Vector Business Advisors
Managed Ops Services

The managed operations team for boutique B2B professional services firms.

We lead your business operations so you scale capacity, margin, and velocity without standing up an internal ops team.

Book a 30-minute fit call See what's covered

Boutique B2B professional services firms.

$2M to $10M revenue. 5 to 30 people. Knowledge work only.

Typical fits

  • Consulting and advisory firms
  • Fractional CXO networks
  • Accounting and CPA practices
  • Marketing, design, and dev studios
  • RIAs and wealth managers
  • PR and communications firms
  • Recruiting and search firms

Not a fit

  • No defined offers or repeatable delivery
  • Hourly billing buyer
  • Field operations, inventory, manufacturing

The internal hire path to the same coverage.

Role Loaded annual cost
Ops manager $110K to $140K
Systems / RevOps lead $90K to $120K
AI / automation builder $70K to $95K
Sysadmin / platform owner $40K to $65K
Total $310K to $420K

Managed Ops at the Bench tier covers the same surface area for $78K per year.

Six domains. One program.

01

Process Documentation

SOPs, playbooks, and decision records. Created, maintained, and versioned.

02

Business Dashboard

Operational and financial dashboards built and maintained against source systems. Recurring written reporting.

03

Tech Support

Helpdesk for business tools. Configuration changes, bug fixes, permissions, onboarding and offboarding.

04

AI Integration

Agent and automation builds on a published cadence. One workflow per month at Bench. Two per month at Operator. Quarterly retire-and-refresh review.

05

Growth Ops

Pipeline infrastructure, lead routing, attribution, sequencing, sales process tuning, content cadence.

06

Platform Support

Connected app management across the stack. Integrations, governance, license rationalization, user management.

The gains come from these domains working together. Most operational chaos traces back to data locked in separate tools. Connecting them is core to the work.

Three coverage levels, starting at $3,500 per month.

Anchor Bench Fractional COO
Domains 1 plus Tech Support 3 plus Tech Support All 6 plus Priority Support
Effort cap 8 hours 20 hours 40 hours
SLA 2 business days 1 business day Same day

90-day initial term. Month to month after that. 30 days notice.

90-Day Transformation

Onboarding

Includes Ops Health audit, baseline scorecard, AI-readiness assessment, two-quarter roadmap, intake stand-up, and first service cycle.

90-day guarantee

By day 90 you have:

If we miss it, the next service cycle is at no cost until each artifact is delivered.

Your tools or ours.

When we're choosing, we install Vector OS™. A Notion-native workspace covering CRM, projects, dashboards, SOPs, and AI agents. Every major LLM routed natively. Email and calendar integrated. Stripe for billing.

When you're already on another stack that you actually use, we work in it.

Layer Vector OS™ install We also support
Workspace, CRM, projects, SOPs, dashboards Notion HubSpot, Salesforce, Pipedrive, Attio, Asana, ClickUp, Linear, Monday, Confluence
AI All major LLMs routed natively Direct vendor integrations
Automation Native to the workspace Make, n8n, Zapier, Workato
Email and calendar Integrated into the workspace Google, Microsoft
Billing Stripe Chargebee, QuickBooks

What leaders hire us to do.

  1. Lower your tech spend while building an operational foundation you actually use and maintain.
  2. Increase revenue and protect margin by tightening the systems that drive delivery, pipeline, and billing.
  3. Scale without the chaos that usually comes with it. Documented processes and dedicated capacity so you can take on more without breaking delivery.
  4. Run the whole business better, so leadership can stop operating in the weeds and put their focus where it creates the most value.

A 30-minute working session.

We'll walk through your operating model and the scope of an engagement, and decide together whether it's a fit.

Book a working session →

Common questions.

What is this, exactly?

A recurring engagement that designs, documents, and supports the operational systems your team runs on. Process, dashboards, AI, growth ops, and platform support, covered under one program with a named operator.

How is this different from a fractional COO or an agency?

A fractional COO is one senior leader splitting time across a few clients. An agency ships projects and leaves. Managed Ops Services is an operating team that stays inside your model: a named lead operator plus specialists across process, data, AI, and platform, on a recurring basis as the business evolves.

Do you replace our internal ops team?

Usually no. We augment. The lead operator coordinates with your team, builds the underlying systems, and brings specialist capacity that would otherwise require multiple hires.

What if our data and processes are scattered?

That is the most common starting point. A lot of ops chaos traces back to data locked in separate tools and processes that do not cross functions. Wiring those connections is core to the engagement. Data flows cleanly between systems. Handoffs stop dropping work.

Do you have a guarantee?

Yes. 90 days, with four named artifacts: an indexed SOP library, a live dashboard, two AI workflows in production, and a two-quarter roadmap. If we miss it, the next service cycle runs at no cost until each artifact is delivered. See the full guarantee.

Who does the work?

A named lead operator runs the account. Specialists handle AI builds, growth ops, and platform configuration as the scope requires.

How do we start?

A 30-minute fit call to map the operating model and decide whether an engagement makes sense. If it does, a 90-day initial term begins with a structured onboarding sprint.

What is the commitment?

90-day initial term. Month to month after that, with 30 days notice. Tier changes happen at month boundaries with the same notice.

What happens if we cancel?

Dashboards, SOPs, AI agents, and configuration stay in your workspace. You own everything. We provide a 30-day handover.

Two to three boutique firms onboarded per quarter.

Spots are limited. Most engagements start with a short fit call.

Book a 30-minute fit call