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Case study · Optivo

A consultancy that runs
on its own rails

A productised £4k/month fractional COO service, delivered end to end by software instead of spreadsheets and goodwill.

The brief

Fractional consultancy sells well and delivers badly. The pitch is senior operating help on a monthly retainer; the reality is usually that every engagement becomes a fresh set of spreadsheets, and quality depends entirely on who is holding the pen that month.

That's a business-model problem disguised as a delivery problem. A service that can't be run identically twice can't be priced confidently, can't be delegated, and can't be sold as a product.

So the method got built into software first, and the service was designed around it. Six stages, the same every time, with tools that produce the actual deliverables rather than reminding somebody to write them.

The public site then does something most consultancies won't: it names one price. That's only possible because the delivery is repeatable.

What we built
  • A six-stage delivery engine — onboard, fact find, analyse, plan, monitor, report — with every client's position always visible
  • Fillable operational tools that turn one round of data entry into finished Word and Excel deliverables
  • A scorecard front door — prospects grade their own firm in three minutes, and the result opens the conversation
  • A self-writing guide library — AI drafts, formats and publishes a new guide weekly, keeping index and sitemap correct
  • A productised price — one monthly figure on the site, no proposals-by-negotiation, no day rates
  • A static generator behind the marketing site, so content scales without anyone touching markup
The decisions that mattered
01

The method is the software, not a document

Six stages — onboard, fact find, analyse, plan, monitor, report — built as the structure of the hub rather than described in a methodology PDF.

A PDF gets read once and ignored. A system that only moves forward through the stages makes the method the path of least resistance, which is the only way a process actually gets followed every time.

02

Tools that output real documents

Fill in the fact find once and a formatted Word document comes out. The analysis produces an Excel model. The plan produces a board pack.

Consultancy is judged partly on the artefact, and artefacts are where the hours vanish. Generating them from data already entered removes the tedious half of delivery without removing any of the thinking.

03

A scorecard as the front door

Prospects grade their own firm in three minutes and get a result before they ever speak to anyone.

It qualifies in both directions. They arrive at the first conversation having identified their own weak areas — a completely different meeting from a cold pitch — and firms that aren't a fit tend to self-select out.

04

One published price

£4,000 a month, on the site, no proposals-by-negotiation and no day rates.

It filters hard, which is the point. No time spent quoting for people who were never going to buy, and the conversations that do start begin from fit rather than from haggling.

6stages, onboarding to reporting
£4ka month, one clear price
15+guides, growing weekly
1lifecycle, fully tooled
Where it got to

The method became the product.

Because delivery is software rather than habit, the service is repeatable, sellable at a fixed price, and no longer dependent on one person remembering how it's meant to go.

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