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Business Presentation

Operations Project Management that Smooths the Foundation for Sustainable Growth

The Momentum Plan: Strategic Scaling for High-Growth CEOs and Their Teams

Turn bottlenecks into breakthroughs with operations support designed to scale.

What Is Strategic Operations Project  Management?

It’s more than just managing projects. It’s managing momentum.

Strategic Operations Project Management is the blend of high-level planning and hands-on execution that keeps your business growing without growing chaotic.

 

For business owners with a team and systems in place, this level of support steps in to refine what’s already working, fill in the operational gaps, and drive performance with structure and clarity. From leading team meetings and streamlining workflows to developing 90-day strategic plans and supporting leadership decisions, it’s the steady hand that keeps everything (and everyone) moving in the right direction.

The Momentum Plan is designed for businesses ready to scale with intention.

Big Goals. Bigger Bottlenecks.

We don’t just fix what's broken. We partner with you to build systems that last, support your team as they grow, and help you lead from a place of confidence not reaction.

Leading a crew but still the one untangling broken processes and daily fire drills.

Juggling jobs, quotes, and client demands, feeling like everything’s slipping through the cracks.

Your people work hard but no one’s clear on who’s doing what, or when.

Business is booming, but the backend feels like it’s held together with duct tape.

In the field, in the office, in over your head. You're burned out from doing everything.

Let’s Talk About What’s Really Holding You Back

These common fears don’t make you unqualified, they make you ready for a better way to run your business.

“I’m don't have time for a new plan.”

You don’t need more work, you need better support. We don’t just deliver a plan; we help you implement it, track it, and make sure it actually works. That saves time, not adds to it.

“I’m worried my team won’t adapt to new workflows.”

That’s exactly why we help with rollout and alignment. We don’t just drop in a new system, we train your team and coach you through the leadership it takes to bring everyone onboard.

“It feels risky to change how things are running right now.”

What’s riskier: making intentional improvements or letting bottlenecks quietly cost you clients, team trust, and revenue? We work with your current team and systems, not against them.

“We’ve tried outside consultants before and it didn’t stick.”

We get it. That’s why we don’t just make a plan, we help you implement it, troubleshoot it, and make sure it sticks!

Stop Spinning and Start Scaling with Structure

The Momentum Plan helps you delegate with ease, optimize with intention, and grow without grinding

Support That Feels Like a COO in Your Corner
Team Buy-In Without the Battle
A Strategic Plan That Gets Done (Not Just Dreamed)
Metrics That Actually Mean Something
Operations That Scale With You
Ongoing Momentum That Doesn’t Fizzle

The Plan That Keeps Up With Your Growth

This isn’t just support, it’s a system-wide upgrade that meets your momentum with strategy.

The Growth Accelerator

For established businesses ready to optimize their operations, align their team, and lead with strategy.

Includes:

✅ Strategic business audit + leadership interviews
✅ Custom 90-Day Strategic Business Plan
✅ Hands-on plan implementation + system refinement
✅ Team training + workflow optimization
✅ Quarterly planning + ongoing leadership support

Optional Add-ons:

➕ Advanced Analytics Setup
➕ Custom Reporting Templates

➕ Workflow Mapping + Automation

*Quarterly discount opportunity when Paid-in-Full

➕ Specialized Hiring Support
➕ ClickUp Deep Build

Sustainable Scaling Starts Here

We’re not here for a quick fix, we’re here for your long-game growth.

Strategic Business Audit & Planning

Implementation of the Strategic Plan

Quarterly Planning & Continuous Improvement

We dig into your operations, team, and leadership challenges to uncover what’s slowing you down, then build a 90-day plan to move you forward with confidence.

📌Deliverable: A custom, CEO-level roadmap to help you scale with clarity and confidence.

We help you roll out the plan, streamline your workflows, and guide your team so everyone knows what to do and how to do it, without needing your constant input.

📌 Deliverable: A business that runs smoother, communicates better, and delivers stronger results.

Every quarter, we revisit your metrics, see what's working, adjust what’s not, and plan your next move so your business keeps scaling sustainably, and you stay in the CEO seat.

📌 Deliverable: A cycle of intentional growth, without backsliding or burnout.

Weeks 1 - 4

Weeks 5 - 12

Weeks 13+

Skip the Burnout. Build Better Systems With Us

Sandy Lewis meeting with construction and property management clients about operations project management for scaling CEOs

We Help Visionary CEOs Lead With Clarity, Not Chaos

At Colliance, we’ve spent 5+ years helping growing businesses streamline operations, elevate team performance, and scale sustainably without the burnout.

We know that with every growth spurt comes complexity. That’s why our job is to make yours easier. From strategic planning to daily execution, we bring the structure, systems, and leadership your team needs so you can lead with focus and ease.

With clients across industries and around the world, we’ve proven that efficient businesses are more profitable, more joyful, and more impactful. Ready to build yours?

operations project manager reviewing workflows

Marc Slason

P&D LLC

Colliance is more than a service; they're a strategic partner for success.

Embarking on my company's future was a challenge until I experienced the Breakthrough Session with Colliance Online Business Management. Their expertise shone through as they patiently guided me through the session, staying focused on my goals. The delivery of my strategic plan was not just timely but accompanied by amazing and professional communication. The impressive experience led me to confidently sign up for their monthly retainer package. 

Your Questions, Answered

  • How involved do I need to be?
    We keep you in the loop with weekly updates and KPI tracking. But day-to-day? That’s on us.
  • I’m worried this is just another layer of management…
    Think of it as relief, not red tape. We simplify communication, tighten workflows, and ensure you’re only pulled in when it counts. No micromanaging required. Just clear leadership and better results.
  • Is it really possible to manage this from the outside?
    Absolutely. In fact, we bring the clarity that often gets lost when you're too close to the day-to-day. With regular check-ins, customized systems, and department-level oversight, we manage from within, just virtually.
  • Is this like hiring a full-time COO?
    Yes, but without the six-figure salary and long onboarding. You get fractional leadership and a full team already trained, aligned, and ready to go.
  • What if I already have a team?
    Perfect. We don’t replace, we lead. We align, manage, and improve performance across your existing team.
  • What if I already have an Project Coordinator or Project Manager?
    Great! We don’t replace them, we provide leadership, structure, and a roadmap to help your entire team thrive.
  • How quickly will I see results?
    Many clients notice improved clarity, communication, and efficiency within the first 30–60 days.
  • What makes this different from hiring another team member?
    This is leadership-level support without the cost or commitment of a full-time executive.
  • We’ve hired consultants before and it didn’t work, what’s different here?
    We don’t disappear after the strategy session. The Momentum Plan includes hands-on implementation, troubleshooting, and ongoing refinement. You’re not left with a plan, you’re supported every step of the way.
  • What if I’m behind on months, or years, of bookkeeping?
    No problem. Our Catch-Up & Cleanup service is made for you. We’ll get you fully reconciled and tax-ready, no matter how far behind you are.
  • How do I know your reports will be accurate?
    We reconcile all transactions and cross-check every detail to ensure your books are squeaky clean, every single month.
  • Do I need to understand QuickBooks to work with you?
    Not at all. We handle the tech side of things so you can focus on running your business, we’ll explain anything you want to know in plain English.
  • What if I don’t know what systems I even need yet?
    That’s our job. We audit what’s working, spot the gaps, and recommend tools that support your vision, not just the latest trend.
  • I’ve had bad outsourcing experiences before, how is this different?
    You’ll feel the difference immediately. Clear communication, proactive project management, realistic expectations, and results that actually show up in your day-to-day business.
  • How long before I actually see a difference?
    You’ll feel the shift within the first few weeks. Most clients notice immediate relief as soon as we map the plan. By week 12, your business won’t just feel better, it’ll function better.
  • I’m already overwhelmed. Will it take a ton of time to bring you up to speed?
    Nope! We’ve got streamlined onboarding and proven systems to get moving quickly, without pulling you deeper into the weeds.
  • What if I don’t have my backend systems organized yet?
    Perfect. That’s exactly why you hire us! We specialize in creating order from chaos, with no judgment, just strategic action.
  • Is hiring a bookkeeper really worth the investment?
    Bookkeeping errors cost you money. Clean books help you avoid IRS penalties, understand your cash flow, and make confident financial decisions.
  • What if I just want to know what’s wrong before I commit?
    Start with our Diagnostic Review. We’ll give you a full breakdown and path forward.
  • Will you work with my CPA or accountant?
    Absolutely. We’ll keep your financials clean and make tax time seamless.
  • What if I’m behind on months (or years) of bookkeeping?
    No problem. Our Catch-Up & Cleanup service is made for you. We’ll get you fully reconciled and tax-ready, no matter how far behind you are.
  • Do you offer custom reporting for my industry?
    We sure do. Whether you need job cost tracking, project profitability, or property-related expense breakdowns, we tailor reports to your business.
  • How do I know your reports will be accurate?
    We reconcile all transactions and cross-check every detail to ensure your books are squeaky clean, every single month.
  • Do I need to understand QuickBooks to work with you?
    Not at all. We handle the tech side of things so you can focus on running your business, we’ll explain anything you want to know in plain English.
  • What if I’ve never had a department manager before?
    That’s exactly why we exist. We bring executive-level leadership without the executive-level overhead, giving you the structure you didn’t know you were missing.
  • How involved do I need to be?
    As much or as little as you like. We handle the day-to-day while keeping you in the loop through reports, leadership check-ins, and aligned strategies.
  • Is this too advanced for a business of my size?
    Not if you’re scaling. This service is built for growing businesses who need expert direction, but aren’t ready to build a full leadership team in-house.
  • Will this disrupt my current team or systems?
    Not at all. We integrate into your existing structure, identify gaps, and build on what’s already working. Your team stays intact, we just help them work smarter.
  • How do you track performance?
    We create custom KPI dashboards and review them with you monthly.
  • Is this really hands-off for me?
    As much or as little as you want it to be. You get expert oversight and a high-touch team without having to micromanage.
  • How do you ensure my voice and brand stay intact?
    We do a deep onboarding process, including brand audits, interviews, and playbook creation, to match your tone, values, and client experience to a T.
  • Can I stay involved in key decisions?
    Absolutely. You stay the CEO, we just take the execution, team management, and bottlenecks off your plate.
  • Do I get a dedicated point of contact?
    Yes, you’ll have a dedicated Department Manager who leads your team and keeps you looped in with clear, consistent updates.
  • What if I already have a small team?
    We can integrate your current team members, manage them, or supplement with our own vetted experts. It’s flexible, and always strategic.
  • Will this replace my existing team?
    Nope. We’re not here to replace, we’re here to enhance. Your team keeps doing what they do best, while we provide the leadership, structure, and optimization to help them do it better (and with less stress).
  • Is it really possible to manage this from the outside?
    Absolutely. In fact, we bring the clarity that often gets lost when you're too close to the day-to-day. With regular check-ins, customized systems, and department-level oversight, we manage from within, just virtually.
  • What systems do you work with?
    ClickUp, Asana, Dubsado, QuickBooks, Gusto, Airtable, Notion, you name it, we’ll optimize it.
  • I’m worried this is just another layer of management…
    Think of it as relief, not red tape. We simplify communication, tighten workflows, and ensure you’re only pulled in when it counts. No micromanaging required. Just clear leadership and better results.
  • What if things are already moving fast, won’t this slow us down?
    On the contrary. Growth without structure creates drag. We help your business move faster and smarter by refining what’s already in motion so you’re not just busy, you’re efficient.
  • Do I really need this if things are “okay” right now?
    “Okay” might be working for now, but it’s rarely sustainable. We help you move from treading water to scaling with intention so your growth doesn’t come at the cost of burnout, bottlenecks, or missed opportunities.
  • What happens if we outgrow this plan?
    That’s a great thing! We’ll help you transition into our advanced offerings like Department Management or Turnkey Support.
  • We’ve hired consultants before and it didn’t work, what’s different here?
    We don’t disappear after the strategy session. The Momentum Plan includes hands-on implementation, troubleshooting, and ongoing refinement. You’re not left with a plan, you’re supported every step of the way.
  • How quickly will I see results?
    Many clients notice improved clarity, communication, and efficiency within the first 30–60 days.
  • Will I lose control if I hand off too much?
    Not a chance. You’re still the CEO, we just help you stop being the everything-else. With clear visibility, regular check-ins, and systems built around your preferences, you stay fully in charge while we streamline the rest.
  • What if I don’t know what systems I even need yet?
    That’s our job. We audit what’s working, spot the gaps, and recommend tools that support your vision not just the latest trend.
  • I’ve tried organizing things before and it never lasts.
    This time, you’re not doing it alone. We don’t hand you a template and vanish. We customize, build with you, train your team, and stick around until it works.
  • How long before I actually see a difference?
    You’ll feel the shift within the first few weeks. Most clients notice immediate relief as soon as we map the plan. By week 12, your business won’t just feel better, it’ll function better.
  • I don’t have a team yet. Is this overkill?
    No team? No problem. We’ll set you up with the systems now so that when you do hire, your onboarding is smooth, your expectations are clear, and your people are set up to succeed from day one.
  • I feel like I should figure this out on my own first…
    You weren’t meant to build your business solo. Asking for support doesn’t mean you’re behind, it means you’re leading. Smart CEOs know when to delegate so they can grow.
  • How do I know you’ll “get” my business and clients?
    Because we make it a priority. We learn your voice, your standards, and your client expectations before stepping into support mode. You stay the visionary, we keep the brand strong.
  • I’m already overwhelmed. Will it take a ton of time to bring you up to speed?
    Nope! We’ve got streamlined onboarding and proven systems to get moving quickly, without pulling you deeper into the weeds.
  • Is my sensitive client and business information safe?
    Absolutely. We operate under strict confidentiality policies and offer NDAs if needed. Trust is non-negotiable here.
  • I’ve had bad outsourcing experiences before, how is this different?
    You’ll feel the difference immediately. Clear communication, proactive project management, realistic expectations, and results that actually show up in your day-to-day business.
  • What if I don’t have my backend systems organized yet?
    Perfect. That’s exactly why you hire us! We specialize in creating order from chaos, with no judgment, just strategic action.

Your Team’s Running Fast, Let’s Help Them Run Smart

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