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Operations Infrastructure for Scaling Founders

Every engagement at Afloat is built around one goal: getting the work off your plate and into a system that runs without your daily involvement. We do not sell hours. We build operations that compound.

1 

Build

Stop being your own assistant.

$4,000/month

Retainer engagement. 3-month minimum, month-to-month thereafter. Scope confirmed on your Clarity Call.

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For Founders, Coaches, and Consultants generating $500K and above who are still running the daily operating layer themselves. Calendar, inbox, coordination, and recurring administration are consuming the hours that belong to revenue-generating work. Build is where that stops. Your Afloat strategic partner installs the operational foundation, activates and trains the AI stack to your voice, and takes ownership of your core functions. This is not entry-level task coverage. This is a fully managed operating layer with AI-native delivery, built to compound as your business grows.

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Supports 1 Client (Founder, Coach, or Consultant) across up to 4 operational functions

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WHAT CHANGES

  • Your calendar, inbox, and daily coordination are owned by your Afloat strategic partner from Month 1. You stop touching them.

  • AI is trained to your voice within the first 30 days. Drafts, summaries, and documentation sound like you, not like a tool.

  • Every recurring function has a documented process. Institutional knowledge moves out of your head and into a system that runs without you in it.

  • You stop being the single point of failure in your own operations.

 

WHAT'S INCLUDED

AI-Native Foundation

  • Voice training in Month 1: your communication style is captured across calls, emails, and existing content. Every AI-assisted output in this engagement is trained to your voice before Day 30. Drafts read like you wrote them.

  • Inbox owned with AI-assisted drafting: every incoming message is triaged and a reply drafted in your voice. Your Afloat partner reviews and sends. Inbox ownership transferred, not monitored.

  • Calendar defended by intelligent scheduling: deep work is protected, meetings are auto-scheduled within your approved windows, and logistics are managed end to end. Your calendar works for you.

  • Single operations dashboard live from Week 1: every function, task, and deadline visible in one place. No status chasing.

Core Function Ownership

  • Inbox owned daily: AI-drafted replies reviewed and sent by your Afloat partner. You engage where your judgment is required. Everything else is handled.

  • Calendar owned daily: scheduling, rescheduling, coordination, and meeting logistics managed end to end.

  • Administrative operations owned: vendor contact, data entry, follow-up tracking, and recurring coordination tasks off your plate and running on cadence.

Operational Foundation

  • Delegation Heatmap built: every function in your business mapped and categorized by delegation risk (Low / Medium / Moderate). Reviewed with you before any handoff begins.

  • SOP library initiated: your top 4 recurring processes documented and stored in your operations knowledge base. The foundation every future tier builds on.

  • Friday weekly summary delivered every week: AI-drafted from your operations data, reviewed and refined by your Afloat partner, in your inbox before end of business.

  • Monthly operations snapshot: functions owned, tasks completed, hours reclaimed. Delivered with context, not just numbers.

Book Your Clarity Call
2

Grow

The strategic right hand your business has been missing.

$7,500/month

Most common engagement. Retainer engagement. 3-month minimum, month-to-month thereafter. Scope confirmed on your Clarity Call.

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For Founders, Coaches, and Consultants generating $500K–$1M who have outgrown task-level delegation and need a strategic operations partner who owns entire functions without daily direction. Grow expands the Build foundation into full operating rhythm across all core business functions. Your Afloat partner operates as the engine of your business while you operate as CEO. Every function handed off in layers, signed off at each stage, and owned completely by the time the transition is complete.

 

Supports 1 Client (Founder, Coach or Consultant) and up to 2 direct reports across no more than 5 active functions at any given time.

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WHAT CHANGES

  • A full operations function runs without you in any conversation.

  • Stakeholder communications go out in your voice without your involvement.

  • Every new process your business creates is captured, documented, and owned within the same week.

  • You review outcomes. The operating layer is not your job anymore.

 

WHAT'S INCLUDED

All Build Scope, Plus:

Expanded Function Ownership

  • Stakeholder communications owned: client-facing and internal communications managed at your standards, in your voice, without your involvement in routine exchanges.

  • Project tracking and team coordination owned: your direct reports coordinated through your Afloat partner. Status, deadlines, and deliverables managed without coming back to you.

  • Client onboarding workflow owned: every new client receives a consistent, AI-assisted onboarding experience. No gaps, no dropped handoffs.

  • Executive reporting owned: dashboards, summaries, and operational snapshots produced and distributed on cadence.

AI-Native Operations​

  • Session-to-action pipeline: every transcript is processed into a recap memo and delivered to you within 24 hours. Decisions made in meetings become documented actions the same day. No follow-up gaps.

  • Living SOP library expanding monthly: every new function identified in Grow is screen-captured, AI-documented, and added to your operations knowledge base within the week it is identified. Your library grows with your business.

Layered Handoff Architecture

  • Tier 1 functions (Low Risk) fully autonomous from Month 1: inbox, calendar, admin, scheduling.

  • Tier 2 functions (Medium Risk) transitioned and signed off by Month 2: prospect outreach, staff communication, reporting.

Quarterly Rhythm

  • Quarterly Founder-to-Founder Check-In with Soletia: 90-minute strategic session covering operations performance, business goals. 

  • Monthly KPI snapshot with context: functions owned, outcomes delivered, hours reclaimed.

Book Your Clarity Call
3

Scale

Built to run without you. Designed to scale with you.

$15,000/month

Full infrastructure engagement. Retainer engagement. 6-month minimum. Scope confirmed on your Clarity Call.

 

For Founders, Coaches and Consultants past $100K/month whose business has a team, active launches, vendor relationships, and operational complexity that requires a leader at the top of the operating layer, not more execution capacity. Your Afloat strategic partner steps into a fractional ops lead role: owning the operating cadence, managing the team layer, directing launches, and making decisions in your name. 

 

Supports 1 Client (Founder, Coach or Consultant) and a team of up to 8 spanning no more than 3 core business divisions.

 

WHAT CHANGES

  • Every core function is documented, delegated, and running without your daily input.

  • Your team and vendor layer has one accountable operations leader.

  • Launches ship on schedule with Afloat owning the full timeline.

  • You operate at the level of vision and strategy. The execution layer reports up, not to you.

 

WHAT'S INCLUDED

All Grow Scope, Plus:

Fractional Ops Lead Engagement

  • Operating cadence owned: your Afloat partner attends team meetings, owns the rhythm, and is accountable for execution across all agreed functions. 

  • Team and vendor coordination owned: contractors, freelancers, agencies, and tools coordinated through one point of accountability.

  • Hiring and onboarding owned: when you add headcount, your Afloat ops lead runs sourcing, builds the role scorecard, and onboards the hire using the AI-assisted SOP library.

Content Engine Ownership

  • Recording-to-publication pipeline owned and operated: every coaching call, client session, or recorded conversation is processed into distributable content assets. Your Afloat partner edits to your voice and queues for distribution. You record. We publish.

AI-Native Leadership Operations

  • Monthly business review delivered as a live session: You see the full picture, not just a spreadsheet.

  • Quarterly Check-in pre-briefs auto-generated: You walk in informed. Your Afloat partner walks in prepared.

Launch Ownership

  • Full launch management owned: timeline, sequence QC, vendor coordination, live-week operations, and post-launch debrief. Every debrief enters the SOP library for the next launch.

Strategic Planning

  • Quarterly operating plan owned: measurable goals set, tracked, and reviewed by your Afloat ops lead every 90 days.

  • Tier 3 function advancement: Moderate Risk functions reassessed quarterly and advanced to full handoff where the business is ready.

Quarterly Founder-to-Founder Check-Ins with Soletia

  • 90-minute strategic session every quarter. Business trajectory, ops performance, capacity planning, and next-phase priorities. Not delegated.

Book Your Clarity Call
4

Scale+

Infrastructure of a 10-person team. Without the overhead.

$25,000/month

Dedicated team engagement. Fractional COO-level leadership. Retainer engagement. 12-month minimum. Scope confirmed on your Clarity Call.

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For Founders, Coaches or Consultants past $250K/month who need a Chief Operating Officer, not additional execution capacity. Your Afloat strategic partner steps fully into the COO seat: accountable for the operating P&L, team architecture, annual roadmap, and execution against the growth plan. Every major decision has an experienced operator in the room before it moves. Every function has an owner. You lead the vision. We lead everything required to execute it.

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Dedicated to 1 Client's full operational environment, no function cap, with priority-response protocols and a dedicated Afloat Team.

 

WHAT CHANGES

  • Operations leadership is fully off your plate. Your COO owns it.

  • Infrastructure is designed to handle 2x–3x current revenue without restructuring.

  • Every high-stakes decision, pricing changes, key hires, departures, launches, and partnerships has an experienced operator in the room before it moves.

  • You show up to the work only you can do.

 

WHAT'S INCLUDED

All Scale Scope, Plus:

Fractional COO Engagement

  • COO seat fully occupied: your Afloat partner holds full accountability for operating P&L, team scorecards, and execution against the annual roadmap. Reports directly to you.

  • Annual roadmap and 3-year operating plan: tied to revenue targets, hiring plan, and capability roadmap. Refreshed quarterly.

  • Executive team architecture owned: the org chart you are building toward, designed with role definitions, hiring sequence, scorecards, and reporting structure. Built once. Refined quarterly.

Full AI-Native Operating System

  • Every function in the business runs on an AI-native operations layer: purpose-built, trained to your voice, and operated by your dedicated Afloat team. AI handles the volume. Senior operators provide the judgment. You receive the outcomes.

  • Monthly business review delivered as a live 90-minute session: every metric that matters, with strategic commentary, forward-looking analysis, and a clear plan for the next 30 days. Not a report. A working session.

  • 6-Month Winning Posture recap: at Month 6, a full operational transformation summary is drafted from the complete engagement history, reviewed by Soletia, and delivered to mark where the business started and where it now operates. The baseline for your next phase.

Strategic and Financial Oversight

  • Strategic vendor and partnership management owned: RFPs, contract negotiation, vendor selection, and agency oversight.

  • Financial ops oversight: collaboration with your bookkeeper or fractional CFO on cash flow, margin analysis, and operating efficiency. AI-augmented financial dashboards built and maintained.

  • Board, investor, and partnership prep owned: if you are raising, partnering, or reporting to a board, your COO prepares the operating narrative and metrics.

Direct Access

  • Weekly 60-minute CEO-COO working session: priorities aligned, decisions unblocked, operating cadence held.

  • Crisis and inflection-point leadership: pricing changes, key hires, departures, launches, and partnership conversations. Your COO is in the room.

  • Priority-response protocol: your Afloat team responds within agreed windows. No queuing.

Founder-to-Founder COO Partnership with Soletia

  • At Scale+, Soletia functions as your operating partner at the strategic level. Quarterly roadmap sessions, major decision reviews, and the 6-month Winning Posture milestone conversation are all led directly by Soletia. This is not delegated.

Book Your Clarity Call

Retainer engagements begin at $4000/month. Book a call to build your custom scope.

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