their talents to their full potential, promote professional growth, provide regular feedback and create a positive company culture. 

• Design best practice processes for performance reviews, and employee/contractor onboarding and offboarding, and facilitate the processes as needed.

• Provide one-on-one support as needed as sounding board and confidant for employees and offer a safe space for them to discuss work-related issues. I will be an impartial third-party to help foster an environment where open and honest dialogue can lead to practical solutions and strategies for improvement.

Customize Zoho CRM and integrate it with other productivity applications to meet your firm’s specific needs.

Features

• Reasonably priced.

• Easy to use.

• Access via the web or phone app.

• Data back-up and disaster recovery.

• Fully customizable.

• Relational database.

• Referential information for data mining.

Click here to see a sample list of firms that use Zoho's applications.

Processes that can be customized and automated

• Marketing to nurture leads and prospects.

• Lead, prospect and opportunity management.

• Client relationship management and support.

• Entity and investment management.

• Investment acquisition and asset management.

• Real estate property management.

• Human resources management.

Services I provide

• Conduct accurate needs analysis.

• Scale the project to the size of the firm and budget.

• Facilitate sessions for strategic planning, work flow processes and system design.

• Offer best practice recommendations.

• Perform project management.

• Prototype customized system and prepare mind map for workflow.

• Customize Zoho CRM (i.e., modules, related lists, dashboards, analytics, custom fields, lookups, reports, import files, permissions) and integrate with other productivity applications.

• Gather data, analyze and scrub data, conduct field mapping and data import.

• Create documentation and perform training.