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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 falls apart in the delivery. Every engagement becomes a fresh set of spreadsheets and quality depends who's holding the pen.

So the method got built into software. Same six stages every time, and real documents out of the end of each one.

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
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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