Operations Intelligence &
Systems Architecture.
I personally architect the data frames and workflows here.
For full-stack implementation, fractional COO services, and ongoing support, I built a dedicated firm.
Step 1: 10-min Triage → Step 2: Paid Diagnostic → Step 3: Implementation.
Operations sessions
Book a specific session below, or start with Strategy Triage (10 min) to get a recommendation.
Operations Strategy Call
45 min · $375 — Check in and get direction on what to do next for your operations.
Book Operations Strategy Call →Solo Seller Roadmap
$1,000 one-time · 1–2 page visual plan, must-have automations, tech picks, 90-day checklist. Includes 45-min review.
Book Solo Seller Roadmap →Design Advisory (you implement)
$450/session · 60–75 min on-demand working sessions to adjust strategy, design flows, or solve issues as they come up.
Book Design Advisory →Ops & Revenue Systems Diagnostic
90 min · $1,500 — A fast, honest diagnostic of where your ops + revenue system is leaking time, margin, or deals—then a plan to fix the constraint first.
Book Ops Diagnostic →Pricing (up front)
Pick the session that fits your situation, or use the decision guide below.
| Offer | Time | Price | Best for… | Link |
|---|---|---|---|---|
| Operations Strategy Call | 45 min | $375 | A fast check-in to get direction and a next-step plan. | Book → |
| Solo Seller Roadmap | One-time | $1,000 | A simple operating system you can implement over 90 days. | Book → |
| Design Advisory | 60–75 min | $450/session | You’re implementing; you want higher-leverage design decisions and fixes. | Book → |
| Ops Diagnostic | 90 min | $1,500 | You need a clear constraint-first plan to stop leaks in your revenue/ops system. | Book → |
Do I need this or Partnership?
Answer three questions. You’ll get routed to the right offer fast.
Choose RevOps sessions if…
- • You want a specific fix: CRM hygiene, handoffs, dashboards, automations.
- • You want a plan or architecture, then you (or Ops-Pal) implement it.
- • Equity isn’t part of the conversation.
Choose Partnership if…
- • You need an operator inside the business installing the whole operating system.
- • You’re $2M+ revenue and want a long-term build, not a one-off project.
- • You’re open to equity and a tight cadence with accountability.
What this looks like in the real world
Anonymized examples of outcomes tied to each service line.
Ops Diagnostic
A $3M e-commerce operator had 0 CRM hygiene and a 40-day response lag. After the Ops Diagnostic, we reduced response time to 4 hours and recovered 18% of previously dead leads in 60 days.
Operations Strategy Call
A founder was overwhelmed by tool sprawl and inconsistent handoffs. In 45 minutes we clarified the constraint, set a single lead definition, and produced a 14-day priority stack that stopped “random acts of automation.”
Solo Seller Roadmap
A solo consultant had leads coming in but no follow-up system. The Roadmap produced a lightweight CRM + pipeline + nurture sequence, and they stopped losing warm leads to “I’ll reply later.”
Design Advisory
A team was building automations but kept breaking reporting. In advisory sessions we redesigned the data model and stage gates so dashboards matched how they actually sell—and stayed accurate as volume grew.
Why Ops-Pal?
Diagnostic (Daniel) → Build (Ops-Pal).
Daniel-Speiss.com is where I do my advisory work—strategy, equity partnerships, and the triage/diagnostic step.
Ops-Pal.com is the engine room. It's where my team and I execute the heavy lifting of Revenue Operations, Automation, and Systems Integration.
- ✓ Full CRM Implementation & Migration
- ✓ Fractional COO / RevOps Leadership
- ✓ Dedicated Automation Engineers
Ops-Pal Services
Explore the full suite of operational support services, including:
Implementation via Ops-Pal
After the diagnostic, implementation is delivered through Ops-Pal. Scalpel engagements available: Audit & Roadmap, SLA Architecture, Automation Sprint.
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