Scaling with Intention: Insights from the Executive Edge Panel on Hiring for Strategic Growth

Scaling with Intention: Insights from the Executive Edge Panel on Hiring for Strategic Growth

In today’s fast-moving business landscape, hiring isn’t just about adding bodies—it’s about building impact. That was the central theme of our Executive Edge panel, hosted by Workergenix founder and CEO, Harley Green. This dynamic session brought together an elite lineup of business leaders to explore the often-misunderstood art of hiring with strategy, purpose, and long-term vision.

Preferred listening on the go? Catch the full podcast episode on Spotify and Apple Podcasts.

Meet the Panel

The June edition featured powerhouse panelists with deep experience in operations, team-building, and scalable business strategy:

Each guest shared their unfiltered insights on when to hire, how to delegate without abdicating, and what it truly takes to scale without burnout.


The Myth of “More People = More Progress”

Harley kicked things off by challenging a common myth: that hiring more people automatically leads to more output. Susan Fennema was quick to point out that without systems and structure, more team members can lead to confusion, not productivity. Clay Posey shared a vivid story from his early career, cautioning against the “military math” of assuming 200 workers can accomplish a 200-hour job in one hour. As he emphasized, each new hire introduces complexity and potential inefficiencies if not integrated with intention.


Stories of Game-Changing Hires

Each panelist shared a story of a single hire that transformed their business. For Susan, it was a part-time virtual assistant who evolved into her full-time Director of Operations—and future successor. Jason Rosado recounted how helping a client hire a project manager doubled their revenue and cut work hours in half. Mike Slinker highlighted the essential difference between visionary leaders and tactical implementers, explaining how hiring a strategic executor turned a high-growth church organization around.

Clay emphasized the leap of faith (and data) required to hire a manager before the chaos hits. His early-year hire freed him up for business development and helped match the company’s entire prior-year revenue by mid-year.


Where to Start: Ops, Sales, or Admin?

There was a healthy debate on where founders should begin scaling. Susan recommends getting out of day-to-day operations first, especially for small businesses. Jason focuses on aligning the owner’s strengths and passion with their role and building the org chart around that. The consensus? Every founder’s path is different, but clarity on your unique value is non-negotiable.


Hiring Fails & Lessons Learned

No panel on hiring would be complete without talking about what not to do. Clay shared a painful (but valuable) lesson about hiring without clear systems. Jason stressed the need for two-way interviews, encouraging founders to ask tough, disqualifying questions to reveal fit. Mike urged business owners to recognize the art of interviewing, and Susan warned about mixing business with family without a clear exit.


Knowing When It’s Time to Hire

The panel closed with actionable frameworks for recognizing when it’s time to bring someone in. Jason shared how he uses vision-based planning and energy coaching to help clients tune into their internal compass. Susan and Clay emphasized data and financial forecasting. Mike introduced a “rubber band” analogy—watching for stretch and stress as signals that your team’s capacity is maxed out.


Final Takeaways

If there’s one thing this panel made clear, it’s that hiring is never just about filling a role. It’s about aligning vision, values, and capacity to drive the business forward. When done right, a single hire can transform a company’s culture, revenue, and trajectory.

Let’s build the team that brings your vision to life.
Book a free strategy call here.

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Transcript

Harley Green:
Welcome, everyone. I’m Harley Green, founder and CEO of Workergenix, where we help executives and leadership teams stay focused on high-impact activities by delegating the rest to highly skilled, AI-leveraged Ultimate Executive Assistants. I’m thrilled to moderate today’s Executive Edge live panel with a group of powerhouse leaders who understand that hiring should be about strategic impact, not just headcount.

Our panelists include:

  • Clay Posey, CEO and founder of Clearbox Strategies, with over 30 years of experience in data-driven growth strategy and scalable team building.
  • Susan Fennema, CEO and founder of Beyond the Chaos, is an operations expert helping business owners escape the weeds through strategic support hires.
  • Mike Slinker, CEO of Tennessee Memories and founder of Slinker Consulting, is a visionary who has built value-driven teams across industries.
  • And joining us shortly will be Jason Rosado, founder of Distinctive Coaching for Business Success.

Let’s jump right in.

Why Do Leaders Think More People = More Progress?

Susan Fennema:
Often, leaders feel overwhelmed and assume hiring more people is the solution. But that doesn’t always address the root problem. It adds overhead and interpersonal complexity, and without strategic clarity, more people won’t solve the issue.

Mike Slinker:
Many leaders equate headcount with productivity. But real progress lies at the intersection of vision and execution. It’s about finding the right implementers to match your vision, not just more hands.

Clay Posey:
This reminds me of my first job under a retired Marine Colonel. He joked that if a project needed 200 hours, a general would say, “Great, bring 200 men and do it in an hour.” But adding people doesn’t linearly increase productivity. There’s overhead, training, and diminishing returns.

Jason Rosado:
People think hiring is a way to duplicate themselves. It sounds easy in theory, but it’s complex in practice. If not done right, you create more work, not less.

Turning Points: Stories of a Key Hire

Mike Slinker:
While serving as Executive Pastor at a large church, the lead pastor had vision but lacked tactical execution. My role became about implementing systems so ministry directors could align with that vision. It reinforced how critical it is to support visionary leaders with operational strength.

Susan Fennema:
A few years ago, I hired a part-time VA who is now my full-time Director of Operations and right-hand. Her growth has been remarkable. When you hire someone aligned with your values and culture, they become a true extension of you.

Jason Rosado:
A client of mine, Andrew, had a team but was doing 70-hour weeks because he didn’t trust them. We reorganized his structure and hired a project manager to act as a buffer between him, his team, and clients. Within six months, he doubled his revenue and cut his hours in half. That one hire changed everything.

Clay Posey:
Hiring a Head of Operations this past January was pivotal. Even though she’s still ramping up, we’ve already matched last year’s revenue halfway through this year. That hire freed me to focus on business development, and it’s paid off tremendously.

Where Should You Start When Building Support Teams?

Susan Fennema:
Start by removing the owner from operations. Focus on sales, finance, and strategic oversight. Outsource marketing early if possible, and use fractional or part-time hires. You don’t need a full-time COO at $250k; there are more scalable ways to get help.

Jason Rosado:
Start with the owner’s passion. What do they love? What brings ROI? Then outsource or delegate the rest. I even have my clients create a job posting for themselves to define their dream role. From there, we build around them.

Mike Slinker:
You must assign a value to each role. Understand who brings the most value to each function and align hires accordingly.

Clay Posey:
Remember to delegate, not abdicate. Culture starts with the founder. Define and measure it. Whether you’re hiring locally or globally, instill your values and maintain quality control.

Hiring Fails and How to Avoid Them

Clay Posey:
The E-Myth by Michael Gerber taught me the importance of building systems before hiring. Clear roles and expectations are critical. I’ve made mistakes by hiring without defining responsibilities, and it led to failure for everyone involved.

Jason Rosado:
Most interviews are two people selling to each other. I teach a “two-way interview” process, where both sides explore potential mismatches. Ask tough questions like, “Why might this role not work for you?” It leads to better hires and fewer surprises.

Mike Slinker:
Interviewing is a skill. If you’re not good at it, hire someone who is. Otherwise, you’ll make hiring mistakes that could cost you dearly.

Susan Fennema:
Avoid hiring family unless you’re clear about how it ends. If you can’t fire someone, you probably shouldn’t hire them. Set expectations from day one, even with friends or relatives.

What Do You Do Now Before Making a Key Hire?

Susan Fennema:
I run the numbers rigorously. Once, I hired someone hoping revenue would match. It didn’t, and I had to part ways. Now, I consider what happens if projections fall short.

Clay Posey:
I ask candidates to reflect on their budgets. Not share them with me, but to be honest with themselves. If they’re taking the job but can’t cover their expenses, it won’t end well.

Mike Slinker:
Pay-for-performance agreements keep both sides aligned. They encourage results while managing cost and motivation.

Jason Rosado:
Be cautious about asking too much. Budget questions might border on legal gray areas. Help new hires plan financially, but don’t overstep.

When Is It Time to Hire?

Jason Rosado:
Map out where you want to be in a year, then work backward. Build a hiring timeline based on business goals, capacity, and stress levels. Factor in emotional blocks too, fear often clouds judgment.

Susan Fennema:
Treat hiring as a last resort. Start with automation, outsourcing, and part-time support. People are your most expensive resource, and drama often follows them.

Mike Slinker:
Use the “rubber band” analogy. If a team is stretched to the max, it’s about to snap. Don’t wait for burnout. Build margin early to support healthy growth.

Clay Posey:
I forecast hiring needs based on our pipeline and metrics. If I know I’ll need someone by August, I start hiring in June to allow ramp-up time. Data-driven hiring protects your team and ensures quality delivery.

Closing Thoughts & How to Connect

Mike Slinker:
Reach me directly at 615-738-8883. Happy to connect.

Jason Rosado:
I offer a free organizational structure and revenue growth assessment. Text “assessment” to 773-829-1276 to schedule.

Clay Posey:
Visit clearboxstrategies.com to book a time with me. We help with planning, growth, marketing, and automation.

Susan Fennema:
Check out beyondthechaos.biz/operations-audit for a free operations audit. Let’s talk about getting you out of the day-to-day.

Harley Green:
Thanks to all our amazing panelists. If you enjoyed this, I invite you to our free masterclass, Delegate to Dominate, where I show you how to reclaim 15–30 hours a week with strategic support. Visit workergenix.com/bonus-masterclass for access and a special offer. Thanks for joining us—see you at the next Executive Edge live session!

6 Habits Every CEO Needs to Scale Without Burnout

6 Habits Every CEO Needs to Scale Without Burnout

Scaling a business isn’t about grinding harder—it’s about leading smarter. In this episode of Scale Smart Grow Fast, operations strategist and host of the CEO Amplify podcast, Donna Dube, breaks down six powerful habits that help business owners step into true CEO mode, reclaim their time, and grow sustainably.

Listen to the full conversation on your favorite platform:
[Spotify] | [Apple Podcasts]

1. Protect Your CEO Power Hour

Set aside one non-negotiable hour each week to review metrics, define top priorities, and align your calendar accordingly. This ritual turns reactive chaos into proactive leadership.

2. Know the Difference: Maintenance vs. Growth

Maintenance tasks (bookkeeping, social posts, admin work) keep the wheels turning. Growth tasks (sales, partnerships, visibility) drive revenue. Your calendar should reflect that difference—with you focused on growth.

3. Measure Your Time ROI with the CEO Score

Determine your ideal revenue goal, divide it by the weeks you’ll work, and assign values to your tasks. The goal? Spend more time in $1K and $10K-level activities—not $10 jobs.

4. Start Delegating Before You Feel Ready

Even if you’re bootstrapping, you can start small. Audit your tasks to eliminate what’s unnecessary, automate what you can, and delegate what requires a human touch. Five hours a week can make a massive difference.

5. Trust Through Systems, Not Guesswork

Document key processes, provide clear expectations, and let your team run with it—even if it’s 80% “your way.” Progress beats perfection every time.

6. Build Scalable Systems

Your business needs 3 core systems: Marketing, Sales, and Client Delivery. Create rinse-and-repeat workflows with templates, assets, and checklists to reduce friction and grow with ease.


“If you insist on doing everything yourself, you’re also agreeing to stay where you are.”Donna Dube


📥 Download Donna’s CEO Power Hour Playbook: https://ceoamplify.ca

🔹 Want to Multiply Your Energy—and Scale Without Burnout?
You don’t have to do it all. Workergenix executive assistants help streamline your tasks, protect your CEO time, and keep your growth systems running—so you can focus on what truly moves the needle.

Schedule a discovery call to reclaim your time, delegate smarter, and scale without burnout.

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Are You the Bottleneck Holding Your Business Back?

Are You the Bottleneck Holding Your Business Back?

As your business grows, the same strengths that helped you start it may be the very ones stalling your next level of success. On the latest episode of the Scale Smart, Grow Fast Podcast, Harley Green sits down with Sumit Gupta, serial entrepreneur and strategic leadership coach, to uncover why so many entrepreneurs unknowingly become their company’s biggest bottleneck—and how to break free.

Listen to the full conversation with Sumit Gupta on the Scale Smart, Grow Fast Podcast on your favorite platform and unlock the leadership shifts that will drive your next level of growth. 👉 Spotify | Apple Podcasts

The Hidden Leadership Trap

Sumit shares that 95% of our daily behavior is subconscious or habitual. The leadership habits that got you to $1M in revenue won’t be the ones that get you to $5M, $10M, or beyond. Growth demands new leadership behaviors—and if you’re feeling stuck, it’s often because you haven’t upgraded your leadership operating system.

Biggest blind spots entrepreneurs face:

  • Acting like the expert instead of building a team that can operate independently.
  • Overworking instead of strategically delegating.
  • Hesitating to hire strong leaders because of control or trust issues.

The Mindset Shift That Changes Everything

If your growth has plateaued, you are likely part of the problem—but that’s not a bad thing. It means you have control to change it. Sumit’s advice is to stop asking, “How do I fix this?” and start asking, “Who can help me fix this?”

Strategic delegation isn’t about giving up control—it’s about amplifying your impact.

The Importance of Slowing Down

One powerful tactic Sumit shares: Pause and breathe.
Taking intentional pauses helps leaders listen better, think more clearly, and create space for courageous conversations—something most businesses desperately need to grow.

When you slow down, you become a better listener, spot hidden opportunities, and create a culture where problems are addressed early—before they become emergencies.

Building an Organization That Scales Without You

As you grow, your real job shifts from building products or services to building the organization itself.
That means focusing on:

  • Hiring for both skill and shared values.
  • Empowering people to innovate—not just follow orders.
  • Creating systems that allow the business to thrive without micromanagement.

Bottom line:
To scale smart, you must evolve from expert to strategic leader—and that starts with working on yourself as much as you work on your business.

Ready to free yourself from bottlenecks and finally scale with less stress and more impact? Schedule a quick discovery call with us today and see how the right support can transform your growth.

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Is Unhealed Trauma Blocking Your Business Growth? Here’s What Every Entrepreneur Should Know

Is Unhealed Trauma Blocking Your Business Growth? Here’s What Every Entrepreneur Should Know

In this episode of the Scale Smart, Grow Fast Podcast, host Harley Green is joined by trauma recovery coach and business mentor Amy Lloyd, who breaks down a topic not often discussed in the boardroom—but crucial for sustainable success: the link between unresolved trauma and business performance.

Whether you’re leading a team or running solo, how you show up every day is influenced by what you’ve experienced—and what you haven’t addressed.

🎧 Want to hear the full conversation? Listen on Spotify and Apple Podcasts.

Here’s what stood out from the conversation and why it matters to growth-minded entrepreneurs:

1. Trauma Doesn’t Always Look Like Trauma

Amy shared her personal journey of realizing that trauma doesn’t always mean extreme, visible harm. Subtle messages from childhood, like “successful people are greedy” or “asking for help is weakness,” can quietly drive how you show up in leadership, marketing, and decision-making.

2. Self-Sabotage Wears Many Hats

Undercharging, overworking, procrastinating, or struggling with visibility? These aren’t just strategy issues—they’re signs of deeper emotional patterns. Amy explained how imposter syndrome and burnout are often rooted in these hidden beliefs.

3. Boundaries Are a Business Growth Strategy

Entrepreneurs often stretch themselves thin believing it’s “just part of the job.” But without healthy boundaries, burnout is inevitable. Amy emphasizes that learning to say no, delegate, and protect your energy isn’t selfish—it’s what allows you to scale sustainably.

4. Delegation Is Emotional Work, Too

Hiring help—especially for the first time—can be deeply emotional. Amy highlights how resistance to delegation often stems from past programming around control, trust, or worth. But letting go of the small things is often the first big leap toward working on the business, not just in it.

5. Practical Tools Help Rewire Mindsets

From using gratitude as a daily nervous system reset, to batching tasks and setting up automation, Amy shared tangible ways entrepreneurs can reduce overwhelm and reclaim their energy. Her advice: Stop reinventing the wheel. Use templates. Repurpose content. Build systems that support ease.

Bottom line: If you’re feeling stuck, overwhelmed, or questioning your next move—it may not be about the strategy. It might be time to take a deeper look within.

As Amy says, “You didn’t build your business to work 80 hours a week. You built it for freedom. So build it that way.”

Ready to stop doing everything yourself and finally scale with support? Schedule a discovery call to meet your Ultimate Executive Assistant.

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How to Stop Leaking Profits: Financial Strategies Every Business Owner Needs

How to Stop Leaking Profits: Financial Strategies Every Business Owner Needs

Are your finances holding back your growth?
Many business owners unknowingly bleed money due to inefficient processes, scattered systems, and lack of clarity around financial data. In a recent episode of the Scale Smart, Grow Fast Podcast, host Harley Green sits down with Ali Swart—Partner and Managing Director at Waldron Private Wealth—to unpack the most common financial blind spots and practical strategies to help entrepreneurs scale without financial strain.

🎧 Prefer to listen on the go? Catch the full episode on Spotify and Apple Podcasts for expert insights.

Here are the top takeaways every business owner should know:

1. You Can’t Scale What You Can’t See

One of the biggest mistakes entrepreneurs make is not knowing where their money is going. Many operate without clear insight into expenses, profitability, or customer lifetime value. Swart explains that having clean, segmented data across your personal and business finances is essential to making informed growth decisions.

Pro Tip: Use tools like QuickBooks or industry-specific software—and ensure your financial team (accountant, attorney, advisor) is actually communicating.

2. Stop Mixing Business and Personal Finances

Too many owners blend personal and business transactions, creating confusion, inaccurate reporting, and missed tax-saving opportunities. Clear separation enables smarter forecasting and helps identify unnecessary spending or duplicate payments.

Solution: Delegate your bookkeeping to a trained professional or virtual assistant who understands how to track and categorize every expense.

3. Catch Profit Leaks Before They Hurt

Swart shared real stories where clients lost money from unchecked expenses, like pool leaks or excessive aircraft costs. Regular account reviews—even monthly—can prevent minor issues from becoming major financial drains.

Simple Fix: Schedule recurring financial reviews with your VA, CFO, or bookkeeper. Look for discrepancies, track expenses, and reconcile accounts proactively.

4. Know Your Numbers—or Risk Bad Decisions

Revenue and expenses are obvious metrics—but understanding profit margins, industry benchmarks, and per-client cost-to-serve can drastically improve decision-making. In Swart’s firm, they even track internal hours spent per client to improve efficiency and prevent burnout.

Smart Scaling Tip: Leverage data to right-size your team, justify hiring support, or eliminate low-ROI activities.

5. Use Bookkeeping as a Strategic Growth Tool

Bookkeeping shouldn’t be treated as an afterthought. When done well, it becomes your roadmap for smarter budgeting, forecasting, and scaling.

Turn It Into a Win: Partner with someone who doesn’t just report numbers—but analyzes them with you and flags problems before they cost you.

Final Thought: You Can’t Scale in the Dark

Whether you’re running lean or rapidly expanding, understanding your financials is non-negotiable. Delegating operational tasks to an expert—like an ultimate executive assistant—frees up your time to focus on strategic financial oversight and growth.

Want a financial system that supports your scaling goals?
Schedule a free discovery call with our team and see how a dedicated executive assistant can help streamline your finances, reclaim your time, and drive profitable growth.

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Scaling Without the Burnout: Secrets to Simplify and Delegate for Sustainable Growth

Scaling Without the Burnout: Secrets to Simplify and Delegate for Sustainable Growth

Scaling your business is supposed to bring freedom—not overwhelm. Yet, for many entrepreneurs, the more successful they become, the more they’re bogged down with operations, burnout, and constant stress. If that’s you, it might be time to rethink your approach.

In this episode of the Scale Smart, Grow Fast Podcast, host Harley Green speaks with business strategist Pamela Dale, who shares her expertise on scaling businesses without sacrificing time, energy, and profit. Pamela, creator of the Client Code, dives into the myths surrounding business growth and explains how strategic delegation and simplifying offers can lead to more revenue with less work.

Listen to the full episode on your favorite platform to dive deeper into these strategies and start scaling your business smarter.
👉 Spotify | Apple Podcasts

Key Takeaways:

1. Stop Overcomplicating Your Offers

A common mistake that many business owners make is overcomplicating their offers. Instead of trying to create multiple packages or chasing every new trend, Pamela advises focusing on one offer, one channel, to one person. Mastering one offer allows you to refine and perfect it, leading to higher conversions. “Simplify and focus,” Pamela says. When you target the right client with a specific, well-defined offer, you’ll see higher value clients flock to you, ready to invest.

2. Delegate to Scale

Most entrepreneurs are stuck in the day-to-day grind because they haven’t figured out how to delegate effectively. Pamela highlights how delegation is key to breaking free from the bottleneck of business operations. Entrepreneurs should stop trying to do everything themselves. Instead, they should invest in building the right team and leveraging their expertise. When you delegate, you free yourself up to focus on higher-level tasks, like strategy and growth, instead of bogging yourself down with admin.

3. The Fear That Holds Us Back

It’s natural to feel overwhelmed when scaling. However, Pamela calls out that the feeling of overwhelm is often rooted in fear. Fear of failure, fear of making mistakes, and fear of letting go. Yet, as Pamela points out, growth happens when you step into discomfort and push through the fear. Business owners must learn to face those fears, stop procrastinating, and take action, even when the next step seems daunting.

4. Understand Your Client

Pamela’s method for attracting high-value clients boils down to knowing who they are and what they truly need. The first step in growing your business is talking to your customers. Understand what they want, what problems they’re solving, and what solutions they value most. This clarity allows you to craft offers that resonate deeply with your target audience and lead to sustainable growth.

5. Leverage Technology and Automation

Another crucial aspect of scaling is leveraging technology. Pamela emphasizes the importance of systems and automation in business operations. Whether it’s automating your lead generation or using tools to streamline your workflows, embracing technology can multiply your output without requiring more time and effort. By investing in the right software and automating processes, you can work smarter—not harder.

The Bottom Line: Focus on Systems, People, and Simplicity

Scaling doesn’t have to be overwhelming. By simplifying your offers, delegating effectively, addressing your fears, and embracing technology, you can build a business that grows with ease. Whether you’re a solopreneur or a growing business, Pamela’s insights are crucial for avoiding burnout and accelerating growth without losing your freedom.

Want to learn more about scaling smartly without the burnout? Tune into the full episode of the Scale Smart, Grow Fast Podcast with Harley Green and Pamela Dale to hear more actionable insights for scaling your business the right way.

Ready to scale without the overwhelm? Book a discovery call today and let us help you delegate, streamline, and grow faster!

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Fractional COOs: The Key to Scaling Your Business Without Burnout

Fractional COOs: The Key to Scaling Your Business Without Burnout

As a CEO, founder, or business owner, you understand the constant challenge of balancing daily operations with big-picture growth. You didn’t build your business to get stuck in the weeds—but without the right operational support, that’s exactly where you can end up. Enter the fractional COO: the strategic solution for leaders ready to scale without burnout.

Mallory Smith, entrepreneur and fractional COO, shared her journey on the Scale Smart, Grow Fast Podcast. With experience in biotech, cosmetic chemistry, sales, and entrepreneurship—where she built and sold a seven-figure sign company—Mallory now helps seven-figure businesses streamline operations and scale sustainably.

🎧 Prefer to listen on the go?

How a Fractional COO Helps You Scale – Spotify

How a Fractional COO Helps You Scale – Apple Podcasts

What is a Fractional COO?

A fractional COO (Chief Operating Officer) provides high-level operational leadership on a part-time basis. Instead of hiring a full-time executive, you get access to experienced leadership without the long-term commitment or cost.

Who Needs a Fractional COO?

Fractional COOs aren’t for startups still finding their footing. They’re ideal for:

  1. Seven-Figure Businesses in Growth Mode: Struggling to manage rapid expansion? A fractional COO brings structure and systems so you can keep scaling without chaos.
  2. Owners Preparing to Step Back: If you’re ready to reduce hands-on involvement or planning an exit, a fractional COO ensures your business runs smoothly and remains valuable to future buyers.

How a Fractional COO Adds Value

  • Operational Clarity: They assess your operations, identify inefficiencies, and implement systems that scale.
  • Employee Alignment: They ensure your team is aligned with the company’s vision and processes, creating a self-sustaining operation.
  • Strategic Delegation: They help you delegate effectively, freeing up your time to focus on growth and leadership.
  • Business Scalability: They implement processes that allow your business to grow without the bottlenecks caused by owner dependency.

What the Engagement Looks Like

According to Mallory, fractional COOs typically work 5–8 hours per week with business owners. The relationship is designed for long-term transformation—most engagements last around two years. The goal? Build a business that no longer depends on the owner’s daily involvement.

Overcoming Common Challenges

The biggest obstacle? Mindset. Business owners are often deeply attached to how things have always been done. A fractional COO challenges these norms, bringing fresh perspectives and new strategies. While change can be uncomfortable, it’s necessary for growth. As Mallory puts it, “You’ll never get somewhere new by doing the same old things.”

Advice for Businesses Not Ready for a Fractional COO

Not quite at the seven-figure mark? Start here:

  • Master Your Financials: Know your profit and loss statements inside out. Look for ways to cut costs and improve profit margins.
  • Identify Your Worth: Understand your hourly value. Delegate tasks that don’t meet that rate—a skilled virtual assistant can handle bookkeeping and admin work.
  • Clarify Your Vision: Define where you want your business to go. What are your core values? How do you want your business to feel and function? Vision guides operations.

Real Results: A Success Story

Mallory shared the story of a business owner who couldn’t step away, overwhelmed with manual payroll and daily operations. After implementing automation and delegating low-value tasks, the owner finally took a stress-free vacation to Hawaii—with the business running smoothly in her absence.

Conclusion: Is a Fractional COO Right for You?

If you’re running a seven-figure business, losing sleep over operational challenges, or dreaming of scaling without sacrificing your time, a fractional COO might be the solution. They help you reclaim your time, streamline operations, and position your business for sustainable growth—or a profitable exit.

At Workergenix, we believe in scaling smarter, not harder. If you’re ready to stop managing and start leading, explore how our solutions can help you find the right operational support.

If you’re ready to scale smarter, streamline operations, and step back from the daily grind, schedule a discovery call with Workergenix today and see how the right operational support can take your business to the next level—without the burnout.

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