ProBusinessOps AI
Built for Denver Equipment Company  ·  Charlotte, NC  ·  May 2026
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Option C · Fractional COO Engagement

Six months. Embedded. Done right.

This isn't a software delivery with a training session at the end. It's six months of operational leadership — Jason inside your building, averaging 2–3 days per week on-site at the Charlotte location (scheduled weekly with Michelle around what's actually happening), running the meetings, installing the disciplines, and owning adoption of every tool. Month 6, he exits. DEC runs without him. That's the design.

$20.8K
Build fee (one-time, bundle-discounted)
$15K/mo
Embedded COO · 6 months
$111.7K
Engagement window total
Nov '26
Engagement ends

Build fee is broken out separately — same scope as Option B at a 15% bundle discount, because regular on-site presence during the build (2–3 days per week, averaged across the engagement) cuts communication overhead vs. delivering remotely. Schedule is set weekly with Michelle to match real demand, not a fixed calendar. Infrastructure on DEC-owned Azure/Supabase accounts (~$150/mo passthrough, not marked up). The $1,650/mo support retainer begins month 7, after Jason's engagement ends. Year 1 total: ~$122,500. Year 2 run-rate: ~$21,600.

The honest reason

The thing software alone doesn't fix.

Option B builds the system. Option C makes sure the system gets used.

"Every tool migration DEC has attempted has stalled — not because the tools were wrong, but because there was nobody accountable for making 20 people change how they work. The Sunday Word doc is still the Sunday Word doc because no software subscription ever showed up Friday afternoon to sit with Mike and make the new system feel like his system. Option C is that person."

The recurring structure

Six meetings. Every week, every month, without fail.

The cadence Michelle asked for two years ago. These don't require the dashboard to start — they start week one.

Weekly · Monday
All-Hands
All 20 staff · 30 minutes

Status across every active project — one blocker named and assigned before anyone leaves the room. The meeting Michelle asked for two years ago.

Weekly · Friday
Mike's Playbook Session
Jason + Mike · 20 minutes

Twenty minutes Mike doesn't have to spend on his Sunday. Walk through next week's priorities and the judgment calls behind them — captured in his words, in the system by Monday so the team runs on his thinking, not just his presence.

Bi-Weekly
Pipeline Review
Jason + Michelle + Tiffany · 45 minutes

Walk the full board — quoted, awarded, design, install, closeout. What's aging, what's at risk, what needs a decision this week.

Monthly
Financial Forecast
Jason + Tiffany · 60 minutes

Revenue forecast vs. actuals, job margin by project, cash positioned 30/60/90 days out. Tiffany's specific ask from the May 6 call, finally answered.

Monthly
One-on-Ones
Jason + Michelle, Mike, Tiffany, Melissa, Dom · 20 min each

Pulse check, surface what's not reaching the all-hands, build trust with the people who aren't the loudest voice in the room.

Monthly
Knowledge Sessions
Jason + Mike · 90 minutes

Working sessions with Mike to put the playbook on paper — top 20 customers and what makes each one tick, the quote situations that always go sideways, the fabricators he trusts and why. Mike's words, Mike's name on it.

Installed in month one

Six disciplines. None of them require the dashboard to start.

These go in before the software is live. Process first, then tools. Not the other way around.

Process 01

Quote → Drawing → Order Checklist

Week 1 · Melissa owns this
  • Written sign-off Melissa runs every time a job moves from quote to sales order
  • Walk-in dimensions, model numbers, quantities — the fields that produced the Westminster $5,400 mistake
  • Works before and after the software catches it automatically
Process 02

Project Handoff Protocol

Week 1 · Mike to Troy + Greg
  • What Mike does verbally between sales, design, and install — written down as a structured document
  • Troy and Greg shadow Mike on every handoff during months 1–3
  • By month 4 they run handoffs with Mike reviewing, not leading
Process 03

Same Page Migration

Week 2–3 · Jason owns this
  • Active calendar, all live job folders, key contacts — moved to the new platform
  • Jason runs the migration so it doesn't fall on Michelle or Tiffany
  • One-time effort, bounded and managed
Process 04

Drawing Version Control

Week 1 · Evan + Al
  • A naming convention replacing "go under Al and find the final"
  • Something Melissa can navigate without asking
  • Works with or without the dashboard — just file system discipline
Process 05

New Project Intake Form

Week 1 · Michelle + Mike
  • Standardized fields captured at sale: customer, GC, plumber, installer preference, drawing contact, deposit terms, install window
  • Replaces what currently lives in Mike's head and spiral notebook
  • Every new project enters the system complete
Process 06

Communication Routing

Week 1 · All 20 staff
  • Clear rules for what goes where — urgent field issues to Dom via Teams, drawing questions to Evan + the project record, Mike's approvals through Friday debrief
  • Eliminates the "I texted Mike but he was on a job" problem
  • Documented, posted, reinforced in the All-Hands until it's habit
The strategic prize

The Mike Poole playbook, in writing.

Mike has built the way DEC quotes, sells, and installs. This is about putting that playbook on paper — collaboratively, on Mike's terms — so the next generation of DEC inherits the methods, not just the company name. Mark Ridenhour's drawings are still in your files thirty years on; the goal is to make sure Mike's operational playbook lives the same way.

01
Months 1–6 · Monthly · 90 minutes
The monthly playbook sessions.
Working with Mike, not interviewing him. Specific prompts each month: which customers are hardest to quote and why? What do you check on a walk-in install that nobody else checks? Which fabricators do you trust and what would you tell the next salesperson about each one? Mike's answers go into a living document with his name on it — the Mike Poole playbook — that Michelle can reference, Troy and Greg can learn from, and the company can lean on whether Mike is at a job site or on a beach.
02
Months 1–3 shadow · Months 4–6 lead
Troy and Greg, developed into real PMs.
Months 1–3: both apprentice under Mike on every project handoff and site decision — learning the Mike Poole way, on real jobs. Months 4–6: they run projects solo with Mike as reviewer. By month 6, two people have absorbed enough of Mike's method that DEC can run two more projects in parallel without overloading Mike — meaning Mike does what Mike chooses to do, not what only he can do. That's the succession pipeline: a live-fire apprenticeship, not a training program.
03
Month 2 · Updated quarterly
The customer relationship map.
Top 20 accounts by revenue. For each: who at DEC owns the relationship today, the history and personality of the account through Mike's eyes, and what the next person handling it needs to know to keep the trust Mike has built. One page per customer, written with Mike, owned by Michelle. The accounts stay strong because the playbook for each one is no longer single-threaded.
The adoption calendar

Tools don't adopt themselves. Here's who owns what, and when.

1
Month 1 · June 2026
Dashboard live. 20 people trained.
Every active and quoted project visible on the dashboard. Same Page calendar migrated. First All-Hands Monday runs. This is the baseline — everything works before month 2 starts.
2
Month 2 · July 2026 · Jason hands-on
Mike's Friday playbook session, locked in.
Jason sits with Mike the first four Fridays — the new rhythm replacing the Sunday Word doc. The goal is for Mike to feel like the system is doing what his notebook used to do, just faster and visible to the team. By the end of month 2, Friday at 2pm with Jason is the new Sunday morning at the kitchen table — and Mike has gotten his weekends back.
3
Month 3 · August 2026
Field installers capturing on phones.
Joshua, Willie, David, DJ, and Little T using mobile capture on every job. Photos, voice notes, serial numbers — auto-logged to the project. Dom tracks field push confirmations instead of chasing calls.
4
Month 4 · September 2026
Mismatch detection, every job.
The three-way diff (quote ↔ drawing ↔ order) runs on every new project. Melissa owns the workflow — she's the one who flags, not Jason. The software catches it; Melissa makes the call. The Westminster mistake stops being possible.
5
Month 5 · October 2026
Tiffany's forecast, live.
Tiffany running the monthly forecast from live dashboard data — not a spreadsheet she maintains herself. The data is already there from months of use. This month, it connects to her financial review.
6
Month 6 · November 2026 · Jason exits
Michelle owns it. DEC runs it.
Jason hands off admin access and trains Michelle as the internal system owner. All processes are documented. The All-Hands runs itself. Jason's last act: make himself unnecessary. That's the goal of the whole engagement.
What DEC owns at month 6

Eight things DEC owns when Jason leaves.

Not a training manual. Not a login. Eight operating realities DEC didn't have in May.

A self-running pipeline

Every project visible to Michelle and Tiffany in real time — they can answer their own questions, freeing Mike to focus on the calls only he can make.

Two project managers

Troy and Greg have apprenticed under Mike for six months and run solo projects start to finish. The next generation of DEC project management, trained the Mike Poole way.

The Mike Poole playbook

Six months of working sessions with Mike, captured as a living document with his name on it. The methods that built a $19M business — now structured for whoever inherits them.

A customer relationship map

Top 20 accounts documented through Mike's eyes — the history, the personality, what each one needs from DEC. Built with Mike, durable beyond him.

Mismatch prevention on every job

Quote → drawing → order checked automatically. Melissa flags it same day. The Westminster mistake is no longer possible.

A weekly cadence that runs itself

All-Hands, pipeline review, financial forecast — meeting rhythms the team owns, not ones that require Jason to show up.

Tiffany's forecast, live

Revenue, margin, and cash positioned 30/60/90 days — from data the team already enters. Not a spreadsheet Tiffany maintains alone.

A system Michelle can own

Admin access, documentation, and the training to run it. One internal owner. No dependency on a vendor for day-to-day operation.

Ready to lock in June?

Option C starts the first week of June. The six months end in November with DEC running the system — not depending on it.