BOS Advisory

Your leadership team’s weekly operating system for clarity, focus, and execution

The BOS Advisory program is the ongoing support that keeps your engines running smoothly after the 90-Day BOS Installation. Week after week and month after month, we help your leadership team stay aligned, accountable, and focused—turning your BOS into a living operating system.

✓ Weekly leadership syncs

✓ Monthly strategic reviews

✓ KPI scorecards & accountability

✓ Support across Demand, Delivery, and Systems engines

Start with the BOS Diagnostic
Talk to us about BOS Advisory

Why BOS Advisory Exists

Most companies don’t fail because of strategy—they fail because they lack ongoing structure, clarity, and cadence. The BOS Advisory program gives your leadership team the operating rhythm required to stay aligned, execute priorities, and solve issues fast.

  • No consistent KPI reviews

  • Issues lingering for months

  • Leadership pulled into the weeds

  • Priorities constantly shifting

  • Systems erode without accountability

  • Communication becomes inconsistent

Advisory solves these problems by giving you a consistent operating rhythm that scales with your business.

What’s Included in BOS Advisory

Leadership Rhythms

  • Weekly leadership syncs

  • Monthly strategic reviews

  • Quarterly planning support

  • Team alignment & communication norms

Engine-Level Support

Support across all 3 BOS engines:

  • Demand (CMO+)

  • Delivery (COO+)

  • Systems (Tech + AI)

Plus: KPI dashboards and tool optimization.

Continuous Support

  • KPI scorecard reviews

  • Weekly accountability

  • Issue solving

  • Slack/Email access

  • Real-time guidance

Weekly Leadership Syncs (30 minutes)

These fast, focused sessions keep your leadership team aligned and accountable using the BOS rhythm:

  • Review KPIs
  • Review commitments
  • Identify issues
  • Resolve blockers
  • Assign owners
  • Confirm next steps

Outcome: Your team knows exactly what to focus on each week.

Monthly Strategic Review (60 minutes)

Each month, we zoom out to evaluate performance, resolve deeper issues, and align upcoming initiatives.

  • KPI performance review

  • Wins & losses

  • Upcoming project prioritization

  • Resource planning

  • Systems & automation review

  • Team & communication alignment

  • Marketing + delivery performance check

Outcome: Leadership clarity and momentum every month.

Where We Focus During Advisory

Demand Engine (CMO+)

  • Marketing performance

  • Pipeline & conversion

  • Offer & messaging optimization

  • Sales process

  • Campaign review

Delivery Engine (COO+)

  • Production/Fulfillment efficiency

  • Customer experience

  • Bottleneck removal

  • Workflow improvement

  • Team roles & communication

Systems Engine (Tech + AI)

  • Automation implementation

  • Tool optimization

  • SOP creation/updates

  • AI assistants for roles

  • Reporting dashboards

Who BOS Advisory Is For

Advisory is for companies who want to maintain momentum, stay aligned, and grow with a system instead of chaos.

  • Completed the 90-Day BOS Installation

  • Want structured weekly leadership rhythms

  • Need accountability and clarity

  • Want executive-level support without full-time hires

  • Want better marketing, operations, and systems

  • Want someone to keep the BOS from “drifting”

Investment

BOS Advisory is a monthly retainer that includes weekly leadership syncs, monthly strategic reviews, KPI support, and engine-level guidance across Demand, Delivery, and Systems.
Pricing varies based on organizational complexity and support level.

Most clients join Advisory immediately after completing the 90-Day Installation.

Ready for clarity and momentum ?

Start with the BOS Diagnostic. It’s the foundation for Installation and Advisory.

Start the BOS Diagnostic