Fractional Revenue & Operations Package

The Levels Fractional Revenue & Operations Package was created 
to help growing businesses fill their c-level executive gaps.

The team at Levels have a proven track record of success in scaling multiple organisations, in different industries and markets, to tens of millions in revenue with over 100% annual growth.

Our consulting packages provide SMEs with access to our real world experience, expertise and industry connections at a fraction of the price of a full time c-level leader.

“Everything we do for our clients is bespoke to their business. While we have a process and methodology for best practice, your specific goals will determine how we work with you.”

Levels Revenue & Operations Leadership Service and Ongoing Support

Our commitment to you to ensure you reach your goals

Discovery workshop (half day)
  • Review the current state (this includes, but is not limited to; systems, processes, operations, teams, suppliers, organisation structure, culture)
  • Define objectives
  • Establish key metrics and reporting
  • Review, develop and revise Go-to-Market strategy to prepare for scale (CRM, marketing, service, onboarding, training)
Weekly sessions with Owners/Directors/CEO
  • Review of the key unit economics
  • Update on the prior week
  • Plan for the current week
  • Wins/losses/learnings
Weekly sessions with key teams and team members
  • Weekly 1-on-1s with key leadership team
  • Chairing weekly sales and marketing team meetings
  • Accountability, training, and support of sales and marketing teams
  • Performance management assistance
  • Management of outsourced resources
  • Attendance and contribution at regular and ad-hoc additional meetings as required
Monthly review & planning
  • High level strategy progress, planning, and accountability
  • Review systems including CRM, marketing, service, onboarding, and training
  • Assistance on key issues, improvements, or projects
  • Review of current teams and recruitment
  • Other items i.e M&A, capital raising, partnerships etc
  • Ongoing iteration of GTM strategy
Quarterly strategic review & planning
  • Review of the previous quarter
  • P&L analysis
  • Goal setting and alignment
  • Identify and work through a key issue or opportunity
  • Attendance by a member of the Levels Strategy Advisory board
Management of ad-hoc special projects (including but not limited to)
  • Entering a new region
  • Capital raise and funding
  • Non-Executive or Advisory Board Services
  • Establish outsourced suppliers where required
  • Recruitment and onboarding
  • Mergers and acquisitions

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