Services

Three ways
we work together.
One outcome.

Every engagement is structured to deliver measurable ROI — not observations. Whether you need a one-time audit, a full implementation, or an ongoing intelligence partner, there is a clear engagement model that fits where you are.

01
AI Operations Audit

Find what you're losing.
In 48 hours.

A structured 2–3 day deep-dive across all five operations domains — financial, supply chain, people, revenue, and technology. We arrive with access to your data and our AI diagnostic suite. You receive a prioritized Intelligence Report with every finding dollar-denominated.

This is not a qualitative assessment with vague recommendations. Every finding is grounded in your data. Every opportunity has an estimated dollar impact. The report includes a sequenced 90-day implementation roadmap.

Deliverables
Operations Intelligence Report — findings across all 5 domains with data evidence
Opportunity Savings Summary — dollar-denominated, effort vs. impact ranked
90-Day Implementation Roadmap — sequenced with dependencies and quick wins
Phase 2 Scope & Pricing — ready to proceed immediately
2–3 days on-site48-hour report delivery
02
Ops Transformation

Turn findings into
measurable results.

We take the roadmap from Phase 1 and turn it into a concrete action plan. Vendor renegotiations executed on your behalf, process recommendations your team can implement, and specific guidance on every major decision. We stay involved through implementation so findings do not die in a drawer.

Work is sequenced across three phases: Quick Wins (Days 1–30), Core Changes (Days 31–60), and Optimization (Days 61–90). Most clients see documented savings before the engagement ends.

Examples of What Gets Done
Specific KPI framework and reporting cadence your team can run
Cash flow model and 90-day forecast with risk flags identified
Inventory reorder policy and thresholds — clear rules your team executes
Churn risk analysis with prioritized retention recommendations
Tech stack consolidation plan — which tools to cut, what to replace them with
6–10 weeks33/33/33 payment structure
03
Fractional COO

Senior ops leadership
when you need it.

Monthly retainer that keeps a senior ops eye on your business. Regular analysis, proactive identification of risks and opportunities, and direct involvement in your biggest operational decisions — vendor contracts, 3PL changes, inventory strategy, team structure.

Most clients find the retainer pays for itself within 60 days from identified savings and avoided mistakes. The real value is having a senior operator in your corner who spots problems before they become expensive.

What's Included Every Month
Weekly ops review — findings, risks, and recommendations delivered to your inbox
Proactive monitoring — cost spikes, inventory risk, and vendor issues flagged early
1–2 new analyses or deep-dives from the ops backlog each month
Monthly 60-minute strategy call
Quarterly mini-audit — new opportunity identification
OngoingMonth-to-month after 90-day commitment

Every audit covers
all five domains.

Financial Operations
SCAN — Spend & Cost Analysis Cash Flow Radar Margin Microscope Budget Narrative
4 tools
Supply Chain
Inventory IQ Vendor Scorecard Fulfillment Audit Transit Intelligence
4 tools
People & Workforce
Hire IQ SOP Generator Org Efficiency Map Turnover Predictor
4 tools
Revenue Ops
Churn Signal Detector CX Audit Engine RevOps Dashboard Pricing Optimizer
4 tools
Tech & Process
Tech Stack Auditor Automation Mapper Data Health Checker KPI Command Center
4 tools

Every engagement
is built around your operation.

No off-the-shelf tiers. No menu of features. We meet you where you need us most — whether that is a 30-day diagnostic, an embedded operating partner through a major transition, or a steady hand on the ops wheel for the next twelve months.

Custom Proposal

A scope and price built around what you actually need.

From early-stage operations setup to scaling 3PL networks, from margin recovery to leadership coverage during a transition — the engagement that fits a $5M founder is rarely the engagement that fits a $40M brand. After a 30-minute call to understand your operation and what you are trying to accomplish, we deliver a written proposal with a clear scope, timeline, and fixed monthly fee. Straightforward, transparent, and shaped to your reality.

Start the Conversation →

What you'll want
to know first.

Do I need to do the audit before implementation?+
Yes — and this is intentional. The audit is how we build the implementation roadmap. Going straight to implementation without a structured diagnostic is how consultants end up building the wrong things. The audit pays for itself in the first finding.
How much access to our data do you need?+
Read-only access to your primary systems — typically QuickBooks or Xero, your inventory system, shipping data, and a tool inventory. We don't need admin access or anything that creates risk. Most clients can grant access in under an hour before the audit begins.
We're not very technical. Can we still benefit?+
Yes — this is actually where we deliver the most value. The less technical your team, the more manual work is consuming them, and the larger the automation opportunity. We handle all the technical building. Your team just needs to run the tools we build for them.
What if the audit doesn't find enough to justify the fee?+
This has not happened. In every engagement we have delivered findings that far outweigh the investment. If for any reason you feel the audit did not deliver commensurate value, we will have a candid conversation about next steps — that is our commitment.
How many clients do you work with at once?+
A small number — typically 4–6 active engagements at any given time. This is deliberate. Every client gets genuine senior attention, not a junior team working from a template.
What industries do you work with?+
DTC and e-commerce brands, 3PLs and fulfillment companies, freight and logistics operators, and founder-led product businesses. The common thread is physical operations — inventory, fulfillment, supply chain, and the teams that run them.

Start with a free
30-minute ops assessment.

No pitch. No obligation. We'll identify your top three AI opportunities on the call and tell you exactly what an audit would find.

Book Your Assessment
david@reifco.net